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NEW YORK, NY · CIK 0001503174
New positions
6
Added to
6
Trimmed
7
Exited
8
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.37B across 27 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 82.1% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.38B | 25.74% | -16.0% |
| 2 | ZZILLOW GROUP INC | $565.18M | 10.52% | +0.9% |
| 3 | CTXSEURCITRIX SYS INC | $548.22M | 10.21% | +25.7% |
| 4 | CARAVIS BUDGET GROUP | $382.01M | 7.11% | +3.1% |
| 5 | PLNTPLANET FITNESS INC | $299.78M | 5.58% | +47.3% |
| 6 | CMCSACOMCAST CORP NEW | $282.26M | 5.26% | -48.5% |
| 7 | MSFTMICROSOFT CORP | $244.94M | 4.56% | - |
| 8 | METAFACEBOOK INC | $243.55M | 4.53% | -18.4% |
| 9 | PANWPALO ALTO NETWORKS INC | $236.17M | 4.40% | -0.3% |
| 10 | MGMMGM RESORTS INTERNATIONAL | $224.66M | 4.18% | +305.7% |
| Stock | Value | Shares |
|---|---|---|
| TSLATESLA INC | $215.96M | 200,000 |
| TWTRUSDTWITTER INC | $98.01M | 3,289,985 |
| EXPEEXPEDIA GROUP INC | $88.47M | 1,076,217 |
| OPTUALTICE USA INC | $54.85M | 2,433,656 |
| PIIPOLARIS INC | $22.04M | 238,107 |
| D0ADADA NEXUS LTD | $886.00K | 39,727 |
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