SRS Investment Management, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$3.8T
Holdings
19
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 8,068,879 | $1.5T | 40.24% | |
| 2 | CUCAAVIS BUDGET GROUP | 12,000,000 | $526.6B | 13.68% | |
| 3 | —TWENTY FIRST CENTY FOX INC | 11,459,976 | $395.7B | 10.28% | |
| 4 | SYMCEURSYMANTEC CORP | 7,709,315 | $216.3B | 5.62% | |
| 5 | TRIPTRIPADVISOR INC | 5,807,710 | $200.1B | 5.20% | |
| 6 | DISDISNEY WALT CO | 1,704,297 | $183.2B | 4.76% | |
| 7 | STLAFIAT CHRYSLER AUTOMOBILES N | 10,217,496 | $182.3B | 4.74% | |
| 8 | AVGOBROADCOM LTD | 660,226 | $169.6B | 4.41% | |
| 9 | ZZILLOW GROUP INC | 2,816,695 | $115.3B | 2.99% | |
| 10 | SIGSIGNET JEWELERS LIMITED | 1,645,041 | $93.0B | 2.42% | |
| 11 | SNAPSNAP INC | 4,343,410 | $63.5B | 1.65% | |
| 12 | EXPEEXPEDIA INC DEL | 342,335 | $41.0B | 1.07% | |
| 13 | ZGZILLOW GROUP INC | 909,666 | $37.1B | 0.96% | |
| 14 | —EHI CAR SVCS LTD | 2,096,432 | $24.3B | 0.63% | |
| 15 | ADBEADOBE SYS INC | 124,881 | $21.9B | 0.57% | |
| 16 | MSFTMICROSOFT CORP | 160,239 | $13.7B | 0.36% | |
| 17 | CVNACARVANA CO | 630,336 | $12.1B | 0.31% | |
| 18 | SOGOGBPSOGOU INC | 200,000 | $2.3B | 0.06% | |
| 19 | ADSKAUTODESK INC | 21,200 | $2.2B | 0.06% |