SRS Investment Management
SRS Investment Management reported 32 stocks worth $10.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CAR (24.1%), NFLX (10.2%) and RBLX (6.7%). Compared with Q1 2026, the fund opened new positions in COHR, FRMI and CRL, added to RBLX, CRDO and META, trimmed TPR, AMD and BURL and sold out of DAL and GLBE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CAR Avis Budget Group | $2.6B | 24.1% | 17.4M | No change | 8 of 8 | |
| 2 |  NFLX Netflix Inc | $1.1B | 10.2% | 15.2M | No change | 8 of 8 | |
| 3 |  RBLX Roblox Corp | $710M | 6.7% | 13.1M | +6.5M (+98%) | 3 of 8 | |
| 4 |  CRDO Credo Technology Group Holdi | $700M | 6.5% | 2.6M | +68K (+3%) | 3 of 8 | |
| 5 |  TPR Tapestry Inc | $595M | 5.6% | 4.1M | −989K (−20%) | 6 of 8 | |
| 6 |  AMD Advanced Micro Devices Inc | $504M | 4.7% | 867K | −575K (−40%) | 4 of 8 | |
| 7 |  NVDA Nvidia Corporation | $500M | 4.7% | 2.5M | No change | 7 of 8 | |
| 8 |  META Meta Platforms Inc | $410M | 3.8% | 727K | +7,280 (+1%) | 8 of 8 | |
| 9 |  UAL United Airlines Hldg | $400M | 3.8% | 2.9M | +30K (+1%) | 8 of 8 | |
| 10 |  COHR Coherent Corp | $367M | 3.4% | 930K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 TSLA Tesla Inc | Call | $133M | 315K | +315,200 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SRS Investment Management 13F FAQ
What does SRS Investment Management own?
SRS Investment Management reported 32 stocks worth $10.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CAR (24.1%), NFLX (10.2%) and RBLX (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did SRS Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 16 added to, 8 trimmed and 2 sold out. New positions include COHR, FRMI and CRL. It sold all of DAL and GLBE.
When will SRS Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is SRS Investment Management's portfolio worth?
The Q2 2026 filing reports $10.7B in US stocks ($10.8B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.