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) 2,113

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 0.81%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 44.87%
Technology 49.27%
Transportation
Utilities 0.18%

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 -66,011 Sold Out 0
PALO ALTO NETWORKS INC COM -60,167 Sold Out 0
SUNEDISON INC COM 80,550 -22,375 (21.74) 4,500,000
SOLARCITY CORP COM 107,301 -539 (0.5) 1,989,996
3-D SYS CORP DEL COM NEW 21,040 New 500,000
ALLISON TRANSMISSION HLDGS INC COM 17,160 New 595,831
AVIS BUDGET GROUP COM 519,200 New 10,000,000
FACEBOOK INC CL A 384,750 New 5,000,000
GRUBHUB INC COM 74 74 New 2,000
JD COM INC SPON ADR CL A 44,468 44,468 New 1,750,000
NEXTERA ENERGY INC COM 3,805 3,805 New 40,000
QIHOO 360 TECHNOLOGY CO LTD ADS 303,445 New 4,489,493
RESTORATION HARDWARE HLDGS INC COM 75,730 75,730 New 1,000,000
SOLARWINDS INC COM 143,675 New 3,500,000
TABLEAU SOFTWARE INC CL A 49,376 49,376 New 690,000
TUNIU CORP SPONSORED ADS CL 9,055 9,055 New 500,000
HERTZ GLOBAL HOLDINGS INC COM 352,935 181,815 106.25 16,500,000