SRS Investment Management, LLC
33 holdingsFiling period: 2026-06-30Current AUM: $9.48Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAR | Avis Budget Group Inc | 17.43M | $2.58B | $1.79B | 18.84% | -- | 2026-06-30 |
| 2 | NFLX | Netflix Inc. | 15.18M | $1.08B | $1.04B | 11.00% | -- | 2026-06-30 |
| 3 | RBLX | Roblox Corp | 13.06M | $710.4M | $683.9M | 7.21% | +6.46M | 2026-06-30 |
| 4 | — | Credo Technology Group Holdi | 2.57M | $699.9M | $699.9M | 7.38% | +68.0K | 2026-06-30 |
| 5 | TPR | Tapestry Inc | 4.06M | $594.7M | $477.6M | 5.04% | -988,947 | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 867.4K | $503.9M | $463.8M | 4.89% | -575,182 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 2.50M | $500.2M | $541.2M | 5.71% | -525 | 2026-06-30 |
| 8 | META | Meta Platforms Inc | 727.0K | $409.5M | $504.7M | 5.32% | +7.3K | 2026-06-30 |
| 9 | UAL | United Airls Hldgs Inc | 2.94M | $400.2M | $287.7M | 3.04% | +30.2K | 2026-06-30 |
| 10 | COHR | Coherent Corp | 930.0K | $366.8M | $215.6M | 2.27% | -- | 2026-06-30 |
| 11 | BURL | Burlington Stores Inc | 1.08M | $340.7M | $278.3M | 2.94% | -81,578 | 2026-06-30 |
| 12 | CLS | Celestica Inc | 911.9K | $332.7M | $273.3M | 2.88% | -104,813 | 2026-06-30 |
| 13 | KMX | Carmax Inc | 5.92M | $313.3M | $318.8M | 3.36% | +271.2K | 2026-06-30 |
| 14 | PLNT | Planet Fitness Master Issuer | 4.92M | $256.5M | $260.4M | 2.75% | +30.8K | 2026-06-30 |
| 15 | MDB | Mongodb Inc | 738.6K | $248.1M | $270.5M | 2.85% | +211.7K | 2026-06-30 |
| 16 | TWLO | Twilio Inc | 1.08M | $221.9M | $278.3M | 2.94% | -988,725 | 2026-06-30 |
| 17 | FIVE | Five Below Inc | 1.11M | $198.7M | $247.3M | 2.61% | +382.3K | 2026-06-30 |
| 18 | FRMI | Fermi Inc | 20.21M | $185.1M | $59.4M | 0.63% | -- | 2026-06-30 |
| 19 | TSLA | Tesla Inc | 315.2K | $132.6M | $117.8M | 1.24% | -- | 2026-06-30 |
| 20 | TSM | Taiwan Semiconductor Manufac | 261.3K | $124.8M | $111.1M | 1.17% | -248,772 | 2026-06-30 |
| 21 | HUT | Hut 8 Corp | 1.00M | $115.4M | $69.0M | 0.73% | -2,084,905 | 2026-06-30 |
| 22 | — | Spotify Technology S A | 245.5K | $112.7M | $112.7M | 1.19% | +928 | 2026-06-30 |
| 23 | ABNB | Airbnb Inc | 627.4K | $89.8M | $111.0M | 1.17% | -1,149,146 | 2026-06-30 |
| 24 | SNDK | Sandisk Corp | 35.4K | $80.4M | $48.3M | 0.51% | +279 | 2026-06-30 |
| 25 | WRBY | Warby Parker Inc | 1.45M | $44.1M | $37.2M | 0.39% | +14.1K | 2026-06-30 |
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