
SRS Investment Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $9.5B in reported equity holdings across 29 positions. The largest holdings are CAR (26.9%), NFLX (15.4%), TPR (7.5%), NVDA (4.6%), META (4.4%). The portfolio is concentrated in Other (89.1%), Communication Services (4.3%), Industrials (2.8%). Data sourced from SEC EDGAR 13F filings (CIK 1503174).
