Appaloosa LP’s Baidu BIDU Stock Holding History

Appaloosa LP’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148M	Buy	1,295,000 +602,900	+87%	+$74.7M	1.92%	15
2026 Q1	$77.1M	Buy	692,100 +117,100	+20%	+$15.9M	1.3%	17
2025 Q4	$75.1M	Sell	575,000 -470,000	-45%	-$58.3M	1.08%	24
2025 Q3	$138M	Buy	1,045,000 +420,000	+67%	+$41.6M	1.86%	17
2025 Q2	$53.6M	Sell	625,000 -150,000	-19%	-$12.9M	0.83%	26
2025 Q1	$71.3M	Sell	775,000 -752,909	-49%	-$67.6M	0.85%	21
2024 Q4	$129M	Buy	1,527,909 +102,909	+7%	+$9.4M	1.99%	15
2024 Q3	$150M	Sell	1,425,000 -240,000	-14%	-$21.2M	2.23%	13
2024 Q2	$144M	Sell	1,665,000 -135,000	-8%	-$13.6M	2.33%	14
2024 Q1	$190M	Buy	1,800,000 +1,175,000	+188%	+$125M	2.81%	10
2023 Q4	$74.4M	Sell	625,000 -40,000	-6%	-$4.62M	1.29%	23
2023 Q3	$89.3M	Sell	665,000 -610,000	-48%	-$85.5M	1.76%	16
2023 Q2	$175M	Buy	+1,275,000	New	+$167M	3.24%	12
2021 Q2	–	Sell	-45,000	Closed	-$9.79M	–	56
2021 Q1	$9.79M	Buy	+45,000	New	+$11.7M	0.14%	56

Other funds holding BIDU

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Appaloosa LP's BIDU Position: Q2 2026 in Review

Appaloosa LP increased its Baidu (BIDU) stake by 87% in Q2 2026, buying an estimated $74.7M and bringing the position to 1,295,000 shares worth $148M. The position accounts for 1.92% of the portfolio, ranked #15.

Appaloosa LP first reported a position in BIDU in Q1 2021 and has held it in 14 quarters since. The position peaked at $190M in Q1 2024. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Appaloosa LP held 1,295,000 shares of Baidu worth $148M as of Q2 2026.
Appaloosa LP bought 602,900 Baidu shares in Q2 2026, an estimated $74.7M.
Baidu made up 1.92% of Appaloosa LP's portfolio in Q2 2026, its #15 holding.
Appaloosa LP first reported a position in Baidu in Q1 2021 and has held it in 14 quarters since.
Appaloosa LP's Baidu position peaked at $190M in Q1 2024.
492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.