SRS Investment Management, LLC Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$2.7T
Holdings
22
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 10,353,173 | $1.1T | 38.54% | |
| 2 | BKNGPRICELINE GRP INC | 225,890 | $291.2B | 10.60% | |
| 3 | —LINKEDIN CORP | 2,344,094 | $268.0B | 9.76% | |
| 4 | CUCAAVIS BUDGET GROUP | 9,500,000 | $259.9B | 9.46% | |
| 5 | AAPLAPPLE INC | 1,473,740 | $160.6B | 5.85% | |
| 6 | —CHARTER COMMUNICATION INC D | 600,900 | $121.6B | 4.43% | |
| 7 | HTZHERTZ GLOBAL HOLDINGS INC | 10,000,000 | $105.3B | 3.83% | |
| 8 | CRICARTER INC | 823,845 | $86.8B | 3.16% | |
| 9 | NOWSERVICENOW INC | 1,047,044 | $64.1B | 2.33% | |
| 10 | —EHI CAR SVCS LTD | 4,167,432 | $52.1B | 1.90% | |
| 11 | SKAASKECHERS U S A INC | 1,655,519 | $50.4B | 1.84% | |
| 12 | DATATABLEAU SOFTWARE INC | 1,000,000 | $45.9B | 1.67% | |
| 13 | WDAYWORKDAY INC | 586,000 | $45.0B | 1.64% | |
| 14 | —RESTORATION HARDWARE HLDGS I | 1,000,000 | $41.9B | 1.53% | |
| 15 | SPLKCHFSPLUNK INC | 515,966 | $25.2B | 0.92% | |
| 16 | TMUST MOBILE US INC | 565,400 | $21.7B | 0.79% | |
| 17 | EBAEBAY INC | 827,300 | $19.7B | 0.72% | Put |
| 18 | BHCVALEANT PHARMACEUTICALS INTL | 500,000 | $13.2B | 0.48% | |
| 19 | EXPEEXPEDIA INC DEL | 70,000 | $7.5B | 0.27% | |
| 20 | ADSKAUTODESK INC | 66,012 | $3.8B | 0.14% | |
| 21 | VVISA INC | 26,358 | $2.0B | 0.07% | |
| 22 | MAMASTERCARD INC | 21,227 | $2.0B | 0.07% |