SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 18
New Positions 3
Increased Positions 7
Decreased Positions 7
Positions with Activity 14
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,580

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 0.79%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 45.81%
Technology 48.8%
Transportation
Utilities 0%

18 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 5,741 -13,009 (69.38) 153,094
ALIBABA GROUP HLDG LTD SPONSORED ADS 25,062 25,062 New 220,000
ALLISON TRANSMISSION HLDGS INC COM 20,377 New 595,831
AVIS BUDGET GROUP COM 609,200 New 10,000,000
FACEBOOK INC CL A 370,050 New 5,000,000
GRUBHUB INC COM -71 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM 487,200 85,260 21.21 20,000,000
JD COM INC SPON ADR CL A -42,070 Sold Out 0
NEXTERA ENERGY INC COM -4,129 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 207,650 -104,190 (33.41) 2,989,493
RESTORATION HARDWARE HLDGS INC COM 85,400 New 1,000,000
SOLARCITY CORP COM 366,275 254,139 226.63 6,500,000
SOLARWINDS INC COM 171,964 -7,831 (4.36) 3,347,564
SUNEDISON INC COM 137,340 34,335 33.33 6,000,000
TABLEAU SOFTWARE INC CL A 83,050 25,746 44.93 1,000,000
TERRAFORM PWR INC CL A COM 6,486 6,486 New 200,000
TRUECAR INC COM 855 855 New 45,000
TUNIU CORP SPONSORED ADS CL 3,093 -4,247 (57.86) 210,681


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