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SRS Investment Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $10,814,129,048
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AVIS BUDGET GROUP INC · COM · 053774105 · shares: $2,576,807,286
- NETFLIX INC. · COM · 64110L106 · shares: $1,084,175,442
- ROBLOX CORP · CL A · 771049103 · shares: $710,389,976
- CREDO TECHNOLOGY GROUP HOLDI · ORDINARY SHARES · G25457105 · shares: $699,947,086
- TAPESTRY INC · COM · 876030107 · shares: $594,726,863
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $503,863,907
- NVIDIA CORPORATION · COM · 67066G104 · shares: $500,225,000
- META PLATFORMS INC · CL A · 30303M102 · shares: $409,516,900
- UNITED AIRLS HLDGS INC · COM · 910047109 · shares: $400,181,445
- COHERENT CORP · COM · 19247G107 · shares: $366,842,505
Reported holdings
33 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AVIS BUDGET GROUP INC | COM | 053774105 | — | 17,430,882 shares | $2,576,807,286 |
| NETFLIX INC. | COM | 64110L106 | — | 15,184,530 shares | $1,084,175,442 |
| ROBLOX CORP | CL A | 771049103 | — | 13,063,442 shares | $710,389,976 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 2,573,808 shares | $699,947,086 |
| TAPESTRY INC | COM | 876030107 | — | 4,062,897 shares | $594,726,863 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 867,370 shares | $503,863,907 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,500,000 shares | $500,225,000 |
| META PLATFORMS INC | CL A | 30303M102 | — | 727,009 shares | $409,516,900 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 2,942,727 shares | $400,181,445 |
| COHERENT CORP | COM | 19247G107 | — | 929,963 shares | $366,842,505 |
| BURLINGTON STORES INC | COM | 122017106 | — | 1,075,291 shares | $340,652,189 |
| CELESTICA INC | COM | 15101Q207 | — | 911,927 shares | $332,670,970 |
| CARMAX INC | COM | 143130102 | — | 5,922,862 shares | $313,260,171 |
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | — | 4,917,311 shares | $256,536,115 |
| MONGODB INC | CL A | 60937P106 | — | 738,611 shares | $248,099,435 |
| TWILIO INC | CL A | 90138F102 | — | 1,075,683 shares | $221,945,673 |
| FIVE BELOW INC | COM | 33829M101 | — | 1,105,109 shares | $198,687,547 |
| FERMI INC | COM | 314911108 | — | 20,205,579 shares | $185,083,104 |
| TESLA INC | COM | 88160R101 | CALL | 315,200 shares | $132,573,120 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 261,301 shares | $124,789,519 |
| HUT 8 CORP | COM | 44812J104 | — | 1,000,000 shares | $115,445,000 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 245,475 shares | $112,704,937 |
| AIRBNB INC | COM CL A | 009066101 | — | 627,405 shares | $89,781,656 |
| SANDISK CORP | COM | 80004C200 | — | 35,374 shares | $80,430,925 |
| WARBY PARKER INC | CL A COM | 93403J106 | — | 1,453,523 shares | $44,099,888 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 187,384 shares | $42,496,817 |
| TRIP COM GROUP LTD | ADS | 89677Q107 | — | 763,477 shares | $30,416,924 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 984,257 shares | $24,163,509 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 61,945 shares | $23,955,990 |
| COUPANG INC | CL A | 22266T109 | — | 1,127,533 shares | $19,585,248 |
| HUMANA INC | COM | 444859102 | — | 33,282 shares | $13,220,276 |
| HESAI GROUP | SPONSORED ADS | 428050108 | — | 563,130 shares | $10,260,229 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | — | 1,019,072 shares | $6,593,396 |