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NEW YORK, NY · CIK 0001503174
New positions
8
Added to
6
Trimmed
3
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.33B across 25 positions in their Q2 2015 SEC 13F filing (period ending 2015-06-30). The top 10 positions account for 88.4% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $959.31M | 28.81% | +94.7% |
| 2 | CARAVIS BUDGET GROUP | $440.80M | 13.24% | - |
| 3 | SOLARCITY CORP | $428.40M | 12.87% | - |
| 4 | QCOMQUALCOMM INC | $313.15M | 9.41% | +400.0% |
| 5 | SUNEQUSDSUNEDISON INC | $200.84M | 6.03% | New |
| 6 | FEYECHFFIREEYE INC | $161.12M | 4.84% | +1.4% |
| 7 | DATATABLEAU SOFTWARE INC | $116.00M | 3.48% | -5.5% |
| 8 | SOLARWINDS INC | $110.71M | 3.33% | - |
| 9 | METAFACEBOOK INC | $107.21M | 3.22% | - |
| 10 | RESTORATION HARDWARE HLDGS I | $107.11M | 3.22% | +9.7% |
| Stock | Value | Shares |
|---|---|---|
| SUNEQUSDSUNEDISON INC | $200.84M | 6,714,986 |
| ZNGAEURZYNGA INC | $50.56M | 17,678,300 |
| BABAALIBABA GROUP HLDG LTD | $41.13M | 500,000 |
| SGITEMPUR SEALY INTL INC | $19.97M | 303,000 |
| FITEURFITBIT INC | $7.65M | 200,000 |
| YODLEE INC | $5.02M | 347,438 |
| EHI CAR SVCS LTD | $2.41M | 166,667 |
| PRESS GANEY HLDGS INC | $860.00K | 30,000 |
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