SRS Investment Management, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$4.2T
Holdings
22
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 4,100,051 | $1.3T | 31.76% | |
| 2 | CUCAAVIS BUDGET GROUP INC | 16,189,300 | $521.9B | 12.50% | |
| 3 | ZZILLOW GROUP INC | 9,722,324 | $446.6B | 10.69% | |
| 4 | METAFACEBOOK INC | 1,809,923 | $371.5B | 8.89% | |
| 5 | MSFTMICROSOFT CORP | 1,971,887 | $311.0B | 7.45% | |
| 6 | CTXSEURCITRIX SYS INC | 1,824,137 | $202.3B | 4.84% | |
| 7 | ADSKAUTODESK INC | 1,078,491 | $197.9B | 4.74% | |
| 8 | EAELECTRONIC ARTS INC | 1,597,759 | $171.8B | 4.11% | |
| 9 | PDDPINDUODUO INC | 3,560,712 | $134.7B | 3.22% | |
| 10 | WWEUSDWORLD WRESTLING ENTMT INC | 1,784,527 | $115.8B | 2.77% | |
| 11 | UBERUBER TECHNOLOGIES INC | 2,980,473 | $88.6B | 2.12% | |
| 12 | CVNACARVANA CO | 630,336 | $58.0B | 1.39% | |
| 13 | CMCSACOMCAST CORP NEW | 1,153,131 | $51.9B | 1.24% | |
| 14 | TWTRUSDTWITTER INC | 1,500,564 | $48.1B | 1.15% | |
| 15 | PLNTPLANET FITNESS INC | 508,684 | $38.0B | 0.91% | |
| 16 | EGHT8X8 INC NEW | 1,500,000 | $27.4B | 0.66% | |
| 17 | MRVLMARVELL TECHNOLOGY GROUP LTD | 914,486 | $24.3B | 0.58% | |
| 18 | —TALEND S A | 361,847 | $14.2B | 0.34% | |
| 19 | AFWALIGN TECHNOLOGY INC | 33,377 | $9.3B | 0.22% | |
| 20 | SNAPSNAP INC | 542,967 | $8.9B | 0.21% | |
| 21 | LEVILEVI STRAUSS & CO NEW | 300,000 | $5.8B | 0.14% | |
| 22 | ADBEADOBE INC | 6,758 | $2.2B | 0.05% |