SRS Investment Management, LLC

NEW YORK, NY · CIK 0001503174

Portfolio Value: $3.46B

Positions: 17

Period: 2016-12-31

Filed: 2017-02-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

SRS Investment Management, LLC Q4 2016 13F Filing Summary

SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.46B across 17 positions in their Q4 2016 SEC 13F filing (period ending 2016-12-31). The top 10 positions account for 94.0% of the portfolio.

Top holdings: NFLX$1.26B·META$428.74M·CHTR$361.51M·CAR$311.78M·TMUS$220.43M

+5 new4 increased4 reduced7 exits

Holdings Heatmap

NFLX36.4% · $1.26B-0.1%META12.4% · $428.74MNew CHTR10.4%-13.4%CAR9.0%TMUS6.4%+60.6%PANW6.1%-25.3%

CRM4.8% · $166.58MNew SIG3.2% · $111.05M+51.3%CRI2.7% · $92.65M+7.8%Z2.6% · $89.93M+290.8%MEDG1.6%HTZ-WEUR1.2%

26853A1.1% · $37.76M ZG1.0% · $36.02MNew NOW0.5% · $17.09M-80.3%ADBE0.3%New N317380.2%New

Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions5

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	NFLXNETFLIX INC	$1.26B	10,187,700	36.41%	-0.1%
2	METAFACEBOOK INC	$428.74M	3,726,552	12.38%	New
3	CHTRCHARTER COMMUNICATIONS INC N	$361.51M	1,255,596	10.44%	-13.4%
4	CARAVIS BUDGET GROUP	$311.78M	8,500,000	9.00%	-
5	TMUST MOBILE US INC	$220.43M	3,832,964	6.36%	+60.6%
6	PANWPALO ALTO NETWORKS INC	$212.19M	1,696,813	6.13%	-25.3%
7	CRMSALESFORCE COM INC	$166.58M	2,433,234	4.81%	New
8	SIGSIGNET JEWELERS LIMITED	$111.05M	1,178,149	3.21%	+51.3%
9	CRICARTER INC	$92.65M	1,072,477	2.67%	+7.8%
10	ZZILLOW GROUP INC	$89.93M	2,465,862	2.60%	+290.8%

Position Changes

Stock	Value	Shares
METAFACEBOOK INC	$428.74M	3,726,552
CRMSALESFORCE COM INC	$166.58M	2,433,234
ZGZILLOW GROUP INC	$36.02M	988,176
ADBEADOBE SYS INC	$11.93M	115,853
FIAT CHRYSLER AUTOMOBILES N	$6.88M	754,388

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