SRS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAR | 17.43M | $2.54B |
 | NFLX | 15.18M | $1.46B |
 | RBLX | 6.60M | $373.39M |
 | KMX | 5.65M | $235.00M |
 | TPR | 5.05M | $712.87M |
 | PLNT | 4.89M | $363.46M |
 | HUT | 3.08M | $144.71M |
 | UAL | 2.91M | $268.15M |
 | CRDO | 2.51M | $235.22M |
 | NVDA | 2.50M | $436.09M |
 | TWLO | 2.06M | $259.74M |
 | ABNB | 1.78M | $224.34M |
 | AMD | 1.44M | $293.46M |
 | WRBY | 1.44M | $30.33M |
 | GLBE | 1.24M | $38.16M |
 | BURL | 1.16M | $376.42M |
 | CPNG | 1.12M | $21.09M |
 | CLS | 1.02M | $286.40M |
 | CMCSA | 973K | $27.93M |
 | DAL | 780K | $51.88M |
Avis Budget Group, Inc.
CAR
Shares Held
17.43M
Value
$2.54B
Netflix, Inc.
NFLX
Shares Held
15.18M
Value
$1.46B
Roblox Corporation
RBLX
Shares Held
6.60M
Value
$373.39M
CarMax, Inc.
KMX
Shares Held
5.65M
Value
$235.00M
Tapestry, Inc.
TPR
Shares Held
5.05M
Value
$712.87M
Planet Fitness, Inc.
PLNT
Shares Held
4.89M
Value
$363.46M
Hut 8 Corp.
HUT
Shares Held
3.08M
Value
$144.71M
United Airlines Holdings, Inc.
UAL
Shares Held
2.91M
Value
$268.15M
Credo Technology Group Holding Ltd
CRDO
Shares Held
2.51M
Value
$235.22M
NVIDIA Corporation
NVDA
Shares Held
2.50M
Value
$436.09M
Twilio Inc.
TWLO
Shares Held
2.06M
Value
$259.74M
Airbnb, Inc.
ABNB
Shares Held
1.78M
Value
$224.34M
Advanced Micro Devices, Inc.
AMD
Shares Held
1.44M
Value
$293.46M
Warby Parker Inc.
WRBY
Shares Held
1.44M
Value
$30.33M
Global-e Online Ltd.
GLBE
Shares Held
1.24M
Value
$38.16M
Burlington Stores, Inc.
BURL
Shares Held
1.16M
Value
$376.42M
Coupang, Inc.
CPNG
Shares Held
1.12M
Value
$21.09M
Celestica Inc.
CLS
Shares Held
1.02M
Value
$286.40M
Comcast Corporation
CMCSA
Shares Held
973K
Value
$27.93M
Delta Air Lines, Inc.
DAL
Shares Held
780K
Value
$51.88M