Srs Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.47B
Q ending 2026-03-31
Prior quarter
$9.50B
Q ending 2025-12-31
Change
-0.3% QoQ · +26.9% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Avis Budget Group Inc | CAR | Shares | $2.54B | 17.4M |
| Netflix Inc. | NFLX | Shares | $1.46B | 15.2M |
| Tapestry Inc | TPR | Shares | $712.9M | 5.1M |
| Nvidia Corporation | NVDA | Shares | $436.1M | 2.5M |
| Meta Platforms Inc | META | Shares | $411.8M | 720K |
| Burlington Stores Inc | BURL | Shares | $376.4M | 1.2M |
| Roblox Corp | RBLX | Shares | $373.4M | 6.6M |
| Planet Fitness Master Issuer | PLNT | Shares | $363.5M | 4.9M |
| Advanced Micro Devices Inc | AMD | Shares | $293.5M | 1.4M |
| Celestica Inc | CLS | Shares | $286.4M | 1.0M |
| United Airls Hldgs Inc | UAL | Shares | $268.2M | 2.9M |
| Twilio Inc | TWLO | Shares | $259.7M | 2.1M |
| Credo Technology Group Holdi | Shares | $235.2M | 2.5M | |
| Carmax Inc | KMX | Shares | $235.0M | 5.7M |
| Airbnb Inc | ABNB | Shares | $224.3M | 1.8M |
| Taiwan Semiconductor Manufac | TSM | Shares | $172.4M | 510K |
| Five Below Inc | FIVE | Shares | $165.2M | 723K |
| Hut 8 Corp | HUT | Shares | $144.7M | 3.1M |
| Mongodb Inc | MDB | Shares | $129.0M | 527K |
| Spotify Technology S A | Shares | $118.6M | 245K | |
| Delta Air Lines Inc | DAL | Shares | $51.9M | 780K |
| Global E Online Ltd | Shares | $38.2M | 1.2M | |
| Trip Com Group Ltd | TCOM | Shares | $37.7M | 758K |
| Warby Parker Inc | WRBY | Shares | $30.3M | 1.4M |
| Comcast Corp New | CMCSA | Shares | $27.9M | 973K |
| Sandisk Corp | SNDK | Shares | $22.3M | 35K |
| Coupang Inc | CPNG | Shares | $21.1M | 1.1M |
| Elevance Health Inc Formerly | ELV | Shares | $17.4M | 60K |
| Hesai Group | HSAI | Shares | $10.7M | 560K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.