SRS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAR | 17.43M | $2.80B |
 | TPR | 5.05M | $571.31M |
 | PLNT | 4.67M | $484.27M |
 | NVDA | 3.20M | $597.73M |
 | UAL | 2.90M | $279.96M |
 | PDD | 2.65M | $350.83M |
 | NFLX | 1.52M | $1.82B |
 | CLS | 1.37M | $338.14M |
 | CVS | 1.22M | $91.77M |
 | BURL | 1.15M | $293.62M |
 | AMD | 1.15M | $186.29M |
 | CMCSA | 970K | $30.47M |
 | TSM | 793K | $221.44M |
 | TCOM | 756K | $56.87M |
 | META | 744K | $546.01M |
 | MDB | 540K | $167.52M |
 | WWW | 504K | $13.84M |
 | DAL | 490K | $27.79M |
 | KMX | 310K | $13.92M |
 | GLBE | 296K | $10.57M |
Avis Budget Group, Inc.
CAR
Shares Held
17.43M
Value
$2.80B
Tapestry, Inc.
TPR
Shares Held
5.05M
Value
$571.31M
Planet Fitness, Inc.
PLNT
Shares Held
4.67M
Value
$484.27M
NVIDIA Corporation
NVDA
Shares Held
3.20M
Value
$597.73M
United Airlines Holdings, Inc.
UAL
Shares Held
2.90M
Value
$279.96M
PDD Holdings Inc.
PDD
Shares Held
2.65M
Value
$350.83M
Netflix, Inc.
NFLX
Shares Held
1.52M
Value
$1.82B
Celestica Inc.
CLS
Shares Held
1.37M
Value
$338.14M
CVS Health Corporation
CVS
Shares Held
1.22M
Value
$91.77M
Burlington Stores, Inc.
BURL
Shares Held
1.15M
Value
$293.62M
Advanced Micro Devices, Inc.
AMD
Shares Held
1.15M
Value
$186.29M
Comcast Corporation
CMCSA
Shares Held
970K
Value
$30.47M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
793K
Value
$221.44M
Trip.com Group Limited
TCOM
Shares Held
756K
Value
$56.87M
Meta Platforms, Inc.
META
Shares Held
744K
Value
$546.01M
MongoDB, Inc.
MDB
Shares Held
540K
Value
$167.52M
Wolverine World Wide, Inc.
WWW
Shares Held
504K
Value
$13.84M
Delta Air Lines, Inc.
DAL
Shares Held
490K
Value
$27.79M
CarMax, Inc.
KMX
Shares Held
310K
Value
$13.92M
Global-e Online Ltd.
GLBE
Shares Held
296K
Value
$10.57M