Totem Point Management’s Baidu BIDU Stock Holding History

Totem Point 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
2023 Q2	–	Sell	-69,336	Closed	-$10.5M	–	18
2023 Q1	$10.5M	Buy	+69,336	New	+$9.83M	10.08%	3
2022 Q1	–	Sell	-11,102	Closed	-$1.65M	–	16
2021 Q4	$1.65M	Buy	+11,102	New	+$1.73M	1.09%	15
2019 Q2	–	Sell	-40,546	Closed	-$6.68M	–	19
2019 Q1	$6.68M	Sell	40,546 -5,764	-12%	-$965K	4.27%	13
2018 Q4	$7.34M	Buy	+46,310	New	+$8.64M	5.51%	8

Other funds holding BIDU

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Totem Point Management's BIDU Position: Q2 2023 in Review

Totem Point Management sold out of Baidu (BIDU) in Q2 2023, closing a stake of 69,336 shares — an estimated $10.5M sold.

Totem Point Management first reported a position in BIDU in Q4 2018 and held it in 4 quarters. The position peaked at $10.5M in Q1 2023. 508 funds tracked by Wall St. Rank hold BIDU as of Q2 2023.

Totem Point Management reported no remaining Baidu position as of Q2 2023 after selling out during the quarter.
Totem Point Management sold 69,336 Baidu shares in Q2 2023, an estimated $10.5M.
Totem Point Management first reported a position in Baidu in Q4 2018 and held it in 4 quarters.
Totem Point Management's Baidu position peaked at $10.5M in Q1 2023.
508 funds tracked by Wall St. Rank held Baidu as of Q2 2023.

Based on Totem Point Management's 13F filing for Q2 2023, filed 14 Aug 2023.