SRS INVESTMENT MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 6
Increased Positions 7
Decreased Positions 4
Positions with Activity 11
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,560

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 48.7%
Technology 46.12%
Transportation
Utilities 0.15%

17 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 26,755 New 500,000
ALLISON TRANSMISSION HLDGS INC COM 18,280 New 595,831
AMERICAN RLTY CAP PPTYS INC COM -71,913 Sold Out 0
AVIS BUDGET GROUP COM 675,100 New 10,000,000
FACEBOOK INC CL A 374,100 New 5,000,000
GRUBHUB INC COM 77 77 New 2,000
HERTZ GLOBAL HOLDINGS INC COM 487,575 251,175 106.25 16,500,000
JD COM INC SPON ADR CL A 55,860 55,860 New 1,750,000
NEXTERA ENERGY INC COM 3,938 3,938 New 40,000
PALO ALTO NETWORKS INC COM -50,690 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS 394,312 New 4,489,493
RESTORATION HARDWARE HLDGS INC COM 83,870 83,870 New 1,000,000
SOLARCITY CORP COM 136,673 -687 (0.5) 1,989,996
SOLARWINDS INC COM 149,765 New 3,500,000
SUNEDISON INC COM 99,135 -27,538 (21.74) 4,500,000
TABLEAU SOFTWARE INC CL A 45,188 45,188 New 690,000
TUNIU CORP SPONSORED ADS CL 9,250 9,250 New 500,000