🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Baidu, Inc.

BIDU Communication Services
$91.4 +$0.81 (0.89%)
Market Cap: $31 B
Gurus Holding
8
Popularity Rank
#752
% of Shares Held
0.52%
Net Activity (Q2 2026)
-$33.4 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $159.95 M.

Top institutional holders include David Tepper and Catherine Wood.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.4 M net outflow during the quarter.

Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Catherine Wood reduced exposure by 73.1%.

Key Holders

Top 5 by Value

$148.01 M
$34.51 M
$4.74 M
$2.05 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$79.22 M
Total Buy Value
New Buys 3
Additions 1
-$112.62 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Baidu, Inc. (BIDU)

Major holders include David Tepper ($148.01 M), Catherine Wood ($34.51 M), Stanley Druckenmiller ($10.08 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.75 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.4 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited BIDU. The total reported sell value was $112.62 M.

Yes, 3 managers opened new positions in BIDU, and 1 increased their existing holdings. The total reported buy value was $79.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.92% Add 87.1% 1,295,000 $148.01 M Q2 2026
0.22% Reduce -73.1% 301,934 $34.51 M Q2 2026
0.19% New Buy 88,200 $10.08 M Q2 2026
0.01% Reduce -15.0% 41,474 $4.74 M Q2 2026
0.00% Reduce -22.1% 17,959 $2.05 M Q2 2026
0.00% 3,421 $390,986 Q2 2026
0.03% New Buy 2,030 $232,009 Q2 2026
0.00% New Buy 10 $1,122 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form