SRS Investment Management, LLC
Top Portfolio Positions
29 positions ·
$9,465,975,489 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CAR |
Avis Budget Group, Inc.
Industrials
|
17,430,882 | $2,542,294,139 | 26.86% |
| NFLX |
Netflix Inc
Communication Services
|
15,184,530 | $1,459,992,559 | 15.42% |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
5,051,844 | $712,865,706 | 7.53% |
| NVDA |
Nvidia Corp
Technology
|
2,500,525 | $436,091,560 | 4.61% |
| META |
Meta Platforms, Inc.
Communication Services
|
719,729 | $411,778,552 | 4.35% |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
1,156,869 | $376,422,035 | 3.98% |
| RBLX |
Roblox Corp
Communication Services
|
6,601,674 | $373,390,681 | 3.94% |
| PLNT |
Planet Fitness, Inc.
Consumer Cyclical
|
4,886,522 | $363,459,506 | 3.84% |
| AMD |
Advanced Micro Devices Inc
Technology
|
1,442,552 | $293,458,353 | 3.10% |
| CLS |
Celestica Inc
Technology
|
1,016,740 | $286,395,323 | 3.03% |
Holdings in TPR
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,865,706 | 5,051,844 | Shares | Sole | 2026-05-15 | |
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