SRS Investment Management, LLC

CIK 0001503174 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SRS Investment Management, LLC reported 33 positions worth $10.81B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CAR (23.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.81B
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.6%
Est. Net Flow (Q)
2026 Q2
10 / 33 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CARAVIS BUDGET GROUP INCSH$2.58B23.83%17,430,882
2NFLXNETFLIX INC.SH$1.08B10.03%15,184,530
3RBLXROBLOX CORPSH$710.4M6.57%13,063,442
4CRDOCREDO TECHNOLOGY GROUP HOLDISH$699.9M6.47%2,573,808
5TPRTAPESTRY INCSH$594.7M5.50%4,062,897
6AMDADVANCED MICRO DEVICES INCSH$503.9M4.66%867,370
7NVDANVIDIA CORPORATIONSH$500.2M4.63%2,500,000
8METAMETA PLATFORMS INCSH$409.5M3.79%727,009
9UALUNITED AIRLS HLDGS INCSH$400.2M3.70%2,942,727
10COHRCOHERENT CORPSH$366.8M3.39%929,963

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SRS Investment Management, LLC hold as of Q2 2026?

SRS Investment Management, LLC reported 33 positions worth $10.81B in its Q2 2026 13F filing. Largest positions: CAR (23.8%), NFLX (10.0%), RBLX (6.6%), CRDO (6.5%) and TPR (5.5%).

What did SRS Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SRS Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.