SRS Investment Management as of June 30, 2015
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 25 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.8 | $959M | 1.5M | 656.94 | |
| Avis Budget (CAR) | 13.2 | $441M | 10M | 44.08 | |
| Solarcity | 12.9 | $428M | 8.0M | 53.55 | |
| Qualcomm (QCOM) | 9.4 | $313M | 5.0M | 62.63 | |
| Sunedison | 6.0 | $201M | 6.7M | 29.91 | |
| Fireeye | 4.8 | $161M | 3.3M | 48.91 | |
| Tableau Software Inc Cl A | 3.5 | $116M | 1.0M | 115.30 | |
| SolarWinds | 3.3 | $111M | 2.4M | 46.13 | |
| Facebook Inc cl a (META) | 3.2 | $107M | 1.3M | 85.76 | |
| Restoration Hardware Hldgs I | 3.2 | $107M | 1.1M | 97.63 | |
| Hertz Global Holdings | 2.9 | $97M | 5.4M | 18.12 | |
| Qihoo 360 Technologies Co Lt | 2.3 | $76M | 1.1M | 67.69 | |
| Zynga | 1.5 | $51M | 18M | 2.86 | |
| Alibaba Group Holding (BABA) | 1.2 | $41M | 500k | 82.27 | |
| Truecar (TRUE) | 0.7 | $24M | 2.0M | 11.99 | |
| Momo | 0.7 | $23M | 1.4M | 16.10 | |
| Tempur-Pedic International (TPX) | 0.6 | $20M | 303k | 65.90 | |
| Servicenow (NOW) | 0.5 | $17M | 231k | 74.31 | |
| Palo Alto Networks (PANW) | 0.3 | $9.2M | 53k | 174.71 | |
| Terraform Power | 0.2 | $7.6M | 200k | 37.98 | |
| Fitbit | 0.2 | $7.6M | 200k | 38.23 | |
| Yodlee | 0.1 | $5.0M | 347k | 14.44 | |
| 3D Systems Corporation (DDD) | 0.1 | $3.0M | 153k | 19.52 | |
| Ehi Car Svcs Ltd spon ads cl a | 0.1 | $2.4M | 167k | 14.46 | |
| Press Ganey Holdings | 0.0 | $860k | 30k | 28.67 |
