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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
4
Trimmed
4
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $2.50B across 15 positions in their Q3 2014 SEC 13F filing (period ending 2014-09-30). The top 10 positions account for 98.6% 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 | $548.90M | 21.95% | - |
| 2 | HTZHERTZ GLOBAL HOLDINGS INC | $507.80M | 20.30% | +21.2% |
| 3 | METAFACEBOOK INC | $395.20M | 15.80% | - |
| 4 | SOLARCITY CORP | $387.40M | 15.49% | +226.6% |
| 5 | HNOIQIHOO 360 TECHNOLOGY CO LTD | $201.70M | 8.06% | -33.4% |
| 6 | SOLARWINDS INC | $140.76M | 5.63% | -4.4% |
| 7 | SUNEQUSDSUNEDISON INC | $113.28M | 4.53% | +33.3% |
| 8 | RESTORATION HARDWARE HLDGS I | $79.55M | 3.18% | - |
| 9 | DATATABLEAU SOFTWARE INC | $72.65M | 2.90% | +44.9% |
| 10 | BABAALIBABA GROUP HLDG LTD | $19.55M | 0.78% | New |
| Stock | Value | Shares |
|---|---|---|
| BABAALIBABA GROUP HLDG LTD | $19.55M | 220,000 |
| TERRAFORM PWR INC | $5.77M | 200,000 |
| 5TCTRUECAR INC | $808.00K | 45,000 |
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