Filed: 5/15/2026ACC: 0001172661-26-002108
📋 What this filing means
SRS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $9.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$9.47B
Total AUM (reported)
82.95M
Total Shares
Allocation by class
COM$6.96B73.5%
CL A$1.59B16.8%
ORDINARY SHARES$235.22M2.5%
COM CL A$224.34M2.4%
SPONSORED ADS$183.08M1.9%
SHS$156.74M1.7%
COM NEW$51.88M0.5%
Portfolio Concentration
Top 3$4.72B49.8%
4–10$2.54B26.8%
11–25$2.14B22.6%
Rest$71.52M0.8%
Top 3 weight
49.8%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 82.95M
Sole
Full voting authority
82.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
AVIS BUDGET GROUP INC
SOLEShares17.43M
TypeSH
Market value$2.54B
26.86%
Sole
17.43M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares15.18M
TypeSH
Market value$1.46B
15.42%
Sole
15.18M
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares5.05M
TypeSH
Market value$712.87M
7.53%
Sole
5.05M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.50M
TypeSH
Market value$436.09M
4.61%
Sole
2.50M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares719.73K
TypeSH
Market value$411.78M
4.35%
Sole
719.73K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares1.16M
TypeSH
Market value$376.42M
3.98%
Sole
1.16M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares6.60M
TypeSH
Market value$373.39M
3.94%
Sole
6.60M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares4.89M
TypeSH
Market value$363.46M
3.84%
Sole
4.89M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.44M
TypeSH
Market value$293.46M
3.10%
Sole
1.44M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares1.02M
TypeSH
Market value$286.40M
3.03%
Sole
1.02M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares2.91M
TypeSH
Market value$268.15M
2.83%
Sole
2.91M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares2.06M
TypeSH
Market value$259.74M
2.74%
Sole
2.06M
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares2.51M
TypeSH
Market value$235.22M
2.48%
Sole
2.51M
Shared
0.00
None
0.00
CARMAX INC
SOLEShares5.65M
TypeSH
Market value$235.00M
2.48%
Sole
5.65M
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares1.78M
TypeSH
Market value$224.34M
2.37%
Sole
1.78M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares510.07K
TypeSH
Market value$172.38M
1.82%
Sole
510.07K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares722.83K
TypeSH
Market value$165.15M
1.74%
Sole
722.83K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares3.08M
TypeSH
Market value$144.71M
1.53%
Sole
3.08M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares526.94K
TypeSH
Market value$128.98M
1.36%
Sole
526.94K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares244.55K
TypeSH
Market value$118.58M
1.25%
Sole
244.55K
Shared
0.00
None
0.00
DELTA AIR LINES INC
SOLEShares780.44K
TypeSH
Market value$51.88M
0.55%
Sole
780.44K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares1.24M
TypeSH
Market value$38.16M
0.40%
Sole
1.24M
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares757.82K
TypeSH
Market value$37.73M
0.40%
Sole
757.82K
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares1.44M
TypeSH
Market value$30.33M
0.32%
Sole
1.44M
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares972.99K
TypeSH
Market value$27.93M
0.30%
Sole
972.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AVIS BUDGET GROUP INCSOLE | COM | 17.43M | SH | $2.54B 26.86% | 17.43M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 15.18M | SH | $1.46B 15.42% | 15.18M | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 5.05M | SH | $712.87M 7.53% | 5.05M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.50M | SH | $436.09M 4.61% | 2.50M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 719.73K | SH | $411.78M 4.35% | 719.73K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 1.16M | SH | $376.42M 3.98% | 1.16M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 6.60M | SH | $373.39M 3.94% | 6.60M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 4.89M | SH | $363.46M 3.84% | 4.89M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.44M | SH | $293.46M 3.10% | 1.44M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 1.02M | SH | $286.40M 3.03% | 1.02M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 2.91M | SH | $268.15M 2.83% | 2.91M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 2.06M | SH | $259.74M 2.74% | 2.06M | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 2.51M | SH | $235.22M 2.48% | 2.51M | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 5.65M | SH | $235.00M 2.48% | 5.65M | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 1.78M | SH | $224.34M 2.37% | 1.78M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 510.07K | SH | $172.38M 1.82% | 510.07K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 722.83K | SH | $165.15M 1.74% | 722.83K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 3.08M | SH | $144.71M 1.53% | 3.08M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 526.94K | SH | $128.98M 1.36% | 526.94K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 244.55K | SH | $118.58M 1.25% | 244.55K | 0.00 | 0.00 |
DELTA AIR LINES INCSOLE | COM NEW | 780.44K | SH | $51.88M 0.55% | 780.44K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 1.24M | SH | $38.16M 0.40% | 1.24M | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 757.82K | SH | $37.73M 0.40% | 757.82K | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 1.44M | SH | $30.33M 0.32% | 1.44M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 972.99K | SH | $27.93M 0.30% | 972.99K | 0.00 | 0.00 |
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