SRS Investment Management, LLC
Net seller this quarter
$10.8B
32
-$236M
72.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CAR | $2.58B | 23.83% | 49.34% | Not reported | Q2 2013 |
 NFLX | $1.08B | 10.03% | 0.36% | Not reported | Q2 2013 |
 RBLX | $710M | 6.57% | 1.83% | +97.9% | Q1 2023 |
 CRDO | $700M | 6.47% | 1.38% | +2.7% | Q4 2025 |
 TPR | $595M | 5.50% | 2.03% | -19.6% | Q1 2025 |
 AMD | $504M | 4.66% | 0.05% | -39.9% | Q1 2024 |
 NVDA | $500M | 4.63% | 0.01% | 0.0% | Q2 2023 |
 META | $410M | 3.79% | Not reported | +1.0% | Q3 2013 |
 UAL | $400M | 3.70% | 0.91% | +1.0% | Q2 2024 |
 COHR | $367M | 3.39% | 0.48% | New | Q2 2026 |
 BURL | $341M | 3.15% | 1.71% | -7.1% | Q4 2022 |
 CLS | $333M | 3.08% | 0.79% | -10.3% | Q2 2025 |
 KMX | $313M | 2.90% | 4.17% | +4.8% | Q3 2025 |
 PLNT | $257M | 2.37% | 4917311.00% | +0.6% | Q4 2019 |
 MDB | $248M | 2.29% | 0.92% | +40.2% | Q4 2020 |
 TWLO | $222M | 2.05% | 0.71% | -47.9% | Q3 2022 |
 FIVE | $199M | 1.84% | 2.00% | +52.9% | Q3 2024 |
 FRMI | $185M | 1.71% | 3.17% | New | Q2 2026 |
 TSM | $125M | 1.15% | 0.00% | -48.8% | Q2 2023 |
 HUT | $115M | 1.07% | 0.81% | -67.6% | Q4 2025 |
 SPOT | $113M | 1.04% | 0.12% | +0.4% | Q1 2022 |
 ABNB | $89.8M | 0.83% | Not reported | -64.7% | Q4 2020 |
 SNDK | $80.4M | 0.74% | 0.02% | +0.8% | Q1 2026 |
 WRBY | $44.1M | 0.41% | 1.28% | +1.0% | Q4 2025 |
 CRL | $42.5M | 0.39% | 0.39% | New | Q2 2026 |
 TCOM | $30.4M | 0.28% | 0.12% | +0.8% | Q1 2025 |
 CMCSA | $24.2M | 0.22% | 0.02% | +1.2% | Q1 2017 |
 ELV | $24M | 0.22% | 0.03% | +4.0% | Q3 2024 |
 CPNG | $19.6M | 0.18% | Not reported | +1.0% | Q1 2026 |
 HUM | $13.2M | 0.12% | 0.03% | Not reported | Q4 2024 |
 HSAI | $10.3M | 0.09% | 0.36% | +0.6% | Q4 2025 |
 SOUN | $6.59M | 0.06% | 0.52% | New | Q2 2026 |
| Q1 2026 | |||||
| CAR | $2.54B | 26.86% | 49.44% | Not reported | Q2 2013 |
| NFLX | $1.46B | 15.42% | 0.36% | Not reported | Q2 2013 |
| TPR | $713M | 7.53% | 2.50% | +0.1% | Q1 2025 |
| NVDA | $436M | 4.61% | 0.01% | -24.2% | Q2 2023 |
| META | $412M | 4.35% | Not reported | -3.2% | Q3 2013 |
| BURL | $376M | 3.98% | 1.85% | +0.3% | Q4 2022 |
| RBLX | $373M | 3.94% | 0.92% | +124.7% | Q1 2023 |
| PLNT | $363M | 3.84% | 4886522.00% | +0.2% | Q4 2019 |
| AMD | $293M | 3.10% | 0.09% | -11.8% | Q1 2024 |
| CLS | $286M | 3.03% | 0.88% | +0.3% | Q2 2025 |
| UAL | $268M | 2.83% | 0.90% | +0.3% | Q2 2024 |
| TWLO | $260M | 2.74% | 1.36% | +14.0% | Q3 2022 |
| CRDO | $235M | 2.48% | 1.36% | +2143.8% | Q4 2025 |
| KMX | $235M | 2.48% | 3.99% | +0.3% | Q3 2025 |
| ABNB | $224M | 2.37% | Not reported | -29.5% | Q4 2020 |
| TSM | $172M | 1.82% | 0.00% | +0.3% | Q2 2023 |
| FIVE | $165M | 1.74% | 1.31% | Not reported | Q3 2024 |
| HUT | $145M | 1.53% | 2.74% | +7.5% | Q4 2025 |
| MDB | $129M | 1.36% | 0.66% | +0.3% | Q4 2020 |
| SPOT | $119M | 1.25% | 0.12% | +66.2% | Q1 2022 |
 DAL | $51.9M | 0.55% | 0.12% | +6.0% | Q3 2025 |
 GLBE | $38.2M | 0.40% | 0.73% | +37.9% | Q3 2021 |
| TCOM | $37.7M | 0.40% | 0.12% | +0.2% | Q1 2025 |
| WRBY | $30.3M | 0.32% | 1.27% | +0.3% | Q4 2025 |
| CMCSA | $27.9M | 0.30% | 0.02% | +0.3% | Q1 2017 |
| SNDK | $22.3M | 0.24% | 0.02% | New | Q1 2026 |
| CPNG | $21.1M | 0.22% | Not reported | New | Q1 2026 |
| ELV | $17.4M | 0.18% | 0.03% | -59.5% | Q3 2024 |
