SRS Investment Management, LLC
CIK 1503174
13F filing for Q2 2026・No. 534
- Holdings
- US$10.81B
- Quarter change
- +US$1.35B
- Entries
- 33
- Net bought (estimate)
- +US$446.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 8
- Added 17
- Corporate actions 0
- Unchanged 2
Largest holdings
32 stocks worth US$10.68B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CARAVIS BUDGET GROUP INCCOM | Unchanged | 17,430,882 | US$2.58B | 24.12% |
| NFLXNETFLIX INC.COM | Unchanged | 15,184,530 | US$1.08B | 10.15% |
| RBLXROBLOX CORPCL A | Added | 13,063,442 | US$710.39M | 6.65% |
| CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES | Added | 2,573,808 | US$699.95M | 6.55% |
| TPRTAPESTRY INCCOM | Cut | 4,062,897 | US$594.73M | 5.57% |
| AMDAMDCOM | AddedSplit 1:2 | 867,370 | US$503.86M | 4.72% |
| NVDANvidiaCOM | Cut | 2,500,000 | US$500.23M | 4.68% |
| METAMetaCL A | Added | 727,009 | US$409.52M | 3.83% |
| UALUNITED AIRLS HLDGS INCCOM | Added | 2,942,727 | US$400.18M | 3.75% |
| COHRCOHERENT CORPCOM | New | 929,963 | US$366.84M | 3.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.