BIDU·Baidu Inc (ADR)
Latest quarter · 2026-Q1
Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q12026-Q1 1 new, 2 added, 2 trimmed, 0 exited, net −$56M
Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.
Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter | Entry Price Range |
|---|---|---|---|---|---|
Le Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $216M | 64.3% | HOLD2025-Q3 | Before 2020-Q1 | — |
Da David Tepper / Appaloosa Appaloosa LP | $77M | 1.9% | ADD2026-Q1 | 2023-Q2 | $115.7–$151.1 |
Te Temasek Holdings Temasek Holdings (Private) Ltd | $34M | 0.4% | NEW2021-Q2 | Before 2020-Q1 | — |
Ca Cathie Wood / ARK Invest ARK Investment Management LLC | $32M | 0.5% | TRIM90-day window | Before 2020-Q1 | — |
Mi Michael Burry / Scion Asset Management Scion Asset Management, LLC | $11M | 45.3% | HOLD2024-Q4 | Before 2020-Q1 | — |
Ph Philippe Laffont / Coatue Coatue Management LLC | $8M | 0.1% | ADD2024-Q1 | 2022-Q4 | $73.6–$125.2 |
Br Brad Gerstner / Altimeter Altimeter Capital Management LP | $4M | 0.1% | HOLD2018-Q1 | Before 2020-Q1 | — |
Li Li Lu / Himalaya Capital Himalaya Capital Management LLC | $1M | 0.1% | HOLD2018-Q3 | Before 2020-Q1 | — |
Ba Baillie Gifford & Co Baillie Gifford & Co | $1448 | 0.0% | TRIM2026-Q1 | Before 2020-Q1 | — |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Related Tickers
autonomy layer · sorted by holder countHolder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-06