Srs Investment Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.49 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Avis Budget Group, Inc. with a value of $2.95B, Netflix Inc with a value of $2.19B, Meta Platforms, Inc. with a value of $601M, Planet Fitness, Inc. with a value of $509M, and Tapestry, Inc. with a value of $468M.

Examining the 13F form we can see an increase of $2.25B in the current position value, from $7.24B to 9.49B.

Srs Investment Management, LLC is based out at New York, NY

Below you can find more details about Srs Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $9.49 Billion
Communication Services: $3.22 Billion
Industrials: $3.18 Billion
Consumer Cyclical: $1.81 Billion
Technology: $930 Million
Consumer Defensive: $199 Million
Healthcare: $155 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $9.49 Billion
  • Prior Value $7.24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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