SRS Investment Management, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, SRS Investment Management, LLC opened 78 positions, added to 83, reduced 59 and sold out of 62.
- Q2 2026: Stock DAL; Country of operation United States; Class COM NEW; Shares before 780,437.
- Q2 2026: Stock GLBE; Country of operation —; Class SHS; Shares before 1,236,946.
- Q1 2026: Stock FN; Country of operation —; Class SHS; Shares before 141,220.
- Q1 2026: Stock HD; Country of operation United States; Class COM; Shares before 180,302.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1503174), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | DAL
DELTA AIR LINES INC | United States | COM NEW | 780,437 | 0 | -780,437 | $51,883,452 | $0 | -$51,883,452 | 2026-08-14 |
|---|
| Q2 2026 | GLBE
GLOBAL E ONLINE LTD | | SHS | 1,236,946 | 0 | -1,236,946 | $38,159,784 | $0 | -$38,159,784 | 2026-08-14 |
|---|
| Q1 2026 | FN
FABRINET | | SHS | 141,220 | 0 | -141,220 | $64,294,642 | $0 | -$64,294,642 | 2026-05-15 |
|---|
| Q1 2026 | HD
HOME DEPOT INC | United States | COM | 180,302 | 0 | -180,302 | $62,041,918 | $0 | -$62,041,918 | 2026-05-15 |
|---|
| Q1 2026 | CVS
CVS HEALTH CORP | United States | COM | 612,778 | 0 | -612,778 | $48,630,062 | $0 | -$48,630,062 | 2026-05-15 |
|---|
| Q1 2026 | LOW
LOWES COS INC | United States | COM | 126,488 | 0 | -126,488 | $30,503,846 | $0 | -$30,503,846 | 2026-05-15 |
|---|
| Q4 2025 | ALGN
ALIGN TECHNOLOGY INC | United States | COM | 146,354 | 0 | -146,354 | $18,326,448 | $0 | -$18,326,448 | 2026-02-17 |
|---|
| Q4 2025 | WWW
WOLVERINE WORLD WIDE INC | United States | COM | 504,498 | 0 | -504,498 | $13,843,425 | $0 | -$13,843,425 | 2026-02-17 |
|---|
| Q4 2025 | CNC
CENTENE CORP DEL | United States | COM | 125,788 | 0 | -125,788 | $4,488,115 | $0 | -$4,488,115 | 2026-02-17 |
|---|
| Q4 2025 | LAD
LITHIA MTRS INC | United States | COM | 8,705 | 0 | -8,705 | $2,750,780 | $0 | -$2,750,780 | 2026-02-17 |
|---|
| Q4 2025 | CAI
CARIS LIFE SCIENCES INC | United States | COM | 50,000 | 0 | -50,000 | $1,512,500 | $0 | -$1,512,500 | 2026-02-17 |
|---|
| Q3 2025 | SNAP
SNAP INC | United States | CL A | 32,531,928 | 0 | -32,531,928 | $282,702,454 | $0 | -$282,702,454 | 2025-11-14 |
|---|
| Q3 2025 | HIMS
HIMS & HERS HEALTH INC | United States | COM CL A | 4,000,000 | 0 | -4,000,000 | $199,400,000 | $0 | -$199,400,000 | 2025-11-14 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 76,174 | 0 | -76,174 | $37,889,709 | $0 | -$37,889,709 | 2025-11-14 |
|---|
| Q3 2025 | TEAM
ATLASSIAN CORPORATION | | CL A | 137,534 | 0 | -137,534 | $27,931,780 | $0 | -$27,931,780 | 2025-11-14 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 586,729 | 0 | -586,729 | $307,299,314 | $0 | -$307,299,314 | 2025-08-14 |
|---|
| Q2 2025 | HUM
HUMANA INC | United States | COM | 123,293 | 0 | -123,293 | $32,623,328 | $0 | -$32,623,328 | 2025-08-14 |
|---|
| Q2 2025 | TRIP
TRIPADVISOR INC | United States | COM | 1,293,952 | 0 | -1,293,952 | $18,335,300 | $0 | -$18,335,300 | 2025-08-14 |
