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) 2,654

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 0.69%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 48.15%
Technology 46.96%
Transportation
Utilities 0.15%

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 457,883 New 4,489,493
FACEBOOK INC CL A 374,050 New 5,000,000
TABLEAU SOFTWARE INC CL A 42,352 42,352 New 690,000
ALLISON TRANSMISSION HLDGS INC COM 18,387 New 595,831
AMERICAN RLTY CAP PPTYS INC COM -72,022 Sold Out 0
AVIS BUDGET GROUP COM 689,700 New 10,000,000
GRUBHUB INC COM 85 85 New 2,000
HERTZ GLOBAL HOLDINGS INC COM 500,445 257,805 106.25 16,500,000
NEXTERA ENERGY INC COM 3,910 3,910 New 40,000
PALO ALTO NETWORKS INC COM -50,678 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM 87,550 87,550 New 1,000,000
SOLARCITY CORP COM 140,255 -705 (0.5) 1,989,996
SOLARWINDS INC COM 148,575 New 3,500,000
SUNEDISON INC COM 100,710 -27,975 (21.74) 4,500,000
3-D SYS CORP DEL COM NEW 24,610 New 500,000
JD COM INC SPON ADR CL A 54,128 54,128 New 1,750,000
TUNIU CORP SPONSORED ADS CL 11,025 11,025 New 500,000