13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003430
Total Value
$9.65B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,430,882 | $2.95B | 30.53% |
| 2 | NETFLIX INC | NFLX | 1,634,454 | $2.19B | 22.67% |
| 3 | META PLATFORMS INC | META | 814,854 | $601.4M | 6.23% |
| 4 | PLANET FITNESS INC | PLNT | 4,665,433 | $508.8M | 5.27% |
| 5 | TAPESTRY INC | TPR | 5,332,824 | $468.3M | 4.85% |
| 6 | PDD HOLDINGS INC | PDD | 4,064,381 | $425.4M | 4.41% |
| 7 | NVIDIA CORPORATION | NVDA | 2,653,210 | $419.2M | 4.34% |
| 8 | BURLINGTON STORES INC | BURL | 1,472,137 | $342.5M | 3.55% |
| 9 | MONGODB INC | MDB | 1,396,718 | $293.3M | 3.04% |
| 10 | SNAP INC | SNAP | 32,531,928 | $282.7M | 2.93% |
| 11 | UNITED AIRLS HLDGS INC | UNTCW | 2,901,113 | $231.0M | 2.39% |
| 12 | HIMS & HERS HEALTH INC | HIMS | 4,000,000 | $199.4M | 2.07% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 792,859 | $179.6M | 1.86% |
| 14 | CELESTICA INC | CLS | 866,629 | $135.3M | 1.40% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 147,109 | $112.9M | 1.17% |
| 16 | CVS HEALTH CORP | CVS | 1,217,292 | $84.0M | 0.87% |
| 17 | ELEVANCE HEALTH INC | ELV | 146,376 | $56.9M | 0.59% |
| 18 | TRIP COM GROUP LTD | TRPCF | 756,185 | $44.3M | 0.46% |
| 19 | MICROSOFT CORP | MSFT | 76,174 | $37.9M | 0.39% |
| 20 | COMCAST CORP NEW | CCZ | 969,699 | $34.6M | 0.36% |
| 21 | ATLASSIAN CORPORATION | TEAM | 137,534 | $27.9M | 0.29% |
| 22 | ALIGN TECHNOLOGY INC | ALGN | 75,179 | $14.2M | 0.15% |
| 23 | GLOBAL E ONLINE LTD | GLBE | 295,549 | $9.9M | 0.10% |
| 24 | WOLVERINE WORLD WIDE INC | WWW | 207,631 | $3.8M | 0.04% |
| 25 | LITHIA MTRS INC | 536797103 | 8,705 | $2.9M | 0.03% |
| 26 | CARIS LIFE SCIENCES INC | CAI | 50,000 | $1.3M | 0.01% |