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NEW YORK, NY · CIK 0001503174
New positions
4
Added to
5
Trimmed
4
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.85B across 21 positions in their Q3 2017 SEC 13F filing (period ending 2017-09-30). The top 10 positions account for 90.0% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.90B | 39.27% | +11.0% |
| 2 | METAFACEBOOK INC | $636.76M | 13.14% | - |
| 3 | CARAVIS BUDGET GROUP | $323.51M | 6.67% | - |
| 4 | TRIPTRIPADVISOR INC | $263.80M | 5.44% | +7.4% |
| 5 | FOXATWENTY FIRST CENTY FOX INC | $237.53M | 4.90% | +15.7% |
| 6 | SYMCEURSYMANTEC CORP | $227.78M | 4.70% | New |
| 7 | CRMSALESFORCE COM INC | $221.29M | 4.57% | +1.3% |
| 8 | FIAT CHRYSLER AUTOMOBILES N | $196.10M | 4.05% | - |
| 9 | SIGSIGNET JEWELERS LIMITED | $188.82M | 3.90% | -6.0% |
| 10 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $164.43M | 3.39% | -27.9% |
| Stock | Value | Shares |
|---|---|---|
| SYMCEURSYMANTEC CORP | $227.78M | 6,942,231 |
| MSFTMICROSOFT CORP | $47.55M | 638,407 |
| RDFNREDFIN CORP | $3.64M | 145,000 |
| DESPDESPEGAR COM CORP | $2.56M | 80,000 |
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