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NEW YORK, NY · CIK 0001503174
Portfolio Value
$9.18B
Positions
28
New
6
Increased
5
Decreased
6
Sold Out
4
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $9.18B across 28 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 88.0% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CARAVIS BUDGET GROUP | $2.80B | 30.48% | - |
| 2 | NFLXNETFLIX INC | $1.82B | 19.82% | -7.1% |
| 3 | NVDANVIDIA CORPORATION | $597.73M | 6.51% | +20.7% |
| 4 | TPRTAPESTRY INC | $571.31M | 6.22% | -5.4% |
| 5 | METAMETA PLATFORMS INC | $546.01M | 5.95% | -8.8% |
| 6 | PLNTPLANET FITNESS INC | $484.27M | 5.27% | - |
| 7 | PDDPDD HOLDINGS INC | $350.83M | 3.82% | -34.7% |
| 8 | CLSCELESTICA INC | $338.14M | 3.68% | +58.4% |
| 9 | BURLBURLINGTON STORES INC | $293.62M | 3.20% | -21.6% |
| 10 | UALUNITED AIRLS HLDGS INC | $279.96M | 3.05% | - |
| Stock | Value | Shares |
|---|---|---|
| AMDADVANCED MICRO DEVICES INC | $186.29M | 1,151,405 |
| HDHOME DEPOT INC | $73.06M | 180,302 |
| LOWLOWES COS INC | $31.79M | 126,488 |
| DALDELTA AIR LINES INC DEL | $27.79M | 489,675 |
| KMXCARMAX INC | $13.92M | 310,200 |
| CNCCENTENE CORP DEL | $4.49M | 125,788 |
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