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NEW YORK, NY · CIK 0001503174
New positions
5
Added to
16
Trimmed
9
Exited
2
SRS Investment Management, LLC (NEW YORK, NY) reported a portfolio value of $10.68B across 32 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 73.5% 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 INC | $2.58B | 24.12% | - |
| 2 | NFLXNETFLIX INC. | $1.08B | 10.15% | - |
| 3 | RBLXROBLOX CORP | $710.39M | 6.65% | +97.9% |
| 4 | CRDOCREDO TECHNOLOGY GROUP HOLDI | $699.95M | 6.55% | +2.7% |
| 5 | TPRTAPESTRY INC | $594.73M | 5.57% | -19.6% |
| 6 | AMDADVANCED MICRO DEVICES INC | $503.86M | 4.72% | -39.9% |
| 7 | NVDANVIDIA CORPORATION | $500.23M | 4.68% | -0.0% |
| 8 | METAMETA PLATFORMS INC | $409.52M | 3.83% | +1.0% |
| 9 | UALUNITED AIRLS HLDGS INC | $400.18M | 3.75% | +1.0% |
| 10 | COHRCOHERENT CORP | $366.84M | 3.43% | New |
| Stock | Value | Shares |
|---|---|---|
| COHRCOHERENT CORP | $366.84M | 929,963 |
| FRMIFERMI INC | $185.08M | 20,205,579 |
| CRLCHARLES RIV LABS INTL INC | $42.50M | 187,384 |
| HUMHUMANA INC | $13.22M | 33,282 |
| SOUNSOUNDHOUND AI INC | $6.59M | 1,019,072 |
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