SRS Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SRS Investment Management, LLC held in its portfolio 31 assets valued at $9,498,375,758 (i.e. $9.50B).
The most valuable assets in the portfolio included: AVIS BUDGET GROUP ($2.24B), NETFLIX INC ($1.42B), and TAPESTRY INC ($644.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SRS Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AVIS BUDGET GROUP | 17430882 | 2236730778 | COM |
| NETFLIX INC | 15184530 | 1423701533 | COM |
| TAPESTRY INC | 5045999 | 644727292 | COM |
| NVIDIA CORPORATION | 3300724 | 615585026 | COM |
| PLANET FITNESS INC | 4877578 | 529070886 | CL A |
| META PLATFORMS INC | 743500 | 490776915 | CL A |
| ADVANCED MICRO DEVICES INC | 1635630 | 350286521 | COM |
| AIRBNB INC | 2520021 | 342017250 | COM CL A |
| BURLINGTON STORES INC | 1153720 | 333252022 | COM |
| UNITED AIRLS HLDGS INC | 2903678 | 324689274 | COM |
| CELESTICA INC | 1014214 | 299811801 | COM |
| TWILIO INC | 1810278 | 257493943 | CL A |
| ROBLOX CORP | 2937990 | 238065330 | CL A |
| MONGODB INC | 525609 | 220592841 | CL A |
| CARMAX INC | 5637803 | 217844708 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 508726 | 154596744 | SPONSORED ADS |
| HUT 8 CORP | 2869797 | 131838474 | COM |
| PDD HOLDINGS INC | 1016859 | 115301642 | SPONSORED ADS |
| SPOTIFY TECHNOLOGY S A | 147109 | 85427667 | SHS |
| FABRINET | 141220 | 64294642 | SHS |
| HOME DEPOT INC | 180302 | 62041918 | COM |
| TRIP COM GROUP LTD | 756185 | 54377263 | ADS |
| ELEVANCE HEALTH INC | 146976 | 51522437 | COM |
| DELTA AIR LINES INC DEL | 736282 | 51097971 | COM NEW |
| CVS HEALTH CORP | 612778 | 48630062 | COM |
| GLOBAL E ONLINE LTD | 896717 | 35249945 | SHS |
| WARBY PARKER INC | 1435383 | 31276996 | CL A COM |
| LOWES COS INC | 126488 | 30503846 | COM |
| COMCAST CORP NEW | 969699 | 28984303 | CL A |
| CREDO TECHNOLOGY GROUP HOLDI | 111678 | 16069347 | ORDINARY SHARES |
| HESAI GROUP | 558767 | 12516381 | SPONSORED ADS |
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