0001144204-11-028877.txt : 20110513 0001144204-11-028877.hdr.sgml : 20110513 20110513115507 ACCESSION NUMBER: 0001144204-11-028877 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110513 DATE AS OF CHANGE: 20110513 EFFECTIVENESS DATE: 20110513 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: 11839008 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 v222472_13fhr.txt 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, 2011 -------------------------------- 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 5/13/2011 ---------------------------- -------------------- -------------------- [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: 17 ---------------------- Form 13F Information Table Value Total: $897,334 ---------------------- (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 45,306 130,000 SH SOLE NONE 130,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ AEROFLEX HLDG CORP COM 007767106 11,980 657,867 SH SOLE NONE 657,867 0 0 ------------------------------------------------------------------------------------------------------------------------------------ AVIS BUDGET GROUP COM 053774105 161,190 9,000,000 SH SOLE NONE 9,000,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ELECTRONIC ARTS INC COM 285512109 117,180 6,000,000 SH SOLE NONE 6,000,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ELECTRONIC ARTS INC COM 285512109 58,590 3,000,000 CALL SOLE NONE 3,000,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ ENTROPIC COMMUNICATIONS INC COM 29384R105 1,131 133,800 SH SOLE NONE 133,800 0 0 ------------------------------------------------------------------------------------------------------------------------------------ EXLSERVICE HOLDINGS INC COM 302081104 8,460 400,000 SH SOLE NONE 400,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ EXPRESS SCRIPTS INC COM 302182100 2,781 50,000 SH SOLE NONE 50,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ GENPACT LIMITED SHS G3922B107 43,996 3,038,400 SH SOLE NONE 3,038,400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ GOOGLE INC CL A 38259P508 29,338 50,000 SH SOLE NONE 50,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ GOOGLE INC CL A 38259P508 234,704 400,000 CALL SOLE NONE 400,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,172 40,000 SH SOLE NONE 40,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ NATIONAL CINEMEDIA INC COM 635309107 3,424 183,400 SH SOLE NONE 183,400 0 0 ------------------------------------------------------------------------------------------------------------------------------------ SOLARWINDS INC COM 83416B109 68,621 2,925,000 SH SOLE NONE 2,925,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ VANCEINFO TECHNOLOGIES INC ADR 921564100 3,141 100,000 SH SOLE NONE 100,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------ WNS HOLDINGS LTD SPON ADR 92932M101 8,341 790,626 SH SOLE NONE 790,626 0 0 ------------------------------------------------------------------------------------------------------------------------------------ XEROX CORP COM 984121103 97,980 9,200,000 SH SOLE NONE 9,200,000 0 0 ------------------------------------------------------------------------------------------------------------------------------------