SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 6
Decreased Positions 4
Positions with Activity 10
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,652

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 0.71%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 41.64%
Technology 47.46%
Transportation
Utilities

19 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 4,441 New 153,094
ALIBABA GROUP HLDG LTD SPONSORED ADS -18,942 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM 18,781 New 595,831
AUTODESK INC COM 6,295 6,295 New 100,000
AVIS BUDGET GROUP COM 606,300 New 10,000,000
FACEBOOK INC CL A 406,050 New 5,000,000
FIREEYE INC COM 131,730 131,730 New 3,000,000
HERTZ GLOBAL HOLDINGS INC COM 337,500 -112,500 (25) 15,000,000
MOMO INC ADR 1,664 1,664 New 150,000
NETFLIX INC COM 70,148 70,148 New 150,000
QIHOO 360 TECHNOLOGY CO LTD ADS 141,672 New 2,989,493
RESTORATION HARDWARE HLDGS INC COM 90,590 New 1,000,000
SOLARCITY CORP COM 414,160 77,655 23.08 8,000,000
SOLARWINDS INC COM 147,120 -17,045 (10.38) 3,000,000
SUNEDISON INC COM 139,020 New 6,000,000
TABLEAU SOFTWARE INC CL A 95,500 New 1,000,000
TERRAFORM PWR INC CL A COM 7,076 New 200,000
TRUECAR INC COM 34,340 33,567 4,344.44 2,000,000
TUNIU CORP SPONSORED ADS CL -2,985 Sold Out 0