David Zales

Srs Investment Management, Llc

Assets Managed

$9.466B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

-0.34%(2Q avg: 1.55%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Srs Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Srs Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.466B in assets, with a quarterly growth rate of -0.34% and a 2-quarter average growth rate of 1.55%. The portfolio is managed by David Zales, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CAR Avis Budget Group Inc Recent Activity	26.86%	$2.542B 17.431M shares@ $145.86 avg price
NFLX Netflix Inc Recent Activity	15.43%	$1.46B 15.185M shares@ $96.16 avg price
TPR Tapestry Inc Recent Activity Increased 0.12%	7.54%	$712.866M 5.052M shares@ $141.12 avg price	Increased 0.12%
NVDA Nvidia Corp Recent Activity Decreased -24.24%	4.61%	$436.092M 2.501M shares@ $174.4 avg price	Decreased -24.24%
META Meta Platforms Inc-class A Recent Activity Decreased -3.19%	4.36%	$411.779M 719,729 shares@ $572.14 avg price	Decreased -3.19%
BURL Burlington Stores Inc Recent Activity Increased 0.28%	3.98%	$376.422M 1.157M shares@ $325.38 avg price	Increased 0.28%
RBLX Roblox Corp -class A Recent Activity Increased 124.71%	3.95%	$373.391M 6.602M shares@ $56.56 avg price	Increased 124.71%
PLNT Planet Fitness Inc - Cl A Recent Activity Increased 0.19%	3.84%	$363.46M 4.887M shares@ $74.38 avg price	Increased 0.19%
AMD Advanced Micro Devices Recent Activity Decreased -11.8%	3.11%	$293.458M 1.443M shares@ $203.43 avg price	Decreased -11.8%
CLS Celestica Inc Recent Activity Increased 0.25%	3.03%	$286.395M 1.017M shares@ $281.68 avg price	Increased 0.25%

1-10 of 29