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SRS Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SRS Investment Management, LLC
报告期 2026-03-31 · CIK 0001503174
持仓数
29
前50大市值合计
$9.47B
报告期
2026-03-31
当前持仓
调仓
前 29 大持仓
标的
类型
市值
股数
占比*
CAR
AVIS BUDGET GROUP INC
COM
$2.54B
17,430,882
26.9%
NFLX
NETFLIX INC.
COM
$1.46B
15,184,530
15.4%
TPR
TAPESTRY INC
COM
$712.9M
5,051,844
7.5%
NVDA
NVIDIA CORPORATION
COM
$436.1M
2,500,525
4.6%
META
META PLATFORMS INC
CL A
$411.8M
719,729
4.4%
BURL
BURLINGTON STORES INC
COM
$376.4M
1,156,869
4.0%
RBLX
ROBLOX CORP
CL A
$373.4M
6,601,674
3.9%
PLNT
PLANET FITNESS MASTER ISSUER
CL A
$363.5M
4,886,522
3.8%
AMD
ADVANCED MICRO DEVICES INC
COM
$293.5M
1,442,552
3.1%
CLS
CELESTICA INC
COM
$286.4M
1,016,740
3.0%
UAL
UNITED AIRLS HLDGS INC
COM
$268.2M
2,912,484
2.8%
TWLO
TWILIO INC
CL A
$259.7M
2,064,408
2.7%
—
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
$235.2M
2,505,841
2.5%
KMX
CARMAX INC
COM
$235.0M
5,651,674
2.5%
ABNB
AIRBNB INC
COM CL A
$224.3M
1,776,551
2.4%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
$172.4M
510,073
1.8%
FIVE
FIVE BELOW INC
COM
$165.2M
722,826
1.7%
HUT
HUT 8 CORP
COM
$144.7M
3,084,905
1.5%
MDB
MONGODB INC
CL A
$129.0M
526,942
1.4%
—
SPOTIFY TECHNOLOGY S A
SHS
$118.6M
244,547
1.3%
DAL
DELTA AIR LINES INC
COM NEW
$51.9M
780,437
0.5%
—
GLOBAL E ONLINE LTD
SHS
$38.2M
1,236,946
0.4%
TCOM
TRIP COM GROUP LTD
ADS
$37.7M
757,817
0.4%
WRBY
WARBY PARKER INC
CL A COM
$30.3M
1,439,398
0.3%
CMCSA
COMCAST CORP NEW
CL A
$27.9M
972,985
0.3%
SNDK
SANDISK CORP
COM
$22.3M
35,095
0.2%
CPNG
COUPANG INC
CL A
$21.1M
1,116,899
0.2%
ELV
ELEVANCE HEALTH INC FORMERLY
COM
$17.4M
59,568
0.2%
HSAI
HESAI GROUP
SPONSORED ADS
$10.7M
559,706
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
63%
前 6 大占比
CAR
26.9%
NFLX
15.4%
TPR
7.5%
NVDA
4.6%
META
4.4%
BURL
4.0%
其他
37.3%
