SRS Investment Management

SRS Investment Management as of Dec. 31, 2025

Portfolio Holdings for SRS Investment Management

SRS Investment Management holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avis Budget (CAR) 23.5 $2.2B 17M 128.32
Netflix (NFLX) 15.0 $1.4B 15M 93.76
Tapestry (TPR) 6.8 $645M 5.0M 127.77
NVIDIA Corporation (NVDA) 6.5 $616M 3.3M 186.50
Planet Fitness Cl A (PLNT) 5.6 $529M 4.9M 108.47
Meta Platforms Cl A (META) 5.2 $491M 744k 660.09
Advanced Micro Devices (AMD) 3.7 $350M 1.6M 214.16
Airbnb Com Cl A (ABNB) 3.6 $342M 2.5M 135.72
Burlington Stores (BURL) 3.5 $333M 1.2M 288.85
Hldgs (UAL) 3.4 $325M 2.9M 111.82
Celestica (CLS) 3.2 $300M 1.0M 295.61
Twilio Cl A (TWLO) 2.7 $258M 1.8M 142.24
Roblox Corp Cl A (RBLX) 2.5 $238M 2.9M 81.03
Mongodb Cl A (MDB) 2.3 $221M 526k 419.69
CarMax (KMX) 2.3 $218M 5.6M 38.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $155M 509k 303.89
Hut 8 Corp (HUT) 1.4 $132M 2.9M 45.94
Pdd Holdings Sponsored Ads (PDD) 1.2 $115M 1.0M 113.39
Spotify Technology S A SHS (SPOT) 0.9 $85M 147k 580.71
Fabrinet SHS (FN) 0.7 $64M 141k 455.28
Home Depot (HD) 0.7 $62M 180k 344.10
Trip Com Group Ads (TCOM) 0.6 $54M 756k 71.91
Anthem (ELV) 0.5 $52M 147k 350.55
Delta Air Lines Inc Del Com New (DAL) 0.5 $51M 736k 69.40
CVS Caremark Corporation (CVS) 0.5 $49M 613k 79.36
Global E Online SHS (GLBE) 0.4 $35M 897k 39.31
Warby Parker Cl A Com (WRBY) 0.3 $31M 1.4M 21.79
Lowe's Companies (LOW) 0.3 $31M 127k 241.16
Comcast Corp Cl A (CMCSA) 0.3 $29M 970k 29.89
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $16M 112k 143.89
Hesai Group Sponsored Ads (HSAI) 0.1 $13M 559k 22.40