David Tepper’s Baidu BIDU Stock Holding History

David Tepper’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	$77.1M	Buy	692,100 +117,100	+20%	+$15.9M	1.3%	17
2025 Q4	$75.1M	Sell	575,000 -470,000	-45%	-$58.3M	1.08%	24
2025 Q3	$138M	Buy	1,045,000 +420,000	+67%	+$41.6M	1.86%	17
2025 Q2	$53.6M	Sell	625,000 -150,000	-19%	-$12.9M	0.83%	26
2025 Q1	$71.3M	Sell	775,000 -752,909	-49%	-$67.6M	0.85%	21
2024 Q4	$129M	Buy	1,527,909 +102,909	+7%	+$9.4M	1.99%	15
2024 Q3	$150M	Sell	1,425,000 -240,000	-14%	-$21.2M	2.23%	13
2024 Q2	$144M	Sell	1,665,000 -135,000	-8%	-$13.6M	2.33%	14
2024 Q1	$190M	Buy	1,800,000 +1,175,000	+188%	+$125M	2.81%	10
2023 Q4	$74.4M	Sell	625,000 -40,000	-6%	-$4.62M	1.29%	23
2023 Q3	$89.3M	Sell	665,000 -610,000	-48%	-$85.5M	1.76%	16
2023 Q2	$175M	Buy	+1,275,000	New	+$167M	3.24%	12
2021 Q2	–	Sell	-45,000	Closed	-$9.79M	–	56
2021 Q1	$9.79M	Buy	+45,000	New	+$11.7M	0.14%	56

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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 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

David Tepper's BIDU Position: Q1 2026 in Review

David Tepper increased its Baidu (BIDU) stake by 20% in Q1 2026, buying an estimated $15.9M and bringing the position to 692,100 shares worth $77.1M. The position accounts for 1.3% of the portfolio, ranked #17.

David Tepper first reported a position in BIDU in Q1 2021 and has held it in 13 quarters since. The position peaked at $190M in Q1 2024. 505 funds tracked by Wall St. Rank hold BIDU as of Q1 2026.

David Tepper held 692,100 shares of Baidu worth $77.1M as of Q1 2026.
David Tepper bought 117,100 Baidu shares in Q1 2026, an estimated $15.9M.
Baidu made up 1.3% of David Tepper's portfolio in Q1 2026, its #17 holding.
David Tepper first reported a position in Baidu in Q1 2021 and has held it in 13 quarters since.
David Tepper's Baidu position peaked at $190M in Q1 2024.
505 funds tracked by Wall St. Rank held Baidu as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.