Loading...
Loading...
NEW YORK, NY · CIK 0001503174
New positions
3
Added to
19
Trimmed
5
Exited
5
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $9.47B across 29 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 76.7% of the portfolio.
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 | CELESTICA 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 |
One weekly email with notable insider buys, sells and congressional disclosures. Unsubscribe anytime.