SRS INVESTMENT MANAGEMENT, LLC Information

1 BRYANT PARK, NEW YORK, New York, 10036, (212) 520-7907

Report Date: 03/31/2015

Position Statistics

Total Positions 20
New Positions 3
Increased Positions 9
Decreased Positions 5
Positions with Activity 14
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,562

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 46.16%
Technology 41.48%
Transportation
Utilities

20 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALLISON TRANSMISSION HLDGS INC COM -17,506 Sold Out 0
PALO ALTO NETWORKS INC COM 9,678 9,678 New 52,700
3-D SYS CORP DEL COM NEW 2,329 New 153,094
TERRAFORM PWR INC CL A COM 6,196 New 200,000
SERVICENOW INC COM 26,989 26,989 New 346,096
QIHOO 360 TECHNOLOGY CO LTD ADS 59,932 -128,376 (68.17) 951,455
AUTODESK INC COM 50,090 45,081 900 1,000,000
QUALCOMM INC COM 63,170 63,170 New 1,000,000
RESTORATION HARDWARE HLDGS INC COM 102,450 New 1,000,000
TABLEAU SOFTWARE INC CL A 120,867 7,377 6.50 1,065,000
FACEBOOK INC CL A 121,238 -363,713 (75) 1,250,000
MOMO INC ADR 21,692 19,283 800.47 1,350,700
TRUECAR INC COM 13,380 New 2,000,000
SOLARWINDS INC COM 93,312 -23,328 (20) 2,400,000
FIREEYE INC COM 154,505 11,885 8.33 3,250,000
NETFLIX INC COM 562,170 449,736 400 5,250,000
HERTZ GLOBAL HOLDINGS INC COM 97,732 -149,018 (60.39) 5,941,166
SUNEDISON INC COM 171,568 18,268 11.92 6,714,986
SOLARCITY CORP COM 464,400 New 8,000,000
AVIS BUDGET GROUP COM 420,000 New 10,000,000

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