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NEW YORK, NY · CIK 0001503174
New positions
1
Added to
7
Trimmed
7
Exited
1
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.14B across 20 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 87.8% 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 | $1.41B | 34.12% | -6.9% |
| 2 | METAFACEBOOK INC | $562.63M | 13.59% | - |
| 3 | CARAVIS BUDGET GROUP | $231.79M | 5.60% | - |
| 4 | TRIPTRIPADVISOR INC | $231.59M | 5.59% | +108.0% |
| 5 | FOXATWENTY FIRST CENTY FOX INC | $220.61M | 5.33% | +962.8% |
| 6 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $208.67M | 5.04% | +38.8% |
| 7 | CRMSALESFORCE COM INC | $202.40M | 4.89% | -3.9% |
| 8 | CMCSACOMCAST CORP NEW | $200.74M | 4.85% | +202.0% |
| 9 | SIGSIGNET JEWELERS LIMITED | $190.82M | 4.61% | +66.1% |
| 10 | ZZILLOW GROUP INC | $171.51M | 4.14% | -25.0% |
| Stock | Value | Shares |
|---|---|---|
| CVNACARVANA CO | $12.90M | 630,336 |
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