Cascabel Management’s Baidu BIDU Stock Holding History

Cascabel Management’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-13,000	Closed	-$2.71M	–	16
2015 Q1	$2.71M	Sell	13,000 -7,000	-35%	-$1.5M	6.39%	6
2014 Q4	$4.56M	Sell	20,000 -5,000	-20%	-$1.15M	8.42%	3
2014 Q3	$5.46M	Buy	25,000 +5,000	+25%	+$1.06M	6.63%	4
2014 Q2	$3.74M	Buy	20,000 +10,000	+100%	+$1.64M	4.79%	8
2014 Q1	$1.52M	Sell	10,000 -40,000	-80%	-$6.69M	1.03%	22
2013 Q4	$8.89M	Sell	50,000 -40,000	-44%	-$6.46M	3.95%	9
2013 Q3	$14M	Buy	+90,000	New	+$11.6M	5.1%	5

Other funds holding BIDU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Cascabel Management's BIDU Position: Q2 2015 in Review

Cascabel Management sold out of Baidu (BIDU) in Q2 2015, closing a stake of 13,000 shares — an estimated $2.71M sold.

Cascabel Management first reported a position in BIDU in Q3 2013 and held it in 7 quarters. The position peaked at $14M in Q3 2013. 595 funds tracked by Wall St. Rank hold BIDU as of Q2 2015.

Cascabel Management reported no remaining Baidu position as of Q2 2015 after selling out during the quarter.
Cascabel Management sold 13,000 Baidu shares in Q2 2015, an estimated $2.71M.
Cascabel Management first reported a position in Baidu in Q3 2013 and held it in 7 quarters.
Cascabel Management's Baidu position peaked at $14M in Q3 2013.
595 funds tracked by Wall St. Rank held Baidu as of Q2 2015.

Based on Cascabel Management's 13F filing for Q2 2015, filed 14 Aug 2015.