SRS Investment Management, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$3.2T
Holdings
22
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 3,550,543 | $950.3B | 29.94% | |
| 2 | DISDISNEY WALT CO | 3,208,842 | $351.9B | 11.08% | |
| 3 | AVGOBROADCOM INC | 1,250,400 | $318.0B | 10.02% | |
| 4 | CUCAAVIS BUDGET GROUP | 12,000,000 | $269.8B | 8.50% | |
| 5 | MSFTMICROSOFT CORP | 1,971,887 | $200.3B | 6.31% | |
| 6 | ADSKAUTODESK INC | 1,424,578 | $183.2B | 5.77% | |
| 7 | TWTRUSDTWITTER INC | 4,877,908 | $140.2B | 4.42% | |
| 8 | AWNADVANCE AUTO PARTS INC | 851,282 | $134.0B | 4.22% | |
| 9 | METAFACEBOOK INC | 781,844 | $102.5B | 3.23% | |
| 10 | TRIPTRIPADVISOR INC | 1,671,856 | $90.2B | 2.84% | |
| 11 | ZZILLOW GROUP INC | 2,816,695 | $89.0B | 2.80% | |
| 12 | —TWENTY FIRST CENTY FOX INC | 1,801,365 | $86.7B | 2.73% | |
| 13 | LBEURL BRANDS INC | 3,137,935 | $80.6B | 2.54% | |
| 14 | STLAFIAT CHRYSLER AUTOMOBILES N | 5,297,037 | $76.6B | 2.41% | |
| 15 | ZGZILLOW GROUP INC | 909,666 | $28.6B | 0.90% | |
| 16 | —EHI CAR SVCS LTD | 2,096,432 | $22.0B | 0.69% | |
| 17 | CVNACARVANA CO | 630,336 | $20.6B | 0.65% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 85,085 | $11.7B | 0.37% | |
| 19 | MOMOUSDMOMO INC | 419,236 | $10.0B | 0.31% | |
| 20 | AFWALIGN TECHNOLOGY INC | 26,059 | $5.5B | 0.17% | |
| 21 | ADBEADOBE INC | 6,758 | $1.5B | 0.05% | |
| 22 | SNAPSNAP INC | 232,554 | $1.3B | 0.04% |