SRS Investment Management as of June 30, 2026
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 23.8 | $2.6B | 17M | 147.83 | |
| Netflix (NFLX) | 10.0 | $1.1B | 15M | 71.40 | |
| Roblox Corp Cl A (RBLX) | 6.6 | $710M | 13M | 54.38 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 6.5 | $700M | 2.6M | 271.95 | |
| Tapestry (TPR) | 5.5 | $595M | 4.1M | 146.38 | |
| Advanced Micro Devices (AMD) | 4.7 | $504M | 867k | 580.91 | |
| NVIDIA Corporation (NVDA) | 4.6 | $500M | 2.5M | 200.09 | |
| Meta Platforms Cl A (META) | 3.8 | $410M | 727k | 563.29 | |
| Hldgs (UAL) | 3.7 | $400M | 2.9M | 135.99 | |
| Coherent Corp (COHR) | 3.4 | $367M | 930k | 394.47 | |
| Burlington Stores (BURL) | 3.2 | $341M | 1.1M | 316.80 | |
| Celestica (CLS) | 3.1 | $333M | 912k | 364.80 | |
| CarMax (KMX) | 2.9 | $313M | 5.9M | 52.89 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 2.4 | $257M | 4.9M | 52.17 | |
| Mongodb Cl A (MDB) | 2.3 | $248M | 739k | 335.90 | |
| Twilio Cl A (TWLO) | 2.1 | $222M | 1.1M | 206.33 | |
| Five Below (FIVE) | 1.8 | $199M | 1.1M | 179.79 | |
| Fermi (FRMI) | 1.7 | $185M | 20M | 9.16 | |
| Tesla Motors Call Option (TSLA) | 1.2 | $133M | 315k | 420.60 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $125M | 261k | 477.57 | |
| Hut 8 Corp (HUT) | 1.1 | $115M | 1.0M | 115.44 | |
| Spotify Technology S A SHS (SPOT) | 1.0 | $113M | 246k | 459.13 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $90M | 627k | 143.10 | |
| Sandisk Corp (SNDK) | 0.7 | $80M | 35k | 2273.73 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $44M | 1.5M | 30.34 | |
| Charles River Laboratories (CRL) | 0.4 | $43M | 187k | 226.79 | |
| Trip Com Group Ads (TCOM) | 0.3 | $30M | 764k | 39.84 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $24M | 984k | 24.55 | |
| Anthem (ELV) | 0.2 | $24M | 62k | 386.73 | |
| Coupang Cl A (CPNG) | 0.2 | $20M | 1.1M | 17.37 | |
| Humana (HUM) | 0.1 | $13M | 33k | 397.22 | |
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $10M | 563k | 18.22 | |
| Soundhound Ai Class A Com (SOUN) | 0.1 | $6.6M | 1.0M | 6.47 |
