SRS Investment Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$9.7B
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,430,882 | $2.9T | 30526.28% | |
| 2 | NFLXNETFLIX INC | 1,634,454 | $2.2T | 22674.35% | |
| 3 | METAMETA PLATFORMS INC | 814,854 | $601.4B | 6230.58% | |
| 4 | PLNTPLANET FITNESS INC | 4,665,433 | $508.8B | 5270.56% | |
| 5 | TPRTAPESTRY INC | 5,332,824 | $468.3B | 4851.10% | |
| 6 | PDDPDD HOLDINGS INC | 4,064,381 | $425.4B | 4406.71% | |
| 7 | NVDANVIDIA CORPORATION | 2,653,210 | $419.2B | 4342.51% | |
| 8 | BURLBURLINGTON STORES INC | 1,472,137 | $342.5B | 3547.90% | |
| 9 | MDBMONGODB INC | 1,396,718 | $293.3B | 3038.41% | |
| 10 | SNAPSNAP INC | 32,531,928 | $282.7B | 2928.66% | |
| 11 | UALUNITED AIRLS HLDGS INC | 2,901,113 | $231.0B | 2393.21% | |
| 12 | HIMSHIMS & HERS HEALTH INC | 4,000,000 | $199.4B | 2065.69% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 792,859 | $179.6B | 1860.31% | |
| 14 | CLSCELESTICA INC | 866,629 | $135.3B | 1401.53% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 147,109 | $112.9B | 1169.41% | |
| 16 | CVSCVS HEALTH CORP | 1,217,292 | $84.0B | 869.88% | |
| 17 | ELVELEVANCE HEALTH INC | 146,376 | $56.9B | 589.81% | |
| 18 | CLVTRIP COM GROUP LTD | 756,185 | $44.3B | 459.37% | |
| 19 | MSFTMICROSOFT CORP | 76,174 | $37.9B | 392.52% | |
| 20 | CMCSACOMCAST CORP NEW | 969,699 | $34.6B | 358.53% | |
| 21 | TEAMATLASSIAN CORPORATION | 137,534 | $27.9B | 289.36% | |
| 22 | AFWALIGN TECHNOLOGY INC | 75,179 | $14.2B | 147.45% | |
| 23 | GLBEGLOBAL E ONLINE LTD | 295,549 | $9.9B | 102.69% | |
| 24 | WWWWOLVERINE WORLD WIDE INC | 207,631 | $3.8B | 38.89% | |
| 25 | LADLITHIA MTRS INC | 8,705 | $2.9B | 30.46% | |
| 26 | CAICARIS LIFE SCIENCES INC | 50,000 | $1.3B | 13.84% |