SRS Investment Management, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$4.4T
Holdings
24
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,564,378 | $1.3T | 28.64% | |
| 2 | CUCAAVIS BUDGET GROUP INC | 16,189,300 | $564.4B | 12.72% | |
| 3 | AVGOBROADCOM INC | 1,800,400 | $541.4B | 12.20% | |
| 4 | METAFACEBOOK INC | 1,692,603 | $282.1B | 6.36% | |
| 5 | EAELECTRONIC ARTS INC | 2,547,584 | $258.9B | 5.83% | |
| 6 | MSFTMICROSOFT CORP | 1,971,887 | $232.6B | 5.24% | |
| 7 | TWTRUSDTWITTER INC | 6,922,381 | $227.6B | 5.13% | |
| 8 | ADSKAUTODESK INC | 1,424,578 | $222.0B | 5.00% | |
| 9 | AWNADVANCE AUTO PARTS INC | 1,088,451 | $185.6B | 4.18% | |
| 10 | ZZILLOW GROUP INC | 4,403,868 | $153.0B | 3.45% | |
| 11 | DISDISNEY WALT CO | 1,178,386 | $130.8B | 2.95% | |
| 12 | STLAFIAT CHRYSLER AUTOMOBILES N | 5,297,037 | $78.7B | 1.77% | |
| 13 | LBEURL BRANDS INC | 2,453,183 | $67.7B | 1.52% | |
| 14 | CMCSACOMCAST CORP NEW | 1,153,131 | $46.1B | 1.04% | |
| 15 | TRIPTRIPADVISOR INC | 871,205 | $44.8B | 1.01% | |
| 16 | CVNACARVANA CO | 630,336 | $36.6B | 0.82% | |
| 17 | ZGZILLOW GROUP INC | 909,666 | $31.1B | 0.70% | |
| 18 | —EHI CAR SVCS LTD | 2,096,432 | $24.7B | 0.56% | |
| 19 | BABAALIBABA GROUP HLDG LTD | 85,085 | $15.5B | 0.35% | |
| 20 | AFWALIGN TECHNOLOGY INC | 26,059 | $7.4B | 0.17% | |
| 21 | LEVILEVI STRAUSS & CO NEW | 300,000 | $7.1B | 0.16% | |
| 22 | SNAPSNAP INC | 542,967 | $6.0B | 0.13% | |
| 23 | ADBEADOBE INC | 6,758 | $1.8B | 0.04% | |
| 24 | LYFTLYFT INC | 15,000 | $1.2B | 0.03% |