|---|
| Q2 2025 | RGTI
RIGETTI COMPUTING INC | United States | COMMON STOCK | 1,215,490 | 0 | -1,215,490 | $9,626,681 | $0 | -$9,626,681 | 2025-08-14 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 540,235 | 0 | -540,235 | $72,548,158 | $0 | -$72,548,158 | 2025-05-15 |
|---|
| Q1 2025 | VSXY
VICTORIAS SECRET AND CO | United States | COMMON STOCK | 893,542 | 0 | -893,542 | $37,010,510 | $0 | -$37,010,510 | 2025-05-15 |
|---|
| Q1 2025 | DECK
DECKERS OUTDOOR CORP | United States | COM | 165,294 | 0 | -165,294 | $33,569,558 | $0 | -$33,569,558 | 2025-05-15 |
|---|
| Q1 2025 | WDC
WESTERN DIGITAL CORP | United States | COM | 285,837 | 0 | -285,837 | $17,044,460 | $0 | -$17,044,460 | 2025-05-15 |
|---|
| Q4 2024 | ELV
ELEVANCE HEALTH INC | United States | COM | 193,569 | 0 | -193,569 | $100,655,880 | $0 | -$100,655,880 | 2025-02-14 |
|---|
| Q4 2024 | FIVE
FIVE BELOW INC | United States | COM | 148,377 | 0 | -148,377 | $13,109,108 | $0 | -$13,109,108 | 2025-02-14 |
|---|
| Q4 2024 | SHOP
SHOPIFY INC | | CL A | 4,066 | 0 | -4,066 | $325,849 | $0 | -$325,849 | 2025-02-14 |
|---|
| Q3 2024 | AAL
AMERICAN AIRLS GROUP INC | United States | COM | 13,064,028 | 0 | -13,064,028 | $148,015,437 | $0 | -$148,015,437 | 2024-11-14 |
|---|
| Q3 2024 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 3,000,137 | 0 | -3,000,137 | $63,512,900 | $0 | -$63,512,900 | 2024-11-14 |
|---|
| Q3 2024 | CFLT
CONFLUENT INC | United States | CLASS A COM | 516,375 | 0 | -516,375 | $15,248,554 | $0 | -$15,248,554 | 2024-11-14 |
|---|
| Q3 2024 | TXG
10X GENOMICS INC | United States | CL A COM | 504,257 | 0 | -504,257 | $9,807,799 | $0 | -$9,807,799 | 2024-11-14 |
|---|
| Q3 2024 | RBLX
ROBLOX CORP | United States | CL A | 67,158 | 0 | -67,158 | $2,498,949 | $0 | -$2,498,949 | 2024-11-14 |
|---|
| Q2 2024 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,155,394 | 0 | -2,155,394 | $389,027,063 | $0 | -$389,027,063 | 2024-08-14 |
|---|
| Q2 2024 | DDOG
DATADOG INC | United States | CL A COM | 1,480,255 | 0 | -1,480,255 | $182,959,518 | $0 | -$182,959,518 | 2024-08-14 |
|---|
| Q2 2024 | LAD
LITHIA MTRS INC | United States | COM | 142,831 | 0 | -142,831 | $42,972,135 | $0 | -$42,972,135 | 2024-08-14 |
|---|
| Q2 2024 | MGM
MGM RESORTS INTERNATIONAL | United States | COM | 279,970 | 0 | -279,970 | $13,217,384 | $0 | -$13,217,384 | 2024-08-14 |
|---|
| Q2 2024 | PYPL
PAYPAL HLDGS INC | United States | COM | 140,077 | 0 | -140,077 | $9,383,758 | $0 | -$9,383,758 | 2024-08-14 |
|---|
| Q1 2024 | STLA
STELLANTIS N.V | | SHS | 8,467,789 | 0 | -8,467,789 | $197,468,839 | $0 | -$197,468,839 | 2024-05-15 |
|---|
| Q1 2024 | TXG
10X GENOMICS INC | United States | CL A COM | 683,893 | 0 | -683,893 | $38,270,652 | $0 | -$38,270,652 | 2024-05-15 |
|---|
| Q1 2024 | GM
GENERAL MTRS CO | United States | COM | 925,397 | 0 | -925,397 | $33,240,260 | $0 | -$33,240,260 | 2024-05-15 |
|---|
| Q1 2024 | BILL
BILL HOLDINGS INC | United States | COM | 121,208 | 0 | -121,208 | $9,889,361 | $0 | -$9,889,361 | 2024-05-15 |
