BIDU
Baidu Inc - Spon Adr
5 super-investors hold BIDU worth a combined $128M. The largest position: David Tepper at 1.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 48 — ranked #57 of 724 scored stocks.
Why super-investors own BIDU
David Tepper dominates the cohort's $128M combined position, with his $77M stake representing 1.3% of his portfolio — the only holding large enough to register as a meaningful allocation. Tepper added to his position in 2026Q1, the sole activity among the five owners this quarter. The cohort owner count tells a more complicated story: after thinning from two holders to one in 2024, it has since recovered to five, suggesting modest renewed interest even if concentration remains low. Greenblatt's $42M is the second-largest holding but rounds to 0.0% of his portfolio, indicating a small, likely quantitative-screen-driven position. Overall interest is cautiously stable rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Tepper | 1.3% | 13q | $77M | 692,100 |
| 2 | Joel Greenblatt | <0.1% | 40q | $42M | 376,172 |
| 3 | Richard Pzena | <0.1% | 37q | $5M | 48,767 |
| 4 | Dodge & Cox Funds | <0.1% | 40q | $3M | 27,506 |
| 5 | First Pacific Advisors | <0.1% | 22q | $381K | 3,421 |
Owners of BIDU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | ADD | 1.3% | +20% | $77M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 056752108. Not investment advice.