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NEW YORK, NY · CIK 0001503174
Portfolio Value
$9.47B
Positions
29
New
3
Increased
19
Decreased
5
Sold Out
5
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP INC | $2.54B | 26.86% | - |
| 2 | NFLXNETFLIX INC. | $1.46B | 15.42% | - |
| 3 | TPRTAPESTRY INC | $712.87M | 7.53% | +0.1% |
| 4 | NVDANVIDIA CORPORATION | $436.09M | 4.61% | -24.2% |
| 5 | METAMETA PLATFORMS INC | $411.78M | 4.35% | -3.2% |
| 6 | BURLBURLINGTON STORES INC | $376.42M | 3.98% | +0.3% |
| 7 | RBLXROBLOX CORP | $373.39M | 3.94% | +124.7% |
| 8 | PLNTPLANET FITNESS MASTER ISSUER | $363.46M | 3.84% | +0.2% |
| 9 | AMDADVANCED MICRO DEVICES INC | $293.46M | 3.10% | -11.8% |
| 10 | CLSCELESTICA INC | $286.40M | 3.03% | +0.2% |
| Stock | Value | Shares |
|---|---|---|
| FIVEFIVE BELOW INC | $165.15M | 722,826 |
| SNDKSANDISK CORP | $22.30M | 35,095 |
| CPNGCOUPANG INC | $21.09M | 1,116,899 |
As of Q1 2026, SRS Investment Management, LLC reported a portfolio value of $9.47B across 29 positions in their 13F filing.
SRS Investment Management, LLC's largest holding is CAR with a position worth $2.54B. Their top holdings include CAR, NFLX, TPR, NVDA, META.
In Q1 2026, SRS Investment Management, LLC made the following changes to their portfolio: 3 new positions, 5 positions sold out, 19 positions increased, 5 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.
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