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) 2,435

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 0.73%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 48.11%
Technology 46.51%
Transportation
Utilities 0.16%

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 -68,033 Sold Out 0
PALO ALTO NETWORKS INC COM -59,212 Sold Out 0
SUNEDISON INC COM 91,800 -25,500 (21.74) 4,500,000
SOLARCITY CORP COM 128,574 -646 (0.5) 1,989,996
3-D SYS CORP DEL COM NEW 24,510 New 500,000
ALLISON TRANSMISSION HLDGS INC COM 17,726 New 595,831
AVIS BUDGET GROUP COM 633,500 New 10,000,000
FACEBOOK INC CL A 389,550 New 5,000,000
QIHOO 360 TECHNOLOGY CO LTD ADS 344,030 New 4,489,493
SOLARWINDS INC COM 153,930 New 3,500,000
GRUBHUB INC COM 76 76 New 2,000
NEXTERA ENERGY INC COM 3,806 3,806 New 40,000
TUNIU CORP SPONSORED ADS CL 9,250 9,250 New 500,000
JD COM INC SPON ADR CL A 49,613 49,613 New 1,750,000
TABLEAU SOFTWARE INC CL A 50,549 50,549 New 690,000
RESTORATION HARDWARE HLDGS INC COM 77,570 77,570 New 1,000,000
HERTZ GLOBAL HOLDINGS INC COM 460,350 237,150 106.25 16,500,000