SRS Investment Management, LLC

Fundamental concentrated ★Highest signal CIK 1503174
League rank
#425
in Fundamental concentrated · #1163 overall
Long book
$9.47B
Q1 2026
Positions
29
Top-10 weight
77%
concentration
Last quarter
+16.4%
SPY +14.8%
Turnover
24%
of book per quarter

Strategy in plain words

auto-generated from filings

SRS Investment Management, LLC is a concentrated fundamental stock-picker, running a $9.47B US long book across 29 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: AVIS BUDGET GROUP INC, NETFLIX INC, TAPESTRY INC, NVIDIA CORP, META PLATFORMS INC-CLASS A.

Over the last 9 quarters its long book ran on average 0.7pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
-6.5%
Q3 2024
+6.8%
Q4 2024
-4.2%
Q1 2025
+36.9%
Q2 2025
+2.6%
Q3 2025
-7.5%
Q4 2025
-1.6%
Q1 2026
+16.4%

Sector allocation

Services media
50%
Technology
27%
Consumer discretionary
9%
Other
8%
Industrials
3%
Financials
2%
Communications
2%
Healthcare
0%

Long book by quarter

$7.24B
Q1 2024
$7.35B
Q2 2024
$6.72B
Q3 2024
$7.04B
Q4 2024
$7.46B
Q1 2025
$9.65B
Q2 2025
$9.18B
Q3 2025
$9.50B
Q4 2025
$9.47B
Q1 2026

What does SRS Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CAR AVIS BUDGET GROUP INCServices media17.4M$2.54B26.9%Held
NFLX NETFLIX INCServices media15.2M$1.46B15.4%Held
TPR TAPESTRY INCOther5.1M$712.9M7.5%+0.1%
NVDA NVIDIA CORPTechnology2.5M$436.1M4.6%-24.2%
META META PLATFORMS INC-CLASS ATechnology719.7K$411.8M4.4%-3.2%
BURL BURLINGTON STORES INCConsumer discretionary1.2M$376.4M4.0%+0.3%
RBLX ROBLOX CORP -CLASS ATechnology6.6M$373.4M3.9%+124.7%
PLNT PLANET FITNESS INC - CL AServices media4.9M$363.5M3.8%+0.2%
AMD ADVANCED MICRO DEVICESTechnology1.4M$293.5M3.1%-11.8%
CLS CELESTICA INCTechnology1.0M$286.4M3.0%+0.2%
UAL UNITED AIRLINES HOLDINGS INCIndustrials2.9M$268.2M2.8%+0.3%
TWLO TWILIO INC - ATechnology2.1M$259.7M2.7%+14.0%
CRDO CREDO TECHNOLOGY GROUP HOLDITechnology2.5M$235.2M2.5%+2143.8%
KMX CARMAX INCConsumer discretionary5.7M$235.0M2.5%+0.2%
ABNB AIRBNB INC-CLASS AServices media1.8M$224.3M2.4%-29.5%
FIVE FIVE BELOWConsumer discretionary722.8K$165.2M1.7%New
HUT HUT 8 CORPFinancials3.1M$144.7M1.5%+7.5%
MDB MONGODB INCTechnology526.9K$129.0M1.4%+0.3%
SPOT SPOTIFY TECHNOLOGY SACommunications244.5K$118.6M1.3%+66.2%
DAL DELTA AIR LINES INCIndustrials780.4K$51.9M0.5%+6.0%
GLBE GLOBAL-E ONLINE LTDTechnology1.2M$38.2M0.4%+37.9%
WRBY WARBY PARKER INC-CLASS AHealthcare1.4M$30.3M0.3%+0.3%
CMCSA COMCAST CORP-CLASS ACommunications973.0K$27.9M0.3%+0.3%
SNDK SANDISK CORPTechnology35.1K$22.3M0.2%New
CPNG COUPANG INCConsumer discretionary1.1M$21.1M0.2%New
ELV ELEVANCE HEALTH INCFinancials59.6K$17.4M0.2%-59.5%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202629$9.47B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202631$9.50B canonicalSEC ↗
Q3 202513F-HRNov 14, 202528$9.18B canonicalSEC ↗
Q2 202513F-HRAug 14, 202526$9.65B canonicalSEC ↗
Q1 202513F-HRMay 15, 202523$7.46B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202520$7.04B canonicalSEC ↗
Q3 202413F-HRNov 14, 202420$6.72B canonicalSEC ↗
Q2 202413F-HRAug 14, 202422$7.35B canonicalSEC ↗
Q1 202413F-HRMay 15, 202422$7.24B canonicalSEC ↗