SRS Investment Management, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$4.7T
Holdings
28
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,533,893 | $1.3T | 27.77% | |
| 2 | METAFACEBOOK INC | 4,010,503 | $774.0B | 16.56% | Call |
| 3 | CUCAAVIS BUDGET GROUP INC | 16,189,300 | $569.2B | 12.18% | |
| 4 | AVGOBROADCOM INC | 1,082,008 | $311.5B | 6.66% | |
| 5 | ZZILLOW GROUP INC | 5,960,740 | $276.5B | 5.92% | |
| 6 | MSFTMICROSOFT CORP | 1,971,887 | $264.2B | 5.65% | |
| 7 | EAELECTRONIC ARTS INC | 2,307,584 | $233.7B | 5.00% | |
| 8 | TWTRUSDTWITTER INC | 5,725,246 | $199.8B | 4.27% | |
| 9 | DISDISNEY WALT CO | 1,178,386 | $164.6B | 3.52% | |
| 10 | ADSKAUTODESK INC | 486,589 | $79.3B | 1.70% | |
| 11 | AWNADVANCE AUTO PARTS INC | 472,286 | $72.8B | 1.56% | |
| 12 | LBEURL BRANDS INC | 2,453,183 | $64.0B | 1.37% | |
| 13 | CMCSACOMCAST CORP NEW | 1,153,131 | $48.8B | 1.04% | |
| 14 | BIDUNBAIDU INC | 409,365 | $48.0B | 1.03% | |
| 15 | ZGZILLOW GROUP INC | 909,666 | $41.6B | 0.89% | |
| 16 | CVNACARVANA CO | 630,336 | $39.5B | 0.84% | |
| 17 | ZMZOOM VIDEO COMMUNICATIONS IN | 423,147 | $37.6B | 0.80% | |
| 18 | TRIPTRIPADVISOR INC | 782,136 | $36.2B | 0.77% | |
| 19 | STLAFIAT CHRYSLER AUTOMOBILES N | 2,618,102 | $36.2B | 0.77% | |
| 20 | EGHT8X8 INC NEW | 1,109,263 | $26.7B | 0.57% | |
| 21 | —TALEND S A | 361,847 | $14.0B | 0.30% | |
| 22 | AFWALIGN TECHNOLOGY INC | 33,377 | $9.1B | 0.20% | |
| 23 | SNAPSNAP INC | 542,967 | $7.8B | 0.17% | |
| 24 | LEVILEVI STRAUSS & CO NEW | 300,000 | $6.3B | 0.13% | |
| 25 | CRWDCROWDSTRIKE HLDGS INC | 90,000 | $6.1B | 0.13% | |
| 26 | PINSPINTEREST INC | 150,000 | $4.1B | 0.09% | |
| 27 | PDDPINDUODUO INC | 163,348 | $3.4B | 0.07% | |
| 28 | ADBEADOBE INC | 6,758 | $2.0B | 0.04% |