13F-HR filed by SRS Investment Management, LLC
SRS Investment Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 31 holding rows worth $9,498,375,758.
- Accession
- 0001172661-26-000908
- Filer
- CIK 1503174
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 31 entries on the cover page, a total value of $9,498,375,758 stated on the cover page (in dollars after the unit check, H1), rows summing to $9,498,375,758 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 | $2,236,730,778 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 15,184,530 | $1,423,701,533 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 5,045,999 | $644,727,292 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,300,724 | $615,585,026 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 4,877,578 | $529,070,886 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 743,500 | $490,776,915 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,635,630 | $350,286,521 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 2,520,021 | $342,017,250 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 1,153,720 | $333,252,022 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 2,903,678 | $324,689,274 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 1,014,214 | $299,811,801 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 1,810,278 | $257,493,943 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 2,937,990 | $238,065,330 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 525,609 | $220,592,841 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 5,637,803 | $217,844,708 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 508,726 | $154,596,744 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 2,869,797 | $131,838,474 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 1,016,859 | $115,301,642 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 147,109 | $85,427,667 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 141,220 | $64,294,642 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 180,302 | $62,041,918 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 756,185 | $54,377,263 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 146,976 | $51,522,437 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 736,282 | $51,097,971 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 612,778 | $48,630,062 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 896,717 | $35,249,945 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 1,435,383 | $31,276,996 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 126,488 | $30,503,846 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 969,699 | $28,984,303 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 111,678 | $16,069,347 | dollars as filed | |
| HESAI GROUP | 428050108 | SPONSORED ADS | 558,767 | $12,516,381 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000908 | this filing | 2026-02-17 | acceptance time not in the bulk data set |