Skip to content
Disclosery

SRS Investment Management, LLC

Follow

13F filer, CIK 1503174, New York, NY

SRS Investment Management, LLC reported $9,465,975,502 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 76.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002108

Period
2026-03-31
Reported value
$9.47B
Holdings
29
Top 10 weight
76.66%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRDOadded+2,394,163$225M
RBLXadded+3,663,684$207M
FIVEnew+722,826$165M
SPOTadded+97,438$47.2M
TWLOadded+254,130$32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-800,199-$140M
PDDexited-1,016,859-$115M
ABNBreduced-743,470-$93.9M
FNexited-141,220-$64.3M
HDexited-180,302-$62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002108, largest first. % of portfolio is the value over $9,465,975,502, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,130,882 shares; 2024Q4: 17,130,882 shares; 2025Q1: 17,430,882 shares; 2025Q2: 17,430,882 shares; 2025Q3: 17,430,882 shares; 2025Q4: 17,430,882 shares; 2026Q1: 17,430,882 shares 17,430,882$2.54B26.86%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081,511 shares; 2024Q4: 2,034,454 shares; 2025Q1: 2,034,454 shares; 2025Q2: 1,634,454 shares; 2025Q3: 1,518,454 shares; 2025Q4: 15,184,530 shares; 2026Q1: 15,184,530 shares 15,184,530$1.46B15.42%0Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,743,824 shares; 2025Q2: 5,332,824 shares; 2025Q3: 5,045,999 shares; 2025Q4: 5,045,999 shares; 2026Q1: 5,051,844 shares 5,051,844$713M7.53%+5,845Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540,235 shares; 2024Q4: 540,235 shares; 2025Q1: not reported; 2025Q2: 2,653,210 shares; 2025Q3: 3,203,631 shares; 2025Q4: 3,300,724 shares; 2026Q1: 2,500,525 shares 2,500,525$436M4.61%-800,199Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064,555 shares; 2024Q4: 845,988 shares; 2025Q1: 743,500 shares; 2025Q2: 814,854 shares; 2025Q3: 743,500 shares; 2025Q4: 743,500 shares; 2026Q1: 719,729 shares 719,729$412M4.35%-23,771Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146,448 shares; 2024Q4: 1,270,421 shares; 2025Q1: 1,270,421 shares; 2025Q2: 1,472,137 shares; 2025Q3: 1,153,720 shares; 2025Q4: 1,153,720 shares; 2026Q1: 1,156,869 shares 1,156,869$376M3.98%+3,149Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937,990 shares; 2026Q1: 6,601,674 shares 6,601,674$373M3.94%+3,663,684Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702,165 shares; 2024Q4: 4,702,165 shares; 2025Q1: 4,702,165 shares; 2025Q2: 4,665,433 shares; 2025Q3: 4,665,433 shares; 2025Q4: 4,877,578 shares; 2026Q1: 4,886,522 shares 4,886,522$363M3.84%+8,944Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151,405 shares; 2025Q4: 1,635,630 shares; 2026Q1: 1,442,552 shares 1,442,552$293M3.1%-193,078Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 866,629 shares; 2025Q3: 1,372,416 shares; 2025Q4: 1,014,214 shares; 2026Q1: 1,016,740 shares 1,016,740$286M3.03%+2,526Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866,513 shares; 2024Q4: 2,901,113 shares; 2025Q1: 2,901,113 shares; 2025Q2: 2,901,113 shares; 2025Q3: 2,901,113 shares; 2025Q4: 2,903,678 shares; 2026Q1: 2,912,484 shares 2,912,484$268M2.83%+8,806Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,810,278 shares; 2026Q1: 2,064,408 shares 2,064,408$260M2.74%+254,130Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,678 shares; 2026Q1: 2,505,841 shares 2,505,841$235M2.48%+2,394,163Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310,200 shares; 2025Q4: 5,637,803 shares; 2026Q1: 5,651,674 shares 5,651,674$235M2.48%+13,871Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520,021 shares; 2026Q1: 1,776,551 shares 1,776,551$224M2.37%-743,470Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,027 shares; 2024Q4: 768,027 shares; 2025Q1: 792,859 shares; 2025Q2: 792,859 shares; 2025Q3: 792,859 shares; 2025Q4: 508,726 shares; 2026Q1: 510,073 shares 510,073$172M1.82%+1,347Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722,826 shares 722,826$165M1.74%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869,797 shares; 2026Q1: 3,084,905 shares 3,084,905$145M1.53%+215,108Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396,718 shares; 2025Q2: 1,396,718 shares; 2025Q3: 539,727 shares; 2025Q4: 525,609 shares; 2026Q1: 526,942 shares 526,942$129M1.36%+1,333Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,180 shares; 2024Q4: 398,180 shares; 2025Q1: 147,109 shares; 2025Q2: 147,109 shares; 2025Q3: 147,109 shares; 2025Q4: 147,109 shares; 2026Q1: 244,547 shares 244,547$119M1.25%+97,438Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489,675 shares; 2025Q4: 736,282 shares; 2026Q1: 780,437 shares 780,437$51.9M0.55%+44,155Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,357 shares; 2024Q4: 163,357 shares; 2025Q1: 163,357 shares; 2025Q2: 295,549 shares; 2025Q3: 295,549 shares; 2025Q4: 896,717 shares; 2026Q1: 1,236,946 shares 1,236,946$38.2M0.4%+340,229Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 756,185 shares; 2025Q2: 756,185 shares; 2025Q3: 756,185 shares; 2025Q4: 756,185 shares; 2026Q1: 757,817 shares 757,817$37.7M0.4%+1,632Timeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435,383 shares; 2026Q1: 1,439,398 shares 1,439,398$30.3M0.32%+4,015Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969,699 shares; 2024Q4: 969,699 shares; 2025Q1: 969,699 shares; 2025Q2: 969,699 shares; 2025Q3: 969,699 shares; 2025Q4: 969,699 shares; 2026Q1: 972,985 shares 972,985$27.9M0.3%+3,286Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,095 shares 35,095$22.3M0.24%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116,899 shares 1,116,899$21.1M0.22%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,569 shares; 2024Q4: not reported; 2025Q1: 146,376 shares; 2025Q2: 146,376 shares; 2025Q3: 146,976 shares; 2025Q4: 146,976 shares; 2026Q1: 59,568 shares 59,568$17.4M0.18%-87,408Timeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558,767 shares; 2026Q1: 559,706 shares 559,706$10.7M0.11%+939Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC1,016,859$115Mshares
FNFABRINET141,220$64.3Mshares
HDHOME DEPOT INC180,302$62Mshares
CVSCVS HEALTH CORP612,778$48.6Mshares
LOWLOWES COS INC126,488$30.5Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002108 base2026-05-15acceptance time not in the bulk data set