Contrarius Group Holdings’s Baidu BIDU Stock Holding History

Contrarius Group Holdings’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	$39.2M	Buy	343,344 +113,154	+49%	+$14M	1.81%	14
2026 Q1	$25.6M	Sell	230,190 -100,933	-30%	-$13.7M	1.45%	15
2025 Q4	$43.3M	Sell	331,123 -560,626	-63%	-$69.6M	2.1%	15
2025 Q3	$118M	Buy	891,749 +743,205	+500%	+$73.6M	5.32%	5
2025 Q2	$12.7M	Sell	148,544 -72,144	-33%	-$6.23M	0.72%	23
2025 Q1	$20.3M	Sell	220,688 -103,453	-32%	-$9.29M	1.39%	19
2024 Q4	$27.3M	Buy	+324,141	New	+$29.6M	1.67%	18

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

Contrarius Group Holdings's BIDU Position: Q2 2026 in Review

Contrarius Group Holdings increased its Baidu (BIDU) stake by 49% in Q2 2026, buying an estimated $14M and bringing the position to 343,344 shares worth $39.2M. The position accounts for 1.81% of the portfolio, ranked #14.

Contrarius Group Holdings first reported a position in BIDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $118M in Q3 2025. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Contrarius Group Holdings held 343,344 shares of Baidu worth $39.2M as of Q2 2026.
Contrarius Group Holdings bought 113,154 Baidu shares in Q2 2026, an estimated $14M.
Baidu made up 1.81% of Contrarius Group Holdings's portfolio in Q2 2026, its #14 holding.
Contrarius Group Holdings first reported a position in Baidu in Q4 2024 and has held it in 7 quarters since.
Contrarius Group Holdings's Baidu position peaked at $118M in Q3 2025.
492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.