Vault-13

SRS Investment Management, LLC

New York, NY · CIK 1503174 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
New York, NY (main office)United States United Statesabout 18
LondonUnited Kingdom United Kingdom

US visa salary filings

Job titleFilingsMedianRange
Investment AnalystNew York, NY 1 $120,000
Research AnalystNew York, NY 1 $120,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: SRS Investment Management LLC.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$10.7bn reported value +12.8% vs Q1 2026
32positions
73.5%in top 10
5 new 16 added 9 reduced 2 sold out vs Q1 2026

Options: 1 call positions ($132.6m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 AVIS BUDGET GROUP COM CAR CAR 17,430,882 $2.6bn24.12% 24.12% UnchangedShares held: Q3 2025 17.4m, Q4 2025 17.4m, Q1 2026 17.4m, Q2 2026 17.4m
2 NETFLIX INC COM NFLX NFLX 15,184,530 $1.1bn10.15% 10.15% UnchangedShares held: Q3 2025 15.2m, Q4 2025 15.2m, Q1 2026 15.2m, Q2 2026 15.2m
3 ROBLOX CORP CL A RBLX RBLX 13,063,442 $710.4m6.65% 6.65% AddedShares held: Q3 2025 0, Q4 2025 2.9m, Q1 2026 6.6m, Q2 2026 13.1m +6.5m +6,461,768 97.9%
4 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO CRDO 2,573,808 $699.9m6.55% 6.55% AddedShares held: Q3 2025 0, Q4 2025 111.7k, Q1 2026 2.5m, Q2 2026 2.6m +68.0k +67,967 2.7%
5 TAPESTRY INC COM TPR TPR 4,062,897 $594.7m5.57% 5.57% ReducedShares held: Q3 2025 5.0m, Q4 2025 5.0m, Q1 2026 5.1m, Q2 2026 4.1m -988.9k -988,947 -19.6%
6 ADVANCED MICRO DEVICES INC COM AMD AMD 867,370 $503.9m4.72% 4.72% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.6m, Q1 2026 1.4m, Q2 2026 867.4k -575.2k -575,182 -39.9%
7 NVIDIA CORPORATION COM NVDA NVDA 2,500,000 $500.2m4.68% 4.68% ReducedShares held: Q3 2025 3.2m, Q4 2025 3.3m, Q1 2026 2.5m, Q2 2026 2.5m -525 -525 -0.0%
8 META PLATFORMS INC CL A META META 727,009 $409.5m3.83% 3.83% AddedShares held: Q3 2025 743.5k, Q4 2025 743.5k, Q1 2026 719.7k, Q2 2026 727.0k +7.3k +7,280 1.0%
9 UNITED AIRLS HLDGS INC COM UAL UAL 2,942,727 $400.2m3.75% 3.75% AddedShares held: Q3 2025 2.9m, Q4 2025 2.9m, Q1 2026 2.9m, Q2 2026 2.9m +30.2k +30,243 1.0%
10 COHERENT CORP COM COHR COHR 929,963 $366.8m3.43% 3.43% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 930.0k
11 BURLINGTON STORES INC COM BURL BURL 1,075,291 $340.7m3.19% 3.19% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.1m -81.6k -81,578 -7.0%
12 CELESTICA INC COM CLS CLS 911,927 $332.7m3.11% 3.11% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 911.9k -104.8k -104,813 -10.3%
13 CARMAX INC COM KMX KMX 5,922,862 $313.3m2.93% 2.93% AddedShares held: Q3 2025 310.2k, Q4 2025 5.6m, Q1 2026 5.7m, Q2 2026 5.9m +271.2k +271,188 4.8%
14 PLANET FITNESS INC CL A PLNT PLNT 4,917,311 $256.5m2.40% 2.40% AddedShares held: Q3 2025 4.7m, Q4 2025 4.9m, Q1 2026 4.9m, Q2 2026 4.9m +30.8k +30,789 0.6%
15 MONGODB INC CL A MDB MDB 738,611 $248.1m2.32% 2.32% AddedShares held: Q3 2025 539.7k, Q4 2025 525.6k, Q1 2026 526.9k, Q2 2026 738.6k +211.7k +211,669 40.2%
