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NEW YORK, NY · CIK 0001503174
New positions
16
Added to
2
Trimmed
3
Exited
11
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $2.75B across 22 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). The top 10 positions account for 89.9% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.06B | 38.54% | -0.7% |
| 2 | PRICELINE GRP INC | $291.16M | 10.60% | New |
| 3 | LINKEDIN CORP | $268.05M | 9.76% | New |
| 4 | CARAVIS BUDGET GROUP | $259.92M | 9.46% | - |
| 5 | AAPLAPPLE INC | $160.62M | 5.85% | New |
| 6 | CHTRCHARTER COMMUNICATION INC D | $121.64M | 4.43% | New |
| 7 | HTZHERTZ GLOBAL HOLDINGS INC | $105.30M | 3.83% | -17.4% |
| 8 | CRICARTER INC | $86.82M | 3.16% | New |
| 9 | NOWSERVICENOW INC | $64.06M | 2.33% | +165.7% |
| 10 | EHI CAR SVCS LTD | $52.05M | 1.90% | +77.3% |
| Stock | Value | Shares |
|---|---|---|
| PRICELINE GRP INC | $291.16M | 225,890 |
| LINKEDIN CORP | $268.05M | 2,344,094 |
| AAPLAPPLE INC | $160.62M | 1,473,740 |
| CHTRCHARTER COMMUNICATION INC D | $121.64M | 600,900 |
| CRICARTER INC | $86.82M | 823,845 |
| SKAASKECHERS U S A INC | $50.41M | 1,655,519 |
| DATATABLEAU SOFTWARE INC | $45.87M | 1,000,000 |
| WDAYWORKDAY INC | $45.03M | 586,000 |
| SPLKCHFSPLUNK INC | $25.25M | 515,966 |
| TMUST MOBILE US INC | $21.66M | 565,400 |
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