Srs Investment Management, LLC Top Holdings and 13F Report (2026) About Srs Investment Management, LLCInvestment ActivitySrs Investment Management, LLC has $9.47 billion in total holdings as of March 31, 2026.Srs Investment Management, LLC owns shares of 29 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.91% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Srs Investment Management, LLC has purchased 31 new stocks and bought additional shares in 19 stocks.Srs Investment Management, LLC sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avis Budget Group $2,542,294,140Netflix $1,459,992,560Tapestry $712,865,707NVIDIA $436,091,560Meta Platforms $411,778,553 Largest New Holdings this Quarter 33829M101 - Five Below $165,151,284 Holding80004C200 - SANDISK CORP $22,297,257 Holding22266T109 - Coupang $21,087,053 Holding Largest Purchases this Quarter Credo Technology Group 2,394,163 shares (about $224.74M)Roblox 3,663,684 shares (about $207.22M)Five Below 722,826 shares (about $165.15M)Spotify Technology 97,438 shares (about $47.25M)Twilio 254,130 shares (about $31.97M) Largest Sales this Quarter NVIDIA 800,199 shares (about $139.55M)Airbnb 743,470 shares (about $93.89M)Advanced Micro Devices 193,078 shares (about $39.28M)Elevance Health 87,408 shares (about $25.59M)Meta Platforms 23,771 shares (about $13.60M) 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$2,542,294,1400.0%17,430,88226.9%TransportationNFLXNetflix$1,459,992,5600.0%15,184,53015.4%Consumer DiscretionaryTPRTapestry$712,865,707$824,788 â–²0.1%5,051,8447.5%Retail/WholesaleNVDANVIDIA$436,091,560$139,554,706 â–¼-24.2%2,500,5254.6%Computer and TechnologyMETAMeta Platforms$411,778,553$13,600,102 â–¼-3.2%719,7294.4%Computer and TechnologyBURLBurlington Stores$376,422,035$1,024,622 â–²0.3%1,156,8694.0%Retail/WholesaleRBLXRoblox$373,390,681$207,217,967 â–²124.7%6,601,6743.9%Consumer DiscretionaryPLNTPlanet Fitness$363,459,506$665,255 â–²0.2%4,886,5223.8%Consumer DiscretionaryAMDAdvanced Micro Devices$293,458,353$39,277,857 â–¼-11.8%1,442,5523.1%Computer and TechnologyCELESTICA INC$286,395,323$711,524 â–²0.2%1,016,7403.0%COMUALUnited Airlines$268,152,402$810,768 â–²0.3%2,912,4842.8%TransportationTWLOTwilio$259,743,815$31,974,637 â–²14.0%2,064,4082.7%Computer and TechnologyCRDOCredo Technology Group$235,223,295$224,740,081 â–²2,143.8%2,505,8412.5%Computer and TechnologyKMXCarMax$234,996,605$576,756 â–²0.2%5,651,6742.5%Retail/WholesaleABNBAirbnb$224,342,860$93,885,391 â–¼-29.5%1,776,5512.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$172,379,170$455,219 â–²0.3%510,0731.8%Computer and TechnologyFIVEFive Below$165,151,284$165,151,284 â–²New Holding722,8261.7%Retail/WholesaleHUT 8 CORP$144,712,894$10,090,716 â–²7.5%3,084,9051.5%COMMDBMongoDB$128,979,593$326,278 â–²0.3%526,9421.4%Computer and TechnologySPOTSpotify Technology$118,583,286$47,248,661 â–²66.2%244,5471.3%Computer and TechnologyDALDelta Air Lines$51,883,452$2,935,424 â–²6.0%780,4370.5%TransportationGLBEGlobal-e Online$38,159,784$10,496,065 â–²37.9%1,236,9460.4%Retail/WholesaleTCOMTrip.com Group$37,731,708$81,257 â–²0.2%757,8170.4%Consumer DiscretionaryWRBYWarby Parker$30,328,116$84,596 â–²0.3%1,439,3980.3%Consumer StaplesCMCSAComcast$27,934,399$94,341 â–²0.3%972,9850.3%Consumer DiscretionarySANDISK CORP$22,297,257$22,297,257 â–²New Holding35,0950.2%COMCPNGCoupang$21,087,053$21,087,053 â–²New Holding1,116,8990.2%Retail/WholesaleELVElevance Health$17,438,532$25,588,692 â–¼-59.5%59,5680.2%MedicalHSAIHesai Group$10,701,579$17,954 â–²0.2%559,7060.1%Auto/Tires/TrucksPDDPDD$0$115,301,642 â–¼-100.0%00.0%Retail/WholesaleFNFabrinet$0$64,294,642 â–¼-100.0%00.0%Computer and TechnologyHDHome Depot$0$62,041,918 â–¼-100.0%00.0%Retail/WholesaleCVSCVS Health$0$48,630,062 â–¼-100.0%00.0%MedicalLOWLowe's Companies$0$30,503,846 â–¼-100.0%00.0%Retail/WholesaleShowing 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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