Holders — by stockHoldings — by fund
SRS Investment Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001503174
$10.81B
disclosed book value
33
positions
23.8%
largest position share
Positions, as of 2026-06-30
top 33 of 33 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP INC | 17.4M | $2.58B | 23.8% |
| 2 | NFLXNETFLIX INC. | 15.2M | $1.08B | 10% |
| 3 | RBLXROBLOX CORP | 13.1M | $710.4M | 6.6% |
| 4 | CREDO TECHNOLOGY GROUP HOLDI | 2.6M | $699.9M | 6.5% |
| 5 | TPRTAPESTRY INC | 4.1M | $594.7M | 5.5% |
| 6 | AMDADVANCED MICRO DEVICES INC | 867,370 | $503.9M | 4.7% |
| 7 | NVDANVIDIA CORPORATION | 2.5M | $500.2M | 4.6% |
| 8 | METAMETA PLATFORMS INC | 727,009 | $409.5M | 3.8% |
| 9 | UALUNITED AIRLS HLDGS INC | 2.9M | $400.2M | 3.7% |
| 10 | COHRCOHERENT CORP | 929,963 | $366.8M | 3.4% |
| 11 | BURLBURLINGTON STORES INC | 1.1M | $340.7M | 3.2% |
| 12 | CLSCELESTICA INC | 911,927 | $332.7M | 3.1% |
| 13 | KMXCARMAX INC | 5.9M | $313.3M | 2.9% |
| 14 | PLNTPLANET FITNESS MASTER ISSUER | 4.9M | $256.5M | 2.4% |
| 15 | MDBMONGODB INC | 738,611 | $248.1M | 2.3% |
| 16 | TWLOTWILIO INC | 1.1M | $221.9M | 2.1% |
| 17 | FIVEFIVE BELOW INC | 1.1M | $198.7M | 1.8% |
| 18 | FRMIFERMI INC | 20.2M | $185.1M | 1.7% |
| 19 | TSLATESLA INCCALL | 315,200 | $132.6M | 1.2% |
| 20 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 261,301 | $124.8M | 1.2% |
| 21 | HUTHUT 8 CORP | 1.0M | $115.4M | 1.1% |
| 22 | SPOTIFY TECHNOLOGY S A | 245,475 | $112.7M | 1% |
| 23 | ABNBAIRBNB INC | 627,405 | $89.8M | 0.8% |
| 24 | SNDKSANDISK CORP | 35,374 | $80.4M | 0.7% |
| 25 | WRBYWARBY PARKER INC | 1.5M | $44.1M | 0.4% |
| 26 | CRLCHARLES RIV LABS INTL INC | 187,384 | $42.5M | 0.4% |
| 27 | TCOMTRIP COM GROUP LTD | 763,477 | $30.4M | 0.3% |
| 28 | CMCSACOMCAST CORP NEW | 984,257 | $24.2M | 0.2% |
| 29 | ELVELEVANCE HEALTH INC FORMERLY | 61,945 | $24.0M | 0.2% |
| 30 | CPNGCOUPANG INC | 1.1M | $19.6M | 0.2% |
| 31 | HUMHUMANA INC | 33,282 | $13.2M | 0.1% |
| 32 | HSAIHESAI GROUP | 563,130 | $10.3M | 0.1% |
| 33 | SOUNSOUNDHOUND AI INC | 1.0M | $6.6M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.