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) 2,597

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 40.03%
Technology 49.35%
Transportation
Utilities

19 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
HERTZ GLOBAL HOLDINGS INC COM 312,450 -104,150 (25) 15,000,000
ALIBABA GROUP HLDG LTD SPONSORED ADS -18,608 Sold Out 0
SOLARWINDS INC COM 151,650 -17,569 (10.38) 3,000,000
TUNIU CORP SPONSORED ADS CL -2,939 Sold Out 0
3-D SYS CORP DEL COM NEW 4,186 New 153,094
ALLISON TRANSMISSION HLDGS INC COM 18,804 New 595,831
AVIS BUDGET GROUP COM 568,050 New 10,000,000
FACEBOOK INC CL A 416,500 New 5,000,000
QIHOO 360 TECHNOLOGY CO LTD ADS 155,723 New 2,989,493
RESTORATION HARDWARE HLDGS INC COM 96,920 New 1,000,000
SUNEDISON INC COM 146,160 New 6,000,000
TABLEAU SOFTWARE INC CL A 93,240 New 1,000,000
TERRAFORM PWR INC CL A COM 7,180 New 200,000
MOMO INC ADR 1,605 1,605 New 150,000
AUTODESK INC COM 5,872 5,872 New 100,000
TRUECAR INC COM 35,560 34,760 4,344.44 2,000,000
NETFLIX INC COM 62,216 62,216 New 150,000
SOLARCITY CORP COM 401,360 75,255 23.08 8,000,000
FIREEYE INC COM 119,430 119,430 New 3,000,000