SRS Investment Management just filed its Q2 2026 13F. 🐋 Managed by Karthik Sarma · $10.8B across 33 holdings 🟢 Bought: $CRDO, $COHR, $RBLX, $FRMI +18 more 🔴 Sold: $AMD, $ABNB, $TPR, $NVDA +7 more

The full updated portfolio 👇 https://fundfollower.xyz/institution/srs-investment-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.