David Tepper's BIDU Position Overview
David Tepper (via Appaloosa Lp) currently holds 1.0M shares of Baidu, Inc. (BIDU) worth $137.7 M, representing 1.86% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, David Tepper has maintained a long-term strategic position in BIDU, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 1.2M shares. Largest reduction occurred in Q1 2025, reducing 752.9K shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's Baidu (BIDU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Baidu (BIDU) Trades by David Tepper
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +205,692 | New Buy | 205,692 | $177.88 |
| Q3 2014 | -205,692 | Sold Out | 205,692 | $0.00 |
| Q1 2021 | +45,000 | New Buy | 45,000 | $217.56 |
| Q2 2021 | -45,000 | Sold Out | 45,000 | $0.00 |
| Q2 2023 | +1.28 M | New Buy | 1.28 M | $136.91 |
| Q3 2023 | -610,000 | Reduce 47.84% | 665,000 | $134.35 |
| Q4 2023 | -40,000 | Reduce 6.02% | 625,000 | $119.09 |
| Q1 2024 | +1.18 M | Add 188.00% | 1.8 M | $105.28 |
| Q2 2024 | -135,000 | Reduce 7.50% | 1.66 M | $86.48 |
| Q3 2024 | -240,000 | Reduce 14.41% | 1.42 M | $105.29 |
| Q4 2024 | +102,909 | Add 7.22% | 1.53 M | $84.31 |
| Q1 2025 | -752,909 | Reduce 49.28% | 775,000 | $92.03 |
| Q2 2025 | -150,000 | Reduce 19.35% | 625,000 | $85.76 |
| Q3 2025 | +420,000 | Add 67.20% | 1.04 M | $131.77 |
David Tepper's Baidu Investment FAQs
David Tepper first purchased Baidu, Inc. (BIDU) in Q4 2013, acquiring 205,692 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Baidu, Inc. (BIDU) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to Baidu, Inc. (BIDU) was in Q2 2023, adding 1,275,000 shares worth $174.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 1,045,000 shares of Baidu, Inc. (BIDU), valued at approximately $137.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Baidu, Inc. (BIDU) represents approximately 1.86% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's peak holding in Baidu, Inc. (BIDU) was 1,800,000 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.