SRS Investment Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$9.5T
Holdings
31
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUCAAVIS BUDGET GROUP | 17,430,882 | $2.2T | 23.55% | |
| 2 | NFLXNETFLIX INC | 15,184,530 | $1.4T | 14.99% | |
| 3 | TPRTAPESTRY INC | 5,045,999 | $644.7B | 6.79% | |
| 4 | NVDANVIDIA CORPORATION | 3,300,724 | $615.6B | 6.48% | |
| 5 | PLNTPLANET FITNESS INC | 4,877,578 | $529.1B | 5.57% | |
| 6 | METAMETA PLATFORMS INC | 743,500 | $490.8B | 5.17% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 1,635,630 | $350.3B | 3.69% | |
| 8 | ABNBAIRBNB INC | 2,520,021 | $342.0B | 3.60% | |
| 9 | BURLBURLINGTON STORES INC | 1,153,720 | $333.3B | 3.51% | |
| 10 | UALUNITED AIRLS HLDGS INC | 2,903,678 | $324.7B | 3.42% | |
| 11 | CLSCELESTICA INC | 1,014,214 | $299.8B | 3.16% | |
| 12 | TWLOTWILIO INC | 1,810,278 | $257.5B | 2.71% | |
| 13 | RBLXROBLOX CORP | 2,937,990 | $238.1B | 2.51% | |
| 14 | MDBMONGODB INC | 525,609 | $220.6B | 2.32% | |
| 15 | KMXCARMAX INC | 5,637,803 | $217.8B | 2.29% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 508,726 | $154.6B | 1.63% | |
| 17 | HUTHUT 8 CORP | 2,869,797 | $131.8B | 1.39% | |
| 18 | PDDPDD HOLDINGS INC | 1,016,859 | $115.3B | 1.21% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 147,109 | $85.4B | 0.90% | |
| 20 | FNFABRINET | 141,220 | $64.3B | 0.68% | |
| 21 | HDHOME DEPOT INC | 180,302 | $62.0B | 0.65% | |
| 22 | CLVTRIP COM GROUP LTD | 756,185 | $54.4B | 0.57% | |
| 23 | ELVELEVANCE HEALTH INC | 146,976 | $51.5B | 0.54% | |
| 24 | DALDELTA AIR LINES INC DEL | 736,282 | $51.1B | 0.54% | |
| 25 | CVSCVS HEALTH CORP | 612,778 | $48.6B | 0.51% | |
| 26 | GLBEGLOBAL E ONLINE LTD | 896,717 | $35.2B | 0.37% | |
| 27 | WRBYWARBY PARKER INC | 1,435,383 | $31.3B | 0.33% | |
| 28 | LOWLOWES COS INC | 126,488 | $30.5B | 0.32% | |
| 29 | CMCSACOMCAST CORP NEW | 969,699 | $29.0B | 0.31% | |
| 30 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 111,678 | $16.1B | 0.17% | |
| 31 | HSAIHESAI GROUP | 558,767 | $12.5B | 0.13% |