SRS Investment Management

SRS Investment Management as of March 31, 2012

Portfolio Holdings for SRS Investment Management

SRS Investment Management holds 16 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 43.3 $359M 560k 641.23
Hertz Global Holdings 10.9 $90M 6.0M 15.04
Apple (AAPL) 8.0 $66M 110k 599.55
Qihoo 360 Technologies Co Lt 6.8 $57M 2.3M 24.45
Genpact (G) 6.1 $50M 3.1M 16.30
SolarWinds 4.9 $41M 1.1M 38.65
Qualcomm (QCOM) 3.3 $27M 399k 68.06
priceline.com Incorporated 3.0 $25M 35k 717.51
Marriott Vacations Wrldwde Cp (VAC) 2.9 $24M 830k 28.51
ExlService Holdings (EXLS) 2.6 $22M 800k 27.44
Express Scripts 2.3 $19M 350k 54.18
Flextronics International Ltd Com Stk (FLEX) 2.2 $18M 2.5M 7.22
Poly 1.7 $14M 746k 19.07
Micron Technology (MU) 1.0 $8.1M 1.0M 8.10
Liberty Global 1.0 $8.0M 159k 50.08
Yelp Inc cl a (YELP) 0.0 $269k 10k 26.90