The Analysis of SRS Investment Management, LLC's Holdings
Currently, SRS Investment Management, LLC holds 31 types of securities in its portfolio with a total value $9.5B. In the most recent quarter, they have increased their positions in NFLX (+13.7M shares, valued at $1.3B), ABNB (+2.5M shares, valued at $342.0M), TWLO (+1.8M shares, valued at $257.5M); decreased their positions in PDD (-1.6M shares, valued at $185.7M), N/A (-358.2K shares, valued at $105.9M), TSM (-284.1K shares, valued at $86.3M); initiated new positions in ABNB (+2.5M shares, valued at $342.0M), TWLO (+1.8M shares, valued at $257.5M), RBLX (+2.9M shares, valued at $238.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CAR AVIS BUDGET GROUP17.4M shares0.00%2025-12-312026-02-17
NFLX NETFLIX INC15.2M shares900.00%2025-12-312026-02-17 TPR TAPESTRY INC5.0M shares0.00%2025-12-312026-02-17 NVDA NVIDIA CORPORATION3.3M shares3.03%2025-12-312026-02-17 PLNT PLANET FITNESS INC4.9M shares4.55%2025-12-312026-02-17 META META PLATFORMS INC743.5K shares0.00%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC1.6M shares42.06%2025-12-312026-02-17 ABNB AIRBNB INC2.5M sharesnew addition2025-12-312026-02-17 BURL BURLINGTON STORES INC1.2M shares0.00%2025-12-312026-02-17 UAL UNITED AIRLS HLDGS INC2.9M shares0.09%2025-12-312026-02-17 CELESTICA INC CELESTICA INC1.0M shares-26.10%2025-12-312026-02-17 TWLO TWILIO INC1.8M sharesnew addition2025-12-312026-02-17 RBLX ROBLOX CORP2.9M sharesnew addition2025-12-312026-02-17 MDB MONGODB INC525.6K shares-2.62%2025-12-312026-02-17 KMX CARMAX INC5.6M shares1717.47%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD508.7K shares-35.84%2025-12-312026-02-17 HUT 8 CORP HUT 8 CORP2.9M sharesnew addition2025-12-312026-02-17 PDD PDD HOLDINGS INC1.0M shares-61.69%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A147.1K shares0.00%2025-12-312026-02-17 FN FABRINET141.2K sharesnew addition2025-12-312026-02-17 HD HOME DEPOT INC180.3K shares0.00%2025-12-312026-02-17 TCOM TRIP COM GROUP LTD756.2K shares0.00%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC147.0K shares0.00%2025-12-312026-02-17 DAL DELTA AIR LINES INC DEL736.3K shares50.36%2025-12-312026-02-17 CVS CVS HEALTH CORP612.8K shares-49.66%2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD896.7K shares203.41%2025-12-312026-02-17 WRBY WARBY PARKER INC1.4M sharesnew addition2025-12-312026-02-17 LOW LOWES COS INC126.5K shares0.00%2025-12-312026-02-17 CMCSA COMCAST CORP NEW969.7K shares0.00%2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI111.7K sharesnew addition2025-12-312026-02-17 HSAI HESAI GROUP558.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available