AlphaYouSRS Investment Management, LLC
Bought Five Below, sold out of PDD. Portfolio down 0% to $9.5B.
$9.5B portfolio29 holdingstop 10 = 77%filed 2026-05-15
- 1CARAvis Budget Group Inc26.86%$2.5B - 17.4M shares-
- 2NFLXNetflix Inc.15.42%$1.5B - 15.2M shares-
- 3TPRTapestry Inc7.53%$712.9M - 5.1M shares+6K
- 4NVDANvidia Corporation4.61%$436.1M - 2.5M shares-800K
- 5METAMeta Platforms Inc4.35%$411.8M - 720K shares-24K
- $376.4M - 1.2M shares+3K
- 7RBLXRoblox Corp3.94%$373.4M - 6.6M shares+3.7M
- $363.5M - 4.9M shares+9K
- $293.5M - 1.4M shares-193K
- 10CLSCelestica Inc3.03%$286.4M - 1.0M shares+3K
- 11UALUnited Airls Hldgs Inc2.83%$268.2M - 2.9M shares+9K
- 12TWLOTwilio Inc2.74%$259.7M - 2.1M shares+254K
- 13Credo Technology Group Holdi2.48%$235.2M - 2.5M shares+2.4M
- 14KMXCarmax Inc2.48%$235.0M - 5.7M shares+14K
- 15ABNBAirbnb Inc2.37%$224.3M - 1.8M shares-743K
- $172.4M - 510K shares+1K
- 17FIVEFive Below Inc1.74%$165.2M - 723K sharesNEW
- 18HUTHut 8 Corp1.53%$144.7M - 3.1M shares+215K
- 19MDBMongodb Inc1.36%$129.0M - 527K shares+1K
- 20Spotify Technology S A1.25%$118.6M - 245K shares+97K
- 21DALDelta Air Lines Inc0.55%$51.9M - 780K shares+44K
- 22Global E Online LTD0.40%$38.2M - 1.2M shares+340K
- 23TCOMTrip Com Group LTD0.40%$37.7M - 758K shares+2K
- 24WRBYWarby Parker Inc0.32%$30.3M - 1.4M shares+4K
- 25CMCSAComcast Corp New0.30%$27.9M - 973K shares+3K
- 26SNDKSandisk Corp0.24%$22.3M - 35K sharesNEW
- 27CPNGCoupang Inc0.22%$21.1M - 1.1M sharesNEW
- $17.4M - 60K shares-87K
- 29HSAIHesai Group0.11%$10.7M - 560K shares+939
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.