Light Street Capital Management’s Baidu BIDU Stock Holding History

Light Street Capital 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 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 $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

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

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

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

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

VAM

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Light Street Capital Management's BIDU Position: Q1 2015 in Review

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

Light Street Capital Management 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.

Light Street Capital Management reported no remaining Baidu position as of Q1 2015 after selling out during the quarter.
Light Street Capital Management sold 90,000 Baidu shares in Q1 2015, an estimated $20.5M.
Light Street Capital Management first reported a position in Baidu in Q3 2013 and held it in 2 quarters.
Light Street Capital Management'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.