| HSAI | $10.7M | 0.11% | 0.36% | +0.2% | Q4 2025 |
| Q4 2025 | |||||
| CAR | $2.24B | 23.55% | 49.52% | Not reported | Q2 2013 |
| NFLX | $1.42B | 14.99% | 0.36% | 0.0% | Q2 2013 |
| TPR | $645M | 6.79% | 2.49% | Not reported | Q1 2025 |
| NVDA | $616M | 6.48% | 0.01% | +3.0% | Q2 2023 |
| PLNT | $529M | 5.57% | 4877578.00% | +4.6% | Q4 2019 |
| META | $491M | 5.17% | Not reported | Not reported | Q3 2013 |
| AMD | $350M | 3.69% | 0.10% | +42.1% | Q1 2024 |
| ABNB | $342M | 3.60% | Not reported | Not reported | Q4 2020 |
| BURL | $333M | 3.51% | 1.83% | Not reported | Q4 2022 |
| UAL | $325M | 3.42% | 0.90% | +0.1% | Q2 2024 |
| CLS | $300M | 3.16% | 0.88% | -26.1% | Q2 2025 |
| TWLO | $257M | 2.71% | 1.19% | Not reported | Q3 2022 |
| RBLX | $238M | 2.51% | 0.41% | Not reported | Q1 2023 |
| MDB | $221M | 2.32% | 0.65% | -2.6% | Q4 2020 |
| KMX | $218M | 2.29% | 3.98% | +1717.5% | Q3 2025 |
| TSM | $155M | 1.63% | 0.00% | -35.8% | Q2 2023 |
| HUT | $132M | 1.39% | 2.61% | New | Q4 2025 |
 PDD | $115M | 1.21% | 0.02% | -61.7% | Q3 2018 |
| SPOT | $85.4M | 0.90% | 0.07% | Not reported | Q1 2022 |
 FN | $64.3M | 0.68% | 0.39% | New | Q4 2025 |
 HD | $62M | 0.65% | 0.02% | Not reported | Q3 2025 |
| TCOM | $54.4M | 0.57% | 0.12% | Not reported | Q1 2025 |
| ELV | $51.5M | 0.54% | 0.07% | Not reported | Q3 2024 |
| DAL | $51.1M | 0.54% | 0.11% | +50.4% | Q3 2025 |
 CVS | $48.6M | 0.51% | 0.05% | -49.7% | Q1 2025 |
| GLBE | $35.2M | 0.37% | 0.53% | +203.4% | Q3 2021 |
| WRBY | $31.3M | 0.33% | 1.27% | New | Q4 2025 |
 LOW | $30.5M | 0.32% | 0.02% | Not reported | Q3 2025 |
| CMCSA | $29M | 0.31% | 0.02% | Not reported | Q1 2017 |
| CRDO | $16.1M | 0.17% | 0.06% | New | Q4 2025 |
| HSAI | $12.5M | 0.13% | 0.36% | New | Q4 2025 |
| Q3 2025 | |||||
| CAR | $2.8B | 30.48% | 49.53% | Not reported | Q2 2013 |
| NFLX | $1.82B | 19.82% | 0.36% | -7.1% | Q2 2013 |
| NVDA | $598M | 6.51% | 0.01% | +20.8% | Q2 2023 |
| TPR | $571M | 6.22% | 2.45% | -5.4% | Q1 2025 |
| META | $546M | 5.95% | Not reported | -8.8% | Q3 2013 |
| PLNT | $484M | 5.27% | 4665433.00% | Not reported | Q4 2019 |
| PDD | $351M | 3.82% | 0.05% | -34.7% | Q3 2018 |
| CLS | $338M | 3.68% | 1.19% | +58.4% | Q2 2025 |
| BURL | $294M | 3.20% | 1.83% | -21.6% | Q4 2022 |
| UAL | $280M | 3.05% | 0.90% | Not reported | Q2 2024 |
| TSM | $221M | 2.41% | 0.00% | Not reported | Q2 2023 |
| AMD | $186M | 2.03% | 0.07% | Not reported | Q1 2024 |
| MDB | $168M | 1.82% | 0.66% | -61.4% | Q4 2020 |
| SPOT | $103M | 1.12% | 0.07% | Not reported | Q1 2022 |
| CVS | $91.8M | 1.00% | 0.10% | Not reported | Q1 2025 |
| HD | $73.1M | 0.80% | 0.02% | New | Q3 2025 |
| TCOM | $56.9M | 0.62% | 0.12% | Not reported | Q1 2025 |
| ELV | $47.5M | 0.52% | 0.07% | +0.4% | Q3 2024 |
| LOW | $31.8M | 0.35% | 0.02% | New | Q3 2025 |
| CMCSA | $30.5M | 0.33% | 0.02% | Not reported | Q1 2017 |
| DAL | $27.8M | 0.30% | 0.08% | New | Q3 2025 |
 ALGN | $18.3M | 0.20% | 0.20% | +94.7% | Q4 2018 |
| KMX | $13.9M | 0.15% | 0.21% | New | Q3 2025 |
 WWW | $13.8M | 0.15% | 0.62% | +143.0% | Q2 2025 |
| GLBE | $10.6M | 0.12% | 0.17% | Not reported | Q3 2021 |
 CNC | $4.49M | 0.05% | 0.03% | New | Q3 2025 |
 LAD | $2.75M | 0.03% | 0.04% | Not reported | Q4 2022 |
 CAI | $1.51M | 0.02% | 0.02% | Not reported | Q2 2025 |