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Real-time insider trading signals and institutional investor tracking powered by SEC Form 4 and 13F filings.

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Data delayed up to 45 days from quarter end.

AI Analysis

Analyst Take

Major fund pages carry a quarterly AI-written analysis of the filing — key moves, concentration, sector tilts and how the clone portfolio has performed.

Not investment advice. Past holdings do not predict future returns.

Karthik Sarma 13F Holdings | SRS Investment Management, LLC Portfolio Q2 2026

Karthik Sarma

Founder, SRS Investment Management

Long / ShortAUM $10.68BPositions 32Q2 2026

🏆 Clone Portfolio Track Record

Rank #59 of 69 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates

A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →

Karthik Sarma, a former Tiger Global MD, founded SRS Investment Management in 2007. Known for one of the great concentrated bets of the 2010s-20s: a massive, decade-long position in Avis Budget (CAR) that returned multiples on the fund. Runs a tight tech-and-travel heavy book.