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NEW YORK, NY · CIK 0001503174
New positions
4
Added to
5
Trimmed
3
Exited
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.79B across 19 positions in their Q3 2016 SEC 13F filing (period ending 2016-09-30). The top 10 positions account for 86.2% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.01B | 26.55% | - |
| 2 | LINKEDIN CORP | $509.44M | 13.46% | - |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | $391.24M | 10.34% | - |
| 4 | PANWPALO ALTO NETWORKS INC | $361.77M | 9.56% | +126.1% |
| 5 | CARAVIS BUDGET GROUP | $290.79M | 7.68% | -5.6% |
| 6 | EBAYEBAY INC | $218.18M | 5.76% | New |
| 7 | AAPLAPPLE INC | $154.77M | 4.09% | -33.3% |
| 8 | PRICELINE GRP INC | $129.46M | 3.42% | -55.1% |
| 9 | TMUST MOBILE US INC | $111.52M | 2.95% | - |
| 10 | NOWSERVICENOW INC | $92.18M | 2.43% | +83.2% |
| Stock | Value | Shares |
|---|---|---|
| EBAYEBAY INC | $218.18M | 6,631,511 |
| HTZ-WEURHERTZ GLOBAL HLDGS INC | $80.32M | 1,999,999 |
| SIGSIGNET JEWELERS LIMITED | $58.04M | 778,691 |
| ZZILLOW GROUP INC | $21.86M | 630,952 |
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