SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 26
New Positions 7
Increased Positions 12
Decreased Positions 4
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 3,029

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 0.73%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 60.83%
Technology 28.16%
Transportation
Utilities

26 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 1,202,405 584,848 94.70 10,221,925
AVIS BUDGET GROUP COM 441,200 New 10,000,000
SOLARCITY CORP COM 384,000 New 8,000,000
FIREEYE INC COM 129,098 1,731 1.36 3,294,165
FACEBOOK INC CL A 113,763 New 1,250,000
RESTORATION HARDWARE HLDGS INC COM 100,852 8,922 9.71 1,097,054
HERTZ GLOBAL HOLDINGS INC COM 98,314 -10,409 (9.57) 5,372,359
TABLEAU SOFTWARE INC CL A 97,752 -5,723 (5.53) 1,006,095
SOLARWINDS INC COM 97,752 New 2,400,000
SUNEDISON INC COM 69,164 New 6,714,986
QIHOO 360 TECHNOLOGY CO LTD ADS 58,745 8,642 17.25 1,115,558
QUALCOMM INC COM 57,450 New 1,000,000
ZYNGA INC CL A 44,549 44,549 New 17,678,300
ALIBABA GROUP HLDG LTD SPONSORED ADS 35,035 35,035 New 500,000
TEMPUR SEALY INTL INC COM 22,261 22,261 New 303,000
MOMO INC ADR 17,792 1,084 6.49 1,438,322
SERVICENOW INC COM 16,777 -8,328 (33.17) 231,284
TRUECAR INC COM 11,600 New 2,000,000
PALO ALTO NETWORKS INC COM 8,854 New 52,700
FITBIT INC CL A 6,760 6,760 New 200,000


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