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Srs Investment Management Llc

Portfolio Manager
Srs Investment Management LLC
Performance
-1.17% (2026 Q1)
AUM (13F)
$9.47B
# of Holdings
29
Performance Rank
Allocation (Top 20)
97.26%

Srs Investment Management Llc Holdings Map

Top 29 Srs Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAR
AVIS BUDGET GROUP INC
26.86%17.43M$2.54B
+0.00%(+0)
2025-Q1: 17.43M shares2025-Q2: 17.43M shares2025-Q3: 17.43M shares2025-Q4: 17.43M shares2026-Q1: 17.43M shares
$17.57(+754.44%)
2026-03-31
NFLX
NETFLIX INC.
15.42%15.18M$1.46B
+0.00%(+0)
2025-Q1: 2.03M shares2025-Q2: 1.63M shares2025-Q3: 1.52M shares2025-Q4: 15.18M shares2026-Q1: 15.18M shares
$19.82(+338.99%)
2026-03-31
TPR
TAPESTRY INC
7.53%5.05M$712.9M
+0.12%(+5.84K)
2025-Q1: 4.74M shares2025-Q2: 5.33M shares2025-Q3: 5.05M shares2025-Q4: 5.05M shares2026-Q1: 5.05M shares
$69.18(+86.94%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.61%2.50M$436.1M
-24.24%(-800.20K)
2025-Q1: 0 shares2025-Q2: 2.65M shares2025-Q3: 3.20M shares2025-Q4: 3.30M shares2026-Q1: 2.50M shares
$125.59(+79.41%)
2026-03-31
META
META PLATFORMS INC
4.35%719.7K$411.8M
-3.20%(-23.77K)
2025-Q1: 743.5K shares2025-Q2: 814.9K shares2025-Q3: 743.5K shares2025-Q4: 743.5K shares2026-Q1: 719.7K shares
$232.10(+164.64%)
2026-03-31
BURL
BURLINGTON STORES INC
3.98%1.16M$376.4M
+0.27%(+3.15K)
2025-Q1: 1.27M shares2025-Q2: 1.47M shares2025-Q3: 1.15M shares2025-Q4: 1.15M shares2026-Q1: 1.16M shares
$232.96(+26.03%)
2026-03-31
RBLX
ROBLOX CORP
3.94%6.60M$373.4M
+124.70%(+3.66M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.94M shares2026-Q1: 6.60M shares
$87.03(-50.77%)
2026-03-31
PLNT
PLANET FITNESS MASTER ISSUER
3.84%4.89M$363.5M
+0.18%(+8.94K)
2025-Q1: 4.70M shares2025-Q2: 4.67M shares2025-Q3: 4.67M shares2025-Q4: 4.88M shares2026-Q1: 4.89M shares
$63.66(-17.31%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
3.1%1.44M$293.5M
-11.80%(-193.08K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.15M shares2025-Q4: 1.64M shares2026-Q1: 1.44M shares
$171.06(+147.92%)
2026-03-31
CLS
CELESTICA INC
3.03%1.02M$286.4M
+0.25%(+2.53K)
2025-Q1: 0 shares2025-Q2: 866.6K shares2025-Q3: 1.37M shares2025-Q4: 1.01M shares2026-Q1: 1.02M shares
$149.91(+139.18%)
2026-03-31

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