SRS Investment Management

SRS Investment Management as of Sept. 30, 2012

Portfolio Holdings for SRS Investment Management

SRS Investment Management holds 17 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avis Budget (CAR) 18.1 $154M 10M 15.38
Apple (AAPL) 16.5 $140M 210k 667.11
Hertz Global Holdings 9.7 $82M 6.0M 13.73
Flextronics International Ltd Com Stk (FLEX) 8.2 $70M 12M 6.00
Qihoo 360 Technologies Co Lt 7.9 $67M 3.0M 22.05
SolarWinds 6.5 $56M 1.0M 55.74
Qlik Technologies 6.3 $53M 2.4M 22.39
Google 6.2 $53M 70k 754.50
Genpact (G) 6.1 $52M 3.1M 16.68
Qualcomm (QCOM) 2.9 $25M 399k 62.47
RealPage 2.9 $25M 1.1M 22.60
ExlService Holdings (EXLS) 2.8 $24M 800k 29.50
Express Scripts Holding 2.6 $22M 350k 62.63
Allison Transmission Hldngs I (ALSN) 2.4 $20M 1.0M 20.12
Nielsen Holdings Nv 0.8 $7.0M 234k 29.98
Servicenow (NOW) 0.2 $1.5M 40k 38.68
Palo Alto Networks (PANW) 0.0 $246k 4.0k 61.50