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Karthik Sarma 13F Holdings | Portfolio Q1 2026

Karthik Sarma

Founder, SRS Investment Management

AUM: $9.47BPositions: 29Latest: Q1 2026

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.

Top 10 Holdings

CAR

AVIS BUDGET GROUP INC

COM

$2.54B

26.86% of portfolio

NFLX

NETFLIX INC.

COM

$1.46B

15.42% of portfolio

TPR

TAPESTRY INC

COM

$712.87M

7.53% of portfolio

NVDA

NVIDIA CORPORATION

COM

$436.09M

4.61% of portfolio

Other Investors

Bill Ackman Ray Dalio Michael Burry Ken Griffin Steve Cohen Jim Simons Dan Loeb Stanley Druckenmiller Stephen Mandel Andreas Halvorsen Philippe Laffont Chase Coleman