SRS Investment Management, LLC
33 holdingsFiling period: 2026-06-30Current AUM: $9.93Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CAR | AVIS BUDGET GROUP INC | 17.43M | $2.58B | $2.07B | 20.81% | -- | 2026-06-30 |
| 2 | NFLX | NETFLIX INC. | 15.18M | $1.08B | $1.18B | 11.91% | -- | 2026-06-30 |
| 3 | RBLX | ROBLOX CORP | 13.06M | $710.4M | $656.3M | 6.61% | +6.46M | 2026-06-30 |
| 4 | — | CREDO TECHNOLOGY GROUP HOLDI | 2.57M | $699.9M | $699.9M | 7.05% | +68.0K | 2026-06-30 |
| 5 | TPR | TAPESTRY INC | 4.06M | $594.7M | $475.8M | 4.79% | -988,947 | 2026-06-30 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 867.4K | $503.9M | $437.3M | 4.40% | -575,182 | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 2.50M | $500.2M | $530.4M | 5.34% | -525 | 2026-06-30 |
| 8 | META | META PLATFORMS INC | 727.0K | $409.5M | $487.3M | 4.91% | +7.3K | 2026-06-30 |
| 9 | UAL | UNITED AIRLS HLDGS INC | 2.94M | $400.2M | $314.6M | 3.17% | +30.2K | 2026-06-30 |
| 10 | COHR | COHERENT CORP | 930.0K | $366.8M | $252.2M | 2.54% | -- | 2026-06-30 |
| 11 | BURL | BURLINGTON STORES INC | 1.08M | $340.7M | $244.4M | 2.46% | -81,578 | 2026-06-30 |
| 12 | CLS | CELESTICA INC | 911.9K | $332.7M | $288.9M | 2.91% | -104,813 | 2026-06-30 |
| 13 | KMX | CARMAX INC | 5.92M | $313.3M | $354.5M | 3.57% | +271.2K | 2026-06-30 |
| 14 | PLNT | PLANET FITNESS MASTER ISSUER | 4.92M | $256.5M | $249.8M | 2.52% | +30.8K | 2026-06-30 |
| 15 | MDB | MONGODB INC | 738.6K | $248.1M | $279.0M | 2.81% | +211.7K | 2026-06-30 |
| 16 | TWLO | TWILIO INC | 1.08M | $221.9M | $260.5M | 2.62% | -988,725 | 2026-06-30 |
| 17 | FIVE | FIVE BELOW INC | 1.11M | $198.7M | $260.9M | 2.63% | +382.3K | 2026-06-30 |
| 18 | FRMI | FERMI INC | 20.21M | $185.1M | $95.8M | 0.96% | -- | 2026-06-30 |
| 19 | TSLA | TESLA INC | 315.2K | $132.6M | $112.4M | 1.13% | -- | 2026-06-30 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 261.3K | $124.8M | $108.1M | 1.09% | -248,772 | 2026-06-30 |
| 21 | HUT | HUT 8 CORP | 1.00M | $115.4M | $87.1M | 0.88% | -2,084,905 | 2026-06-30 |
| 22 | — | SPOTIFY TECHNOLOGY S A | 245.5K | $112.7M | $112.7M | 1.14% | +928 | 2026-06-30 |
| 23 | ABNB | AIRBNB INC | 627.4K | $89.8M | $105.6M | 1.06% | -1,149,146 | 2026-06-30 |
| 24 | SNDK | SANDISK CORP | 35.4K | $80.4M | $54.2M | 0.55% | +279 | 2026-06-30 |
| 25 | WRBY | WARBY PARKER INC | 1.45M | $44.1M | $35.4M | 0.36% | +14.1K | 2026-06-30 |
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