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 | |
| 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 |