16 TWILIO INC CL A TWLO TWLO 1,075,683 $221.9m2.08% 2.08% ReducedShares held: Q3 2025 0, Q4 2025 1.8m, Q1 2026 2.1m, Q2 2026 1.1m -988.7k -988,725 -47.9%
17 FIVE BELOW INC COM FIVE FIVE 1,105,109 $198.7m1.86% 1.86% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 722.8k, Q2 2026 1.1m +382.3k +382,283 52.9%
18 FERMI INC COM FRMI FRMI 20,205,579 $185.1m1.73% 1.73% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 20.2m
19 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 261,301 $124.8m1.17% 1.17% ReducedShares held: Q3 2025 792.9k, Q4 2025 508.7k, Q1 2026 510.1k, Q2 2026 261.3k -248.8k -248,772 -48.8%
20 HUT 8 CORP COM HUT HUT 1,000,000 $115.4m1.08% 1.08% ReducedShares held: Q3 2025 0, Q4 2025 2.9m, Q1 2026 3.1m, Q2 2026 1.0m -2.1m -2,084,905 -67.6%
21 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 245,475 $112.7m1.06% 1.06% AddedShares held: Q3 2025 147.1k, Q4 2025 147.1k, Q1 2026 244.5k, Q2 2026 245.5k +928 +928 0.4%
22 AIRBNB INC COM CL A ABNB ABNB 627,405 $89.8m0.84% 0.84% ReducedShares held: Q3 2025 0, Q4 2025 2.5m, Q1 2026 1.8m, Q2 2026 627.4k -1.1m -1,149,146 -64.7%
23 SANDISK CORP COM SNDK SNDK 35,374 $80.4m0.75% 0.75% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 35.1k, Q2 2026 35.4k +279 +279 0.8%
24 WARBY PARKER INC CL A COM WRBY WRBY 1,453,523 $44.1m0.41% 0.41% AddedShares held: Q3 2025 0, Q4 2025 1.4m, Q1 2026 1.4m, Q2 2026 1.5m +14.1k +14,125 1.0%
25 CHARLES RIV LABS INTL INC COM CRL CRL 187,384 $42.5m0.40% 0.40% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 187.4k
26 TRIP COM GROUP LTD ADS TCOM TCOM 763,477 $30.4m0.28% 0.28% AddedShares held: Q3 2025 756.2k, Q4 2025 756.2k, Q1 2026 757.8k, Q2 2026 763.5k +5.7k +5,660 0.8%
27 COMCAST CORP NEW CL A CMCSA CMCSA 984,257 $24.2m0.23% 0.23% AddedShares held: Q3 2025 969.7k, Q4 2025 969.7k, Q1 2026 973.0k, Q2 2026 984.3k +11.3k +11,272 1.2%
28 ELEVANCE HEALTH INC COM ELV ELV 61,945 $24.0m0.22% 0.22% AddedShares held: Q3 2025 147.0k, Q4 2025 147.0k, Q1 2026 59.6k, Q2 2026 61.9k +2.4k +2,377 4.0%
29 COUPANG INC CL A CPNG CPNG 1,127,533 $19.6m0.18% 0.18% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.1m, Q2 2026 1.1m +10.6k +10,634 0.9%
30 HUMANA INC COM HUM HUM 33,282 $13.2m0.12% 0.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 33.3k
31 HESAI GROUP SPONSORED ADS HSAI HSAI 563,130 $10.3m0.10% 0.10% AddedShares held: Q3 2025 0, Q4 2025 558.8k, Q1 2026 559.7k, Q2 2026 563.1k +3.4k +3,424 0.6%
32 SOUNDHOUND AI INC CLASS A COM SOUN SOUN 1,019,072 $6.6m0.06% 0.06% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0m

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
DELTA AIR LINES INC DEL DAL DAL 780,437 $51.9m780.4k shares
GLOBAL E ONLINE LTD GLBE GLBE 1,236,946 $38.2m1.2m shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
TESLA INC TSLA · Call TSLACall 315,200 $132.6m315.2k shares New