13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004990
Total Value
$9.18B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,430,882 | $2.80B | 30.48% |
| 2 | NETFLIX INC | NFLX | 1,518,454 | $1.82B | 19.82% |
| 3 | NVIDIA CORPORATION | NVDA | 3,203,631 | $597.7M | 6.51% |
| 4 | TAPESTRY INC | TPR | 5,045,999 | $571.3M | 6.22% |
| 5 | META PLATFORMS INC | META | 743,500 | $546.0M | 5.95% |
| 6 | PLANET FITNESS INC | PLNT | 4,665,433 | $484.3M | 5.27% |
| 7 | PDD HOLDINGS INC | PDD | 2,654,394 | $350.8M | 3.82% |
| 8 | CELESTICA INC | CLS | 1,372,416 | $338.1M | 3.68% |
| 9 | BURLINGTON STORES INC | BURL | 1,153,720 | $293.6M | 3.20% |
| 10 | UNITED AIRLS HLDGS INC | UNTCW | 2,901,113 | $280.0M | 3.05% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 792,859 | $221.4M | 2.41% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 1,151,405 | $186.3M | 2.03% |
| 13 | MONGODB INC | MDB | 539,727 | $167.5M | 1.82% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 147,109 | $102.7M | 1.12% |
| 15 | CVS HEALTH CORP | CVS | 1,217,292 | $91.8M | 1.00% |
| 16 | HOME DEPOT INC | HD | 180,302 | $73.1M | 0.80% |
| 17 | TRIP COM GROUP LTD | TRPCF | 756,185 | $56.9M | 0.62% |
| 18 | ELEVANCE HEALTH INC FORMERLY | ELV | 146,976 | $47.5M | 0.52% |
| 19 | LOWES COS INC | 548661107 | 126,488 | $31.8M | 0.35% |
| 20 | COMCAST CORP NEW | CCZ | 969,699 | $30.5M | 0.33% |
| 21 | DELTA AIR LINES INC DEL | DAL | 489,675 | $27.8M | 0.30% |
| 22 | ALIGN TECHNOLOGY INC | ALGN | 146,354 | $18.3M | 0.20% |
| 23 | CARMAX INC | KMX | 310,200 | $13.9M | 0.15% |
| 24 | WOLVERINE WORLD WIDE INC | WWW | 504,498 | $13.8M | 0.15% |
| 25 | GLOBAL E ONLINE LTD | GLBE | 295,549 | $10.6M | 0.12% |
| 26 | CENTENE CORP DEL | CNC | 125,788 | $4.5M | 0.05% |
| 27 | LITHIA MTRS INC | 536797103 | 8,705 | $2.8M | 0.03% |
| 28 | CARIS LIFE SCIENCES INC | CAI | 50,000 | $1.5M | 0.02% |