SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 6
Decreased Positions 4
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,630

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 0.72%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 42.1%
Technology 47.05%
Transportation
Utilities

19 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVIS BUDGET GROUP COM 606,900 New 10,000,000
FACEBOOK INC CL A 404,475 New 5,000,000
SOLARCITY CORP COM 400,400 75,075 23.08 8,000,000
HERTZ GLOBAL HOLDINGS INC COM 338,250 -112,750 (25) 15,000,000
SOLARWINDS INC COM 149,340 -17,302 (10.38) 3,000,000
QIHOO 360 TECHNOLOGY CO LTD ADS 137,905 New 2,989,493
SUNEDISON INC COM 134,400 New 6,000,000
FIREEYE INC COM 131,460 131,460 New 3,000,000
TABLEAU SOFTWARE INC CL A 92,110 New 1,000,000
RESTORATION HARDWARE HLDGS INC COM 91,430 New 1,000,000
NETFLIX INC COM 70,466 70,466 New 150,000
TRUECAR INC COM 34,200 33,431 4,344.44 2,000,000
ALLISON TRANSMISSION HLDGS INC COM 18,906 New 595,831
TERRAFORM PWR INC CL A COM 6,850 New 200,000
AUTODESK INC COM 6,252 6,252 New 100,000
3-D SYS CORP DEL COM NEW 4,429 New 153,094
MOMO INC ADR 1,883 1,883 New 150,000
ALIBABA GROUP HLDG LTD SPONSORED ADS -18,808 Sold Out 0
TUNIU CORP SPONSORED ADS CL -3,133 Sold Out 0