SRS Investment Management as of Sept. 30, 2020
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 31 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 25.6 | $1.4B | 2.8M | 500.03 | |
| Zillow Group Cl C Cap Stk (Z) | 16.1 | $871M | 8.6M | 101.59 | |
| Avis Budget (CAR) | 8.8 | $475M | 18M | 26.32 | |
| Planet Fitness Cl A (PLNT) | 6.7 | $361M | 5.9M | 61.62 | |
| 6.4 | $348M | 7.8M | 44.50 | ||
| Microsoft Corporation (MSFT) | 4.7 | $253M | 1.2M | 210.33 | |
| Altice Usa Cl A (ATUS) | 3.9 | $210M | 8.1M | 26.00 | |
| Citrix Systems | 3.6 | $196M | 1.4M | 137.71 | |
| MGM Resorts International. (MGM) | 3.5 | $191M | 8.8M | 21.75 | |
| Dynatrace Com New (DT) | 3.0 | $163M | 4.0M | 41.02 | |
| Fiverr Intl Ord Shs (FVRR) | 2.5 | $137M | 987k | 138.98 | |
| Comcast Corp Cl A (CMCSA) | 2.5 | $133M | 2.9M | 46.26 | |
| Booking Holdings (BKNG) | 2.3 | $126M | 73k | 1710.68 | |
| Anaplan | 2.2 | $120M | 1.9M | 62.58 | |
| O'reilly Automotive (ORLY) | 2.1 | $111M | 241k | 461.08 | |
| Expedia Group Com New (EXPE) | 1.8 | $99M | 1.1M | 91.69 | |
| Polaris Industries (PII) | 1.0 | $55M | 585k | 94.34 | |
| Snowflake Cl A (SNOW) | 0.6 | $35M | 140k | 251.00 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.6 | $31M | 500k | 61.30 | |
| Facebook Cl A (META) | 0.3 | $17M | 66k | 261.91 | |
| Nike CL B (NKE) | 0.3 | $15M | 119k | 125.54 | |
| Talend S A Ads | 0.3 | $14M | 362k | 39.04 | |
| Palo Alto Networks (PANW) | 0.3 | $14M | 57k | 244.75 | |
| Align Technology (ALGN) | 0.2 | $11M | 33k | 327.35 | |
| Trex Company (TREX) | 0.2 | $10M | 141k | 71.60 | |
| Li Auto Sponsored Ads (LI) | 0.1 | $7.8M | 450k | 17.39 | |
| Smartsheet Com Cl A (SMAR) | 0.1 | $7.4M | 151k | 49.42 | |
| Autodesk (ADSK) | 0.1 | $6.9M | 30k | 231.02 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $4.0M | 300k | 13.40 | |
| Disney Walt Com Disney (DIS) | 0.1 | $3.4M | 28k | 124.07 | |
| Duck Creek Technologies SHS | 0.0 | $681k | 15k | 45.40 |
