SRS Investment Management, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$4.6T
Holdings
29
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,614,580 | $1.4T | 29.49% | |
| 2 | CMCSACOMCAST CORP NEW | 14,068,295 | $483.7B | 10.51% | Call |
| 3 | CTXSEURCITRIX SYS INC | 2,947,857 | $417.3B | 9.07% | |
| 4 | ZZILLOW GROUP INC | 9,722,324 | $350.2B | 7.61% | |
| 5 | BKNGBOOKING HLDGS INC | 199,375 | $268.2B | 5.83% | |
| 6 | CUCAAVIS BUDGET GROUP | 16,189,300 | $225.0B | 4.89% | |
| 7 | METAFACEBOOK INC | 1,313,645 | $219.1B | 4.76% | |
| 8 | MSFTMICROSOFT CORP | 1,203,572 | $189.8B | 4.12% | |
| 9 | PANWPALO ALTO NETWORKS INC | 1,031,290 | $169.1B | 3.67% | |
| 10 | PLNTPLANET FITNESS INC | 3,359,313 | $163.6B | 3.55% | |
| 11 | EAELECTRONIC ARTS INC | 1,597,759 | $160.0B | 3.48% | |
| 12 | PDDPINDUODUO INC | 3,543,387 | $127.7B | 2.77% | |
| 13 | MTCHEURMATCH GROUP INC | 1,226,488 | $81.0B | 1.76% | |
| 14 | ORLYO REILLY AUTOMOTIVE INC NEW | 241,167 | $72.6B | 1.58% | |
| 15 | WWEUSDWORLD WRESTLING ENTMT INC | 1,784,527 | $60.5B | 1.32% | |
| 16 | AFWALIGN TECHNOLOGY INC | 224,715 | $39.1B | 0.85% | |
| 17 | MGMMGM RESORTS INTERNATIONAL | 3,295,828 | $38.9B | 0.84% | |
| 18 | PINSPINTEREST INC | 1,664,954 | $25.7B | 0.56% | |
| 19 | UBERUBER TECHNOLOGIES INC | 893,974 | $25.0B | 0.54% | |
| 20 | ULTAULTA BEAUTY INC | 136,005 | $23.9B | 0.52% | |
| 21 | SABRSABRE CORP | 3,811,616 | $22.6B | 0.49% | |
| 22 | EGHT8X8 INC NEW | 1,500,000 | $20.8B | 0.45% | |
| 23 | MRVLMARVELL TECHNOLOGY GROUP LTD | 914,486 | $20.7B | 0.45% | |
| 24 | ADSKAUTODESK INC | 109,962 | $17.2B | 0.37% | |
| 25 | —TALEND S A | 361,847 | $8.1B | 0.18% | |
| 26 | JBLUJETBLUE AWYS CORP | 898,527 | $8.0B | 0.17% | |
| 27 | LEVILEVI STRAUSS & CO NEW | 300,000 | $3.7B | 0.08% | |
| 28 | —HERTZ GLOBAL HLDGS INC | 531,066 | $3.3B | 0.07% | |
| 29 | PLANUSDANAPLAN INC | 28,245 | $855.0M | 0.02% |