SRS Investment Management (SRS) is a prominent investment manager based in New York, established in 2006 by Karthik Sarma. The firm specializes in diverse investments across industries and geographies, with a focus on technology, media, telecommunications, consumer goods, and industrial sectors.
Karthik Sarma, an Indian billionaire hedge fund manager, is the founder and Managing Partner of SRS Investment Management LLC, launched in 2007. He currently serves as an Independent Director at Avis Budget Group, Inc. since 2020. Previously, Karthik held roles as Managing Director at Tiger Global Management LLC from 2001 to 2005 and as a Consultant at McKinsey & Co., Inc. in 2000. He earned his graduate degree from Princeton University and completed his undergraduate studies at the Indian Institute of Technology Madras.
As of March 2024, SRS Investment Management manages discretionary assets totaling $12,136,122,247 for seven clients. Their latest 13F filing for Q1 2024 disclosed $7,239,252,253 in managed 13F securities, with a top 10 holdings concentration of 91.8%. The firm's largest holding is Avis Budget Group Inc. (CUC International - Cendant), with 17,430,882 shares held.
| Fund Name: | SRS Investment Management |
| Manager | Karthik Sarma |
| Portfolio Value | $7,239,252,253 |
| Change This QTR | +0.88% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CAR | 17,430,882 | $2,134,585,810 | +2% | 29.48% | ||
| 2. | NFLX | 2,182,023 | $1,325,208,029 | -3% | 18.3% | ||
| 3. | SNAP | 65,114,732 | $747,517,123 | 10.32% | |||
| 4. | META | 1,064,555 | $516,926,617 | -38% | 7.14% | ||
| 5. | PDD | 3,647,247 | $423,992,464 | -15% | 5.85% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2023-08-25 | ||||
| 2022-12-27 | ||||
| 2022-09-02 | ||||
| 2022-05-06 | ||||
| 2022-03-18 |
