SRS Investment Management, LLC
13F filer · CIK 1503174 · New York, NY
Summary
SRS Investment Management, LLC reported $10.81B across 33 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CAR (23.8%), NFLX (10.0%), RBLX (6.6%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 16, trimmed 9 and sold out of 2.
Reported value$10.81B
Positions33incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added16
Trimmed9
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 23.8%Value $2.58BPrice $106.79Shares 17.43MSince Jun 30 -27.76%
Weight 10.0%Value $1.08BPrice $70.30Shares 15.18MSince Jun 30 -1.54%
Weight 6.6%Value $710.39MPrice $41.18Shares 13.06M +97.88%Since Jun 30 -24.27%
Weight 6.5%Value $699.95MPrice $192.35Shares 2.57M +2.71%Since Jun 30 -29.27%
Weight 5.5%Value $594.73MPrice $114.12Shares 4.06M -19.58%Since Jun 30 -22.04%
Weight 4.7%Value $503.86MPrice $607.57Shares 867K -39.87%Since Jun 30 +4.59%
Weight 4.6%Value $500.23MPrice $227.21Shares 2.50M -0.02%Since Jun 30 +13.55%
Weight 3.8%Value $409.52MPrice $738.79Shares 727K +1.01%Since Jun 30 +31.16%
Weight 3.7%Value $400.18MPrice $112.65Shares 2.94M +1.04%Since Jun 30 -17.16%
Weight 3.4%Value $366.84MPrice $292.21Shares 930KSince Jun 30 -25.92%
Weight 3.2%Value $340.65MPrice $270.05Shares 1.08M -7.05%Since Jun 30 -14.76%
Weight 3.1%Value $332.67MPrice $366.47Shares 912K -10.31%Since Jun 30 +0.46%
Weight 2.9%Value $313.26MPrice $59.23Shares 5.92M +4.80%Since Jun 30 +11.99%
Weight 2.4%Value $256.54MPrice $40.74Shares 4.92M +0.63%Since Jun 30 -21.91%
Weight 2.3%Value $248.10MPrice $337.19Shares 739K +40.17%Since Jun 30 +0.38%
Weight 2.1%Value $221.95MPrice $290.78Shares 1.08M -47.89%Since Jun 30 +40.93%
Weight 1.8%Value $198.69MPrice $222.03Shares 1.11M +52.89%Since Jun 30 +23.49%
Weight 1.7%Value $185.08MPrice $4.28Shares 20.21MSince Jun 30 -53.28%
Weight 1.2%Value $124.79MPrice $456.94Shares 261K -48.77%Since Jun 30 -4.32%
Weight 1.1%Value $115.44MPrice $92.86Shares 1.00M -67.58%Since Jun 30 -19.56%
Weight 1.0%Value $112.70MPrice $493.66Shares 245K +0.38%Since Jun 30 +7.52%
Weight 0.8%Value $89.78MPrice $156.96Shares 627K -64.68%Since Jun 30 +9.69%
Weight 0.7%Value $80.43MPrice $1730Shares 35K +0.79%Since Jun 30 -23.92%
Weight 0.4%Value $44.10MPrice $27.47Shares 1.45M +0.98%Since Jun 30 -9.46%
Weight 0.4%Value $42.50MPrice $295.96Shares 187KSince Jun 30 +30.50%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 23.8% | $2.58B | -27.76% | — | Hold | |
| 10.0% | $1.08B | -1.54% | — | Hold | |
| 6.6% | $710.39M | -24.27% | +97.88% | Add | |
| 6.5% | $699.95M | -29.27% | +2.71% | Add | |
| 5.5% | $594.73M | -22.04% | -19.58% | Trim | |
| 4.7% | $503.86M | +4.59% | -39.87% | Trim | |
| 4.6% | $500.23M | +13.55% | -0.02% | Trim | |
| 3.8% | $409.52M | +31.16% | +1.01% | Add | |
| 3.7% | $400.18M | -17.16% | +1.04% | Add | |
| 3.4% | $366.84M | -25.92% | — | New | |
| 3.2% | $340.65M | -14.76% | -7.05% | Trim | |
| 3.1% | $332.67M | +0.46% | -10.31% | Trim | |
| 2.9% | $313.26M | +11.99% | +4.80% | Add | |
| 2.4% | $256.54M | -21.91% | +0.63% | Add | |
| 2.3% | $248.10M | +0.38% | +40.17% | Add | |
| 2.1% | $221.95M | +40.93% | -47.89% | Trim | |
| 1.8% | $198.69M | +23.49% | +52.89% | Add | |
| 1.7% | $185.08M | -53.28% | — | New | |
| 1.2% | $124.79M | -4.32% | -48.77% | Trim | |
| 1.1% | $115.44M | -19.56% | -67.58% | Trim | |
| 1.0% | $112.70M | +7.52% | +0.38% | Add | |
| 0.8% | $89.78M | +9.69% | -64.68% | Trim | |
| 0.7% | $80.43M | -23.92% | +0.79% | Add | |
| 0.4% | $44.10M | -9.46% | +0.98% | Add | |
| 0.4% | $42.50M | +30.50% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.