$4.67 Billion is the total value of SRS Investment Management, LLC's 29 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 400.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FB | New | FACEBOOK INCcall | $447,355,000 | – | 2,317,900 | +100.0% | 9.57% | – |
Z | Buy | ZILLOW GROUP INCcl c cap stk | $276,519,000 | +80.7% | 5,960,740 | +35.4% | 5.92% | +71.6% |
BIDU | New | BAIDU INCspon adr rep a | $48,043,000 | – | 409,365 | +100.0% | 1.03% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $37,571,000 | – | 423,147 | +100.0% | 0.80% | – |
EGHT | New | 8X8 INC NEW | $26,733,000 | – | 1,109,263 | +100.0% | 0.57% | – |
TLND | New | TALEND S Aads | $13,964,000 | – | 361,847 | +100.0% | 0.30% | – |
ALGN | Buy | ALIGN TECHNOLOGY INC | $9,135,000 | +23.3% | 33,377 | +28.1% | 0.20% | +16.8% |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $6,146,000 | – | 90,000 | +100.0% | 0.13% | – |
PINS | New | PINTEREST INCcl a | $4,083,000 | – | 150,000 | +100.0% | 0.09% | – |
PDD | New | PINDUODUO INCsponsored ads | $3,370,000 | – | 163,348 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AVIS BUDGET GROUP INC | 42 | Q3 2023 | 54.6% |
NETFLIX INC | 37 | Q3 2023 | 41.7% |
META PLATFORMS INC | 37 | Q3 2023 | 15.8% |
ZILLOW GROUP INC | 23 | Q1 2022 | 16.7% |
COMCAST CORP NEW | 21 | Q3 2023 | 5.3% |
PLANET FITNESS INC | 16 | Q3 2023 | 9.9% |
EHI CAR SVCS LTD | 16 | Q1 2019 | 1.9% |
ZILLOW GROUP INC | 16 | Q3 2021 | 1.4% |
TWITTER INC | 15 | Q3 2022 | 7.1% |
MICROSOFT CORP | 15 | Q2 2023 | 7.4% |
View SRS Investment Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
AVIS BUDGET GROUP, INC. | August 25, 2023 | 17,430,882 | 45.0% |
Planet Fitness, Inc. | February 14, 2022 | 6,956,803 | 8.3% |
eHi Car Services Ltd | February 14, 2018 | 4,192,864 | 5.6% |
SOLARCITY CORPSold out | February 14, 2017 | 0 | 0.0% |
Qihoo 360 Technology Co Ltd | February 17, 2015 | 3,383,593 | 3.8% |
View SRS Investment Management, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
4 | 2023-08-25 |
SC 13D/A | 2023-08-25 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
SC 13D/A | 2022-12-27 |
4 | 2022-12-02 |
View SRS Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.