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NEW YORK, NY · CIK 0001503174
New positions
6
Added to
2
Trimmed
6
Exited
1
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.36B across 24 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). The top 10 positions account for 88.4% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.90B | 35.48% | -32.3% |
| 2 | DISDISNEY WALT CO | $699.91M | 13.05% | +152.7% |
| 3 | METAFACEBOOK INC | $608.70M | 11.35% | - |
| 4 | CARAVIS BUDGET GROUP | $390.00M | 7.27% | - |
| 5 | AVGOBROADCOM INC | $303.40M | 5.66% | New |
| 6 | TRIPTRIPADVISOR INC | $269.55M | 5.03% | -13.6% |
| 7 | FOXATWENTY FIRST CENTY FOX INC | $174.63M | 3.26% | -69.3% |
| 8 | ZZILLOW GROUP INC | $166.35M | 3.10% | - |
| 9 | LBEURL BRANDS INC | $121.64M | 2.27% | New |
| 10 | ADSKAUTODESK INC | $103.11M | 1.92% | +1092.7% |
| Stock | Value | Shares |
|---|---|---|
| AVGOBROADCOM INC | $303.40M | 1,250,400 |
| LBEURL BRANDS INC | $121.64M | 3,298,152 |
| AAPADVANCE AUTO PARTS INC | $101.05M | 744,622 |
| WOOFOOT LOCKER INC | $63.77M | 1,211,203 |
| CTRPUSDCTRIP COM INTL LTD | $17.09M | 358,845 |
| ADTADT INC | $12.19M | 1,409,732 |
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