Activity Feed

Free — 5 of 26

Data as of Q4 2025

All position changes for SRS Investment Management, LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NFLX Netflix Inc	Increased	15.2M	+900.0%	$1.4B	15.0%	100
2025-Q4	NVDA NVIDIA Corp	Increased	3.3M	+3.0%	$615.6M	6.5%	64
2025-Q4	PLNT Planet Fitness Inc	Increased	4.9M	+4.5%	$529.1M	5.6%	65
2025-Q4	AMD Advanced Micro Devices Inc	Increased	1.6M	+42.1%	$350.3M	3.7%	77
2025-Q4	ABNB Airbnb Inc	New	2.5M	—	$342M	3.6%	87
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