SRS Investment Management, LLC

NEW YORK, NY · CIK 0001503174

Portfolio Value: $5.08B

Positions: 19

Period: 2018-03-31

Filed: 2018-05-15

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 Q1 2018 13F Filing Summary

SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.08B across 19 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). The top 10 positions account for 94.9% of the portfolio.

Top holdings: NFLX$2.12B·CAR$562.08M·META$500.54M·FOXA$420.47M·AVGO$291.66M

+3 new3 increased3 reduced3 exits

Holdings Heatmap

NFLX41.7% · $2.12B-11.1%CAR11.1%META9.9%New FOXA8.3%AVGO5.7%+87.5%DIS5.2%+55.0%

TRIP4.5% · $229.04M-3.6%N317384.1% · $209.66M Z3.0% · $151.54M SYMCEUR1.4%-64.5%SNAP1.4%ZG1.0%

IQ0.9% · $46.65MNew ADBE0.5% · $26.98M 26853A0.5% · $26.10M MSFT0.3%CVNA0.3%ADSK0.2%+211.1%

GRPNCHF0.1% · $5.13MNew

Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions3

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	NFLXNETFLIX INC	$2.12B	7,175,711	41.71%	-11.1%
2	CARAVIS BUDGET GROUP	$562.08M	12,000,000	11.06%	-
3	METAFACEBOOK INC	$500.54M	3,132,481	9.85%	New
4	FOXATWENTY FIRST CENTY FOX INC	$420.47M	11,459,976	8.28%	-
5	AVGOBROADCOM LTD	$291.66M	1,237,693	5.74%	+87.5%
6	DISDISNEY WALT CO	$265.41M	2,642,460	5.22%	+55.0%
7	TRIPTRIPADVISOR INC	$229.04M	5,601,360	4.51%	-3.6%
8	FIAT CHRYSLER AUTOMOBILES N	$209.66M	10,217,496	4.13%	-
9	ZZILLOW GROUP INC	$151.54M	2,816,695	2.98%	-
10	SYMCEURSYMANTEC CORP	$70.72M	2,735,733	1.39%	-64.5%

Position Changes

Stock	Value	Shares
METAFACEBOOK INC	$500.54M	3,132,481
IQIQIYI INC	$46.65M	3,000,000
GRPNCHFGROUPON INC	$5.13M	1,182,190

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