Loading...
Loading...
NEW YORK, NY · CIK 0001503174
Portfolio Value
$9.50B
Positions
31
New
8
Increased
8
Decreased
5
Sold Out
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $9.50B across 31 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 76.8% of the portfolio.
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 | $2.24B | 23.55% | - |
| 2 | NFLXNETFLIX INC | $1.42B | 14.99% | +900.0% |
| 3 | TPRTAPESTRY INC | $644.73M | 6.79% | - |
| 4 | NVDANVIDIA CORPORATION | $615.59M | 6.48% | +3.0% |
| 5 | PLNTPLANET FITNESS INC | $529.07M | 5.57% | +4.5% |
| 6 | METAMETA PLATFORMS INC | $490.78M | 5.17% | - |
| 7 | AMDADVANCED MICRO DEVICES INC | $350.29M | 3.69% | +42.1% |
| 8 | ABNBAIRBNB INC | $342.02M | 3.60% | New |
| 9 | BURLBURLINGTON STORES INC | $333.25M | 3.51% | - |
| 10 | UALUNITED AIRLS HLDGS INC | $324.69M | 3.42% | +0.1% |
| Stock | Value | Shares |
|---|---|---|
| ABNBAIRBNB INC | $342.02M | 2,520,021 |
| TWLOTWILIO INC | $257.49M | 1,810,278 |
| RBLXROBLOX CORP | $238.07M | 2,937,990 |
| HUTHUT 8 CORP | $131.84M | 2,869,797 |
| FNFABRINET | $64.29M | 141,220 |
| WRBYWARBY PARKER INC | $31.28M | 1,435,383 |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | $16.07M | 111,678 |
| HSAIHESAI GROUP | $12.52M | 558,767 |
Get alerts when SRS Investment Management, LLC files new 13F holdings.