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NEW YORK, NY · CIK 0001503174
New positions
4
Added to
8
Trimmed
3
Exited
2
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.44B across 24 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). The top 10 positions account for 88.7% 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 | $1.27B | 28.64% | +0.4% |
| 2 | CARAVIS BUDGET GROUP INC | $564.36M | 12.72% | +34.9% |
| 3 | AVGOBROADCOM INC | $541.40M | 12.20% | +44.0% |
| 4 | METAFACEBOOK INC | $282.14M | 6.36% | +116.5% |
| 5 | EAELECTRONIC ARTS INC | $258.91M | 5.83% | New |
| 6 | MSFTMICROSOFT CORP | $232.56M | 5.24% | - |
| 7 | TWTRUSDTWITTER INC | $227.61M | 5.13% | +41.9% |
| 8 | ADSKAUTODESK INC | $221.98M | 5.00% | - |
| 9 | AAPADVANCE AUTO PARTS INC | $185.61M | 4.18% | +27.9% |
| 10 | ZZILLOW GROUP INC | $152.99M | 3.45% | +56.3% |
| Stock | Value | Shares |
|---|---|---|
| EAELECTRONIC ARTS INC | $258.91M | 2,547,584 |
| CMCSACOMCAST CORP NEW | $46.10M | 1,153,131 |
| LEVILEVI STRAUSS & CO NEW | $7.07M | 300,000 |
| LYFTLYFT INC | $1.17M | 15,000 |
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