Carrhae Capital’s Baidu BIDU Stock Holding History

Carrhae Capital’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 Q1	–	Sell	-341,747	Closed	-$44.7M	–	32
2025 Q4	$44.7M	Buy	+341,747	New	+$42.4M	1.69%	21
2024 Q1	–	Sell	-152,173	Closed	-$18.1M	–	23
2023 Q4	$18.1M	Buy	+152,173	New	+$17.6M	3.58%	12
2021 Q4	–	Sell	-57,234	Closed	-$8.8M	–	16
2021 Q3	$8.8M	Buy	57,234 +33,982	+146%	+$5.58M	3.04%	7
2021 Q2	$4.74M	Sell	23,252 -47,059	-67%	-$9.42M	1.04%	13
2021 Q1	$15.3M	Buy	+70,311	New	+$18.4M	4.28%	7
2020 Q3	–	Sell	-62,631	Closed	-$7.51M	–	10
2020 Q2	$7.51M	Buy	+62,631	New	+$6.7M	4.79%	7
2018 Q3	–	Sell	-80,848	Closed	-$19.6M	–	9
2018 Q2	$19.6M	Buy	+80,848	New	+$20.1M	6.92%	5

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BCIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carrhae Capital's BIDU Position: Q1 2026 in Review

Carrhae Capital sold out of Baidu (BIDU) in Q1 2026, closing a stake of 341,747 shares — an estimated $44.7M sold.

Carrhae Capital first reported a position in BIDU in Q2 2018 and held it in 7 quarters. The position peaked at $44.7M in Q4 2025. 502 funds tracked by Wall St. Rank hold BIDU as of Q1 2026.

Carrhae Capital reported no remaining Baidu position as of Q1 2026 after selling out during the quarter.
Carrhae Capital sold 341,747 Baidu shares in Q1 2026, an estimated $44.7M.
Carrhae Capital first reported a position in Baidu in Q2 2018 and held it in 7 quarters.
Carrhae Capital's Baidu position peaked at $44.7M in Q4 2025.
502 funds tracked by Wall St. Rank held Baidu as of Q1 2026.

Based on Carrhae Capital's 13F filing for Q1 2026, filed 14 May 2026.