SRS Investment Management, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$3.7T
Holdings
22
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 4,232,469 | $1.1T | 30.58% | |
| 2 | CUCAAVIS BUDGET GROUP INC | 16,189,300 | $457.5B | 12.35% | |
| 3 | METAFACEBOOK INC | 1,782,799 | $317.5B | 8.57% | |
| 4 | MSFTMICROSOFT CORP | 1,971,887 | $274.2B | 7.40% | |
| 5 | TWTRUSDTWITTER INC | 5,725,246 | $235.9B | 6.37% | |
| 6 | ZZILLOW GROUP INC | 7,449,839 | $222.2B | 6.00% | |
| 7 | EAELECTRONIC ARTS INC | 1,960,192 | $191.7B | 5.18% | |
| 8 | PDDPINDUODUO INC | 5,783,435 | $186.3B | 5.03% | |
| 9 | ADSKAUTODESK INC | 1,078,491 | $159.3B | 4.30% | |
| 10 | CTXSEURCITRIX SYS INC | 1,512,847 | $146.0B | 3.94% | |
| 11 | WWEUSDWORLD WRESTLING ENTMT INC | 1,357,997 | $96.6B | 2.61% | |
| 12 | AWNADVANCE AUTO PARTS INC | 472,286 | $78.1B | 2.11% | |
| 13 | CMCSACOMCAST CORP NEW | 1,153,131 | $52.0B | 1.40% | |
| 14 | CVNACARVANA CO | 630,336 | $41.6B | 1.12% | |
| 15 | ZMZOOM VIDEO COMMUNICATIONS IN | 423,147 | $32.2B | 0.87% | |
| 16 | EGHT8X8 INC NEW | 1,109,263 | $23.0B | 0.62% | |
| 17 | MRVLMARVELL TECHNOLOGY GROUP LTD | 914,486 | $22.8B | 0.62% | |
| 18 | —TALEND S A | 361,847 | $12.3B | 0.33% | |
| 19 | SNAPSNAP INC | 542,967 | $8.6B | 0.23% | |
| 20 | AFWALIGN TECHNOLOGY INC | 33,377 | $6.0B | 0.16% | |
| 21 | LEVILEVI STRAUSS & CO NEW | 300,000 | $5.7B | 0.15% | |
| 22 | ADBEADOBE INC | 6,758 | $1.9B | 0.05% |