SRS Investment Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$9.2T
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,430,882 | $2.8T | 30.48% | |
| 2 | NFLXNETFLIX INC | 1,518,454 | $1.8T | 19.82% | |
| 3 | NVDANVIDIA CORPORATION | 3,203,631 | $597.7B | 6.51% | |
| 4 | TPRTAPESTRY INC | 5,045,999 | $571.3B | 6.22% | |
| 5 | METAMETA PLATFORMS INC | 743,500 | $546.0B | 5.95% | |
| 6 | PLNTPLANET FITNESS INC | 4,665,433 | $484.3B | 5.27% | |
| 7 | PDDPDD HOLDINGS INC | 2,654,394 | $350.8B | 3.82% | |
| 8 | CLSCELESTICA INC | 1,372,416 | $338.1B | 3.68% | |
| 9 | BURLBURLINGTON STORES INC | 1,153,720 | $293.6B | 3.20% | |
| 10 | UALUNITED AIRLS HLDGS INC | 2,901,113 | $280.0B | 3.05% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 792,859 | $221.4B | 2.41% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 1,151,405 | $186.3B | 2.03% | |
| 13 | MDBMONGODB INC | 539,727 | $167.5B | 1.82% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 147,109 | $102.7B | 1.12% | |
| 15 | CVSCVS HEALTH CORP | 1,217,292 | $91.8B | 1.00% | |
| 16 | HDHOME DEPOT INC | 180,302 | $73.1B | 0.80% | |
| 17 | CLVTRIP COM GROUP LTD | 756,185 | $56.9B | 0.62% | |
| 18 | ELVELEVANCE HEALTH INC FORMERLY | 146,976 | $47.5B | 0.52% | |
| 19 | LOWLOWES COS INC | 126,488 | $31.8B | 0.35% | |
| 20 | CMCSACOMCAST CORP NEW | 969,699 | $30.5B | 0.33% | |
| 21 | DALDELTA AIR LINES INC DEL | 489,675 | $27.8B | 0.30% | |
| 22 | AFWALIGN TECHNOLOGY INC | 146,354 | $18.3B | 0.20% | |
| 23 | KMXCARMAX INC | 310,200 | $13.9B | 0.15% | |
| 24 | WWWWOLVERINE WORLD WIDE INC | 504,498 | $13.8B | 0.15% | |
| 25 | GLBEGLOBAL E ONLINE LTD | 295,549 | $10.6B | 0.12% | |
| 26 | CNCCENTENE CORP DEL | 125,788 | $4.5B | 0.05% | |
| 27 | LADLITHIA MTRS INC | 8,705 | $2.8B | 0.03% | |
| 28 | CAICARIS LIFE SCIENCES INC | 50,000 | $1.5B | 0.02% |