SRS Investment Management, LLC
SRS Investment Management, LLC reported 33 holdings worth US$10.8B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SRS Investment Management, LLC reported 33 holdings worth US$10.8B as of Jun 30, 2026. Largest: Avis Budget Group, Inc., Netflix, Inc. and Roblox Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$10.8B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Avis Budget Group, Inc. | 17.4M | US$2.58B | 23.8% |
| Netflix, Inc. | 15.2M | US$1.08B | 10.0% |
| Roblox Corporation | 13.1M | US$710M | 6.6% |
| Credo Technology Group Holding Ltd | 2.57M | US$700M | 6.5% |
| Tapestry, Inc. | 4.06M | US$595M | 5.5% |
| Advanced Micro Devices Inc | 867K | US$504M | 4.7% |
| Nvidia Corporation | 2.5M | US$500M | 4.6% |
| Meta Platforms, Inc. | 727K | US$410M | 3.8% |
| United Airlines Holdings, Inc. | 2.94M | US$400M | 3.7% |
| Coherent Corp. | 930K | US$367M | 3.4% |
| Burlington Stores, Inc. | 1.08M | US$341M | 3.2% |
| Celestica Inc. | 912K | US$333M | 3.1% |
| Carmax Inc | 5.92M | US$313M | 2.9% |
| Planet Fitness, Inc. | 4.92M | US$257M | 2.4% |
| Mongodb, Inc. | 739K | US$248M | 2.3% |
| Twilio Inc. | 1.08M | US$222M | 2.1% |
| Five Below, Inc. | 1.11M | US$199M | 1.8% |
| Fermi Inc. | 20.2M | US$185M | 1.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 261K | US$125M | 1.2% |
| Hut 8 Corp. | 1M | US$115M | 1.1% |
| Airbnb, Inc. | 627K | US$89.8M | 0.83% |
| Sandisk Corporation | 35,374 | US$80.4M | 0.74% |
| Warby Parker Inc. | 1.45M | US$44.1M | 0.41% |
| Charles River Laboratories International, Inc. | 187K | US$42.5M | 0.39% |
| Trip.com Group Ltd. | 763K | US$30.4M | 0.28% |
| Comcast Corporation | 984K | US$24.2M | 0.22% |
| Elevance Health, Inc. | 61,945 | US$24M | 0.22% |
| Coupang, Inc. | 1.13M | US$19.6M | 0.18% |
| Humana Inc. | 33,282 | US$13.2M | 0.12% |
| Hesai Group Class B | 563K | US$10.3M | 0.09% |
| Soundhound Ai, Inc. | 1.02M | US$6.59M | 0.06% |
| Delta Air Lines, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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