Filed: 8/14/2026ACC: 0001172661-26-003493
📋 What this filing means
SRS INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $10.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$10.81B
Total AUM (reported)
104.91M
Total Shares
Allocation by class
COM$7.81B72.2%
CL A$1.89B17.5%
ORDINARY SHARES$699.95M6.5%
SPONSORED ADS$135.05M1.2%
SHS$112.70M1.0%
COM CL A$89.78M0.8%
CL A COM$44.10M0.4%
Portfolio Concentration
Top 3$4.37B40.4%
4–10$3.48B32.1%
11–25$2.80B25.9%
Rest$170.69M1.6%
Top 3 weight
40.4%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 104.91M
Sole
Full voting authority
104.91M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
AVIS BUDGET GROUP INC
SOLEShares17.43M
TypeSH
Market value$2.58B
23.83%
Sole
17.43M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares15.18M
TypeSH
Market value$1.08B
10.03%
Sole
15.18M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares13.06M
TypeSH
Market value$710.39M
6.57%
Sole
13.06M
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares2.57M
TypeSH
Market value$699.95M
6.47%
Sole
2.57M
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares4.06M
TypeSH
Market value$594.73M
5.50%
Sole
4.06M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares867.37K
TypeSH
Market value$503.86M
4.66%
Sole
867.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.50M
TypeSH
Market value$500.23M
4.63%
Sole
2.50M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares727.01K
TypeSH
Market value$409.52M
3.79%
Sole
727.01K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares2.94M
TypeSH
Market value$400.18M
3.70%
Sole
2.94M
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares929.96K
TypeSH
Market value$366.84M
3.39%
Sole
929.96K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares1.08M
TypeSH
Market value$340.65M
3.15%
Sole
1.08M
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares911.93K
TypeSH
Market value$332.67M
3.08%
Sole
911.93K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares5.92M
TypeSH
Market value$313.26M
2.90%
Sole
5.92M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares4.92M
TypeSH
Market value$256.54M
2.37%
Sole
4.92M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares738.61K
TypeSH
Market value$248.10M
2.29%
Sole
738.61K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares1.08M
TypeSH
Market value$221.95M
2.05%
Sole
1.08M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares1.11M
TypeSH
Market value$198.69M
1.84%
Sole
1.11M
Shared
0.00
None
0.00
FERMI INC
SOLEShares20.21M
TypeSH
Market value$185.08M
1.71%
Sole
20.21M
Shared
0.00
None
0.00
TESLA INC
SOLEShares315.20K
TypeSH
Market value$132.57M
1.23%
Sole
315.20K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares261.30K
TypeSH
Market value$124.79M
1.15%
Sole
261.30K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares1M
TypeSH
Market value$115.44M
1.07%
Sole
1M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares245.47K
TypeSH
Market value$112.70M
1.04%
Sole
245.47K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares627.40K
TypeSH
Market value$89.78M
0.83%
Sole
627.40K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares35.37K
TypeSH
Market value$80.43M
0.74%
Sole
35.37K
Shared
0.00
None
0.00
WARBY PARKER INC
SOLEShares1.45M
TypeSH
Market value$44.10M
0.41%
Sole
1.45M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AVIS BUDGET GROUP INCSOLE | COM | 17.43M | SH | $2.58B 23.83% | 17.43M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 15.18M | SH | $1.08B 10.03% | 15.18M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 13.06M | SH | $710.39M 6.57% | 13.06M | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 2.57M | SH | $699.95M 6.47% | 2.57M | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 4.06M | SH | $594.73M 5.50% | 4.06M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 867.37K | SH | $503.86M 4.66% | 867.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.50M | SH | $500.23M 4.63% | 2.50M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 727.01K | SH | $409.52M 3.79% | 727.01K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 2.94M | SH | $400.18M 3.70% | 2.94M | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 929.96K | SH | $366.84M 3.39% | 929.96K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 1.08M | SH | $340.65M 3.15% | 1.08M | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 911.93K | SH | $332.67M 3.08% | 911.93K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 5.92M | SH | $313.26M 2.90% | 5.92M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 4.92M | SH | $256.54M 2.37% | 4.92M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 738.61K | SH | $248.10M 2.29% | 738.61K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 1.08M | SH | $221.95M 2.05% | 1.08M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 1.11M | SH | $198.69M 1.84% | 1.11M | 0.00 | 0.00 |
FERMI INCSOLE | COM | 20.21M | SH | $185.08M 1.71% | 20.21M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 315.20K | SH | $132.57M 1.23% | 315.20K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 261.30K | SH | $124.79M 1.15% | 261.30K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 1M | SH | $115.44M 1.07% | 1M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 245.47K | SH | $112.70M 1.04% | 245.47K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 627.40K | SH | $89.78M 0.83% | 627.40K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 35.37K | SH | $80.43M 0.74% | 35.37K | 0.00 | 0.00 |
WARBY PARKER INCSOLE | CL A COM | 1.45M | SH | $44.10M 0.41% | 1.45M | 0.00 | 0.00 |
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