The Analysis of SRS Investment Management, LLC's Holdings

Currently, SRS Investment Management, LLC holds 28 types of securities in its portfolio with a total value $9.2B. In the most recent quarter, they have increased their positions in AMD (+1.2M shares, valued at $186.3M), CLS (+505.8K shares, valued at $124.6M), NVDA (+550.4K shares, valued at $102.7M); decreased their positions in MDB (-857.0K shares, valued at $266.0M), PDD (-1.4M shares, valued at $186.4M), NFLX (-116.0K shares, valued at $139.1M); initiated new positions in AMD (+1.2M shares, valued at $186.3M), HD (+180.3K shares, valued at $73.1M), LOW (+126.5K shares, valued at $31.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAR AVIS BUDGET GROUP17.4M shares0.00%2025-09-302025-11-14

NFLX NETFLIX INC1.5M shares-7.10%2025-09-302025-11-14

NVDA NVIDIA CORPORATION3.2M shares20.75%2025-09-302025-11-14

TPR TAPESTRY INC5.0M shares-5.38%2025-09-302025-11-14

META META PLATFORMS INC743.5K shares-8.76%2025-09-302025-11-14

PLNT PLANET FITNESS INC4.7M shares0.00%2025-09-302025-11-14

PDD PDD HOLDINGS INC2.7M shares-34.69%2025-09-302025-11-14

CLS CELESTICA INC1.4M shares58.36%2025-09-302025-11-14

Sponsored

TCOM TRIP COM GROUP LTD756.2K shares0.00%2025-09-302025-11-14

ELV ELEVANCE HEALTH INC FORMERLY147.0K shares0.41%2025-09-302025-11-14

LOW LOWES COS INC126.5K sharesnew addition2025-09-302025-11-14

CMCSA COMCAST CORP NEW969.7K shares0.00%2025-09-302025-11-14

DAL DELTA AIR LINES INC DEL489.7K sharesnew addition2025-09-302025-11-14

ALGN ALIGN TECHNOLOGY INC146.4K shares94.67%2025-09-302025-11-14

KMX CARMAX INC310.2K sharesnew addition2025-09-302025-11-14

WWW WOLVERINE WORLD WIDE INC504.5K shares142.98%2025-09-302025-11-14