
SRS Investment Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $9.5B in reported equity holdings across 31 positions. The largest holdings are CAR (23.5%), NFLX (15.0%), TPR (6.8%), NVDA (6.5%), PLNT (5.6%). The portfolio is concentrated in Other (88.1%), Communication Services (5.2%), Industrials (3.4%). Data sourced from SEC EDGAR 13F filings (CIK 1503174).
