SRS Investment Management, LLC — 13F holdings

SRS Investment Management, LLC reported 33 holdings worth $10.8B in its 13F filing for Q2 2026, filed August 14, 2026. That's up 14.2% from $9.47B in Q1 2026, when it reported 29 holdings. Its 10 largest positions make up 72.6% of the portfolio.

SRS Investment Management, LLC's largest positions in Q2 2026

1. CAR AVIS BUDGET GROUP — $2.58B (23.8%) · unchanged
2. NFLX NETFLIX INC — $1.08B (10.0%) · unchanged
3. RBLX ROBLOX CORP — $710M (6.6%) · added 98%
4. CRDO CREDO TECHNOLOGY GROUP HOLDI — $700M (6.5%) · added 3%
5. TPR TAPESTRY INC — $595M (5.5%) · cut 20%
6. AMD ADVANCED MICRO DEVICES INC — $504M (4.7%) · cut 40%
7. NVDA NVIDIA CORPORATION — $500M (4.6%) · unchanged
8. META META PLATFORMS INC — $410M (3.8%) · added 1%
9. UAL UNITED AIRLS HLDGS INC — $400M (3.7%) · added 1%
10. COHR COHERENT CORP — $367M (3.4%) · new position
11. BURL BURLINGTON STORES INC — $341M (3.2%) · cut 7%
12. CLS CELESTICA INC — $333M (3.1%) · cut 10%
13. KMX CARMAX INC — $313M (2.9%) · added 5%
14. PLNT PLANET FITNESS INC — $257M (2.4%) · unchanged
15. MDB MONGODB INC — $248M (2.3%) · added 40%
16. TWLO TWILIO INC — $222M (2.1%) · cut 48%
17. FIVE FIVE BELOW INC — $199M (1.8%) · added 53%
18. FRMI FERMI INC — $185M (1.7%) · new position
19. TSLA TESLA INC — $133M (1.2%) · new position
20. TSM TAIWAN SEMICONDUCTOR MFG LTD — $125M (1.2%) · cut 49%

What SRS Investment Management, LLC bought in Q2 2026

6 new positions and 9 positions added to.

1. COHR COHERENT CORP — new position, about $367M
2. RBLX ROBLOX CORP — added, about $351M
3. FRMI FERMI INC — new position, about $185M
4. TSLA TESLA INC — new position, about $133M
5. MDB MONGODB INC — added, about $71.1M
6. FIVE FIVE BELOW INC — added, about $68.7M
7. CRL CHARLES RIV LABS INTL INC — new position, about $42.5M
8. CRDO CREDO TECHNOLOGY GROUP HOLDI — added, about $18.5M
9. KMX CARMAX INC — added, about $14.3M
10. HUM Humana Inc — new position, about $13.2M

What SRS Investment Management, LLC sold in Q2 2026

2 positions sold out and 8 reduced.

1. AMD ADVANCED MICRO DEVICES INC — cut 40%, about $334M
2. HUT HUT 8 CORP — cut 68%, about $241M
3. TWLO TWILIO INC — cut 48%, about $204M
4. ABNB AIRBNB INC — cut 65%, about $164M
5. TPR TAPESTRY INC — cut 20%, about $145M
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — cut 49%, about $119M
7. DAL DELTA AIR LINES INC DEL — sold out, about $73.1M
8. GLBE GLOBAL E ONLINE LTD — sold out, about $43.0M
9. CLS CELESTICA INC — cut 10%, about $38.2M
10. BURL BURLINGTON STORES INC — cut 7%, about $25.8M

SRS Investment Management, LLC portfolio value by quarter

• Q2 2026: $10.8B in 33 holdings
• Q1 2026: $9.47B in 29 holdings
• Q4 2025: $9.50B in 31 holdings
• Q3 2025: $9.18B in 28 holdings
• Q2 2025: $9.65B in 26 holdings
• Q1 2025: $7.46B in 23 holdings
• Q4 2024: $7.04B in 20 holdings

What does SRS Investment Management, LLC own?

Its largest positions in Q2 2026 were CAR, NFLX, RBLX, CRDO, TPR, out of 33 holdings worth $10.8B.

What did SRS Investment Management, LLC buy last quarter?

In Q2 2026 it opened 6 new positions and added to 9; the largest buys were COHR, RBLX, FRMI.

What did SRS Investment Management, LLC sell last quarter?

In Q2 2026 it sold out of 2 positions and reduced 8, including DAL, GLBE.