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Baidu, Inc.

BIDU Communication Services
$117.02 +$1.25 (1.08%)
Market Cap: $39.82 B
Gurus Holding
6
Popularity Rank
#1653
% of Shares Held
0.60%
Net Activity (Q1 2026)
-$71.66 M

Guru Ownership Trend

Guru Analysis for Baidu, Inc. (BIDU)

Baidu, Inc. (BIDU), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $239.45 M.

Top institutional holders include Catherine Wood and David Tepper.

Institutional sentiment is currently Bearish. This is evidenced by a $71.66 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 470.5%. Conversely, Richard Pzena reduced exposure by 13.7%.

Key Holders

Top 5 by Value

$124.83 M
$77.11 M
$17.67 M
$5.43 M
$2.57 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$28.36 M
Total Buy Value
New Buys 1
Additions 3
-$100.02 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Baidu, Inc. (BIDU)

Major holders include Catherine Wood ($124.83 M), David Tepper ($77.11 M), Paul Tudor Jones ($17.67 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.05 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $71.66 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited BIDU. The total reported sell value was $100.02 M.

Yes, 1 managers opened new positions in BIDU, and 3 increased their existing holdings. The total reported buy value was $28.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.97% Reduce -3.2% 1,120,331 $124.83 M Q1 2026
1.30% Add 20.4% 692,100 $77.11 M Q1 2026
0.03% Add 470.5% 158,545 $17.67 M Q1 2026
0.02% Reduce -13.7% 48,767 $5.43 M Q1 2026
0.00% Add 16.3% 23,054 $2.57 M Q1 2026
0.01% New Buy 3,421 $381,168 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form