SRS Investment Management, LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$4.8T
Holdings
21
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 10,493,904 | $1.9T | 39.27% | |
| 2 | METAFACEBOOK INC | 3,726,552 | $636.8B | 13.14% | |
| 3 | CUCAAVIS BUDGET GROUP | 8,500,000 | $323.5B | 6.67% | |
| 4 | TRIPTRIPADVISOR INC | 6,508,646 | $263.8B | 5.44% | |
| 5 | —TWENTY FIRST CENTY FOX INC | 9,004,199 | $237.5B | 4.90% | |
| 6 | SYMCEURSYMANTEC CORP | 6,942,231 | $227.8B | 4.70% | |
| 7 | CRMSALESFORCE COM INC | 2,368,722 | $221.3B | 4.57% | |
| 8 | STLAFIAT CHRYSLER AUTOMOBILES N | 10,949,100 | $196.1B | 4.05% | |
| 9 | SIGSIGNET JEWELERS LIMITED | 2,837,312 | $188.8B | 3.90% | |
| 10 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,266,701 | $164.4B | 3.39% | |
| 11 | ZZILLOW GROUP INC | 3,166,789 | $127.3B | 2.63% | |
| 12 | TMUST MOBILE US INC | 2,000,000 | $123.3B | 2.54% | |
| 13 | SNAPSNAP INC | 4,343,410 | $63.2B | 1.30% | |
| 14 | ZGZILLOW GROUP INC | 1,200,979 | $48.2B | 0.99% | |
| 15 | MSFTMICROSOFT CORP | 638,407 | $47.6B | 0.98% | |
| 16 | ADBEADOBE SYS INC | 218,056 | $32.5B | 0.67% | |
| 17 | —EHI CAR SVCS LTD | 2,096,432 | $20.5B | 0.42% | |
| 18 | CVNACARVANA CO | 630,336 | $9.3B | 0.19% | |
| 19 | MRVLMARVELL TECHNOLOGY GROUP LTD | 303,792 | $5.4B | 0.11% | |
| 20 | RDFNREDFIN CORP | 145,000 | $3.6B | 0.08% | |
| 21 | DESPDESPEGAR COM CORP | 80,000 | $2.6B | 0.05% |