SRS Investment (Karthik Sarma) discloses updated portfolio positions in 13F filing: New FRMI SOUN COHR CRL HUM positions, Added to RBLX FIVE KMX
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: FRMI (20.2 mln), SOUN (1.0 mln), COHR (930K), CRL (187K), HUM (33K)
- Increased: RBLX (13.1 mln from 6.6 mln), FIVE (1.1 mln from 723K), KMX (5.9 mln from 5.7 mln), MDB (739K from 527K), CRDO (2.6 mln from 2.5 mln), ELV (62K from 60K)
- Maintained: CAR (17.4 mln), NFLX (15.2 mln), NVDA (2.5 mln)
- Exited: GLBE (1.2 mln), DAL (780K)
- Decreased: HUT (1 mln from 3.1 mln), ABNB (627K from 1.8 mln), TPR (4.1 mln from 5.1 mln), TWLO (1.1 mln from 2.1 mln), AMD (867K from 1.4 mln), TSM (261K from 510K), CLS (912K from 1.0 mln), BURL (1.1 mln from 1.2 mln)