Q1 2026 · 13F-HR
SRS Investment Management, LLCholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002108
$9.47B
Reported value
29
Positions
2026-03-31
Period end
The Brief · SRS Investment Management, LLC · Q1 2026
AI · grounded in 13F
SRS Investment Management, LLC closed its position in PDD with a decrease of $115.3M. The fund established a new position in FIVE valued at $165.2M and increased its holdings in CREDO TECHNOLOGY GROUP HOLDI by 2,143.8%. Additionally, the fund trimmed its stakes in ABNB by 29.5% and NVDA by 24.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 053774105 | CAR | AVIS BUDGET GROUP INC | $2.54B | 26.9% | 17,430,882 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $1.46B | 15.4% | 15,184,530 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $712.9M | 7.53% | 5,051,844 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $436.1M | 4.61% | 2,500,525 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $411.8M | 4.35% | 719,729 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $376.4M | 3.98% | 1,156,869 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $373.4M | 3.94% | 6,601,674 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS MASTER ISSUER | $363.5M | 3.84% | 4,886,522 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $293.5M | 3.10% | 1,442,552 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $286.4M | 3.03% | 1,016,740 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $268.2M | 2.83% | 2,912,484 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $259.7M | 2.74% | 2,064,408 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $235.2M | 2.48% | 2,505,841 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $235.0M | 2.48% | 5,651,674 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $224.3M | 2.37% | 1,776,551 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $172.4M | 1.82% | 510,073 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $165.2M | 1.74% | 722,826 | Common | SOLE |
| 44812J104 | HUT | HUT 8 CORP | $144.7M | 1.53% | 3,084,905 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $129.0M | 1.36% | 526,942 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $118.6M | 1.25% | 244,547 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC | $51.9M | 0.55% | 780,437 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $38.2M | 0.40% | 1,236,946 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $37.7M | 0.40% | 757,817 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $30.3M | 0.32% | 1,439,398 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $27.9M | 0.30% | 972,985 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $22.3M | 0.24% | 35,095 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $21.1M | 0.22% | 1,116,899 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $17.4M | 0.18% | 59,568 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $10.7M | 0.11% | 559,706 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.