SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,950

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates 0.07%
Consumer Cyclical 0.95%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 42.49%
Technology 55.48%
Transportation
Utilities

19 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
QIHOO 360 TECHNOLOGY CO LTD ADS 469,804 New 5,005,900
FACEBOOK INC CL A 294,700 New 5,000,000
TWENTY FIRST CENTY FOX INC CL A -24,390 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM 18,465 New 595,831
AMERICAN RLTY CAP PPTYS INC COM 47,756 4,182 9.60 3,593,407
AVIS BUDGET GROUP COM 525,250 New 10,000,000
EBAY INC COM 27,485 27,485 New 500,000
EXONE CO COM 1,415 1,415 New 48,043
FORTINET INC COM 28,053 -63,917 (69.5) 1,296,328
HERTZ GLOBAL HOLDINGS INC COM 224,560 New 8,000,000
HILTON WORLDWIDE HLDGS INC COM 19,593 19,593 New 900,000
QLIK TECHNOLOGIES INC COM -50,960 Sold Out 0
SOLARCITY CORP COM 139,531 64,759 86.61 2,460,000
SOLARWINDS INC COM 149,590 106,850 250 3,500,000
FLEXTRONICS INTL LTD ORD -94,200 Sold Out 0
GENPACT LIMITED SHS -53,460 Sold Out 0
INTERXION HOLDING N.V SHS -4,702 Sold Out 0
SENSATA TECHNOLOGIES HLDG BV A SHS -67,125 Sold Out 0
EXTENDED STAY AMER INC SHS 1 COM 1 CL B 3,341 3,341 New 150,000