SRS Investment Management, LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$4.2T
Holdings
20
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 10,156,538 | $1.5T | 36.03% | |
| 2 | METAFACEBOOK INC | 3,726,552 | $529.4B | 12.71% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 1,183,317 | $387.3B | 9.30% | |
| 4 | CUCAAVIS BUDGET GROUP | 8,500,000 | $251.4B | 6.03% | |
| 5 | TMUST MOBILE US INC | 3,521,827 | $227.5B | 5.46% | |
| 6 | CRMSALESFORCE COM INC | 2,433,234 | $200.7B | 4.82% | |
| 7 | ZZILLOW GROUP INC | 4,668,461 | $157.2B | 3.77% | |
| 8 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,264,741 | $134.8B | 3.24% | |
| 9 | SIGSIGNET JEWELERS LIMITED | 1,817,103 | $125.9B | 3.02% | |
| 10 | TRIPTRIPADVISOR INC | 2,915,281 | $125.8B | 3.02% | |
| 11 | CRICARTER INC | 1,376,173 | $123.6B | 2.97% | |
| 12 | STLAFIAT CHRYSLER AUTOMOBILES N | 10,680,904 | $116.7B | 2.80% | |
| 13 | DKSDICKS SPORTING GOODS INC | 1,483,647 | $72.2B | 1.73% | |
| 14 | CMCSACOMCAST CORP NEW | 1,707,684 | $64.2B | 1.54% | |
| 15 | —EHI CAR SVCS LTD | 4,167,432 | $42.1B | 1.01% | |
| 16 | ZGZILLOW GROUP INC | 1,195,979 | $40.4B | 0.97% | |
| 17 | ADBEADOBE SYS INC | 218,056 | $28.4B | 0.68% | |
| 18 | —TWENTY FIRST CENTY FOX INC | 732,417 | $23.7B | 0.57% | |
| 19 | SNAPSNAP INC | 400,000 | $9.0B | 0.22% | |
| 20 | MRVLMARVELL TECHNOLOGY GROUP LTD | 303,792 | $4.6B | 0.11% |