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NEW YORK, NY · CIK 0001503174
Portfolio Value
$9.65B
Positions
26
New
7
Increased
4
Decreased
5
Sold Out
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $9.65B across 26 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 87.8% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $2.95B | 30.53% | - |
| 2 | NFLXNETFLIX INC | $2.19B | 22.67% | -19.7% |
| 3 | METAMETA PLATFORMS INC | $601.44M | 6.23% | +9.6% |
| 4 | PLNTPLANET FITNESS INC | $508.77M | 5.27% | -0.8% |
| 5 | TPRTAPESTRY INC | $468.28M | 4.85% | +12.4% |
| 6 | PDDPDD HOLDINGS INC | $425.38M | 4.41% | - |
| 7 | NVDANVIDIA CORPORATION | $419.18M | 4.34% | New |
| 8 | BURLBURLINGTON STORES INC | $342.48M | 3.55% | +15.9% |
| 9 | MDBMONGODB INC | $293.30M | 3.04% | - |
| 10 | SNAPSNAP INC | $282.70M | 2.93% | -55.9% |
| Stock | Value | Shares |
|---|---|---|
| NVDANVIDIA CORPORATION | $419.18M | 2,653,210 |
| CLSCELESTICA INC | $135.29M | 866,629 |
| MSFTMICROSOFT CORP | $37.89M | 76,174 |
| ALGNALIGN TECHNOLOGY INC | $14.23M | 75,179 |
| WWWWOLVERINE WORLD WIDE INC | $3.75M | 207,631 |
| LADLITHIA MTRS INC | $2.94M | 8,705 |
| CAICARIS LIFE SCIENCES INC | $1.34M | 50,000 |
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