SRS Investment Management as of Dec. 31, 2011
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 17 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 26.8 | $165M | 8.0M | 20.60 | |
| Intel Corporation (INTC) | 15.8 | $97M | 4.0M | 24.25 | |
| SolarWinds | 11.5 | $71M | 2.5M | 27.95 | |
| Hertz Global Holdings | 11.4 | $70M | 6.0M | 11.72 | |
| Genpact (G) | 7.5 | $46M | 3.1M | 14.95 | |
| Apple (AAPL) | 7.2 | $45M | 110k | 405.00 | |
| Qualcomm (QCOM) | 3.5 | $22M | 399k | 54.70 | |
| Fusion-io | 3.0 | $18M | 750k | 24.20 | |
| ExlService Holdings (EXLS) | 2.9 | $18M | 800k | 22.37 | |
| Express Scripts | 2.5 | $16M | 350k | 44.69 | |
| Qihoo 360 Technologies Co Lt | 2.5 | $16M | 1.0M | 15.69 | |
| Marriott Vacations Wrldwde Cp (VAC) | 1.8 | $11M | 642k | 17.16 | |
| Liberty Global | 1.5 | $9.4M | 228k | 41.03 | |
| WNS | 1.2 | $7.1M | 791k | 8.98 | |
| Wyndham Worldwide Corporation | 0.3 | $1.9M | 49k | 37.82 | |
| Mattress Firm Holding | 0.2 | $1.2M | 50k | 23.20 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $962k | 40k | 24.05 |
