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SRS Investment Management, LLC
Q2 2026 13F filing
Updated 27 days ago33 disclosed positions worth $10.8B
Portfolio value
$10.8B
Total holdings
33
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAR AVIS BUDGET GROUP INC | $2.6B | 17.43M | 23.83% | — |
| 2 | N NFLX NETFLIX INC. | $1.1B | 15.18M | 10.03% | — |
| 3 | R RBLX ROBLOX CORP | $710.4M | 13.06M | 6.57% | — |
| 4 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $699.9M | 2.57M | 6.47% | — |
| 5 | T TPR TAPESTRY INC | $594.7M | 4.06M | 5.50% | — |
| 6 | A AMD ADVANCED MICRO DEVICES INC | $503.9M | 867.4K | 4.66% | — |
| 7 | N NVDA NVIDIA CORPORATION | $500.2M | 2.50M | 4.63% | — |
| 8 | M META META PLATFORMS INC | $409.5M | 727.0K | 3.79% | — |
| 9 | U UAL UNITED AIRLS HLDGS INC | $400.2M | 2.94M | 3.70% | — |
| 10 | C COHR COHERENT CORP | $366.8M | 930.0K | 3.39% | — |
| 11 | B BURL BURLINGTON STORES INC | $340.7M | 1.08M | 3.15% | — |
| 12 | C CLS CELESTICA INC | $332.7M | 911.9K | 3.08% | — |
| 13 | K KMX CARMAX INC | $313.3M | 5.92M | 2.90% | — |
| 14 | P PLNT PLANET FITNESS MASTER ISSUER | $256.5M | 4.92M | 2.37% | — |
| 15 | M MDB MONGODB INC | $248.1M | 738.6K | 2.29% | — |
| 16 | T TWLO TWILIO INC | $221.9M | 1.08M | 2.05% | — |
| 17 | F FIVE FIVE BELOW INC | $198.7M | 1.11M | 1.84% | — |
| 18 | F FRMI FERMI INC | $185.1M | 20.21M | 1.71% | — |
| 19 | T TSLA TESLA INC | $132.6M | 315.2K | 1.23% | — |
| 20 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $124.8M | 261.3K | 1.15% | — |
| 21 | H HUT HUT 8 CORP | $115.4M | 1.00M | 1.07% | — |
| 22 | S SPOT SPOTIFY TECHNOLOGY S A | $112.7M | 245.5K | 1.04% | — |
| 23 | A ABNB AIRBNB INC | $89.8M | 627.4K | 0.83% | — |
| 24 | S SNDK SANDISK CORP | $80.4M | 35.4K | 0.74% | — |
| 25 | W WRBY WARBY PARKER INC | $44.1M | 1.45M | 0.41% | — |
| 26 | C CRL CHARLES RIV LABS INTL INC | $42.5M | 187.4K | 0.39% | — |
| 27 | T TRPCF TRIP COM GROUP LTD | $30.4M | 763.5K | 0.28% | — |
| 28 | C CCZ COMCAST CORP NEW | $24.2M | 984.3K | 0.22% | — |
| 29 | E ELV ELEVANCE HEALTH INC FORMERLY | $24M | 61.9K | 0.22% | — |
| 30 | C CPNG COUPANG INC | $19.6M | 1.13M | 0.18% | — |
| 31 | H HUM HUMANA INC | $13.2M | 33.3K | 0.12% | — |
| 32 | H HSIGF HESAI GROUP | $10.3M | 563.1K | 0.09% | — |
| 33 | S SOUNW SOUNDHOUND AI INC | $6.6M | 1.02M | 0.06% | — |