Free · no sign-up · Q2 2026

Which funds own BIDU

Baidu, Inc. in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $459m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 5; at least, of 91 current
Combined value: $459m; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 2; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Appaloosa LP Activist · $7.7bn book	$148m	1.9%	1,295,000	+$71m+602,900	Added
Farallon Capital Management LLC Long/short equity · $21.7bn book	$138m	0.6%	1,203,785	+$88m+760,000	Added
Holocene Advisors LP Long/short equity · $44.4bn book	$136m	0.3%	1,190,286	+$118m+1,026,867	Added
ARK Investment Management LLC Long-only · $15.4bn book	$35m	0.2%	301,934	-$90m-818,397	Trimmed
Dodge & Cox Activist · $191bn book	$3.0m	0.0%	26,006	-$100k-1,500	Trimmed

Ownership through time

At least 9 of the 95 managers whose filings are on file listed BIDU in Q2 2026, against 16 in Q2 2013. 1 manager fewer than in Q1 2026: 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Holocene Advisors LP163,419 to 1,190,286 shares+$117m
Farallon Capital Management LLC443,785 to 1,203,785 shares+$87m
Appaloosa LP692,100 to 1,295,000 shares+$69m
Capital World Investors1,198,291 to 1,246,469 shares+$5.5m
ExodusPoint Capital Management LP86,894 to 101,320 shares+$1.6m

Largest decreases, by shares

ARK Investment Management LLC1,120,331 to 301,934 shares-$94m
MFS Investment Management550,863 to 519,052 shares-$3.7m
Dodge & Cox27,506 to 26,006 shares-$171k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Appaloosa LP	Q1 2021	$190m	$148m
Capital World Investors	Q2 2013	$3.0bn	$142m
Farallon Capital Management LLC	Q3 2025	$138m	$138m
Holocene Advisors LP	Q1 2018	$136m	$136m
MFS Investment Management	Q3 2015	$755m	$60m
ARK Investment Management LLC	Q4 2016	$1.1bn	$35m
ExodusPoint Capital Management LP	Q1 2019	$17m	$12m
Dodge & Cox	Q2 2013	$1.3bn	$3.0m
Baillie Gifford & Co	Q2 2013	$5.8bn	$56k
T. Rowe Price Associates Inc	Q2 2013	$4.5bn	last listed Q3 2023
Capital Research Global Investors	Q2 2013	$3.2bn	last listed Q2 2018
Artisan Partners LP	Q2 2013	$2.2bn	last listed Q3 2023
Invesco Ltd	Q2 2013	$2.0bn	last listed Q2 2021
Renaissance Technologies LLC	Q4 2013	$1.9bn	last listed Q4 2024
Lone Pine Capital LLC	Q3 2013	$1.8bn	last listed Q1 2015
Harris Associates LP	Q3 2015	$1.6bn	last listed Q3 2020
Jane Street Group LLC	Q2 2014	$1.3bn	last listed Q1 2025
Wellington Management Group LLP	Q2 2014	$1.0bn	last listed Q3 2022
Fidelity (FMR LLC)	Q3 2013	$904m	last listed Q4 2014

Reported as options rather than shares

A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.

ExodusPoint Capital Management LP · calls$27m notional

What BIDU is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around BIDU →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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