0000902664-20-003983.txt : 20201116 0000902664-20-003983.hdr.sgml : 20201116 20201116164023 ACCESSION NUMBER: 0000902664-20-003983 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SRS Investment Management, LLC CENTRAL INDEX KEY: 0001503174 IRS NUMBER: 208182628 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14298 FILM NUMBER: 201317730 BUSINESS ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-520-7907 MAIL ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001503174 XXXXXXXX 09-30-2020 09-30-2020 false SRS Investment Management, LLC

1 Bryant Park 39th Floor New York NY 10036

13F HOLDINGS REPORT 028-14298 N David Zales 212-520-7928 /s/ David Zales New York NY 11-16-2020 0 31 5408294 INFORMATION TABLE 2 infotable.xml AUTODESK INC COM 052769106 6940 30041 SH SOLE 30041 0 0 ALIGN TECHNOLOGY INC COM 016255101 10926 33377 SH SOLE 33377 0 0 ALTICE USA INC CL A 02156K103 209949 8074979 SH SOLE 8074979 0 0 KE HLDGS INC SPONSORED ADS 482497104 30650 500000 SH SOLE 500000 0 0 BOOKING HOLDINGS INC COM 09857L108 125554 73394 SH SOLE 73394 0 0 AVIS BUDGET GROUP COM 053774105 475040 18048628 SH SOLE 18048628 0 0 COMCAST CORP NEW CL A 20030N101 132554 2865412 SH SOLE 2865412 0 0 CITRIX SYS INC COM 177376100 195507 1419701 SH SOLE 1419701 0 0 DUCK CREEK TECHNOLOGIES INC SHS 264120106 681 15000 SH SOLE 15000 0 0 DISNEY WALT CO COM DISNEY 254687106 3445 27766 SH SOLE 27766 0 0 DYNATRACE INC COM NEW 268150109 163118 3976539 SH SOLE 3976539 0 0 EXPEDIA GROUP INC COM NEW 30212P303 98678 1076217 SH SOLE 1076217 0 0 FACEBOOK INC CL A 30303M102 17350 66245 SH SOLE 66245 0 0 FIVERR INTL LTD ORD SHS M4R82T106 137198 987178 SH SOLE 987178 0 0 LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4020 300000 SH SOLE 300000 0 0 LI AUTO INC SPONSORED ADS 50202M102 7826 450000 SH SOLE 450000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 190486 8757983 SH SOLE 8757983 0 0 MICROSOFT CORP COM 594918104 253147 1203572 SH SOLE 1203572 0 0 NETFLIX INC COM 64110L106 1383567 2766967 SH SOLE 2766967 0 0 NIKE INC CL B 654106103 14935 118967 SH SOLE 118967 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 111197 241167 SH SOLE 241167 0 0 PALO ALTO NETWORKS INC COM 697435105 14019 57278 SH SOLE 57278 0 0 POLARIS INC COM 731068102 55142 584500 SH SOLE 584500 0 0 ANAPLAN INC COM 03272L108 119722 1913105 SH SOLE 1913105 0 0 PLANET FITNESS INC CL A 72703H101 361338 5863966 SH SOLE 5863966 0 0 SMARTSHEET INC COM CL A 83200N103 7449 150734 SH SOLE 150734 0 0 SNOWFLAKE INC CL A 833445109 35140 140000 SH SOLE 140000 0 0 TALEND S A ADS 874224207 14127 361847 SH SOLE 361847 0 0 TREX CO INC COM 89531P105 10126 141422 SH SOLE 141422 0 0 TWITTER INC COM 90184L102 347541 7809915 SH SOLE 7809915 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 870922 8572914 SH SOLE 8572914 0 0