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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TWLO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,743,814 | 2,064,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,493,942 | 1,810,278 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $172,788,039 | 2,715,939 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $201,202,277 | 3,019,695 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $29,669,417 | 605,993 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,082,424 | 492,948 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||