SRS Investment Management as of Sept. 30, 2015
Portfolio Holdings for SRS Investment Management
SRS Investment Management holds 18 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 40.4 | $1.2B | 12M | 103.26 | |
| Avis Budget (CAR) | 13.8 | $415M | 9.5M | 43.68 | |
| Solarcity | 11.4 | $342M | 8.0M | 42.71 | |
| Qualcomm Call Option (QCOM) | 8.9 | $269M | 5.0M | 53.73 | |
| Facebook Cl A (META) | 5.1 | $153M | 1.7M | 89.90 | |
| Fireeye | 4.7 | $142M | 4.5M | 31.82 | |
| Restoration Hardware Hldgs I | 3.1 | $93M | 1.0M | 93.31 | |
| Hertz Global Holdings | 3.0 | $90M | 5.4M | 16.73 | |
| Sunedison | 3.0 | $89M | 12M | 7.18 | |
| Tempur-Pedic International (TPX) | 2.5 | $76M | 1.1M | 71.43 | |
| Vipshop Holdings Sponsored Adr (VIPS) | 1.4 | $42M | 2.5M | 16.80 | |
| Servicenow (NOW) | 0.7 | $20M | 293k | 69.45 | |
| JD Spon Adr Cl A (JD) | 0.6 | $20M | 750k | 26.06 | |
| Truecar (TRUE) | 0.5 | $15M | 2.8M | 5.21 | |
| 58 Spon Adr Rep A | 0.5 | $14M | 300k | 47.05 | |
| Palo Alto Networks (PANW) | 0.3 | $9.1M | 53k | 171.99 | |
| Yodlee | 0.2 | $5.6M | 347k | 16.13 | |
| Ehi Car Svcs Spon Ads Cl A | 0.1 | $1.9M | 167k | 11.59 |
