SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 6
Total Mkt Value (in $ millions) 2,005

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates 0.08%
Consumer Cyclical 0.89%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 42.22%
Technology 55.85%
Transportation
Utilities

19 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVIS BUDGET GROUP COM 540,000 New 10,000,000
QIHOO 360 TECHNOLOGY CO LTD ADS 473,909 New 5,005,900
FACEBOOK INC CL A 315,150 New 5,000,000
HERTZ GLOBAL HOLDINGS INC COM 227,200 New 8,000,000
SOLARWINDS INC COM 152,180 108,700 250 3,500,000
SOLARCITY CORP COM 149,839 69,543 86.61 2,460,000
AMERICAN RLTY CAP PPTYS INC COM 48,152 4,217 9.60 3,593,407
FORTINET INC COM 28,558 -65,069 (69.5) 1,296,328
EBAY INC COM 27,735 27,735 New 500,000
HILTON WORLDWIDE HLDGS INC COM 19,359 19,359 New 900,000
ALLISON TRANSMISSION HLDGS INC COM 17,875 New 595,831
EXTENDED STAY AMER INC SHS 1 COM 1 CL B 3,378 3,378 New 150,000
EXONE CO COM 1,555 1,555 New 48,043
FLEXTRONICS INTL LTD ORD -94,400 Sold Out 0
GENPACT LIMITED SHS -53,120 Sold Out 0
INTERXION HOLDING N.V SHS -4,896 Sold Out 0
QLIK TECHNOLOGIES INC COM -49,820 Sold Out 0
SENSATA TECHNOLOGIES HLDG BV A SHS -67,050 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A -24,600 Sold Out 0


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