Darsana Capital Partners’s Baidu BIDU Stock Holding History

Darsana Capital Partners’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
2019 Q1	–	Sell	-155,000	Closed	-$24.6M	–	12
2018 Q4	$24.6M	Sell	155,000 -545,000	-78%	-$102M	1.03%	12
2018 Q3	$160M	Hold	700,000	–	–	5.02%	8
2018 Q2	$170M	Buy	+700,000	New	+$174M	5.32%	9
2017 Q2	–	Sell	-425,000	Closed	-$73.3M	–	16
2017 Q1	$73.3M	Sell	425,000 -94,000	-18%	-$16.5M	3.63%	12
2016 Q4	$85.3M	Hold	519,000	–	–	4.13%	11
2016 Q3	$94.5M	Sell	519,000 -481,000	-48%	-$83.2M	4.72%	11
2016 Q2	$165M	Buy	1,000,000 +250,000	+33%	+$43.9M	8.59%	3
2016 Q1	$143M	Sell	750,000 -325,000	-30%	-$55.3M	6.33%	5
2015 Q4	$203M	Hold	1,075,000	–	–	12.47%	2
2015 Q3	$148M	Buy	1,075,000 +550,000	+105%	+$90.7M	8.89%	4
2015 Q2	$105M	Buy	525,000 +140,000	+36%	+$28.7M	5.31%	6
2015 Q1	$80.2M	Hold	385,000	–	–	3.61%	12
2014 Q4	$87.8M	Buy	+385,000	New	+$88.3M	3.95%	11

Other funds holding BIDU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Darsana Capital Partners's BIDU Position: Q1 2019 in Review

Darsana Capital Partners sold out of Baidu (BIDU) in Q1 2019, closing a stake of 155,000 shares — an estimated $24.6M sold.

Darsana Capital Partners first reported a position in BIDU in Q4 2014 and held it in 13 quarters. The position peaked at $203M in Q4 2015. 796 funds tracked by Wall St. Rank hold BIDU as of Q1 2019.

Darsana Capital Partners reported no remaining Baidu position as of Q1 2019 after selling out during the quarter.
Darsana Capital Partners sold 155,000 Baidu shares in Q1 2019, an estimated $24.6M.
Darsana Capital Partners first reported a position in Baidu in Q4 2014 and held it in 13 quarters.
Darsana Capital Partners's Baidu position peaked at $203M in Q4 2015.
796 funds tracked by Wall St. Rank held Baidu as of Q1 2019.

Based on Darsana Capital Partners's 13F filing for Q1 2019, filed 15 May 2019.