SRS Investment Management, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$4.1T
Holdings
20
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 9,455,582 | $1.4T | 34.12% | Call |
| 2 | METAFACEBOOK INC | 3,726,552 | $562.6B | 13.59% | |
| 3 | CUCAAVIS BUDGET GROUP | 8,500,000 | $231.8B | 5.60% | |
| 4 | TRIPTRIPADVISOR INC | 6,062,509 | $231.6B | 5.59% | |
| 5 | —TWENTY FIRST CENTY FOX INC | 7,784,350 | $220.6B | 5.33% | |
| 6 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,142,573 | $208.7B | 5.04% | |
| 7 | CRMSALESFORCE COM INC | 2,337,222 | $202.4B | 4.89% | |
| 8 | CMCSACOMCAST CORP NEW | 5,157,875 | $200.7B | 4.85% | |
| 9 | SIGSIGNET JEWELERS LIMITED | 3,017,396 | $190.8B | 4.61% | |
| 10 | ZZILLOW GROUP INC | 3,499,591 | $171.5B | 4.14% | |
| 11 | TMUST MOBILE US INC | 2,000,000 | $121.2B | 2.93% | |
| 12 | STLAFIAT CHRYSLER AUTOMOBILES N | 10,949,100 | $116.4B | 2.81% | |
| 13 | CRICARTER INC | 756,924 | $67.3B | 1.63% | |
| 14 | ZGZILLOW GROUP INC | 1,200,979 | $58.7B | 1.42% | |
| 15 | DKSDICKS SPORTING GOODS INC | 1,183,133 | $47.1B | 1.14% | |
| 16 | —EHI CAR SVCS LTD | 4,167,432 | $41.6B | 1.00% | |
| 17 | ADBEADOBE SYS INC | 218,056 | $30.8B | 0.74% | |
| 18 | CVNACARVANA CO | 630,336 | $12.9B | 0.31% | |
| 19 | SNAPSNAP INC | 343,410 | $6.1B | 0.15% | |
| 20 | MRVLMARVELL TECHNOLOGY GROUP LTD | 303,792 | $5.0B | 0.12% |