account_balance
Investment manager · 13F filer · SEC CIK 1503174
SRS Investment Management, LLC
Reported value$10.7Bas of Jun 30, 2026
Positions32 5 new, 2 sold out
Top 10 weight73.5%CAR alone is 24%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CARAvis Budget Group Inc
24.1%
NFLXNetflix Inc.
10.1%
RBLXRoblox Corp
6.7%Added +98%
CRDOCredo Technology Group Holdi
6.6%Added +3%
TPRTapestry Inc
5.6%Trimmed −20%
AMDAdvanced Micro Devices Inc
4.7%Trimmed −40%
NVDANvidia Corporation
4.7%
METAMeta Platforms Inc
3.8%
UALUnited Airls Hldgs Inc
3.7%
COHRCoherent Corp
3.4%New
BURLBurlington Stores Inc
3.2%Trimmed −7%
CLSCelestica Inc
3.1%Trimmed −10%
CARAvis Budget Group Inc
24.1%
NFLX10.1%RBLX6.7%CRDO6.6%TPR5.6%AMD4.7%NVDA4.7%META3.8%UAL3.7%COHR3.4%BURL3.2%CLS3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CAR Avis Budget Group Inc 24.1% HeldNFLX Netflix Inc. 10.1% HeldRBLX Roblox Corp 6.7% Added +98%CRDO Credo Technology Group Holdi 6.6% Added +3%TPR Tapestry Inc 5.6% Trimmed −20%AMD Advanced Micro Devices Inc 4.7% Trimmed −40%NVDA Nvidia Corporation 4.7% HeldMETA Meta Platforms Inc 3.8% HeldUAL United Airls Hldgs Inc 3.7% HeldCOHR Coherent Corp 3.4% NewBURL Burlington Stores Inc 3.2% Trimmed −7%CLS Celestica Inc 3.1% Trimmed −10%
What changed