SRS Investment Management as of June 30, 2020
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 27 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 25.7 | $1.4B | 3.0M | 455.04 | |
| Zillow Group Cl C Cap Stk (Z) | 10.5 | $565M | 9.8M | 57.61 | |
| Citrix Systems | 10.2 | $548M | 3.7M | 147.91 | |
| Avis Budget (CAR) | 7.1 | $382M | 17M | 22.89 | |
| Planet Fitness Cl A (PLNT) | 5.6 | $300M | 4.9M | 60.57 | |
| Comcast Corp Cl A (CMCSA) | 5.3 | $282M | 7.2M | 38.98 | |
| Microsoft Corporation (MSFT) | 4.6 | $245M | 1.2M | 203.51 | |
| Facebook Cl A (META) | 4.5 | $244M | 1.1M | 227.07 | |
| Palo Alto Networks (PANW) | 4.4 | $236M | 1.0M | 229.67 | |
| MGM Resorts International. (MGM) | 4.2 | $225M | 13M | 16.80 | |
| Tesla Motors Put Option (TSLA) | 4.0 | $216M | 200k | 1079.81 | |
| Booking Holdings (BKNG) | 4.0 | $215M | 135k | 1592.34 | |
| O'reilly Automotive (ORLY) | 1.9 | $102M | 241k | 421.67 | |
| 1.8 | $98M | 3.3M | 29.79 | ||
| Expedia Group Com New (EXPE) | 1.6 | $89M | 1.1M | 82.20 | |
| Sabre (SABR) | 1.1 | $61M | 7.5M | 8.06 | |
| Altice Usa Cl A (ATUS) | 1.0 | $55M | 2.4M | 22.54 | |
| Pinterest Cl A (PINS) | 0.7 | $37M | 1.7M | 22.17 | |
| 8x8 (EGHT) | 0.4 | $24M | 1.5M | 16.00 | |
| Polaris Industries (PII) | 0.4 | $22M | 238k | 92.55 | |
| Talend S A Ads | 0.2 | $13M | 362k | 34.66 | |
| JetBlue Airways Corporation (JBLU) | 0.2 | $9.8M | 899k | 10.90 | |
| Align Technology (ALGN) | 0.2 | $9.2M | 33k | 274.44 | |
| Autodesk (ADSK) | 0.1 | $7.2M | 30k | 239.21 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $4.0M | 300k | 13.40 | |
| Anaplan | 0.0 | $1.3M | 28k | 45.32 | |
| Dada Nexus Ads (DADA) | 0.0 | $886k | 40k | 22.30 |
