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) 2,440

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 46.55%
Technology 47.98%
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
GRUBHUB INC COM -71 Sold Out 0
JD COM INC SPON ADR CL A -44,345 Sold Out 0
NEXTERA ENERGY INC COM -4,449 Sold Out 0
TRUECAR INC COM 793 793 New 45,000
TUNIU CORP SPONSORED ADS CL 2,821 -3,874 (57.86) 210,681
3-D SYS CORP DEL COM NEW 4,487 -10,168 (69.38) 153,094
TERRAFORM PWR INC CL A COM 6,554 6,554 New 200,000
ALLISON TRANSMISSION HLDGS INC COM 19,365 New 595,831
ALIBABA GROUP HLDG LTD SPONSORED ADS 22,647 22,647 New 220,000
TABLEAU SOFTWARE INC CL A 81,300 25,203 44.93 1,000,000
RESTORATION HARDWARE HLDGS INC COM 92,050 New 1,000,000
SUNEDISON INC COM 118,980 29,745 33.33 6,000,000
SOLARWINDS INC COM 161,721 -7,364 (4.36) 3,347,564
QIHOO 360 TECHNOLOGY CO LTD ADS 180,745 -90,690 (33.41) 2,989,493
SOLARCITY CORP COM 325,650 225,951 226.63 6,500,000
FACEBOOK INC CL A 378,900 New 5,000,000
HERTZ GLOBAL HOLDINGS INC COM 437,000 76,475 21.21 20,000,000
AVIS BUDGET GROUP COM 606,500 New 10,000,000


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