13F-HR filed by SRS Investment Management, LLC
SRS Investment Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 26 holding rows worth $9,652,964,627.
- Accession
- 0001172661-25-003430
- Filer
- CIK 1503174
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 26 entries on the cover page, a total value of $9,652,964,627 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,652,964,627 with VALUE read as dollars as filed, 13F file number 028-14298. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AVIS BUDGET GROUP INC | 053774105 | COM | 17,430,882 | $2,946,690,602 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,634,454 | $2,188,746,385 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 814,854 | $601,435,589 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 4,665,433 | $508,765,469 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 5,332,824 | $468,275,275 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 4,064,381 | $425,378,115 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,653,210 | $419,180,648 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 1,472,137 | $342,477,952 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,396,718 | $293,296,813 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 32,531,928 | $282,702,454 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 2,901,113 | $231,015,628 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 4,000,000 | $199,400,000 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 792,859 | $179,574,635 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 866,629 | $135,289,453 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 147,109 | $112,882,620 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 1,217,292 | $83,968,802 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 146,376 | $56,934,409 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 756,185 | $44,342,688 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 76,174 | $37,889,709 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 969,699 | $34,608,557 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 137,534 | $27,931,780 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 75,179 | $14,233,640 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 295,549 | $9,912,713 | dollars as filed | |
| WOLVERINE WORLD WIDE INC | 978097103 | COM | 207,631 | $3,753,968 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 8,705 | $2,940,723 | dollars as filed | |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 50,000 | $1,336,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003430 | this filing | 2025-08-14 | acceptance time not in the bulk data set |