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) 2,676

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 0.7%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 39.19%
Technology 50.38%
Transportation
Utilities

19 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS -18,018 Sold Out 0
TUNIU CORP SPONSORED ADS CL -3,129 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 315,750 -105,250 (25) 15,000,000
SOLARWINDS INC COM 150,750 -17,465 (10.38) 3,000,000
3-D SYS CORP DEL COM NEW 4,821 New 153,094
ALLISON TRANSMISSION HLDGS INC COM 18,793 New 595,831
AUTODESK INC COM 6,035 6,035 New 100,000
AVIS BUDGET GROUP COM 557,900 New 10,000,000
FACEBOOK INC CL A 403,875 New 5,000,000
FIREEYE INC COM 122,520 122,520 New 3,000,000
MOMO INC ADR 1,638 1,638 New 150,000
NETFLIX INC COM 85,733 85,733 New 150,000
QIHOO 360 TECHNOLOGY CO LTD ADS 176,500 New 2,989,493
RESTORATION HARDWARE HLDGS INC COM 89,520 New 1,000,000
SUNEDISON INC COM 158,940 New 6,000,000
TABLEAU SOFTWARE INC CL A 95,070 New 1,000,000
TERRAFORM PWR INC CL A COM 8,272 New 200,000
SOLARCITY CORP COM 447,280 83,865 23.08 8,000,000
TRUECAR INC COM 32,760 32,023 4,344.44 2,000,000