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) 2,176

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 0.8%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 45.5%
Technology 48.67%
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 -66,667 Sold Out 0
PALO ALTO NETWORKS INC COM -62,433 Sold Out 0
SUNEDISON INC COM 85,725 -23,813 (21.74) 4,500,000
SOLARCITY CORP COM 110,902 -558 (0.5) 1,989,996
3-D SYS CORP DEL COM NEW 21,690 New 500,000
ALLISON TRANSMISSION HLDGS INC COM 17,374 New 595,831
AVIS BUDGET GROUP COM 546,000 New 10,000,000
FACEBOOK INC CL A 393,450 New 5,000,000
GRUBHUB INC COM 74 74 New 2,000
JD COM INC SPON ADR CL A 44,450 44,450 New 1,750,000
NEXTERA ENERGY INC COM 3,821 3,821 New 40,000
QIHOO 360 TECHNOLOGY CO LTD ADS 300,976 New 4,489,493
RESTORATION HARDWARE HLDGS INC COM 78,060 78,060 New 1,000,000
SOLARWINDS INC COM 146,510 New 3,500,000
TABLEAU SOFTWARE INC CL A 52,095 52,095 New 690,000
TUNIU CORP SPONSORED ADS CL 9,020 9,020 New 500,000
HERTZ GLOBAL HOLDINGS INC COM 366,300 188,700 106.25 16,500,000