EdgeMarket › What Srs Investment Management, Llc reported owning
What Srs Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
9.5BPositions
29Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CAR AVIS BUDGET GROUP, INC. | 2.5B | 26.9% | 17.4M | 146.61 | -0.9% |
| NFLX NETFLIX INC | 1.5B | 15.4% | 15.2M | 79.59 | -34.4% |
| TPR TAPESTRY, INC. | 712.9M | 7.5% | 5.1M | 130.17 | +31.7% |
| NVDA NVIDIA CORP | 436.1M | 4.6% | 2.5M | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 411.8M | 4.4% | 719.7K | 549.90 | -26.5% |
| BURL Burlington Stores, Inc. | 376.4M | 4.0% | 1.2M | 326.50 | +17.7% |
| RBLX Roblox Corp | 373.4M | 3.9% | 6.6M | 38.37 | -67.6% |
| PLNT Planet Fitness, Inc. | 363.5M | 3.8% | 4.9M | 54.20 | -49.6% |
| AMD ADVANCED MICRO DEVICES INC | 293.5M | 3.1% | 1.4M | 473.25 | +186.5% |
| CLS CELESTICA INC | 286.4M | 3.0% | 1.0M | 296.55 | +62.1% |
| UAL United Airlines Holdings, Inc. | 268.2M | 2.8% | 2.9M | 113.17 | +13.4% |
| TWLO TWILIO INC | 259.7M | 2.7% | 2.1M | 225.30 | +121.0% |
| CRDO Credo Technology Group Holding Ltd | 235.2M | 2.5% | 2.5M | 230.57 | +117.5% |
| KMX CARMAX INC | 235.0M | 2.5% | 5.7M | 62.13 | +7.5% |
| ABNB Airbnb, Inc. | 224.3M | 2.4% | 1.8M | 187.30 | +49.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 172.4M | 1.8% | 510.1K | 418.95 | +83.3% |
| FIVE FIVE BELOW, INC | 165.2M | 1.7% | 722.8K | 250.24 | +79.7% |
| HUT Hut 8 Corp. | 144.7M | 1.5% | 3.1M | 80.86 | +262.4% |
| MDB MongoDB, Inc. | 129.0M | 1.4% | 526.9K | 430.83 | +102.6% |
| SPOT Spotify Technology S.A. | 118.6M | 1.3% | 244.5K | 533.72 | -24.2% |
| DAL DELTA AIR LINES, INC. | 51.9M | 0.5% | 780.4K | 82.41 | +39.6% |
| GLBE Global-E Online Ltd. | 38.2M | 0.4% | 1.2M | 40.55 | +27.4% |
| TCOM Trip.com Group Ltd | 37.7M | 0.4% | 757.8K | 46.11 | -27.0% |
| WRBY Warby Parker Inc. | 30.3M | 0.3% | 1.4M | 27.44 | +3.3% |
| CMCSA COMCAST CORP | 27.9M | 0.3% | 973.0K | 26.85 | -19.3% |
| SNDK Sandisk Corp | 22.3M | 0.2% | 35.1K | 1,596.08 | +3494.8% |
| CPNG Coupang, Inc. | 21.1M | 0.2% | 1.1M | 16.45 | -43.0% |
| ELV Elevance Health, Inc. | 17.4M | 0.2% | 59.6K | 400.54 | +29.2% |
| HSAI Hesai Group | 10.7M | 0.1% | 559.7K | 19.10 | -26.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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