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Baidu, Inc.

BIDU Communication Services
$124.07 +$0.91 (0.74%)
Market Cap: $42.86 B
Gurus Holding
6
Popularity Rank
#1285
% of Shares Held
0.75%
Net Activity (Q4 2025)
+$111.46 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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $318.1 M.

Top institutional holders include Catherine Wood and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $111.46 M net inflow during the quarter.

Recent activity highlights Catherine Wood who increased their stake by 127.8%. Conversely, Paul Tudor Jones reduced exposure by 47.8%.

Key Holders

Top 5 by Value

$151.29 M
$94.97 M
$75.13 M
$7.38 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$180.09 M
Total Buy Value
New Buys 1
Additions 2
-$68.63 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Baidu, Inc. (BIDU)

Major holders include Catherine Wood ($151.29 M), Steven Cohen ($94.97 M), David Tepper ($75.13 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $111.46 M, with 3 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 $68.63 M.

Yes, 1 managers opened new positions in BIDU, and 2 increased their existing holdings. The total reported buy value was $180.09 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.00% Add 127.8% 1,157,878 $151.29 M Q4 2025
0.11% New Buy 726,879 $94.97 M Q4 2025
1.08% Reduce -45.0% 575,000 $75.13 M Q4 2025
0.02% Reduce -32.6% 56,507 $7.38 M Q4 2025
0.01% Reduce -47.8% 27,792 $3.63 M Q4 2025
0.00% Add 10.7% 19,818 $2.59 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form