Srs Investment Management, LLC Top Holdings and 13F Report (2025) About Srs Investment Management, LLCInvestment ActivitySrs Investment Management, LLC has $9.65 billion in total holdings as of June 30, 2025.Srs Investment Management, LLC owns shares of 26 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.98% of the portfolio was purchased this quarter.About 14.95% of the portfolio was sold this quarter.This quarter, Srs Investment Management, LLC has purchased 23 new stocks and bought additional shares in 4 stocks.Srs Investment Management, LLC sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avis Budget Group $2,946,690,602Netflix $2,188,746,385Meta Platforms $601,435,589Planet Fitness $508,765,469Tapestry $468,275,275 Largest New Holdings this Quarter 67066G104 - NVIDIA $419,180,648 Holding15101Q207 - CELESTICA INC $135,289,453 Holding594918104 - Microsoft $37,889,709 Holding016255101 - Align Technology $14,233,640 Holding978097103 - Wolverine World Wide $3,753,968 Holding Largest Purchases this Quarter NVIDIA 2,653,210 shares (about $419.18M)CELESTICA INC 866,629 shares (about $135.29M)Meta Platforms 71,354 shares (about $52.67M)Tapestry 589,000 shares (about $51.72M)Burlington Stores 201,716 shares (about $46.93M) Largest Sales this Quarter Netflix 400,000 shares (about $535.65M)Snap 41,191,187 shares (about $357.95M)Atlassian 874,054 shares (about $177.51M)Planet Fitness 36,732 shares (about $4.01M)CVS Health 200 shares (about $13.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSrs Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCARAvis Budget Group$2,946,690,6020.0%17,430,88230.5%TransportationNFLXNetflix$2,188,746,385$535,652,000 ▼-19.7%1,634,45422.7%Consumer DiscretionaryMETAMeta Platforms$601,435,589$52,665,674 ▲9.6%814,8546.2%Computer and TechnologyPLNTPlanet Fitness$508,765,469$4,005,625 ▼-0.8%4,665,4335.3%Consumer DiscretionaryTPRTapestry$468,275,275$51,720,090 ▲12.4%5,332,8244.9%Retail/WholesalePDDPDD$425,378,1150.0%4,064,3814.4%Retail/WholesaleNVDANVIDIA$419,180,648$419,180,648 ▲New Holding2,653,2104.3%Computer and TechnologyBURLBurlington Stores$342,477,952$46,927,210 ▲15.9%1,472,1373.5%Retail/WholesaleMDBMongoDB$293,296,8130.0%1,396,7183.0%Computer and TechnologySNAPSnap$282,702,454$357,951,415 ▼-55.9%32,531,9282.9%Computer and TechnologyUALUnited Airlines$231,015,6280.0%2,901,1132.4%TransportationHIMSHims & Hers Health$199,400,0000.0%4,000,0002.1%MedicalTSMTaiwan Semiconductor Manufacturing$179,574,6350.0%792,8591.9%Computer and TechnologyCELESTICA INC$135,289,453$135,289,453 ▲New Holding866,6291.4%COMSPOTSpotify Technology$112,882,6200.0%147,1091.2%Computer and TechnologyCVSCVS Health$83,968,802$13,796 ▼0.0%1,217,2920.9%MedicalELVElevance Health$56,934,4090.0%146,3760.6%MedicalTCOMTrip.com Group$44,342,6880.0%756,1850.5%Consumer DiscretionaryMSFTMicrosoft$37,889,709$37,889,709 ▲New Holding76,1740.4%Computer and TechnologyCMCSAComcast$34,608,5570.0%969,6990.4%Consumer DiscretionaryTEAMAtlassian$27,931,780$177,511,626 ▼-86.4%137,5340.3%Computer and TechnologyALGNAlign Technology$14,233,640$14,233,640 ▲New Holding75,1790.1%MedicalGLBEGlobal-e Online$9,912,713$4,433,719 ▲80.9%295,5490.1%Retail/WholesaleWWWWolverine World Wide$3,753,968$3,753,968 ▲New Holding207,6310.0%Consumer DiscretionaryLADLithia Motors$2,940,723$2,940,723 ▲New Holding8,7050.0%Retail/WholesaleCARIS LIFE SCIENCES INC$1,336,000$1,336,000 ▲New Holding50,0000.0%COMUNHUnitedHealth Group$0$307,299,314 ▼-100.0%00.0%MedicalHUMHumana$0$32,623,328 ▼-100.0%00.0%MedicalTRIPTripAdvisor$0$18,335,300 ▼-100.0%00.0%Retail/WholesaleRGTIRigetti Computing$0$9,626,681 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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