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
58 COM INC SPON ADR REP A -16,395 Sold Out 0
ENVESTNET INC COM -2,060 Sold Out 0
QUALCOMM INC COM -50,520 Sold Out 0
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
ATLASSIAN CORP PLC CL A 463 463 New 20,000
SHOPIFY INC CL A 11,501 11,501 New 361,095
JD COM INC SPON ADR CL A 19,170 New 750,000
EHI CAR SVCS LTD SPON ADS CL A 25,482 23,676 1,310.46 2,350,765
SERVICENOW INC COM 28,171 7,200 34.33 394,105
PALO ALTO NETWORKS INC COM 30,174 22,223 279.51 200,000
VIPSHOP HLDGS LTD SPONSORED ADR 34,100 New 2,500,000
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 43,027 43,027 New 346,485
RESTORATION HARDWARE HLDGS INC COM 45,402 2,132 4.93 1,049,261
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
FACEBOOK INC CL A 211,644 11,758 5.88 1,800,000
AVIS BUDGET GROUP COM 238,450 New 9,500,000


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