SRS Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| HESAI GROUPHSAI | $12.52M | 0.1% |
| Credo Technology Group Holding Ltd | $16.07M | 0.2% |
| Comcast Corp. | $28.98M | 0.3% |
| LOWES COMPANIES INC | $30.50M | 0.3% |
| Warby Parker Inc. | $31.28M | 0.3% |
| GLOBAL E ONLINE LTD | $35.25M | 0.4% |
| CVS HEALTH Corp | $48.63M | 0.5% |
| DELTA AIR LINES, INC. | $51.10M | 0.5% |
| Elevance Health Inc | $51.52M | 0.5% |
| Trip.com Group Ltd.TCOM | $54.38M | 0.6% |
| HOME DEPOT, INC. | $62.04M | 0.7% |
| Fabrinet | $64.29M | 0.7% |
| SPOTIFY TECHNOLOGY S A | $85.43M | 0.9% |
| PDD Holdings Inc.PDD | $115.30M | 1.2% |
| Hut 8 Corp. | $131.84M | 1.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $154.60M | 1.6% |
| CarMax Inc | $217.84M | 2.3% |
| MongoDB, Inc. | $220.59M | 2.3% |
| ROBLOX Corp | $238.07M | 2.5% |
| TWILIO INC | $257.49M | 2.7% |
| CELESTICA INCCLS | $299.81M | 3.2% |
| United Airlines Holdings Inc | $324.69M | 3.4% |
| Burlington Stores, Inc. | $333.25M | 3.5% |
| Airbnb, Inc. | $342.02M | 3.6% |
| ADVANCED MICRO DEVICES INC | $350.29M | 3.7% |
| Meta Platforms Inc | $490.78M | 5.2% |
| Planet Fitness, Inc. | $529.07M | 5.6% |
| NVIDIA Corp | $615.59M | 6.5% |
| Tapestry Inc | $644.73M | 6.8% |
| Netflix Inc | $1.42B | 15.0% |
| AVIS BUDGET GROUP, INC.CAR | $2.24B | 23.5% |