Universe · entity
SRS Investment Management, LLC
Institutional manager (13F) · CIK 1503174
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $9.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AVIS BUDGET GROUP INC | $2.5B | 17,430,882 |
| 2 | NETFLIX INC. | $1.5B | 15,184,530 |
| 3 | TAPESTRY INC | $713M | 5,051,844 |
| 4 | NVIDIA CORPORATION | $436M | 2,500,525 |
| 5 | META PLATFORMS INC | $412M | 719,729 |
| 6 | BURLINGTON STORES INC | $376M | 1,156,869 |
| 7 | ROBLOX CORP | $373M | 6,601,674 |
| 8 | PLANET FITNESS MASTER ISSUER | $363M | 4,886,522 |
| 9 | ADVANCED MICRO DEVICES INC | $293M | 1,442,552 |
| 10 | CELESTICA INC | $286M | 1,016,740 |
| 11 | UNITED AIRLS HLDGS INC | $268M | 2,912,484 |
| 12 | TWILIO INC | $260M | 2,064,408 |
| 13 | CREDO TECHNOLOGY GROUP HOLDI | $235M | 2,505,841 |
| 14 | CARMAX INC | $235M | 5,651,674 |
| 15 | AIRBNB INC | $224M | 1,776,551 |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | $172M | 510,073 |
| 17 | FIVE BELOW INC | $165M | 722,826 |
| 18 | HUT 8 CORP | $145M | 3,084,905 |
| 19 | MONGODB INC | $129M | 526,942 |
| 20 | SPOTIFY TECHNOLOGY S A | $119M | 244,547 |
| 21 | DELTA AIR LINES INC | $52M | 780,437 |
| 22 | GLOBAL E ONLINE LTD | $38M | 1,236,946 |
| 23 | TRIP COM GROUP LTD | $38M | 757,817 |
| 24 | WARBY PARKER INC | $30M | 1,439,398 |
| 25 | COMCAST CORP NEW | $28M | 972,985 |
| 26 | SANDISK CORP | $22M | 35,095 |
| 27 | COUPANG INC | $21M | 1,116,899 |
| 28 | ELEVANCE HEALTH INC FORMERLY | $17M | 59,568 |
| 29 | HESAI GROUP | $11M | 559,706 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.