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NEW YORK, NY · CIK 0001503174
New positions
11
Added to
4
Trimmed
6
Exited
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $4.60B across 29 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 83.5% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.36B | 29.49% | -11.8% |
| 2 | CMCSACOMCAST CORP NEW | $483.67M | 10.51% | +1120.0% |
| 3 | CTXSEURCITRIX SYS INC | $417.27M | 9.07% | +61.6% |
| 4 | ZZILLOW GROUP INC | $350.20M | 7.61% | - |
| 5 | BKNGBOOKING HLDGS INC | $268.22M | 5.83% | New |
| 6 | CARAVIS BUDGET GROUP | $225.03M | 4.89% | - |
| 7 | METAFACEBOOK INC | $219.12M | 4.76% | -27.4% |
| 8 | MSFTMICROSOFT CORP | $189.81M | 4.12% | -39.0% |
| 9 | PANWPALO ALTO NETWORKS INC | $169.09M | 3.67% | New |
| 10 | PLNTPLANET FITNESS INC | $163.60M | 3.55% | +560.4% |
| Stock | Value | Shares |
|---|---|---|
| BKNGBOOKING HLDGS INC | $268.22M | 199,375 |
| PANWPALO ALTO NETWORKS INC | $169.09M | 1,031,290 |
| MTCHEURMATCH GROUP INC | $81.00M | 1,226,488 |
| ORLYO REILLY AUTOMOTIVE INC NEW | $72.60M | 241,167 |
| MGMMGM RESORTS INTERNATIONAL | $38.89M | 3,295,828 |
| PINSPINTEREST INC | $25.71M | 1,664,954 |
| ULTAULTA BEAUTY INC | $23.90M | 136,005 |
| SABRSABRE CORP | $22.60M | 3,811,616 |
| JBLUJETBLUE AWYS CORP | $8.04M | 898,527 |
| HTZ-WEURHERTZ GLOBAL HLDGS INC | $3.28M | 531,066 |
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