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) 2,678

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 42.3%
Technology 46.6%
Transportation
Utilities

10 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SOLARCITY CORP COM 405,920 76,110 23.08 8,000,000
HERTZ GLOBAL HOLDINGS INC COM 352,500 -117,500 (25) 15,000,000
SOLARWINDS INC COM 158,070 -18,313 (10.38) 3,000,000
FIREEYE INC COM 134,460 134,460 New 3,000,000
NETFLIX INC COM 72,038 72,038 New 150,000
TRUECAR INC COM 38,320 37,458 4,344.44 2,000,000
AUTODESK INC COM 6,400 6,400 New 100,000
MOMO INC ADR 1,800 1,800 New 150,000
ALIBABA GROUP HLDG LTD SPONSORED ADS -18,480 Sold Out 0
TUNIU CORP SPONSORED ADS CL -3,103 Sold Out 0