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) 2,857

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 0.78%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 58.46%
Technology 30.33%
Transportation
Utilities

26 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AUTODESK INC COM -45,940 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 96,488 -10,216 (9.57) 5,372,359
SERVICENOW INC COM 16,472 -8,177 (33.17) 231,284
TABLEAU SOFTWARE INC CL A 95,660 -5,601 (5.53) 1,006,095
3-D SYS CORP DEL COM NEW 1,995 New 153,094
AVIS BUDGET GROUP COM 438,900 New 10,000,000
FACEBOOK INC CL A 110,188 New 1,250,000
PALO ALTO NETWORKS INC COM 8,540 New 52,700
QUALCOMM INC COM 55,550 New 1,000,000
SOLARCITY CORP COM 398,320 New 8,000,000
SOLARWINDS INC COM 94,344 New 2,400,000
SUNEDISON INC COM 80,177 New 6,714,986
TERRAFORM PWR INC CL A COM 4,672 New 200,000
TRUECAR INC COM 12,160 New 2,000,000
MOMO INC ADR 15,778 961 6.49 1,438,322
PRESS GANEY HLDGS INC COM 980 980 New 30,000
FIREEYE INC COM 121,423 1,628 1.36 3,294,165
EHI CAR SVCS LTD SPON ADS CL A 1,788 1,788 New 166,667
YODLEE INC COM 5,576 5,576 New 347,438
FITBIT INC CL A 6,610 6,610 New 200,000