SRS Investment Management as of March 31, 2017
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 36.0 | $1.5B | 10M | 147.81 | |
| Facebook Inc cl a (META) | 12.7 | $529M | 3.7M | 142.05 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.3 | $387M | 1.2M | 327.32 | |
| Avis Budget (CAR) | 6.0 | $251M | 8.5M | 29.58 | |
| Metropcs Communications (TMUS) | 5.5 | $228M | 3.5M | 64.59 | |
| salesforce (CRM) | 4.8 | $201M | 2.4M | 82.49 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.8 | $157M | 4.7M | 33.67 | |
| Cognizant Technology Solutions (CTSH) | 3.2 | $135M | 2.3M | 59.52 | |
| Signet Jewelers (SIG) | 3.0 | $126M | 1.8M | 69.27 | |
| Tripadvisor (TRIP) | 3.0 | $126M | 2.9M | 43.16 | |
| Carter's (CRI) | 3.0 | $124M | 1.4M | 89.80 | |
| Fiat Chrysler Auto | 2.8 | $117M | 11M | 10.93 | |
| Dick's Sporting Goods (DKS) | 1.7 | $72M | 1.5M | 48.66 | |
| Comcast Corporation (CMCSA) | 1.5 | $64M | 1.7M | 37.59 | |
| Ehi Car Svcs Ltd spon ads cl a | 1.0 | $42M | 4.2M | 10.11 | |
| Zillow Group Inc Cl A (ZG) | 1.0 | $40M | 1.2M | 33.81 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $28M | 218k | 130.13 | |
| Twenty-first Century Fox | 0.6 | $24M | 732k | 32.39 | |
| Snap Inc cl a (SNAP) | 0.2 | $9.0M | 400k | 22.53 | |
| Marvell Technology Group | 0.1 | $4.6M | 304k | 15.26 |
