SRS Investment Management

SRS Investment Management as of March 31, 2026

Portfolio Holdings for SRS Investment Management

SRS Investment Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avis Budget (CAR) 26.9 $2.5B 17M 145.85
Netflix (NFLX) 15.4 $1.5B 15M 96.15
Tapestry (TPR) 7.5 $713M 5.1M 141.11
NVIDIA Corporation (NVDA) 4.6 $436M 2.5M 174.40
Meta Platforms Cl A (META) 4.4 $412M 720k 572.13
Burlington Stores (BURL) 4.0 $376M 1.2M 325.38
Roblox Corp Cl A (RBLX) 3.9 $373M 6.6M 56.56
Planet Fitness Master Issuer Cl A (PLNT) 3.8 $364M 4.9M 74.38
Advanced Micro Devices (AMD) 3.1 $294M 1.4M 203.43
Celestica (CLS) 3.0 $286M 1.0M 281.68
Hldgs (UAL) 2.8 $268M 2.9M 92.07
Twilio Cl A (TWLO) 2.7 $260M 2.1M 125.82
Credo Technology Group Holdi Ordinary Shares (CRDO) 2.5 $235M 2.5M 93.87
CarMax (KMX) 2.5 $235M 5.7M 41.58
Airbnb Com Cl A (ABNB) 2.4 $224M 1.8M 126.28
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.8 $172M 510k 337.95
Five Below (FIVE) 1.7 $165M 723k 228.48
Hut 8 Corp (HUT) 1.5 $145M 3.1M 46.91
Mongodb Cl A (MDB) 1.4 $129M 527k 244.77
Spotify Technology S A SHS (SPOT) 1.3 $119M 245k 484.91
Delta Air Lines Com New (DAL) 0.5 $52M 780k 66.48
Global E Online SHS (GLBE) 0.4 $38M 1.2M 30.85
Trip Com Group Ads (TCOM) 0.4 $38M 758k 49.79
Warby Parker Cl A Com (WRBY) 0.3 $30M 1.4M 21.07
Comcast Corp Cl A (CMCSA) 0.3 $28M 973k 28.71
Sandisk Corp (SNDK) 0.2 $22M 35k 635.34
Coupang Cl A (CPNG) 0.2 $21M 1.1M 18.88
Anthem (ELV) 0.2 $17M 60k 292.75
Hesai Group Sponsored Ads (HSAI) 0.1 $11M 560k 19.12