SRS Investment Management as of March 31, 2020
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 29.5 | $1.4B | 3.6M | 375.50 | |
| Comcast Corporation (CMCSA) | 10.5 | $484M | 14M | 34.38 | |
| Citrix Systems | 9.1 | $417M | 2.9M | 141.55 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 7.6 | $350M | 9.7M | 36.02 | |
| Booking Holdings (BKNG) | 5.8 | $268M | 199k | 1345.32 | |
| Avis Budget (CAR) | 4.9 | $225M | 16M | 13.90 | |
| Facebook Inc cl a (META) | 4.8 | $219M | 1.3M | 166.80 | |
| Microsoft Corporation (MSFT) | 4.1 | $190M | 1.2M | 157.71 | |
| Palo Alto Networks (PANW) | 3.7 | $169M | 1.0M | 163.96 | |
| Planet Fitness Inc-cl A (PLNT) | 3.6 | $164M | 3.4M | 48.70 | |
| Electronic Arts (EA) | 3.5 | $160M | 1.6M | 100.17 | |
| Pinduoduo (PDD) | 2.8 | $128M | 3.5M | 36.03 | |
| Match | 1.8 | $81M | 1.2M | 66.04 | |
| O'reilly Automotive (ORLY) | 1.6 | $73M | 241k | 301.05 | |
| World Wrestling Entertainment | 1.3 | $61M | 1.8M | 33.93 | |
| Align Technology (ALGN) | 0.8 | $39M | 225k | 173.95 | |
| MGM Resorts International. (MGM) | 0.8 | $39M | 3.3M | 11.80 | |
| Pinterest Inc Cl A (PINS) | 0.6 | $26M | 1.7M | 15.44 | |
| Uber Technologies (UBER) | 0.5 | $25M | 894k | 27.92 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $24M | 136k | 175.70 | |
| Sabre (SABR) | 0.5 | $23M | 3.8M | 5.93 | |
| 8x8 (EGHT) | 0.5 | $21M | 1.5M | 13.86 | |
| Marvell Technology Group | 0.4 | $21M | 915k | 22.63 | |
| Autodesk (ADSK) | 0.4 | $17M | 110k | 156.10 | |
| Talend S A ads | 0.2 | $8.1M | 362k | 22.43 | |
| JetBlue Airways Corporation (JBLU) | 0.2 | $8.0M | 899k | 8.95 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.1 | $3.7M | 300k | 12.43 | |
| Hertz Global Holdings | 0.1 | $3.3M | 531k | 6.18 | |
| Anaplan | 0.0 | $855k | 28k | 30.27 |
