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NEW YORK, NY · CIK 0001503174
New positions
5
Added to
3
Trimmed
8
Exited
7
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.85B across 19 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). The top 10 positions account for 94.3% 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 | $1.55B | 40.24% | -23.1% |
| 2 | CARAVIS BUDGET GROUP | $526.56M | 13.68% | +41.2% |
| 3 | FOXATWENTY FIRST CENTY FOX INC | $395.71M | 10.28% | +27.3% |
| 4 | SYMCEURSYMANTEC CORP | $216.32M | 5.62% | +11.0% |
| 5 | TRIPTRIPADVISOR INC | $200.13M | 5.20% | -10.8% |
| 6 | DISDISNEY WALT CO | $183.23M | 4.76% | New |
| 7 | FIAT CHRYSLER AUTOMOBILES N | $182.28M | 4.74% | -6.7% |
| 8 | AVGOBROADCOM LTD | $169.61M | 4.41% | New |
| 9 | ZZILLOW GROUP INC | $115.26M | 2.99% | -11.1% |
| 10 | SIGSIGNET JEWELERS LIMITED | $93.03M | 2.42% | -42.0% |
| Stock | Value | Shares |
|---|---|---|
| DISDISNEY WALT CO | $183.23M | 1,704,297 |
| AVGOBROADCOM LTD | $169.61M | 660,226 |
| EXPEEXPEDIA INC DEL | $41.00M | 342,335 |
| SOGOGBPSOGOU INC | $2.31M | 200,000 |
| ADSKAUTODESK INC | $2.22M | 21,200 |
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