SRS Investment Management, LLC

Q4 2013 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2013
Date filed
2/14/2014
Form type
13F-HR
Num holdings
13
Total value ($000)
$1,731,038
Net value change ($000)
New positions
13
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QIHOO 360 TECHNOLOGY CO LTD 410,734
CAR 404,200
META 273,245
HRI 228,960
SOLARCITY CORP 139,777
SOLARWINDS INC COM 132,405
COLE REAL ESTATE INVTS INC COM 46,163
EBAY 27,435
FTNT 24,799
HLT 20,025
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type