SRS Investment Management, LLC: 13F holdings
CIK 15031742026Q2
| Positions | 33 |
|---|---|
| Reported value | $10.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CAR AVIS BUDGET GROUP INC | 17,430,882 | $2.6bn | 23.8% |
| NFLX NETFLIX INC. | 15,184,530 | $1.1bn | 10.0% |
| RBLX ROBLOX CORP | 13,063,442 | $710.4m | 6.6% |
| CREDO TECHNOLOGY GROUP HOLDI | 2,573,808 | $699.9m | 6.5% |
| TPR TAPESTRY INC | 4,062,897 | $594.7m | 5.5% |
| AMD ADVANCED MICRO DEVICES INC | 867,370 | $503.9m | 4.7% |
| NVDA NVIDIA CORPORATION | 2,500,000 | $500.2m | 4.6% |
| META META PLATFORMS INC | 727,009 | $409.5m | 3.8% |
| UAL UNITED AIRLS HLDGS INC | 2,942,727 | $400.2m | 3.7% |
| COHR COHERENT CORP | 929,963 | $366.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1503174")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.