SRS Investment Management, LLC
29 holdingsFiling period: 2026-03-31Current AUM: $9.99Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAR | AVIS BUDGET GROUP INC | 17.43M | $2.54B | $2.40B | 23.98% | -- | 2026-03-31 |
| 2 | NFLX | NETFLIX INC. | 15.18M | $1.46B | $1.09B | 10.90% | -- | 2026-03-31 |
| 3 | TPR | TAPESTRY INC | 5.05M | $712.9M | $769.7M | 7.70% | +5.8K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 2.50M | $436.1M | $502.0M | 5.02% | -800,199 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 719.7K | $411.8M | $400.7M | 4.01% | -23,771 | 2026-03-31 |
| 6 | BURL | BURLINGTON STORES INC | 1.16M | $376.4M | $426.3M | 4.27% | +3.1K | 2026-03-31 |
| 7 | RBLX | ROBLOX CORP | 6.60M | $373.4M | $235.0M | 2.35% | +3.66M | 2026-03-31 |
| 8 | PLNT | PLANET FITNESS MASTER ISSUER | 4.89M | $363.5M | $273.2M | 2.73% | +8.9K | 2026-03-31 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 1.44M | $293.5M | $686.9M | 6.87% | -193,078 | 2026-03-31 |
| 10 | CLS | CELESTICA INC | 1.02M | $286.4M | $337.0M | 3.37% | +2.5K | 2026-03-31 |
| 11 | UAL | UNITED AIRLS HLDGS INC | 2.91M | $268.2M | $353.4M | 3.54% | +8.8K | 2026-03-31 |
| 12 | TWLO | TWILIO INC | 2.06M | $259.7M | $407.4M | 4.08% | +254.1K | 2026-03-31 |
| 13 | — | CREDO TECHNOLOGY GROUP HOLDI | 2.51M | $235.2M | $235.2M | 2.35% | +2.39M | 2026-03-31 |
| 14 | KMX | CARMAX INC | 5.65M | $235.0M | $323.6M | 3.24% | +13.9K | 2026-03-31 |
| 15 | ABNB | AIRBNB INC | 1.78M | $224.3M | $269.2M | 2.69% | -743,470 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 510.1K | $172.4M | $206.2M | 2.06% | +1.3K | 2026-03-31 |
| 17 | FIVE | FIVE BELOW INC | 722.8K | $165.2M | $156.9M | 1.57% | -- | 2026-03-31 |
| 18 | HUT | HUT 8 CORP | 3.08M | $144.7M | $332.0M | 3.32% | +215.1K | 2026-03-31 |
| 19 | MDB | MONGODB INC | 526.9K | $129.0M | $177.8M | 1.78% | +1.3K | 2026-03-31 |
| 20 | — | SPOTIFY TECHNOLOGY S A | 244.5K | $118.6M | $118.6M | 1.19% | +97.4K | 2026-03-31 |
| 21 | DAL | DELTA AIR LINES INC | 780.4K | $51.9M | $68.2M | 0.68% | +44.2K | 2026-03-31 |
| 22 | — | GLOBAL E ONLINE LTD | 1.24M | $38.2M | $38.2M | 0.38% | +340.2K | 2026-03-31 |
| 23 | TCOM | TRIP COM GROUP LTD | 757.8K | $37.7M | $35.6M | 0.36% | +1.6K | 2026-03-31 |
| 24 | WRBY | WARBY PARKER INC | 1.44M | $30.3M | $38.4M | 0.38% | +4.0K | 2026-03-31 |
| 25 | CMCSA | COMCAST CORP NEW | 973.0K | $27.9M | $23.3M | 0.23% | +3.3K | 2026-03-31 |
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