SRS INVESTMENT MANAGEMENT, LLC Information

1 BRYANT PARK, NEW YORK, New York, 10036, (212) 520-7907

Report Date: 06/30/2015

Position Statistics

Total Positions 26
New Positions 7
Increased Positions 12
Decreased Positions 4
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,851

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 0.77%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 60.77%
Technology 27.79%
Transportation
Utilities

26 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MOMO INC ADR 17,174 1,046 6.49 1,438,322
QIHOO 360 TECHNOLOGY CO LTD ADS 53,736 7,905 17.25 1,115,558
FACEBOOK INC CL A 108,988 New 1,250,000
FITBIT INC CL A 7,680 7,680 New 200,000
TABLEAU SOFTWARE INC CL A 96,947 -5,676 (5.53) 1,006,095
ZYNGA INC CL A 42,958 42,958 New 17,678,300
TERRAFORM PWR INC CL A COM 4,350 New 200,000
AUTODESK INC COM -49,130 Sold Out 0
AVIS BUDGET GROUP COM 412,000 New 10,000,000
FIREEYE INC COM 125,672 1,685 1.36 3,294,165
HERTZ GLOBAL HOLDINGS INC COM 92,190 -9,761 (9.57) 5,372,359
NETFLIX INC COM 1,125,741 547,558 94.70 10,221,925
PALO ALTO NETWORKS INC COM 8,851 New 52,700
PRESS GANEY HLDGS INC COM 907 907 New 30,000
QUALCOMM INC COM 56,660 New 1,000,000
RESTORATION HARDWARE HLDGS INC COM 102,871 9,101 9.71 1,097,054
SERVICENOW INC COM 16,516 -8,199 (33.17) 231,284
SOLARCITY CORP COM 344,400 New 8,000,000
SOLARWINDS INC COM 96,408 New 2,400,000
SUNEDISON INC COM 61,912 New 6,714,986