SCGE Management’s Baidu BIDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-299,500	Closed	-$68.5M	–	20
2018 Q3	$68.5M	Buy	299,500 +28,000	+10%	+$6.4M	5.76%	11
2018 Q2	$66M	Buy	271,500 +53,000	+24%	+$12.9M	6.78%	8
2018 Q1	$48.8M	Buy	+218,500	New	+$48.8M	5.67%	9