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 0.72%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 41.82%
Technology 46.97%
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 -18,781 Sold Out 0
TUNIU CORP SPONSORED ADS CL -3,137 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 352,350 -117,450 (25) 15,000,000
SOLARWINDS INC COM 153,330 -17,764 (10.38) 3,000,000
3-D SYS CORP DEL COM NEW 4,602 New 153,094
ALLISON TRANSMISSION HLDGS INC COM 19,174 New 595,831
AUTODESK INC COM 6,101 6,101 New 100,000
AVIS BUDGET GROUP COM 608,600 New 10,000,000
FACEBOOK INC CL A 402,050 New 5,000,000
FIREEYE INC COM 136,230 136,230 New 3,000,000
MOMO INC ADR 1,878 1,878 New 150,000
NETFLIX INC COM 72,455 72,455 New 150,000
QIHOO 360 TECHNOLOGY CO LTD ADS 140,476 New 2,989,493
RESTORATION HARDWARE HLDGS INC COM 85,970 New 1,000,000
SUNEDISON INC COM 133,680 New 6,000,000
TABLEAU SOFTWARE INC CL A 97,420 New 1,000,000
TERRAFORM PWR INC CL A COM 6,856 New 200,000
SOLARCITY CORP COM 416,800 78,150 23.08 8,000,000
TRUECAR INC COM 38,420 37,556 4,344.44 2,000,000