Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
10
Added to
6
Trimmed
8
Exited
6
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $5.41B across 31 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). The top 10 positions account for 82.3% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | $1.38B | 25.58% | -8.9% |
| 2 | ZZILLOW GROUP INC | $870.92M | 16.10% | -12.6% |
| 3 | CARAVIS BUDGET GROUP | $475.04M | 8.78% | +8.1% |
| 4 | PLNTPLANET FITNESS INC | $361.34M | 6.68% | +18.5% |
| 5 | TWTRUSDTWITTER INC | $347.54M | 6.43% | +137.4% |
| 6 | MSFTMICROSOFT CORP | $253.15M | 4.68% | - |
| 7 | OPTUALTICE USA INC | $209.95M | 3.88% | +231.8% |
| 8 | CTXSEURCITRIX SYS INC | $195.51M | 3.61% | -61.7% |
| 9 | MGMMGM RESORTS INTERNATIONAL | $190.49M | 3.52% | -34.5% |
| 10 | DTDYNATRACE INC | $163.12M | 3.02% | New |
| Stock | Value | Shares |
|---|---|---|
| DTDYNATRACE INC | $163.12M | 3,976,539 |
| FVRRFIVERR INTL LTD | $137.20M | 987,178 |
| SNOWSNOWFLAKE INC | $35.14M | 140,000 |
| BEKEKE HLDGS INC | $30.65M | 500,000 |
| NKENIKE INC | $14.94M | 118,967 |
| TREXTREX CO INC | $10.13M | 141,422 |
| LILI AUTO INC | $7.83M | 450,000 |
| SMARGBPSMARTSHEET INC | $7.45M | 150,734 |
| DISDISNEY WALT CO | $3.44M | 27,766 |
| DUCK CREEK TECHNOLOGIES INC | $681.00K | 15,000 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.