13F HOLDINGS REPORT
SRS Investment Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000908
Total Value
$9.50B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 17,430,882 | $2.24B | 23.55% |
| 2 | NETFLIX INC | NFLX | 15,184,530 | $1.42B | 14.99% |
| 3 | TAPESTRY INC | TPR | 5,045,999 | $644.7M | 6.79% |
| 4 | NVIDIA CORPORATION | NVDA | 3,300,724 | $615.6M | 6.48% |
| 5 | PLANET FITNESS INC | PLNT | 4,877,578 | $529.1M | 5.57% |
| 6 | META PLATFORMS INC | META | 743,500 | $490.8M | 5.17% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 1,635,630 | $350.3M | 3.69% |
| 8 | AIRBNB INC | ABNB | 2,520,021 | $342.0M | 3.60% |
| 9 | BURLINGTON STORES INC | BURL | 1,153,720 | $333.3M | 3.51% |
| 10 | UNITED AIRLS HLDGS INC | UNTCW | 2,903,678 | $324.7M | 3.42% |
| 11 | CELESTICA INC | CLS | 1,014,214 | $299.8M | 3.16% |
| 12 | TWILIO INC | TWLO | 1,810,278 | $257.5M | 2.71% |
| 13 | ROBLOX CORP | RBLX | 2,937,990 | $238.1M | 2.51% |
| 14 | MONGODB INC | MDB | 525,609 | $220.6M | 2.32% |
| 15 | CARMAX INC | KMX | 5,637,803 | $217.8M | 2.29% |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 508,726 | $154.6M | 1.63% |
| 17 | HUT 8 CORP | HUT | 2,869,797 | $131.8M | 1.39% |
| 18 | PDD HOLDINGS INC | PDD | 1,016,859 | $115.3M | 1.21% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 147,109 | $85.4M | 0.90% |
| 20 | FABRINET | FN | 141,220 | $64.3M | 0.68% |
| 21 | HOME DEPOT INC | HD | 180,302 | $62.0M | 0.65% |
| 22 | TRIP COM GROUP LTD | TRPCF | 756,185 | $54.4M | 0.57% |
| 23 | ELEVANCE HEALTH INC | ELV | 146,976 | $51.5M | 0.54% |
| 24 | DELTA AIR LINES INC DEL | DAL | 736,282 | $51.1M | 0.54% |
| 25 | CVS HEALTH CORP | CVS | 612,778 | $48.6M | 0.51% |
| 26 | GLOBAL E ONLINE LTD | GLBE | 896,717 | $35.2M | 0.37% |
| 27 | WARBY PARKER INC | WRBY | 1,435,383 | $31.3M | 0.33% |
| 28 | LOWES COS INC | 548661107 | 126,488 | $30.5M | 0.32% |
| 29 | COMCAST CORP NEW | CCZ | 969,699 | $29.0M | 0.31% |
| 30 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 111,678 | $16.1M | 0.17% |
| 31 | HESAI GROUP | HSIGF | 558,767 | $12.5M | 0.13% |