SRS Investment Management, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$5.4T
Holdings
24
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 4,859,803 | $1.9T | 35.48% | |
| 2 | DISDISNEY WALT CO | 6,677,890 | $699.9B | 13.05% | |
| 3 | METAFACEBOOK INC | 3,132,481 | $608.7B | 11.35% | |
| 4 | CUCAAVIS BUDGET GROUP | 12,000,000 | $390.0B | 7.27% | |
| 5 | AVGOBROADCOM INC | 1,250,400 | $303.4B | 5.66% | |
| 6 | TRIPTRIPADVISOR INC | 4,838,448 | $269.6B | 5.03% | |
| 7 | —TWENTY FIRST CENTY FOX INC | 3,514,350 | $174.6B | 3.26% | |
| 8 | ZZILLOW GROUP INC | 2,816,695 | $166.4B | 3.10% | |
| 9 | LBEURL BRANDS INC | 3,298,152 | $121.6B | 2.27% | |
| 10 | ADSKAUTODESK INC | 786,557 | $103.1B | 1.92% | |
| 11 | AWNADVANCE AUTO PARTS INC | 744,622 | $101.0B | 1.88% | |
| 12 | STLAFIAT CHRYSLER AUTOMOBILES N | 5,297,037 | $100.1B | 1.87% | |
| 13 | IQIQIYI INC | 2,576,591 | $83.2B | 1.55% | |
| 14 | WOOFOOT LOCKER INC | 1,211,203 | $63.8B | 1.19% | |
| 15 | SNAPSNAP INC | 4,343,410 | $56.9B | 1.06% | |
| 16 | ZGZILLOW GROUP INC | 909,666 | $54.4B | 1.01% | |
| 17 | ADBEADOBE SYS INC | 124,881 | $30.4B | 0.57% | |
| 18 | SYMCEURSYMANTEC CORP | 1,375,125 | $28.4B | 0.53% | |
| 19 | —EHI CAR SVCS LTD | 2,096,432 | $27.2B | 0.51% | |
| 20 | CVNACARVANA CO | 630,336 | $26.2B | 0.49% | |
| 21 | CTRPUSDCTRIP COM INTL LTD | 358,845 | $17.1B | 0.32% | |
| 22 | MSFTMICROSOFT CORP | 160,239 | $15.8B | 0.29% | |
| 23 | ADTADT INC | 1,409,732 | $12.2B | 0.23% | |
| 24 | GRPNCHFGROUPON INC | 1,182,190 | $5.1B | 0.09% |