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NEW YORK, NY · CIK 0001503174
New positions
3
Added to
4
Trimmed
2
Exited
9
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $3.70B across 22 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 89.7% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.13B | 30.58% | +19.8% |
| 2 | CARAVIS BUDGET GROUP INC | $457.51M | 12.35% | - |
| 3 | METAFACEBOOK INC | $317.48M | 8.57% | -55.5% |
| 4 | MSFTMICROSOFT CORP | $274.15M | 7.40% | - |
| 5 | TWTRUSDTWITTER INC | $235.88M | 6.37% | - |
| 6 | ZZILLOW GROUP INC | $222.15M | 6.00% | +25.0% |
| 7 | EAELECTRONIC ARTS INC | $191.75M | 5.18% | -15.1% |
| 8 | PDDPINDUODUO INC | $186.34M | 5.03% | +3440.6% |
| 9 | ADSKAUTODESK INC | $159.29M | 4.30% | +121.6% |
| 10 | CTXSEURCITRIX SYS INC | $146.02M | 3.94% | New |
| Stock | Value | Shares |
|---|---|---|
| CTXSEURCITRIX SYS INC | $146.02M | 1,512,847 |
| WWEUSDWORLD WRESTLING ENTMT INC | $96.62M | 1,357,997 |
| MRVLMARVELL TECHNOLOGY GROUP LTD | $22.84M | 914,486 |
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