Latest statistics and disclosures from SRS Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CAR, HTZ, Qihoo 360 Technologies Co Lt, QLIK, Flextronics International Ltd Com Stk. These five stock positions account for 65.98% of SRS Investment Management's total stock portfolio.
- Added to shares of QLIK (+$60.60M), Sensata Technologies Hldg Bv (+$49.30M), Nielsen Holdings Nv (+$49.26M), HTZ (+$44.52M), Qihoo 360 Technologies Co Lt (+$40.18M), Yelp Inc cl a (+$35.56M), EQIX (+$32.45M), Interxion Holding N.v shs (+$9.45M), RP (+$8.28M).
- Started new stock positions in Interxion Holding N.v shs, EQIX, Yelp Inc cl a, Sensata Technologies Hldg Bv.
- Reduced shares in these stocks: SWI (-$55.74M), AAPL (-$48.69M), QCOM (-$24.93M), EXLS (-$23.60M), Allison Transmission Hldngs I (-$9.72M), Servicenow, Palo Alto Networks.
- Sold out of its positions in EXLS, Palo Alto Networks, QCOM, Servicenow, SWI.
- As of March 31, 2013, SRS Investment Management has $1.19B in assets under management (AUM). Assets under management grew from a total value of $850.71M to $1.19B.
- Independent of market fluctuations, SRS Investment Management was a net buyer by $165.11M worth of stocks in the most recent quarter.
SRS Investment Management portfolio companies for quarter ending March 2013
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|HTZ||Hertz Global Holdings||14.92||+33.00%||8000000||22.26||25.98|
|Qihoo 360 Technologies Co Lt||10.93||+44.00%||4400000||29.63||0.00|
|Flextronics International Ltd Com Stk||6.57||11598991||6.76||0.00|
|Nielsen Holdings Nv||4.83||+587.00%||1609400||35.82||0.00|
|Genpact Limited shs||4.71||3088400||18.19||0.00|
|Sensata Technologies Hldg Bv||4.13||NEW||1500000||32.87||0.00|
|Yelp Inc cl a||2.98||NEW||1500000||23.71||0.00|
|Express Scripts Holding||1.69||350000||57.62||0.00|
|Allison Transmission Hldngs I||1.20||-40.00%||595831||24.01||0.00|
|Interxion Holding N.v shs||0.79||NEW||390000||24.22||0.00|
Past 13F-HR SEC Filings for SRS Investment Management
- SRS Investment Management 2012 Q3 - filed Nov. 14, 2012
- SRS Investment Management 2012 Q2 - filed Aug. 14, 2012
- SRS Investment Management 2012 Q1 - filed May 15, 2012
- SRS Investment Management 2011 Q4 - filed Feb. 14, 2012
- SRS Investment Management 2011 Q3 - filed Nov. 14, 2011
- SRS Investment Management 2011 Q2 - filed Aug. 15, 2011
- SRS Investment Management 2011 Q1 - filed May 13, 2011
- SRS Investment Management 2010 Q4 - filed Feb. 14, 2011