SRS Investment Management as of Sept. 30, 2011
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 14 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Electronic Arts (EA) | 31.3 | $205M | 10M | 20.45 | |
| Avis Budget (CAR) | 13.3 | $87M | 9.0M | 9.67 | |
| Intel Corporation (INTC) | 13.1 | $85M | 4.0M | 21.34 | |
| Apple (AAPL) | 10.5 | $69M | 180k | 381.32 | |
| SolarWinds | 9.8 | $64M | 2.9M | 22.02 | |
| Genpact (G) | 6.8 | $44M | 3.1M | 14.39 | |
| Hertz Global Holdings | 4.8 | $31M | 3.5M | 8.90 | |
| Mattel (MAT) | 4.0 | $26M | 1.0M | 25.89 | |
| ExlService Holdings (EXLS) | 2.7 | $18M | 800k | 22.00 | |
| WNS | 1.4 | $9.4M | 791k | 11.95 | |
| OpenTable | 1.4 | $9.2M | 200k | 46.01 | |
| Xerox Corporation | 0.5 | $3.5M | 500k | 6.97 | |
| Express Scripts | 0.3 | $1.9M | 50k | 37.08 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $883k | 40k | 22.08 |
