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) 2,107

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 0.82%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 44.83%
Technology 49.24%
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
QIHOO 360 TECHNOLOGY CO LTD ADS 291,817 New 4,489,493
FACEBOOK INC CL A 391,850 New 5,000,000
TABLEAU SOFTWARE INC CL A 50,204 50,204 New 690,000
ALLISON TRANSMISSION HLDGS INC COM 17,327 New 595,831
AMERICAN RLTY CAP PPTYS INC COM -65,956 Sold Out 0
AVIS BUDGET GROUP COM 519,000 New 10,000,000
GRUBHUB INC COM 74 74 New 2,000
HERTZ GLOBAL HOLDINGS INC COM 350,130 180,370 106.25 16,500,000
NEXTERA ENERGY INC COM 3,861 3,861 New 40,000
PALO ALTO NETWORKS INC COM -61,181 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM 75,340 75,340 New 1,000,000
SOLARCITY CORP COM 107,301 -539 (0.5) 1,989,996
SOLARWINDS INC COM 146,125 New 3,500,000
SUNEDISON INC COM 82,035 -22,788 (21.74) 4,500,000
3-D SYS CORP DEL COM NEW 18,335 New 500,000
JD COM INC SPON ADR CL A 44,520 44,520 New 1,750,000
TUNIU CORP SPONSORED ADS CL 8,870 8,870 New 500,000