SRS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAR | 17.43M | $2.24B |
 | NFLX | 15.18M | $1.42B |
 | KMX | 5.64M | $217.84M |
 | TPR | 5.05M | $644.73M |
 | PLNT | 4.88M | $529.07M |
 | NVDA | 3.30M | $615.59M |
 | RBLX | 2.94M | $238.07M |
 | UAL | 2.90M | $324.69M |
 | HUT | 2.87M | $131.84M |
 | ABNB | 2.52M | $342.02M |
 | TWLO | 1.81M | $257.49M |
 | AMD | 1.64M | $350.29M |
 | WRBY | 1.44M | $31.28M |
 | BURL | 1.15M | $333.25M |
 | PDD | 1.02M | $115.30M |
 | CLS | 1.01M | $299.81M |
 | CMCSA | 970K | $28.98M |
 | GLBE | 897K | $35.25M |
 | TCOM | 756K | $54.38M |
 | META | 744K | $490.78M |
Avis Budget Group, Inc.
CAR
Shares Held
17.43M
Value
$2.24B
Netflix, Inc.
NFLX
Shares Held
15.18M
Value
$1.42B
CarMax, Inc.
KMX
Shares Held
5.64M
Value
$217.84M
Tapestry, Inc.
TPR
Shares Held
5.05M
Value
$644.73M
Planet Fitness, Inc.
PLNT
Shares Held
4.88M
Value
$529.07M
NVIDIA Corporation
NVDA
Shares Held
3.30M
Value
$615.59M
Roblox Corporation
RBLX
Shares Held
2.94M
Value
$238.07M
United Airlines Holdings, Inc.
UAL
Shares Held
2.90M
Value
$324.69M
Hut 8 Corp.
HUT
Shares Held
2.87M
Value
$131.84M
Airbnb, Inc.
ABNB
Shares Held
2.52M
Value
$342.02M
Twilio Inc.
TWLO
Shares Held
1.81M
Value
$257.49M
Advanced Micro Devices, Inc.
AMD
Shares Held
1.64M
Value
$350.29M
Warby Parker Inc.
WRBY
Shares Held
1.44M
Value
$31.28M
Burlington Stores, Inc.
BURL
Shares Held
1.15M
Value
$333.25M
PDD Holdings Inc.
PDD
Shares Held
1.02M
Value
$115.30M
Celestica Inc.
CLS
Shares Held
1.01M
Value
$299.81M
Comcast Corporation
CMCSA
Shares Held
970K
Value
$28.98M
Global-e Online Ltd.
GLBE
Shares Held
897K
Value
$35.25M
Trip.com Group Limited
TCOM
Shares Held
756K
Value
$54.38M
Meta Platforms, Inc.
META
Shares Held
744K
Value
$490.78M