SRS Investment Management, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$5.4T
Holdings
27
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,037,684 | $1.4T | 25.74% | |
| 2 | ZZILLOW GROUP INC | 9,810,426 | $565.2B | 10.52% | |
| 3 | CTXSEURCITRIX SYS INC | 3,706,459 | $548.2B | 10.21% | |
| 4 | CUCAAVIS BUDGET GROUP | 16,688,940 | $382.0B | 7.11% | |
| 5 | PLNTPLANET FITNESS INC | 4,949,326 | $299.8B | 5.58% | |
| 6 | CMCSACOMCAST CORP NEW | 7,241,178 | $282.3B | 5.26% | |
| 7 | MSFTMICROSOFT CORP | 1,203,572 | $244.9B | 4.56% | |
| 8 | METAFACEBOOK INC | 1,072,578 | $243.6B | 4.53% | |
| 9 | PANWPALO ALTO NETWORKS INC | 1,028,290 | $236.2B | 4.40% | |
| 10 | MGMMGM RESORTS INTERNATIONAL | 13,372,329 | $224.7B | 4.18% | |
| 11 | TSLATESLA INC | 200,000 | $216.0B | 4.02% | Put |
| 12 | BKNGBOOKING HOLDINGS INC | 134,721 | $214.5B | 3.99% | |
| 13 | ORLYOREILLY AUTOMOTIVE INC | 241,167 | $101.7B | 1.89% | |
| 14 | TWTRUSDTWITTER INC | 3,289,985 | $98.0B | 1.82% | |
| 15 | EXPEEXPEDIA GROUP INC | 1,076,217 | $88.5B | 1.65% | |
| 16 | SABRSABRE CORP | 7,530,696 | $60.7B | 1.13% | |
| 17 | OPTUALTICE USA INC | 2,433,656 | $54.9B | 1.02% | |
| 18 | PINSPINTEREST INC | 1,664,954 | $36.9B | 0.69% | |
| 19 | EGHT8X8 INC NEW | 1,500,000 | $24.0B | 0.45% | |
| 20 | PIIPOLARIS INC | 238,107 | $22.0B | 0.41% | |
| 21 | —TALEND S A | 361,847 | $12.5B | 0.23% | |
| 22 | JBLUJETBLUE AWYS CORP | 898,527 | $9.8B | 0.18% | |
| 23 | AFWALIGN TECHNOLOGY INC | 33,377 | $9.2B | 0.17% | |
| 24 | ADSKAUTODESK INC | 30,041 | $7.2B | 0.13% | |
| 25 | LEVILEVI STRAUSS & CO NEW | 300,000 | $4.0B | 0.07% | |
| 26 | PLANUSDANAPLAN INC | 28,245 | $1.3B | 0.02% | |
| 27 | D0ADADA NEXUS LTD | 39,727 | $886.0M | 0.02% |