BIDU in the 13F filings
Baidu Inc · CUSIP 056752108
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 16 May 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 7 listed it in both
- Shares listed
- 11,042,838
- combined, among listed positions
- Reported value
- $1.2bn
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 4 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 Q1 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 3,783,715 | $398m | 0.23% | Added | +633,600 | 14 May 2024 (the filing on sec.gov) |
| Baillie Gifford & Co | 2,573,286 | $271m | 0.21% | Trimmed | -45,247 | 1 May 2024 (the filing on sec.gov) |
| Appaloosa LP | 1,800,000 | $190m | 2.81% | Added | +1,175,000 | 15 May 2024 (the filing on sec.gov) |
| Jane Street Group LLC | 774,267 | $82m | under 0.1% | Added | n.a. | 16 May 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 763,899 | $80m | 0.13% | Trimmed | -137,400 | 13 May 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 450,811 | $47m | under 0.1% | Trimmed | -1,852,611 | 15 May 2024 (the filing on sec.gov) |
| Oaktree Capital Management LP | 422,866 | $45m | 0.70% | New | new | 14 May 2024 (the filing on sec.gov) |
| Man Group PLC | 353,510 | $37m | 0.09% | Added | +140,664 | 15 May 2024 (the filing on sec.gov) |
| Coatue Management LLC | 80,484 | $8.5m | under 0.1% | Added | +74,939 | 15 May 2024 (the filing on sec.gov) |
| Scion Asset Management LLC | 40,000 | $4.2m | 4.07% | New | new | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Appaloosa LPexisting position · 1,800,000 shares now+1,175,000
- Dodge & Coxexisting position · 3,783,715 shares now+633,600
- Oaktree Capital Management LPnew position · 422,866 shares now+422,866
- Man Group PLCexisting position · 353,510 shares now+140,664
- Coatue Management LLCexisting position · 80,484 shares now+74,939
Reductions
- Arrowstreet Capital LPexisting position · 450,811 shares now-1,852,611
- Renaissance Technologies LLCexisting position · 763,899 shares now-137,400
- Baillie Gifford & Coexisting position · 2,573,286 shares now-45,247
New positions and exits
New (2)
Exited (1)
- Caxton Associates LLPwas $1.4m
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 →