0001144204-12-029398.txt : 20120515 0001144204-12-029398.hdr.sgml : 20120515 20120515151118 ACCESSION NUMBER: 0001144204-12-029398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SRS Investment Management, LLC CENTRAL INDEX KEY: 0001503174 IRS NUMBER: 208182628 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14298 FILM NUMBER: 12843874 BUSINESS ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-520-7907 MAIL ADDRESS: STREET 1: 1 BRYANT PARK STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 v313485_13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2012 -------------------------------- Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: SRS Investment Management, LLC ------------------------------------------ Address: 1 Bryant Park, 39th Floor ------------------------------------------ New York, New York 10036 ------------------------------------------ Form 13F File Number: 028-14298 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Karthik R. Sarma ------------------------------------------ Title: Managing Member ------------------------------------------ Phone: (212) 520-7907 ------------------------------------------ Signature, Place, and Date of Signing: /s/ Karthik R. Sarma New York, NY 05/15/2012 ---------------------------- -------------------- -------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ---------------------- Form 13F Information Table Entry Total: 18 ---------------------- Form 13F Information Table Value Total: $970,172 ---------------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE. FORM 13F INFORMATION TABLE
--------------------------------------------------------------------------------------------------------------------------------- Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 --------------------------------------------------------------------------------------------------------------------------------- NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/ SH/PRN PUT/ INVESTMENT OTHER VOTING AUTHORITY CLASS (x1000) PRN AMT CALL DISCRETION MANAGERS SOLE SHARED NONE --------------------------------------------------------------------------------------------------------------------------------- APPLE INC COM COM 037833100 65,951 110,000 SH SOLE NONE 110,000 0 0 AVIS BUDGET GROUP COM 053774105 141,500 10,000,000 SH SOLE NONE 10,000,000 0 0 EXLSERVICE HOLDINGS INC COM 302081104 21,952 800,000 SH SOLE NONE 800,000 0 0 EXPRESS SCRIPTS INC COM 302182100 18,963 350,000 SH SOLE NONE 350,000 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 18,050 2,500,000 SH SOLE NONE 2,500,000 0 0 GENPACT LIMITED SHS G3922B107 50,341 3,088,400 SH SOLE NONE 3,088,400 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 90,240 6,000,000 SH SOLE NONE 6,000,000 0 0 GOOGLE INC CL A 38259P508 38,474 60,000 SH SOLE NONE 60,000 0 0 GOOGLE INC CL A 38259P508 320,620 500,000 CALL SOLE NONE 500,000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 7,963 159,000 SH SOLE NONE 159,000 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 23,663 830,000 SH SOLE NONE 830,000 0 0 MICRON TECHNOLOGY INC COM 595112103 8,095 1,000,000 SH SOLE NONE 1,000,000 0 0 POLYCOM INC COM 73172K104 14,222 745,796 SH SOLE NONE 745,796 0 0 PRICELINE COM INC COM NEW 741503403 25,113 35,000 SH SOLE NONE 35,000 0 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 56,731 2,320,284 SH SOLE NONE 2,320,284 0 0 QUALCOMM INC COM 747525103 27,163 399,100 SH SOLE NONE 399,100 0 0 SOLARWINDS INC COM 83416B109 40,863 1,057,250 SH SOLE NONE 1,057,250 0 0 YELP INC CL A 985817105 269 10,000 SH SOLE NONE 10,000 0 0