SRS Investment Management as of June 30, 2012
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 16 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hertz Global Holdings | 14.6 | $77M | 6.0M | 12.80 | |
| Apple (AAPL) | 12.2 | $64M | 110k | 584.00 | |
| Coach Inc option | 11.1 | $59M | 1.0M | 58.48 | |
| Genpact (G) | 9.8 | $51M | 3.1M | 16.63 | |
| Flextronics International Ltd Com Stk (FLEX) | 9.4 | $50M | 8.0M | 6.20 | |
| SolarWinds | 8.3 | $44M | 1.0M | 43.56 | |
| 7.7 | $41M | 70k | 580.07 | ||
| Qihoo 360 Technologies Co Lt | 5.7 | $30M | 1.7M | 17.29 | |
| Qualcomm (QCOM) | 4.2 | $22M | 399k | 55.68 | |
| ExlService Holdings (EXLS) | 3.8 | $20M | 800k | 24.64 | |
| Express Scripts | 3.7 | $20M | 350k | 55.83 | |
| Micron Technology (MU) | 3.6 | $19M | 3.0M | 6.31 | |
| Netflix (NFLX) | 2.9 | $15M | 221k | 68.48 | |
| Glu Mobile | 1.8 | $9.5M | 1.7M | 5.55 | |
| Allison Transmission Hldngs I (ALSN) | 1.0 | $5.5M | 312k | 17.56 | |
| Audience | 0.0 | $193k | 10k | 19.30 |
