Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SRS Investment Management, LLC (CIK 1503174) reported $9.47B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAR ($2.54B, 26.86%), NFLX ($1.46B, 15.42%), TPR ($712.9M, 7.53%), NVDA ($436.1M, 4.61%), META ($411.8M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAR | AVIS BUDGET GROUP INC | $2.54B | 26.86% | 17.4M | Hold |
| 2 | NFLX | NETFLIX INC. | $1.46B | 15.42% | 15.2M | Hold |
| 3 | TPR | TAPESTRY INC | $712.9M | 7.53% | 5.1M | Added |
| 4 | NVDA | NVIDIA CORPORATION | $436.1M | 4.61% | 2.5M | Trimmed |
| 5 | META | META PLATFORMS INC | $411.8M | 4.35% | 719,729 | Trimmed |
| 6 | BURL | BURLINGTON STORES INC | $376.4M | 3.98% | 1.2M | Added |
| 7 | RBLX | ROBLOX CORP | $373.4M | 3.94% | 6.6M | Added |
| 8 | PLNT | PLANET FITNESS MASTER ISSUER | $363.5M | 3.84% | 4.9M | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $293.5M | 3.10% | 1.4M | Trimmed |
| 10 | CLS | CELESTICA INC | $286.4M | 3.03% | 1.0M | Added |
| 11 | UAL | UNITED AIRLS HLDGS INC | $268.2M | 2.83% | 2.9M | Added |
| 12 | TWLO | TWILIO INC | $259.7M | 2.74% | 2.1M | Added |
| 13 | KMX | CARMAX INC | $235.0M | 2.48% | 5.7M | Added |
| 14 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $235.2M | 2.48% | 2.5M | Added |
| 15 | ABNB | AIRBNB INC | $224.3M | 2.37% | 1.8M | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $172.4M | 1.82% | 510,073 | Added |
| 17 | FIVE | FIVE BELOW INC | $165.2M | 1.74% | 722,826 | New |
| 18 | HUT | HUT 8 CORP | $144.7M | 1.53% | 3.1M | Added |
| 19 | MDB | MONGODB INC | $129.0M | 1.36% | 526,942 | Added |
| 20 | SPOT | SPOTIFY TECHNOLOGY S A | $118.6M | 1.25% | 244,547 | Added |
| 21 | DAL | DELTA AIR LINES INC | $51.9M | 0.55% | 780,437 | Added |
| 22 | TCOM | TRIP COM GROUP LTD | $37.7M | 0.40% | 757,817 | Added |
| 23 | GLBE | GLOBAL E ONLINE LTD | $38.2M | 0.40% | 1.2M | Added |
| 24 | WRBY | WARBY PARKER INC | $30.3M | 0.32% | 1.4M | Added |
| 25 | CMCSA | COMCAST CORP NEW | $27.9M | 0.30% | 972,985 | Added |
Source: SEC Form 13F filings · as of 2026-03-31