BIDU in the 13F filings
Baidu Inc · CUSIP 056752108
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 25 Jul 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 5 listed it in both
- Shares listed
- 8,475,757
- combined, among listed positions
- Reported value
- $733m
- combined, at the quarter end
Among the 94 comparable managers: 3 buyers (opened or added shares) and 6 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 Q2 2024
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 5,883,215 | $509m | 0.31% | Added | +2,099,500 | 13 Aug 2024 (the filing on sec.gov) |
| Appaloosa LP | 1,665,000 | $144m | 2.33% | Trimmed | -135,000 | 14 Aug 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 386,299 | $33m | 0.06% | Trimmed | -377,600 | 9 Aug 2024 (the filing on sec.gov) |
| Hudson Bay Capital Management LP | 250,000 | $22m | 0.10% | New | new | 14 Aug 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 216,243 | $19m | under 0.1% | Trimmed | -234,568 | 14 Aug 2024 (the filing on sec.gov) |
| Scion Asset Management LLC | 75,000 | $6.5m | 12.36% | Added | +35,000 | 14 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Dodge & Coxexisting position · 5,883,215 shares now+2,099,500
- Hudson Bay Capital Management LPnew position · 250,000 shares now+250,000
- Scion Asset Management LLCexisting position · 75,000 shares now+35,000
Reductions
- Renaissance Technologies LLCexisting position · 386,299 shares now-377,600
- Arrowstreet Capital LPexisting position · 216,243 shares now-234,568
- Appaloosa LPexisting position · 1,665,000 shares now-135,000
New positions and exits
New (1)
Exited (3)
- Baillie Gifford & Cowas $271m
- Oaktree Capital Management LPwas $45m
- Coatue Management LLCwas $8.5m
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 →