Third Point’s Baidu BIDU Stock Holding History

Third Point’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
2014 Q2	–	Sell	-350,000	Closed	-$53.3M	–	44
2014 Q1	$53.3M	Sell	350,000 -250,000	-42%	-$41.8M	0.78%	39
2013 Q4	$107M	Buy	+600,000	New	+$97M	1.84%	25

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

OppenheimerFunds New York $80.4B AUM 15.1% 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

LPC

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Third Point's BIDU Position: Q2 2014 in Review

Third Point sold out of Baidu (BIDU) in Q2 2014, closing a stake of 350,000 shares — an estimated $53.3M sold.

Third Point first reported a position in BIDU in Q4 2013 and held it in 2 quarters. The position peaked at $107M in Q4 2013. 539 funds tracked by Wall St. Rank hold BIDU as of Q2 2014.

Third Point reported no remaining Baidu position as of Q2 2014 after selling out during the quarter.
Third Point sold 350,000 Baidu shares in Q2 2014, an estimated $53.3M.
Third Point first reported a position in Baidu in Q4 2013 and held it in 2 quarters.
Third Point's Baidu position peaked at $107M in Q4 2013.
539 funds tracked by Wall St. Rank held Baidu as of Q2 2014.

Based on Third Point's 13F filing for Q2 2014, filed 14 Aug 2014.