SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 6
Increased Positions 7
Decreased Positions 4
Positions with Activity 11
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,224

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 0.85%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 45.33%
Technology 48.74%
Transportation
Utilities 0.18%

17 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMERICAN RLTY CAP PPTYS INC COM -67,650 Sold Out 0
PALO ALTO NETWORKS INC COM -62,868 Sold Out 0
SUNEDISON INC COM 85,770 -23,825 (21.74) 4,500,000
SOLARCITY CORP COM 109,848 -552 (0.5) 1,989,996
3-D SYS CORP DEL COM NEW 19,460 New 500,000
ALLISON TRANSMISSION HLDGS INC COM 18,953 New 595,831
AVIS BUDGET GROUP COM 559,800 New 10,000,000
FACEBOOK INC CL A 403,850 New 5,000,000
QIHOO 360 TECHNOLOGY CO LTD ADS 315,971 New 4,489,493
SOLARWINDS INC COM 149,030 New 3,500,000
GRUBHUB INC COM 72 72 New 2,000
NEXTERA ENERGY INC COM 3,965 3,965 New 40,000
TUNIU CORP SPONSORED ADS CL 9,575 9,575 New 500,000
JD COM INC SPON ADR CL A 43,365 43,365 New 1,750,000
TABLEAU SOFTWARE INC CL A 56,021 56,021 New 690,000
RESTORATION HARDWARE HLDGS INC COM 78,260 78,260 New 1,000,000
HERTZ GLOBAL HOLDINGS INC COM 370,095 190,655 106.25 16,500,000