SRS Investment Management, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$4.9T
Holdings
22
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,320,864 | $1.2T | 25.61% | |
| 2 | DISDISNEY WALT CO | 7,613,005 | $890.3B | 18.35% | |
| 3 | METAFACEBOOK INC | 3,132,481 | $515.2B | 10.62% | |
| 4 | CUCAAVIS BUDGET GROUP | 12,000,000 | $385.7B | 7.95% | |
| 5 | AVGOBROADCOM INC | 1,250,400 | $308.5B | 6.36% | |
| 6 | AAPLAPPLE INC | 1,250,000 | $282.2B | 5.82% | Put |
| 7 | TRIPTRIPADVISOR INC | 4,305,384 | $219.9B | 4.53% | |
| 8 | —TWENTY FIRST CENTY FOX INC | 3,514,350 | $162.8B | 3.36% | |
| 9 | ADSKAUTODESK INC | 1,042,700 | $162.8B | 3.36% | |
| 10 | AWNADVANCE AUTO PARTS INC | 744,622 | $125.3B | 2.58% | |
| 11 | ZZILLOW GROUP INC | 2,816,695 | $124.6B | 2.57% | |
| 12 | STLAFIAT CHRYSLER AUTOMOBILES N | 5,297,037 | $92.8B | 1.91% | |
| 13 | LBEURL BRANDS INC | 2,514,414 | $76.2B | 1.57% | |
| 14 | IQIQIYI INC | 2,576,591 | $69.7B | 1.44% | |
| 15 | ZGZILLOW GROUP INC | 909,666 | $40.2B | 0.83% | |
| 16 | CVNACARVANA CO | 630,336 | $37.2B | 0.77% | |
| 17 | SNAPSNAP INC | 4,343,410 | $36.8B | 0.76% | |
| 18 | —EHI CAR SVCS LTD | 2,096,432 | $23.8B | 0.49% | |
| 19 | MOMOUSDMOMO INC | 419,236 | $18.4B | 0.38% | |
| 20 | MSFTMICROSOFT CORP | 160,239 | $18.3B | 0.38% | |
| 21 | PDDPINDUODUO INC | 600,000 | $15.8B | 0.33% | |
| 22 | ADBEADOBE SYS INC | 6,758 | $1.8B | 0.04% |