
SRS Investment Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $10.8B in reported equity holdings across 33 positions. The largest holdings are CAR (23.8%), NFLX (10.0%), RBLX (6.6%), CRDO (6.5%), TPR (5.5%). The portfolio is concentrated in Other (89.3%), Communication Services (3.8%), Industrials (3.7%). Data sourced from SEC EDGAR 13F filings (CIK 1503174).
