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NEW YORK, NY · CIK 0001503174
New positions
6
Added to
1
Trimmed
2
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $2.44B across 15 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). The top 10 positions account for 97.6% of the portfolio.
Top 15 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $596.90M | 24.49% | - |
| 2 | HTZHERTZ GLOBAL HOLDINGS INC | $462.50M | 18.98% | +106.3% |
| 3 | HNOIQIHOO 360 TECHNOLOGY CO LTD | $413.21M | 16.95% | - |
| 4 | METAFACEBOOK INC | $336.45M | 13.80% | - |
| 5 | SOLARCITY CORP | $140.49M | 5.76% | -0.5% |
| 6 | SOLARWINDS INC | $135.31M | 5.55% | - |
| 7 | SUNEQUSDSUNEDISON INC | $101.70M | 4.17% | -21.7% |
| 8 | RESTORATION HARDWARE HLDGS I | $93.05M | 3.82% | New |
| 9 | JDJD COM INC | $49.89M | 2.05% | New |
| 10 | DATATABLEAU SOFTWARE INC | $49.22M | 2.02% | New |
| Stock | Value | Shares |
|---|---|---|
| RESTORATION HARDWARE HLDGS I | $93.05M | 1,000,000 |
| JDJD COM INC | $49.89M | 1,750,000 |
| DATATABLEAU SOFTWARE INC | $49.22M | 690,000 |
| TOURTUNIU CORP | $8.81M | 500,000 |
| NEENEXTERA ENERGY INC | $1.34M | 40,000 |
| GRUBHUB INC | $71.00K | 2,000 |
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