- New Purchases: MOMO, PDD,
- Added Positions: DIS, ADSK,
- Reduced Positions: NFLX, TRIP, ADBE, LB,
- Sold Out: FL, SYMC, CTRP, ADT, GRPN,
For the details of SRS Investment Management, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SRS+Investment+Management%2C+LLC
These are the top 5 holdings of SRS Investment Management, LLC- Netflix Inc (NFLX) - 3,320,864 shares, 25.61% of the total portfolio. Shares reduced by 31.67%
- Walt Disney Co (DIS) - 7,613,005 shares, 18.35% of the total portfolio. Shares added by 14.00%
- Facebook Inc (FB) - 3,132,481 shares, 10.62% of the total portfolio.
- Avis Budget Group Inc (CAR) - 12,000,000 shares, 7.95% of the total portfolio.
- Broadcom Inc (AVGO) - 1,250,400 shares, 6.36% of the total portfolio.
SRS Investment Management, LLC initiated holding in Momo Inc. The purchase prices were between $36.18 and $48.25, with an estimated average price of $43.78. The stock is now traded at around $34.01. The impact to a portfolio due to this purchase was 0.38%. The holding were 419,236 shares as of 2018-09-30.
New Purchase: Pinduoduo Inc (PDD)SRS Investment Management, LLC initiated holding in Pinduoduo Inc. The purchase prices were between $17.22 and $29.96, with an estimated average price of $21.53. The stock is now traded at around $19.07. The impact to a portfolio due to this purchase was 0.33%. The holding were 600,000 shares as of 2018-09-30.
Added: Autodesk Inc (ADSK)SRS Investment Management, LLC added to a holding in Autodesk Inc by 32.57%. The purchase prices were between $127 and $157.2, with an estimated average price of $141.27. The stock is now traded at around $129.47. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,042,700 shares as of 2018-09-30.
Sold Out: Foot Locker Inc (FL)SRS Investment Management, LLC sold out a holding in Foot Locker Inc. The sale prices were between $46.59 and $53.46, with an estimated average price of $49.57.
Sold Out: Symantec Corp (SYMC)SRS Investment Management, LLC sold out a holding in Symantec Corp. The sale prices were between $18.55 and $21.69, with an estimated average price of $20.37.
Sold Out: Ctrip.com International Ltd (CTRP)SRS Investment Management, LLC sold out a holding in Ctrip.com International Ltd. The sale prices were between $36.85 and $46.96, with an estimated average price of $40.65.
Sold Out: ADT Inc (ADT)SRS Investment Management, LLC sold out a holding in ADT Inc. The sale prices were between $8.05 and $9.48, with an estimated average price of $8.91.
Sold Out: Groupon Inc (GRPN)SRS Investment Management, LLC sold out a holding in Groupon Inc. The sale prices were between $3.68 and $5.27, with an estimated average price of $4.39.
Here is the complete portfolio of SRS Investment Management, LLC. Also check out:
1. SRS Investment Management, LLC's Undervalued Stocks
2. SRS Investment Management, LLC's Top Growth Companies, and
3. SRS Investment Management, LLC's High Yield stocks
4. Stocks that SRS Investment Management, LLC keeps buying