SRS Investment Management, LLC 13F Holdings

CIK 0001503174 · New York, NY

As of Sep 30, 2025, SRS Investment Management, LLC reported 28 positions worth $9.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AVIS BUDGET GROUP INCCARIndustrials17,430,882$2.8B30.48%
NETFLIX INCNFLXCommunication Services1,518,454 .8B19.82%
NVIDIA CORPNVDATechnology3,203,631$597.7M6.51%
TAPESTRY INCTPRConsumer Cyclical5,045,999$571.3M6.22%
META PLATFORMS INCMETACommunication Services743,500$546.0M5.95%
PLANET FITNESS INCPLNTConsumer Cyclical4,665,433$484.3M5.27%
PDD HOLDINGS INCPDDConsumer Cyclical2,654,394$350.8M3.82%
CELESTICA INCCLSTechnology1,372,416$338.1M3.68%
BURLINGTON STORES INCBURLConsumer Cyclical1,153,720$293.6M3.20%
UNITED AIRLINES HOLDINGS INCUALIndustrials2,901,113$280.0M3.05%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology792,859$221.4M2.41%
ADVANCED MICRO DEVICES INCAMDEquity1,151,405 86.3M2.03%
MONGODB INCMDBTechnology539,727 67.5M1.82%
SPOTIFY TECHNOLOGY SASPOTCommunication Services147,109 02.7M1.12%
CVS HEALTH CORPCVSHealthcare1,217,292$91.8M1.00%
HOME DEPOT INCHDConsumer Cyclical180,302$73.1M0.80%
TRIPCOM GROUP LTDTCOMIndustrials756,185$56.9M0.62%
ELEVANCE HEALTH INCELVHealthcare146,976$47.5M0.52%
LOWES COMPANIES INCLOWConsumer Cyclical126,488$31.8M0.35%
COMCAST CORPCMCSACommunication Services969,699$30.5M0.33%
DELTA AIR LINES INCDALIndustrials489,675$27.8M0.30%
ALIGN TECHNOLOGY INCALGNHealthcare146,354 8.3M0.20%
CARMAX INCKMXConsumer Cyclical310,200 3.9M0.15%
WOLVERINE WORLD WIDE INCWWWConsumer Cyclical504,498 3.8M0.15%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical295,549 0.6M0.12%