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SRS INVESTMENT MANAGEMENT, LLC

AUM: $12.14 B

13-F Portfolio Value: $9.47 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 76.66%

Stock	Company	Change in Shares	% Change	Source
CVS	CVS HEALTH CORP	-612,778	Exited	13F
HD	HOME DEPOT INC	-180,302	Exited	13F
LOW	LOWES COS INC	-126,488	Exited	13F
PDD	PDD HOLDINGS INC	-1,016,859	Exited	13F
FN	FABRINET	-141,220	Exited	13F