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
2026 Q2	$13M	Buy	+113,957	New	+$14.1M	0.76%	50
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 $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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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

Ardmore Road Asset Management's BIDU Position: Q2 2026 in Review

Ardmore Road Asset Management opened a new position in Baidu (BIDU) in Q2 2026: 113,957 shares worth $13M. The stake represents 0.76% of the portfolio and ranks #50 among its holdings. This is a return to the name: Ardmore Road Asset Management previously reported a position in BIDU as recently as Q4 2023.

Ardmore Road Asset Management first reported a position in BIDU in Q1 2022 and has held it in 9 quarters since. The position peaked at $16.4M in Q2 2023. 495 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Ardmore Road Asset Management held 113,957 shares of Baidu worth $13M as of Q2 2026.
Baidu was a new Ardmore Road Asset Management position in Q2 2026.
Baidu made up 0.76% of Ardmore Road Asset Management's portfolio in Q2 2026, its #50 holding.
Ardmore Road Asset Management first reported a position in Baidu in Q1 2022 and has held it in 9 quarters since.
Ardmore Road Asset Management's Baidu position peaked at $16.4M in Q2 2023.
495 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.