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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
8
Trimmed
2
Exited
10
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.02B across 18 positions in their Q3 2015 SEC 13F filing (period ending 2015-09-30). The top 10 positions account for 95.8% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.22B | 40.42% | +708.5% |
| 2 | CARAVIS BUDGET GROUP | $414.96M | 13.76% | -5.0% |
| 3 | SOLARCITY CORP | $342.38M | 11.35% | +0.2% |
| 4 | QCOMQUALCOMM INC | $268.65M | 8.91% | - |
| 5 | METAFACEBOOK INC | $152.83M | 5.07% | +36.0% |
| 6 | FEYECHFFIREEYE INC | $142.42M | 4.72% | +35.9% |
| 7 | RESTORATION HARDWARE HLDGS I | $93.31M | 3.09% | -8.8% |
| 8 | HTZHERTZ GLOBAL HOLDINGS INC | $89.88M | 2.98% | - |
| 9 | SUNEQUSDSUNEDISON INC | $89.26M | 2.96% | +85.1% |
| 10 | SGITEMPUR SEALY INTL INC | $76.14M | 2.52% | +251.8% |
| Stock | Value | Shares |
|---|---|---|
| VIPSVIPSHOP HOLDINGS LTD | $42.00M | 2,500,000 |
| JDJD COM INC | $19.55M | 750,000 |
| WUBAUSD58 COM INC | $14.12M | 300,000 |
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