BIDU

Baidu Inc - Spon Adr

6 super-investor ownerscombined $196Mlargest position 2.0%

1 NEW1 ADD

6 of the 83 super-investors we track hold BIDU, worth a combined $196M per their latest 13F filings. The largest position: David Tepper at 2.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 50 of 100 (how strongly the cohort backs it) — ranked #37 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own BIDU

BIDU is held by 6 super-investors in our cohort, with a combined position value of $196M. The highest-conviction owner is David Tepper at 2.0% of their portfolio. Cohort ownership has grown from 5 to 6 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 6

Peak: 17

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	David Tepper	2.0%	14q	$148M	1,295,000
2	Joel Greenblatt	<0.1%	40q	$30M	260,472
3	Stanley Druckenmiller	0.2%	— 1q	$10M	88,200
4	Richard Pzena	<0.1%	38q	$5M	41,474
5	Dodge & Cox Funds	<0.1%	40q	$3M	26,006
6	First Pacific Advisors	<0.1%	22q	$391K	3,421