BIDU in the 13F filings
Baidu Inc · CUSIP 056752108
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 22 Feb 2024
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 9,828,755
- combined, among listed positions
- Reported value
- $1.2bn
- combined, at the quarter end
Among the 93 comparable managers: 4 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing BIDU in Q4 2023
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 3,150,115 | $375m | 0.24% | Trimmed | -36,900 | 22 Feb 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 2,618,533 | $312m | 0.25% | Trimmed | -15,317 | 26 Jan 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 2,303,422 | $274m | 0.29% | Added | +131,189 | 14 Feb 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 901,299 | $107m | 0.17% | Added | +47,000 | 13 Feb 2024 (the filing on sec.gov) |
| Appaloosa LP | 625,000 | $74m | 1.29% | Trimmed | -40,000 | 14 Feb 2024 (the filing on sec.gov) |
| Man Group PLC | 212,846 | $25m | 0.07% | Trimmed | -285,683 | 14 Feb 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 11,995 | $1.4m | 0.07% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Coatue Management LLC | 5,545 | $660k | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPexisting position · 2,303,422 shares now+131,189
- Renaissance Technologies LLCexisting position · 901,299 shares now+47,000
- Caxton Associates LLPnew position · 11,995 shares now+11,995
- Coatue Management LLCnew position · 5,545 shares now+5,545
Reductions
- Man Group PLCexisting position · 212,846 shares now-285,683
- Appaloosa LPexisting position · 625,000 shares now-40,000
- Dodge & Coxexisting position · 3,150,115 shares now-36,900
- Baillie Gifford & Coexisting position · 2,618,533 shares now-15,317
New positions and exits
New (2)
Exited (4)
- Marshall Wace LLPwas $42m
- Element Capital Management LLCwas $11m
- Artisan Partners LPwas $8.0m
- Woodline Partners LPwas $6.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 16 | $9.1bn | n.a. | n.a. |
| Q3 2013 | 23 | $16.2bn | n.a. | n.a. |
| Q4 2013 | 30 | $18.2bn | n.a. | n.a. |
| Q1 2014 | 29 | $16.0bn | n.a. | n.a. |
| Q2 2014 | 31 | $20.9bn | n.a. | n.a. |
| Q3 2014 | 35 | $24.0bn | n.a. | n.a. |
| Q4 2014 | 36 | $24.7bn | n.a. | n.a. |
| Q1 2015 | 30 | $22.0bn | n.a. | n.a. |
| Q2 2015 | 27 | $20.1bn | n.a. | n.a. |
| Q3 2015 | 24 | $14.4bn | n.a. | n.a. |
| Q4 2015 | 27 | $17.4bn | n.a. | n.a. |
| Q1 2016 | 31 | $16.6bn | n.a. | n.a. |
| Q2 2016 | 25 | $12.9bn | n.a. | n.a. |
| Q3 2016 | 26 | $13.6bn | n.a. | n.a. |
| Q4 2016 | 22 | $12.3bn | n.a. | n.a. |
| Q1 2017 | 24 | $12.9bn | n.a. | n.a. |
| Q2 2017 | 21 | $13.7bn | n.a. | n.a. |
| Q3 2017 | 31 | $17.8bn | n.a. | n.a. |
| Q4 2017 | 24 | $15.9bn | n.a. | n.a. |
| Q1 2018 | 32 | $15.1bn | n.a. | n.a. |
| Q2 2018 | 38 | $15.2bn | n.a. | n.a. |
| Q3 2018 | 28 | $12.8bn | n.a. | n.a. |
| Q4 2018 | 33 | $9.5bn | n.a. | n.a. |
| Q1 2019 | 32 | $9.6bn | n.a. | n.a. |
| Q2 2019 | 21 | $6.7bn | n.a. | n.a. |
| Q3 2019 | 26 | $5.4bn | n.a. | n.a. |
| Q4 2019 | 28 | $6.4bn | n.a. | n.a. |
| Q1 2020 | 27 | $4.2bn | n.a. | n.a. |
| Q2 2020 | 26 | $5.9bn | n.a. | n.a. |
| Q3 2020 | 20 | $5.8bn | n.a. | n.a. |
| Q4 2020 | 23 | $8.8bn | n.a. | n.a. |
| Q1 2021 | 33 | $9.5bn | n.a. | n.a. |
| Q2 2021 | 29 | $6.1bn | n.a. | n.a. |
| Q3 2021 | 20 | $4.0bn | n.a. | n.a. |
| Q4 2021 | 11 | $3.1bn | n.a. | n.a. |
| Q1 2022 | 14 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 16 | $3.1bn | n.a. | n.a. |
| Q3 2022 | 14 | $2.3bn | n.a. | n.a. |
| Q4 2022 | 16 | $1.9bn | n.a. | n.a. |
| Q1 2023 | 11 | $1.8bn | n.a. | n.a. |
| Q2 2023 | 13 | $1.9bn | n.a. | n.a. |
| Q3 2023 | 12 | $1.7bn | n.a. | n.a. |
| Q4 2023 | 8 | $1.2bn | 4 | 8 |
| Q1 2024 | 10 | $1.2bn | 7 | 4 |
| Q2 2024 | 6 | $733m | 3 | 6 |
| Q3 2024 | 8 | $995m | 7 | 2 |
| Q4 2024 | 10 | $931m | 7 | 2 |
| Q1 2025 | 12 | $1.2bn | 7 | 5 |
| Q2 2025 | 6 | $712m | 3 | 6 |
| Q3 2025 | 14 | $1.2bn | 12 | 2 |
| Q4 2025 | 11 | $687m | 13 | 16 |
| Q1 2026 | 10 | $496m | 10 | 17 |
| Q2 2026 | 9 | $673m | 15 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BIDU and GOOGL →BIDU and META →BIDU and SPCX →Choose a stock to compare with BIDU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BIDU, latest filings →Back to the 13F Explorer →