Guru Ownership Over Time
Guru Analysis for Baidu, Inc. (BIDU)
Baidu, Inc. (BIDU), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $203.3 M.
Top institutional holders include David Tepper and Catherine Wood.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $66.07 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Richard Pzena reduced exposure by 69.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.86% | Add 67.2% | 1,045,000 | $137.7 M | Q3 2025 | |
| 0.40% | Add 72.7% | 508,388 | $66.99 M | Q3 2025 | |
| 0.04% | Reduce -69.7% | 83,828 | $11.05 M | Q3 2025 | |
| 0.01% | New Buy | 53,206 | $7.01 M | Q3 2025 | |
| 0.00% | Add 32.0% | 17,903 | $2.36 M | Q3 2025 | |
| 0.00% | New Buy | 2,511 | $330,874 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Baidu, Inc. (BIDU)
Top Guru holders include David Tepper ($137.7 M), Catherine Wood ($66.99 M), Richard Pzena ($11.05 M). Collectively, tracked Gurus hold 1.71 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $66.07 M, with 5 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of BIDU completely. Total sell value was $25.38 M.
Yes, 2 Gurus opened new positions in BIDU, and 3 added to their existing holdings. Total buy value was $91.45 M.