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BAIDU INC

BIDU

Holders

1

Combined Value

$77.11M

Combined Shares

692,100

Current Price

$117.93

52W High

$165.30

vs 52W High

−28.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$74.82$96.97$119.11$141.26Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $86.48Q3 2024 · implied price $105.29Q4 2024 · implied price $84.31Q1 2025 · implied price $92.03Q2 2025 · implied price $85.76Q3 2025 · implied price $131.77Q4 2025 · implied price $130.66Q1 2026 · implied price $111.42David Tepper - Appaloosa Management · bought 1,665,000 shares @ ~$86.48 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 386,299 shares @ ~$86.48 · Q2 2024 (new position)Davis Selected Advisers · bought 46,841 shares @ ~$86.48 · Q2 2024 (new position)Tweedy, Browne Company · bought 17,454 shares @ ~$86.48 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 76,600 shares @ ~$105.29 · Q3 2024David Tepper - Appaloosa Management · sold 240,000 shares @ ~$105.29 · Q3 2024Davis Selected Advisers · sold 46,841 shares @ ~$86.48 · Q3 2024 (sold out)Tweedy, Browne Company · sold 17,454 shares @ ~$86.48 · Q3 2024 (sold out)David Tepper - Appaloosa Management · bought 102,909 shares @ ~$84.31 · Q4 2024Jim Simons - Renaissance Technologies · sold 104,500 shares @ ~$84.31 · Q4 2024David Tepper - Appaloosa Management · sold 752,909 shares @ ~$92.03 · Q1 2025Jim Simons - Renaissance Technologies · sold 358,399 shares @ ~$84.31 · Q1 2025 (sold out)David Tepper - Appaloosa Management · sold 150,000 shares @ ~$85.76 · Q2 2025David Tepper - Appaloosa Management · bought 420,000 shares @ ~$131.77 · Q3 2025David Tepper - Appaloosa Management · sold 470,000 shares @ ~$130.66 · Q4 2025David Tepper - Appaloosa Management · bought 117,100 shares @ ~$111.42 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
David Tepper - Appaloosa Management$77.11M1.30%~$105.75+11.5%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026David Tepper - Appaloosa ManagementBUY+$13.05M~$111.42
Q4 2025David Tepper - Appaloosa ManagementSELL−$61.41M~$130.66
Q3 2025David Tepper - Appaloosa ManagementBUY+$55.34M~$131.77
Q2 2025David Tepper - Appaloosa ManagementSELL−$12.86M~$85.76
Q1 2025David Tepper - Appaloosa ManagementSELL−$69.29M~$92.03
Q1 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$30.22M~$84.31
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$8.81M~$84.31
Q4 2024David Tepper - Appaloosa ManagementBUY+$8.68M~$84.31
Q3 2024David Tepper - Appaloosa ManagementSELL−$25.27M~$105.29
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$8.07M~$105.29
Q3 2024Davis Selected AdvisersSOLD OUT−$4.05M~$86.48
Q3 2024Tweedy, Browne CompanySOLD OUT−$1.51M~$86.48
Q2 2024David Tepper - Appaloosa ManagementNEW BUY+$143.99M~$86.48
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$33.41M~$86.48
Q2 2024Davis Selected AdvisersNEW BUY+$4.05M~$86.48
Q2 2024Tweedy, Browne CompanyNEW BUY+$1.51M~$86.48

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20261692,100+20.4%$77.11M$111.42
Q4 20251575,000-45.0%$75.13M$130.66
Q3 202511,045,000+67.2%$137.70M$131.77
Q2 20251625,000-19.4%$53.60M$85.76
Q1 20251775,000-58.9%$71.32M$92.03
Q4 202421,886,308-0.1%$159.03M$84.31
Q3 202421,887,899-10.8%$198.78M$105.29
Q2 202442,115,594—$182.96M$86.48