Barometer Capital Management’s Baidu BIDU Stock Holding History

Barometer Capital 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	$1.66M	Buy	14,525 +900	+7%	+$111K	0.46%	50
2026 Q1	$1.52M	Sell	13,625 -57,060	-81%	-$7.74M	0.52%	47
2025 Q4	$5.03M	Buy	70,685 +61,020	+631%	+$7.57M	1.21%	28
2025 Q3	$1.27M	Buy	9,665 +3,800	+65%	+$376K	0.29%	50
2025 Q2	$503K	Buy	5,865 +1,900	+48%	+$164K	0.14%	85
2025 Q1	$365K	Buy	+3,965	New	+$356K	0.14%	71
2024 Q4	–	Sell	-3,065	Closed	-$323K	–	148
2024 Q3	$323K	Hold	3,065	–	–	0.09%	87
2024 Q2	$265K	Sell	3,065 -75	-2%	-$7.54K	0.1%	94
2024 Q1	$325K	Buy	3,140 +2,140	+214%	+$228K	0.08%	130
2023 Q4	$119K	Buy	+1,000	New	+$116K	0.03%	141

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

Barometer Capital Management's BIDU Position: Q2 2026 in Review

Barometer Capital Management increased its Baidu (BIDU) stake by 6.6% in Q2 2026, buying an estimated $111K and bringing the position to 14,525 shares worth $1.66M. The position accounts for 0.46% of the portfolio, ranked #50.

Barometer Capital Management first reported a position in BIDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.03M in Q4 2025. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Barometer Capital Management held 14,525 shares of Baidu worth $1.66M as of Q2 2026.
Barometer Capital Management bought 900 Baidu shares in Q2 2026, an estimated $111K.
Baidu made up 0.46% of Barometer Capital Management's portfolio in Q2 2026, its #50 holding.
Barometer Capital Management first reported a position in Baidu in Q4 2023 and has held it in 10 quarters since.
Barometer Capital Management's Baidu position peaked at $5.03M in Q4 2025.
492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.