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NEW YORK, NY · CIK 0001503174
New positions
4
Added to
2
Trimmed
2
Exited
2
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $2.70B across 17 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). The top 10 positions account for 95.0% of the portfolio.
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $663.30M | 24.52% | - |
| 2 | SOLARCITY CORP | $427.84M | 15.82% | +23.1% |
| 3 | METAFACEBOOK INC | $390.10M | 14.42% | - |
| 4 | HTZHERTZ GLOBAL HOLDINGS INC | $374.10M | 13.83% | -25.0% |
| 5 | HNOIQIHOO 360 TECHNOLOGY CO LTD | $171.18M | 6.33% | - |
| 6 | SOLARWINDS INC | $149.49M | 5.53% | -10.4% |
| 7 | SUNEQUSDSUNEDISON INC | $117.06M | 4.33% | - |
| 8 | RESTORATION HARDWARE HLDGS I | $96.01M | 3.55% | - |
| 9 | FEYECHFFIREEYE INC | $94.74M | 3.50% | New |
| 10 | DATATABLEAU SOFTWARE INC | $84.76M | 3.13% | - |
| Stock | Value | Shares |
|---|---|---|
| FEYECHFFIREEYE INC | $94.74M | 3,000,000 |
| NFLXNETFLIX INC | $51.24M | 150,000 |
| ADSKAUTODESK INC | $6.01M | 100,000 |
| MOMOUSDMOMO INC | $1.80M | 150,000 |
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