SRS Investment Management, LLC Buys Twitter Inc, Dynatrace Inc, Altice USA Inc, Sells Citrix Systems Inc, Facebook Inc, Palo Alto Networks Inc

• New Purchases: DT, FVRR, SNOW, BEKE, NKE, TREX, SMAR, LI, DIS, DCT,
• Added Positions: TWTR, ATUS, PLAN, PLNT, CAR, PII,
• Reduced Positions: CTXS, FB, PANW, CMCSA, NFLX, BKNG, MGM, Z,
• Sold Out: SABR, PINS, EGHT, JBLU, DADA,

For the details of SRS Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/srs+investment+management%2C+llc/current-portfolio/portfolio

1. Netflix Inc (NFLX) - 2,766,967 shares, 25.58% of the total portfolio. Shares reduced by 8.91%
2. Zillow Group Inc (Z) - 8,572,914 shares, 16.10% of the total portfolio. Shares reduced by 12.61%
3. Avis Budget Group Inc (CAR) - 18,048,628 shares, 8.78% of the total portfolio. Shares added by 8.15%
4. Planet Fitness Inc (PLNT) - 5,863,966 shares, 6.68% of the total portfolio. Shares added by 18.48%
5. Twitter Inc (TWTR) - 7,809,915 shares, 6.43% of the total portfolio. Shares added by 137.38%

SRS Investment Management, LLC initiated holding in Dynatrace Inc. The purchase prices were between $36.78 and $47.09, with an estimated average price of $40.95. The stock is now traded at around $38.450000. The impact to a portfolio due to this purchase was 3.02%. The holding were 3,976,539 shares as of 2020-09-30.

SRS Investment Management, LLC initiated holding in Fiverr International Ltd. The purchase prices were between $75.2 and $142.66, with an estimated average price of $106.8. The stock is now traded at around $206.590000. The impact to a portfolio due to this purchase was 2.54%. The holding were 987,178 shares as of 2020-09-30.

SRS Investment Management, LLC initiated holding in Snowflake Inc. The purchase prices were between $217.39 and $259.13, with an estimated average price of $238.1. The stock is now traded at around $329.150000. The impact to a portfolio due to this purchase was 0.65%. The holding were 140,000 shares as of 2020-09-30.

SRS Investment Management, LLC initiated holding in KE Holdings Inc. The purchase prices were between $33 and $65.63, with an estimated average price of $49.82. The stock is now traded at around $65.820000. The impact to a portfolio due to this purchase was 0.57%. The holding were 500,000 shares as of 2020-09-30.

SRS Investment Management, LLC initiated holding in Nike Inc. The purchase prices were between $95.65 and $127.11, with an estimated average price of $107.3. The stock is now traded at around $136.280000. The impact to a portfolio due to this purchase was 0.28%. The holding were 118,967 shares as of 2020-09-30.

SRS Investment Management, LLC initiated holding in Trex Co Inc. The purchase prices were between $61.37 and $77.84, with an estimated average price of $69.09. The stock is now traded at around $79.650000. The impact to a portfolio due to this purchase was 0.19%. The holding were 141,422 shares as of 2020-09-30.

SRS Investment Management, LLC added to a holding in Twitter Inc by 137.38%. The purchase prices were between $30.81 and $45.33, with an estimated average price of $38.28. The stock is now traded at around $52.020000. The impact to a portfolio due to this purchase was 3.72%. The holding were 7,809,915 shares as of 2020-09-30.

SRS Investment Management, LLC added to a holding in Altice USA Inc by 231.80%. The purchase prices were between $23.22 and $28.65, with an estimated average price of $25.94. The stock is now traded at around $34.590000. The impact to a portfolio due to this purchase was 2.71%. The holding were 8,074,979 shares as of 2020-09-30.

SRS Investment Management, LLC added to a holding in Anaplan Inc by 6673.25%. The purchase prices were between $42.39 and $62.8, with an estimated average price of $51.59. The stock is now traded at around $70.150000. The impact to a portfolio due to this purchase was 2.18%. The holding were 1,913,105 shares as of 2020-09-30.

SRS Investment Management, LLC added to a holding in Polaris Inc by 145.48%. The purchase prices were between $87.87 and $107.62, with an estimated average price of $98.37. The stock is now traded at around $94.530000. The impact to a portfolio due to this purchase was 0.6%. The holding were 584,500 shares as of 2020-09-30.

SRS Investment Management, LLC sold out a holding in Sabre Corp. The sale prices were between $5.67 and $8.6, with an estimated average price of $7.42.

SRS Investment Management, LLC sold out a holding in Pinterest Inc. The sale prices were between $23.28 and $41.51, with an estimated average price of $32.5.

SRS Investment Management, LLC sold out a holding in 8x8 Inc. The sale prices were between $14.87 and $17.52, with an estimated average price of $16.08.

SRS Investment Management, LLC sold out a holding in JetBlue Airways Corp. The sale prices were between $9.95 and $13, with an estimated average price of $11.23.

SRS Investment Management, LLC sold out a holding in Dada Nexus Ltd. The sale prices were between $21.52 and $32.42, with an estimated average price of $26.04.