Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
7
Added to
6
Trimmed
3
Exited
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.17B across 20 positions in their Q1 2017 SEC 13F filing (period ending 2017-03-31). The top 10 positions account for 87.4% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.50B | 36.03% | -0.3% |
| 2 | METAFACEBOOK INC | $529.36M | 12.71% | - |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | $387.32M | 9.30% | -5.8% |
| 4 | CARAVIS BUDGET GROUP | $251.43M | 6.03% | - |
| 5 | TMUST MOBILE US INC | $227.47M | 5.46% | -8.1% |
| 6 | CRMSALESFORCE COM INC | $200.72M | 4.82% | - |
| 7 | ZZILLOW GROUP INC | $157.19M | 3.77% | +89.3% |
| 8 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $134.80M | 3.24% | New |
| 9 | SIGSIGNET JEWELERS LIMITED | $125.87M | 3.02% | +54.2% |
| 10 | TRIPTRIPADVISOR INC | $125.82M | 3.02% | New |
| Stock | Value | Shares |
|---|---|---|
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $134.80M | 2,264,741 |
| TRIPTRIPADVISOR INC | $125.82M | 2,915,281 |
| DKSDICKS SPORTING GOODS INC | $72.19M | 1,483,647 |
| CMCSACOMCAST CORP NEW | $64.19M | 1,707,684 |
| FOXATWENTY FIRST CENTY FOX INC | $23.72M | 732,417 |
| SNAPSNAP INC | $9.01M | 400,000 |
| MRVLMARVELL TECHNOLOGY GROUP LTD | $4.64M | 303,792 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.