Glen Kacher’s Baidu BIDU Stock Holding History

Glen Kacher’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 Q1	–	Sell	-90,000	Closed	-$20.5M	–	30
2014 Q4	$20.5M	Buy	+90,000	New	+$20.6M	3.66%	12
2013 Q4	–	Sell	-45,000	Closed	-$6.98M	–	48
2013 Q3	$6.98M	Buy	+45,000	New	+$5.8M	2.2%	22

Other funds holding BIDU

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VAM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Glen Kacher's BIDU Position: Q1 2015 in Review

Glen Kacher sold out of Baidu (BIDU) in Q1 2015, closing a stake of 90,000 shares — an estimated $20.5M sold.

Glen Kacher first reported a position in BIDU in Q3 2013 and held it in 2 quarters. The position peaked at $20.5M in Q4 2014. 620 funds tracked by Wall St. Rank hold BIDU as of Q1 2015.

Glen Kacher reported no remaining Baidu position as of Q1 2015 after selling out during the quarter.
Glen Kacher sold 90,000 Baidu shares in Q1 2015, an estimated $20.5M.
Glen Kacher first reported a position in Baidu in Q3 2013 and held it in 2 quarters.
Glen Kacher's Baidu position peaked at $20.5M in Q4 2014.
620 funds tracked by Wall St. Rank held Baidu as of Q1 2015.

Based on Light Street Capital Management's 13F filing for Q1 2015, filed 15 May 2015.