Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
5
Added to
16
Trimmed
9
Exited
2
Clone performance through .
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP INC | $2.58B | 24.12% | - |
| 2 | NFLXNETFLIX INC. | $1.08B | 10.15% | - |
| 3 | RBLXROBLOX CORP | $710.39M | 6.65% | +97.9% |
| 4 | CRDOCREDO TECHNOLOGY GROUP HOLDI | $699.95M | 6.55% | +2.7% |
| 5 | TPRTAPESTRY INC | $594.73M | 5.57% | -19.6% |
| 6 | AMDADVANCED MICRO DEVICES INC | $503.86M | 4.72% | -39.9% |
| 7 | NVDANVIDIA CORPORATION | $500.23M | 4.68% | -0.0% |
| 8 | METAMETA PLATFORMS INC | $409.52M | 3.83% | +1.0% |
| 9 | UALUNITED AIRLS HLDGS INC | $400.18M | 3.75% | +1.0% |
| 10 | COHRCOHERENT CORP | $366.84M | 3.43% | New |
| Stock | Value | Shares |
|---|---|---|
| COHRCOHERENT CORP | $366.84M | 929,963 |
| FRMIFERMI INC | $185.08M | 20,205,579 |
| CRLCHARLES RIV LABS INTL INC | $42.50M | 187,384 |
| HUMHUMANA INC | $13.22M | 33,282 |
| SOUNSOUNDHOUND AI INC | $6.59M | 1,019,072 |
As of Q2 2026, SRS Investment Management, LLC reported a portfolio value of $10.68B across 32 positions in their 13F filing.
SRS Investment Management, LLC's largest holding is CAR with a position worth $2.58B. Their top holdings include CAR, NFLX, RBLX, CRDO, TPR.
In Q2 2026, SRS Investment Management, LLC made the following changes to their portfolio: 5 new positions, 2 positions sold out, 16 positions increased, 9 positions reduced.
SRS Investment Management, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.