Ardmore Road Asset Management’s Baidu BIDU Stock Holding History

Ardmore Road Asset Management’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
2024 Q1	–	Sell	-130,000	Closed	-$15.5M	–	38
2023 Q4	$15.5M	Buy	130,000 +110,000	+550%	+$12.7M	3.52%	9
2023 Q3	$2.69M	Sell	20,000 -100,000	-83%	-$14M	0.91%	26
2023 Q2	$16.4M	Buy	120,000 +90,000	+300%	+$11.8M	4.95%	8
2023 Q1	$4.53M	Sell	30,000 -95,000	-76%	-$13.5M	2.03%	17
2022 Q4	$14.3M	Buy	125,000 +25,000	+25%	+$2.55M	7.42%	4
2022 Q3	$11.7M	Buy	100,000 +70,000	+233%	+$9.56M	4.65%	8
2022 Q2	$4.46M	Sell	30,000 -44,850	-60%	-$5.93M	2.89%	13
2022 Q1	$9.9M	Buy	+74,850	New	+$11.3M	5.93%	8

Other funds holding BIDU

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ardmore Road Asset Management's BIDU Position: Q1 2024 in Review

Ardmore Road Asset Management sold out of Baidu (BIDU) in Q1 2024, closing a stake of 130,000 shares — an estimated $15.5M sold.

Ardmore Road Asset Management first reported a position in BIDU in Q1 2022 and held it in 8 quarters. The position peaked at $16.4M in Q2 2023. 510 funds tracked by Wall St. Rank hold BIDU as of Q1 2024.

Ardmore Road Asset Management reported no remaining Baidu position as of Q1 2024 after selling out during the quarter.
Ardmore Road Asset Management sold 130,000 Baidu shares in Q1 2024, an estimated $15.5M.
Ardmore Road Asset Management first reported a position in Baidu in Q1 2022 and held it in 8 quarters.
Ardmore Road Asset Management's Baidu position peaked at $16.4M in Q2 2023.
510 funds tracked by Wall St. Rank held Baidu as of Q1 2024.

Based on Ardmore Road Asset Management's 13F filing for Q1 2024, filed 15 May 2024.