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NEW YORK, NY · CIK 0001503174
New positions
2
Added to
5
Trimmed
4
Exited
2
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.18B across 22 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 91.0% 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 | $1.33B | 31.76% | -3.1% |
| 2 | CARAVIS BUDGET GROUP INC | $521.94M | 12.50% | - |
| 3 | ZZILLOW GROUP INC | $446.64M | 10.69% | +30.5% |
| 4 | METAFACEBOOK INC | $371.49M | 8.89% | +1.5% |
| 5 | MSFTMICROSOFT CORP | $310.97M | 7.45% | - |
| 6 | CTXSEURCITRIX SYS INC | $202.30M | 4.84% | +20.6% |
| 7 | ADSKAUTODESK INC | $197.86M | 4.74% | - |
| 8 | EAELECTRONIC ARTS INC | $171.78M | 4.11% | -18.5% |
| 9 | PDDPINDUODUO INC | $134.67M | 3.22% | -38.4% |
| 10 | WWEUSDWORLD WRESTLING ENTMT INC | $115.76M | 2.77% | +31.4% |
| Stock | Value | Shares |
|---|---|---|
| UBERUBER TECHNOLOGIES INC | $88.64M | 2,980,473 |
| PLNTPLANET FITNESS INC | $37.99M | 508,684 |
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