SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,619

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 0.77%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 46.84%
Technology 47.75%
Transportation
Utilities 0%

18 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 183,764 -92,205 (33.41) 2,989,493
JD COM INC SPON ADR CL A -43,068 Sold Out 0
3-D SYS CORP DEL COM NEW 4,675 -10,595 (69.38) 153,094
SOLARWINDS INC COM 172,299 -7,846 (4.36) 3,347,564
NEXTERA ENERGY INC COM -4,319 Sold Out 0
TUNIU CORP SPONSORED ADS CL 2,534 -3,481 (57.86) 210,681
GRUBHUB INC COM -71 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM 20,223 New 595,831
AVIS BUDGET GROUP COM 642,300 New 10,000,000
FACEBOOK INC CL A 403,850 New 5,000,000
RESTORATION HARDWARE HLDGS INC COM 96,970 New 1,000,000
TRUECAR INC COM 1,058 1,058 New 45,000
TERRAFORM PWR INC CL A COM 5,880 5,880 New 200,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 23,309 23,309 New 220,000
TABLEAU SOFTWARE INC CL A 88,760 27,516 44.93 1,000,000
SUNEDISON INC COM 117,000 29,250 33.33 6,000,000
HERTZ GLOBAL HOLDINGS INC COM 487,600 85,330 21.21 20,000,000
SOLARCITY CORP COM 368,940 255,988 226.63 6,500,000


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