|---|
| Q3 2016 | ZG
ZILLOW GROUP INC | United States | CL A | 630,952 | 0 | -630,952 | $22,891,000 | $0 | -$22,891,000 | 2016-11-14 |
|---|
| Q2 2016 | SKX
SKECHERS U S A INC | United States | CL A | 1,655,519 | 0 | -1,655,519 | $50,411,000 | $0 | -$50,411,000 | 2016-08-15 |
|---|
| Q2 2016 | ADSK
AUTODESK INC | United States | COM | 66,012 | 0 | -66,012 | $3,849,000 | $0 | -$3,849,000 | 2016-08-15 |
|---|
| Q2 2016 | V
VISA INC | United States | COM CL A | 26,358 | 0 | -26,358 | $2,016,000 | $0 | -$2,016,000 | 2016-08-15 |
|---|
| Q2 2016 | MA
MASTERCARD INC | United States | CL A | 21,227 | 0 | -21,227 | $2,006,000 | $0 | -$2,006,000 | 2016-08-15 |
|---|
| Q1 2016 | META
FACEBOOK INC | United States | CL A | 1,800,000 | 0 | -1,800,000 | $188,388,000 | $0 | -$188,388,000 | 2016-05-16 |
|---|
| Q1 2016 | PANW
PALO ALTO NETWORKS INC | United States | COM | 200,000 | 0 | -200,000 | $35,228,000 | $0 | -$35,228,000 | 2016-05-16 |
|---|
| Q1 2016 | SHOP
SHOPIFY INC | | CL A | 361,095 | 0 | -361,095 | $9,316,000 | $0 | -$9,316,000 | 2016-05-16 |
|---|
| Q4 2015 | SGI
TEMPUR SEALY INTL INC | United States | COM | 1,065,985 | 0 | -1,065,985 | $76,143,000 | $0 | -$76,143,000 | 2016-02-16 |
|---|
| Q4 2015 | QCOM
QUALCOMM INC | United States | COM | 1,000,000 | 0 | -1,000,000 | $53,730,000 | $0 | -$53,730,000 | 2016-02-16 |
|---|
| Q4 2015 | TRUE
TRUECAR INC | United States | COM | 2,826,519 | 0 | -2,826,519 | $14,726,000 | $0 | -$14,726,000 | 2016-02-16 |
|---|
| Q3 2015 | DDD
3-D SYS CORP DEL | United States | COM NEW | 153,094 | 0 | -153,094 | $2,988,000 | $0 | -$2,988,000 | 2015-11-16 |
|---|
| Q2 2015 | ADSK
AUTODESK INC | United States | COM | 1,000,000 | 0 | -1,000,000 | $58,640,000 | $0 | -$58,640,000 | 2015-08-14 |
|---|
| Q1 2015 | ALSN
ALLISON TRANSMISSION HLDGS I | United States | COM | 595,831 | 0 | -595,831 | $20,199,000 | $0 | -$20,199,000 | 2015-05-15 |
|---|
| Q3 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 40,000 | 0 | -40,000 | $1,340,000 | $0 | -$1,340,000 | 2014-11-14 |
|---|
| Q2 2014 | PANW
PALO ALTO NETWORKS INC | United States | COM | 596,418 | 0 | -596,418 | $40,914,000 | $0 | -$40,914,000 | 2014-08-14 |
|---|
| Q1 2014 | EBAY
EBAY INC | United States | COM | 500,000 | 0 | -500,000 | $27,435,000 | $0 | -$27,435,000 | 2014-05-15 |
|---|
| Q1 2014 | FTNT
FORTINET INC | United States | COM | 1,296,328 | 0 | -1,296,328 | $24,799,000 | $0 | -$24,799,000 | 2014-05-15 |
|---|
| Q4 2013 | FLEX
FLEXTRONICS INTL LTD | | ORD | 10,000,000 | 0 | -10,000,000 | $90,900,000 | $0 | -$90,900,000 | 2014-02-14 |
|---|
| Q4 2013 | G
GENPACT LIMITED | | SHS | 3,088,400 | 0 | -3,088,400 | $58,309,000 | $0 | -$58,309,000 | 2014-02-14 |
|---|
| Q3 2013 | NFLX
NETFLIX INC | United States | COM | 300,000 | 0 | -300,000 | $63,327,000 | $0 | -$63,327,000 | 2013-11-14 |
|---|
| Q3 2013 | YELP
YELP INC | United States | CL A | 1,400,000 | 0 | -1,400,000 | $48,678,000 | $0 | -$48,678,000 | 2013-11-14 |
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