§ 13F · FUND PROFILE
SRS Investment Management, LLC.
AUM · $10.8B (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$747M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAR | AVIS BUDGET GROUP INC | 17.43M | $2.6B | 23.8% | ±0% |
| 2 | NFLX | NETFLIX INC. | 15.18M | $1.1B | 10.0% | ±0% |
| 3 | RBLX | ROBLOX CORP | 13.06M | $710M | 6.6% | +98% |
| 4 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.57M | $700M | 6.5% | +3% |
| 5 | TPR | TAPESTRY INC | 4.06M | $595M | 5.5% | −20% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 867K | $504M | 4.7% | −40% |
| 7 | NVDA | NVIDIA CORPORATION | 2.50M | $500M | 4.6% | ±0% |
| 8 | META | META PLATFORMS INC | 727K | $410M | 3.8% | +1% |
| 9 | UAL | UNITED AIRLS HLDGS INC | 2.94M | $400M | 3.7% | +1% |
| 10 | COHR | COHERENT CORP | 930K | $367M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SRS SIGNAL
AC read
SRS Investment Management, LLC is a Other fund managing $10.8 billion in assets. The fund runs a portfolio of 33 positions.
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