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NEW YORK, NY · CIK 0001503174
New positions
7
Added to
3
Trimmed
8
Exited
3
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.67B across 28 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 89.2% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.30B | 27.77% | -0.9% |
| 2 | METAFACEBOOK INC | $774.03M | 16.56% | +136.9% |
| 3 | CARAVIS BUDGET GROUP INC | $569.22M | 12.18% | - |
| 4 | AVGOBROADCOM INC | $311.47M | 6.66% | -39.9% |
| 5 | ZZILLOW GROUP INC | $276.52M | 5.92% | +35.4% |
| 6 | MSFTMICROSOFT CORP | $264.15M | 5.65% | - |
| 7 | EAELECTRONIC ARTS INC | $233.67M | 5.00% | -9.4% |
| 8 | TWTRUSDTWITTER INC | $199.81M | 4.27% | -17.3% |
| 9 | DISDISNEY WALT CO | $164.55M | 3.52% | - |
| 10 | ADSKAUTODESK INC | $79.27M | 1.70% | -65.8% |
| Stock | Value | Shares |
|---|---|---|
| BIDUBAIDU INC | $48.04M | 409,365 |
| ZMZOOM VIDEO COMMUNICATIONS IN | $37.57M | 423,147 |
| EGHT8X8 INC NEW | $26.73M | 1,109,263 |
| TLNDTALEND S A | $13.96M | 361,847 |
| CRWDCROWDSTRIKE HLDGS INC | $6.15M | 90,000 |
| PINSPINTEREST INC | $4.08M | 150,000 |
| PDDPINDUODUO INC | $3.37M | 163,348 |
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