SRS Investment Management as of Dec. 31, 2019
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 31.8 | $1.3B | 4.1M | 323.57 | |
| Avis Budget (CAR) | 12.5 | $522M | 16M | 32.24 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 10.7 | $447M | 9.7M | 45.94 | |
| Facebook Inc cl a (META) | 8.9 | $372M | 1.8M | 205.25 | |
| Microsoft Corporation (MSFT) | 7.5 | $311M | 2.0M | 157.70 | |
| Citrix Systems | 4.8 | $202M | 1.8M | 110.90 | |
| Autodesk (ADSK) | 4.7 | $198M | 1.1M | 183.46 | |
| Electronic Arts (EA) | 4.1 | $172M | 1.6M | 107.51 | |
| Pinduoduo (PDD) | 3.2 | $135M | 3.6M | 37.82 | |
| World Wrestling Entertainment | 2.8 | $116M | 1.8M | 64.87 | |
| Uber Technologies (UBER) | 2.1 | $89M | 3.0M | 29.74 | |
| Carvana Co cl a (CVNA) | 1.4 | $58M | 630k | 92.05 | |
| Comcast Corporation (CMCSA) | 1.2 | $52M | 1.2M | 44.97 | |
| 1.1 | $48M | 1.5M | 32.05 | ||
| Planet Fitness Inc-cl A (PLNT) | 0.9 | $38M | 509k | 74.68 | |
| 8x8 (EGHT) | 0.7 | $28M | 1.5M | 18.30 | |
| Marvell Technology Group | 0.6 | $24M | 915k | 26.56 | |
| Talend S A ads | 0.3 | $14M | 362k | 39.11 | |
| Align Technology (ALGN) | 0.2 | $9.3M | 33k | 279.05 | |
| Snap Inc cl a (SNAP) | 0.2 | $8.9M | 543k | 16.33 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.1 | $5.8M | 300k | 19.29 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.2M | 6.8k | 329.83 |
