SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 22
New Positions 4
Increased Positions 11
Decreased Positions 8
Positions with Activity 19
Sold Out Positions 6
Total Mkt Value (in $ millions) 2,119

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%
Consumer/Non-Cyclical 2.03%
Energy
Financial 0%
Healthcare
Services 64.6%
Technology 24.9%
Transportation
Utilities

22 Positions as of 12/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ATLASSIAN CORP PLC CL A 463 463 New 20,000
FACEBOOK INC CL A 211,644 11,758 5.88 1,800,000
SHOPIFY INC CL A 11,501 11,501 New 361,095
AVIS BUDGET GROUP COM 238,450 New 9,500,000
ENVESTNET INC COM -2,060 Sold Out 0
FIREEYE INC COM 57,154 -20,499 (26.4) 3,294,165
GRUBHUB INC COM 65,550 65,550 New 2,500,000
HERTZ GLOBAL HOLDINGS INC COM 112,046 62,298 125.23 12,100,000
NETFLIX INC COM 938,848 -124,065 (11.67) 10,428,173
PALO ALTO NETWORKS INC COM 30,174 22,223 279.51 200,000
QUALCOMM INC COM -50,520 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM 45,402 2,132 4.93 1,049,261
SERVICENOW INC COM 28,171 7,200 34.33 394,105
SOLARCITY CORP COM 257,720 14,662 6.03 8,500,000
SUNEDISON INC COM -2,946 Sold Out 0
TEMPUR SEALY INTL INC COM -64,673 Sold Out 0
TRUECAR INC COM -19,333 Sold Out 0
JD COM INC SPON ADR CL A 19,170 New 750,000
58 COM INC SPON ADR REP A -16,395 Sold Out 0
EHI CAR SVCS LTD SPON ADS CL A 25,482 23,676 1,310.46 2,350,765