SRS Investment Management
Long Only- Manager
- SRS Investment Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $10.68B
- Positions
- 32
- CIK
- 0001503174
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Avis Budget Group IncCARHISTORY | 24.12% | — | $2.58B | 17,430,882 | — | — | 13F |
| 2 | Netflix Inc.NFLXHISTORY | 10.15% | — | $1.08B | 15,184,530 | — | 0.36% | 13F |
| 3 | Roblox CorpRBLXHISTORY | 6.65% | +97.9% | $0.71B | 13,063,442 | +6,461,768 | 1.83% | 13F |
| 4 | Credo Technology Group HoldiCRDOHISTORY | 6.55% | +2.7% | $0.70B | 2,573,808 | +67,967 | 1.37% | 13F |
| 5 | Tapestry IncTPRHISTORY | 5.57% | (19.6%) | $0.59B | 4,062,897 | (988,947) | 2.04% | 13F |
| 6 | Advanced Micro Devices IncAMDHISTORY | 4.72% | (39.9%) | $0.50B | 867,370 | (575,182) | 0.05% | 13F |
| 7 | Nvidia CorporationNVDAHISTORY | 4.68% | — | $0.50B | 2,500,000 | (525) | 0.01% | 13F |
| 8 | Meta Platforms IncMETAHISTORY | 3.83% | +1.0% | $0.41B | 727,009 | +7,280 | 0.03% | 13F |
| 9 | United Airls Hldgs IncUALHISTORY | 3.75% | +1.0% | $0.40B | 2,942,727 | +30,243 | — | 13F |
| 10 | Coherent CorpCOHRHISTORY | 3.43% | NEW | $0.37B | 929,963 | +929,963 | 0.47% | 13F |
| 11 | Burlington Stores IncBURLHISTORY | 3.19% | (7.1%) | $0.34B | 1,075,291 | (81,578) | 1.71% | 13F |
| 12 | Celestica IncCLSHISTORY | 3.11% | (10.3%) | $0.33B | 911,927 | (104,813) | 0.79% | 13F |
| 13 | Carmax IncKMXHISTORY | 2.93% | +4.8% | $0.31B | 5,922,862 | +271,188 | 4.17% | 13F |
| 14 | Planet Fitness Master IssuerPLNTHISTORY | 2.40% | +0.6% | $0.26B | 4,917,311 | +30,789 | — | 13F |
| 15 | Mongodb IncMDBHISTORY | 2.32% | +40.2% | $0.25B | 738,611 | +211,669 | 0.92% | 13F |
| 16 | Twilio IncTWLOHISTORY | 2.08% | (47.9%) | $0.22B | 1,075,683 | (988,725) | 0.70% | 13F |
| 17 | Five Below IncFIVEHISTORY | 1.86% | +52.9% | $0.20B | 1,105,109 | +382,283 | 2.01% | 13F |
| 18 | Fermi IncFRMIHISTORY | 1.73% | NEW | $0.19B | 20,205,579 | +20,205,579 | 3.15% | 13F |
| 19 | Taiwan Semiconductor ManufacTSMHISTORY | 1.17% | (48.8%) | $0.12B | 261,301 | (248,772) | 0.00% | 13F |
| 20 | Hut 8 CorpHUTHISTORY | 1.08% | (67.6%) | $0.12B | 1,000,000 | (2,084,905) | 0.81% | 13F |
| 21 | Spotify Technology S ASPOTHISTORY | 1.06% | +0.4% | $0.11B | 245,475 | +928 | 0.12% | 13F |
| 22 | Airbnb IncABNBHISTORY | 0.84% | (64.7%) | $0.09B | 627,405 | (1,149,146) | 0.11% | 13F |
| 23 | Sandisk CorpSNDKHISTORY | 0.75% | +0.8% | $0.08B | 35,374 | +279 | 0.02% | 13F |
| 24 | Warby Parker IncWRBYHISTORY | 0.41% | +1.0% | $0.04B | 1,453,523 | +14,125 | 1.28% | 13F |
| 25 | Charles Riv Labs Intl IncCRLHISTORY | 0.40% | NEW | $0.04B | 187,384 | +187,384 | 0.39% | 13F |
| 26 | Trip Com Group LTDTCOMHISTORY | 0.28% | +0.7% | $0.03B | 763,477 | +5,660 | 0.12% | 13F |
| 27 | Comcast Corp NewCMCSAHISTORY | 0.23% | +1.2% | $0.02B | 984,257 | +11,272 | 0.05% | 13F |
| 28 | Elevance Health Inc FormerlyELVHISTORY | 0.22% | +4.0% | $0.02B | 61,945 | +2,377 | 0.03% | 13F |
| 29 | Coupang IncCPNGHISTORY | 0.18% | +1.0% | $0.02B | 1,127,533 | +10,634 | 0.06% | 13F |
| 30 | Humana IncHUMHISTORY | 0.12% | NEW | $0.01B | 33,282 | +33,282 | — | 13F |
| 31 | Hesai GroupHSAIHISTORY | 0.10% | +0.6% | $0.01B | 563,130 | +3,424 | 0.36% | 13F |
| 32 | Soundhound Ai IncSOUNHISTORY | 0.06% | NEW | $0.01B | 1,019,072 | +1,019,072 | 5.84% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology