SRS Investment Management

NewCOHR3.4% of the bookNewFRMI1.7% of the bookNewCRL0.4% of the bookNewHUM0.1% of the bookAddedRBLX97.9% more sharesAddedMDB40.2% more shares

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewFIVE1.7% of the bookNewSNDK0.2% of the bookNewCPNG0.2% of the bookAddedCRDO2,144% more sharesAddedRBLX125% more sharesAddedSPOT66.2% more shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewABNB3.6% of the bookNewTWLO2.7% of the bookNewRBLX2.5% of the bookNewHUT1.4% of the bookAddedKMX1,717% more sharesAddedAMD42.1% more shares

Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)

NewAMD2.0% of the bookNewHD0.8% of the bookNewLOW0.3% of the bookNewDAL0.3% of the bookAddedCLS58.4% more sharesAddedNVDA20.8% more shares

Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)

NewNVDA4.3% of the bookNewCLS1.4% of the bookNewMSFT0.4% of the bookNewALGN0.1% of the bookAddedMETA9.6% more sharesAddedTPR12.4% more shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

NewTPR4.5% of the bookNewMDB3.3% of the bookNewHIMS1.6% of the bookNewCVS1.1% of the bookAddedUNH101% more sharesAddedCAR1.8% more shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)