SRS Investment Management, LLC
New York NY · SEC CIK 0001503174
$94.66亿2026Q1 申报市值
29持仓数
76.7%前十大占比 · 第一大 26.9%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRDO 加仓+$2.25亿
RBLX 加仓+$2.07亿
FIVE 新建仓+$1.65亿
SPOT 加仓+$4,724.87万
TWLO 加仓+$3,197.46万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$1.40亿
PDD 清仓-$1.15亿
ABNB 减仓-$9,388.54万
FN 清仓-$6,429.46万
HD 清仓-$6,204.19万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -1,016,859 | -100.0% | -$1.15亿 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -141,220 | -100.0% | -$6,429.46万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -180,302 | -100.0% | -$6,204.19万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -612,778 | -100.0% | -$4,863.01万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -126,488 | -100.0% | -$3,050.38万 | 清仓 |
| HSAI | HESAI GROUP | $1,070.16万 | 0.11% | 559,706 | 939 | 0.2% | $1.80万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,743.85万 | 0.18% | 59,568 | -87,408 | -59.5% | -$2,558.87万 | 减仓 |
| CPNG | COUPANG INC | $2,108.71万 | 0.22% | 1,116,899 | 1,116,899 | — | $2,108.71万 | 新建仓 |
| SNDK | SANDISK CORP | $2,229.73万 | 0.24% | 35,095 | 35,095 | — | $2,229.73万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $2,793.44万 | 0.30% | 972,985 | 3,286 | 0.3% | $9.43万 | 加仓 |
| WRBY | WARBY PARKER INC | $3,032.81万 | 0.32% | 1,439,398 | 4,015 | 0.3% | $8.46万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $3,773.17万 | 0.40% | 757,817 | 1,632 | 0.2% | $8.13万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $3,815.98万 | 0.40% | 1,236,946 | 340,229 | 37.9% | $1,049.61万 | 加仓 |
| DAL | DELTA AIR LINES INC | $5,188.35万 | 0.55% | 780,437 | 44,155 | 6.0% | $293.54万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.19亿 | 1.25% | 244,547 | 97,438 | 66.2% | $4,724.87万 | 加仓 |
| MDB | MONGODB INC | $1.29亿 | 1.36% | 526,942 | 1,333 | 0.3% | $32.63万 | 加仓 |
| HUT | HUT 8 CORP | $1.45亿 | 1.53% | 3,084,905 | 215,108 | 7.5% | $1,009.07万 | 加仓 |
| FIVE | FIVE BELOW INC | $1.65亿 | 1.74% | 722,826 | 722,826 | — | $1.65亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.72亿 | 1.82% | 510,073 | 1,347 | 0.3% | $45.52万 | 加仓 |
| ABNB | AIRBNB INC | $2.24亿 | 2.37% | 1,776,551 | -743,470 | -29.5% | -$9,388.54万 | 减仓 |
| KMX | CARMAX INC | $2.35亿 | 2.48% | 5,651,674 | 13,871 | 0.2% | $57.68万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.35亿 | 2.48% | 2,505,841 | 2,394,163 | 2,143.8% | $2.25亿 | 加仓 |
| TWLO | TWILIO INC | $2.60亿 | 2.74% | 2,064,408 | 254,130 | 14.0% | $3,197.46万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.68亿 | 2.83% | 2,912,484 | 8,806 | 0.3% | $81.08万 | 加仓 |
| CLS | CELESTICA INC | $2.86亿 | 3.03% | 1,016,740 | 2,526 | 0.2% | $71.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.93亿 | 3.10% | 1,442,552 | -193,078 | -11.8% | -$3,927.79万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $3.63亿 | 3.84% | 4,886,522 | 8,944 | 0.2% | $66.53万 | 加仓 |
| RBLX | ROBLOX CORP | $3.73亿 | 3.94% | 6,601,674 | 3,663,684 | 124.7% | $2.07亿 | 加仓 |
| BURL | BURLINGTON STORES INC | $3.76亿 | 3.98% | 1,156,869 | 3,149 | 0.3% | $102.46万 | 加仓 |
| META | META PLATFORMS INC | $4.12亿 | 4.35% | 719,729 | -23,771 | -3.2% | -$1,360.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.36亿 | 4.61% | 2,500,525 | -800,199 | -24.2% | -$1.40亿 | 减仓 |
| TPR | TAPESTRY INC | $7.13亿 | 7.53% | 5,051,844 | 5,845 | 0.1% | $82.48万 | 加仓 |
| NFLX | NETFLIX INC. | $14.60亿 | 15.42% | 15,184,530 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $25.42亿 | 26.86% | 17,430,882 | 0 | 0.0% | — | 不变 |