HoldingsChannel.com
SRS Investment Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NETFLIX INC 3,614,580 -485,471 $1,357,275
     NFLX3,614,580-485,471$1,357,275
COMCAST CORP NEW      $483,668
     Call7,468,700+7,468,700$256,774
     CMCSA6,599,595+5,446,464$226,894
CITRIX SYS INC 2,947,857 +1,123,720 $417,269
     CTXS2,947,857+1,123,720$417,269
ZILLOW GROUP INC 9,722,324 UNCH $350,198
     Z9,722,324UNCH$350,198
BOOKING HLDGS INC 199,375 +199,375 $268,223
     BKNG199,375+199,375$268,223
AVIS BUDGET GROUP 16,189,300 UNCH $225,031
     CAR16,189,300UNCH$225,031
FACEBOOK INC 1,313,645 -496,278 $219,116
     FB1,313,645-496,278$219,116
MICROSOFT CORP 1,203,572 -768,315 $189,815
     MSFT1,203,572-768,315$189,815
PALO ALTO NETWORKS INC 1,031,290 +1,031,290 $169,090
     PANW1,031,290+1,031,290$169,090
PLANET FITNESS INC 3,359,313 +2,850,629 $163,599
     PLNT3,359,313+2,850,629$163,599
ELECTRONIC ARTS INC 1,597,759 UNCH $160,048
     EA1,597,759UNCH$160,048
PINDUODUO INC 3,543,387 -17,325 $127,668
     PDD3,543,387-17,325$127,668
MATCH GROUP INC 1,226,488 +1,226,488 $80,997
     MTCH1,226,488+1,226,488$80,997
O REILLY AUTOMOTIVE INC NEW 241,167 +241,167 $72,603
     ORLY241,167+241,167$72,603
WORLD WRESTLING ENTMT INC 1,784,527 UNCH $60,549
     WWE1,784,527UNCH$60,549
ALIGN TECHNOLOGY INC 224,715 +191,338 $39,089
     ALGN224,715+191,338$39,089
MGM RESORTS INTERNATIONAL 3,295,828 +3,295,828 $38,891
     MGM3,295,828+3,295,828$38,891
PINTEREST INC 1,664,954 +1,664,954 $25,707
     PINS1,664,954+1,664,954$25,707
UBER TECHNOLOGIES INC 893,974 -2,086,499 $24,960
     UBER893,974-2,086,499$24,960
ULTA BEAUTY INC 136,005 +136,005 $23,896
     ULTA136,005+136,005$23,896
SABRE CORP 3,811,616 +3,811,616 $22,603
     SABR3,811,616+3,811,616$22,603
8X8 INC NEW 1,500,000 UNCH $20,790
     EGHT1,500,000UNCH$20,790
MARVELL TECHNOLOGY GROUP LTD 914,486 UNCH $20,695
     MRVL914,486UNCH$20,695
AUTODESK INC 109,962 -968,529 $17,165
     ADSK109,962-968,529$17,165
TALEND S A 361,847 UNCH $8,116
     TLND361,847UNCH$8,116
JETBLUE AWYS CORP 898,527 +898,527 $8,042
     JBLU898,527+898,527$8,042
LEVI STRAUSS & CO NEW 300,000 UNCH $3,729
     LEVI300,000UNCH$3,729
HERTZ GLOBAL HLDGS INC 531,066 +531,066 $3,282
     HTZ531,066+531,066$3,282

See Full List: All Stocks Held By SRS Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SRS Investment Management LLC

Size ($ in 1000's)
At 03/31/2020: $4,602,969
At 12/31/2019: $4,176,742

SRS Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SRS Investment Management LLC 13F filings. Link to 13F filings: SEC filings

SRS Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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