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Discovery Capital Management’s Baidu BIDU Stock Holding History

Discovery 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
Q1 		– Sell
-75,800
Closed -$9.9M – 86
2025
Q4 		$9.9M Hold
75,800
– – 0.54% 52
2025
Q3 		$9.99M Buy
+75,800
New +$7.51M 0.55% 45
2016
Q4 		– Sell
-713,814
Closed -$130M – 102
2016
Q3 		$130M Buy
713,814
+609,542
+585% +$105M 2.75% 11
2016
Q2 		$17.2M Sell
104,272
-458,928
-81% -$80.6M 0.4% 51
2016
Q1 		$108M Sell
563,200
-315,009
-36% -$53.6M 1.56% 21
2015
Q4 		$166M Sell
878,209
-637,150
-42% -$117M 1.97% 14
2015
Q3 		$208M Sell
1,515,359
-389,085
-20% -$64.1M 2.32% 12
2015
Q2 		$379M Buy
1,904,444
+150,875
+9% +$30.9M 4.47% 4
2015
Q1 		$365M Buy
1,753,569
+545,069
+45% +$117M 4.16% 3
2014
Q4 		$276M Buy
1,208,500
+520,000
+76% +$119M 2.84% 3
2014
Q3 		$150M Buy
688,500
+153,900
+29% +$32.5M 1.7% 17
2014
Q2 		$99.9M Sell
534,600
-1,269,014
-70% -$208M 0.95% 37
2014
Q1 		$275M Buy
1,803,614
+500,714
+38% +$83.8M 2% 10
2013
Q4 		$232M Buy
1,302,900
+1,111,100
+579% +$180M 1.72% 16
2013
Q3 		$29.8M Buy
+191,800
New +$24.7M 0.26% 65

Other funds holding BIDU

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Discovery Capital Management's BIDU Position: Q1 2026 in Review

Discovery Capital Management sold out of Baidu (BIDU) in Q1 2026, closing a stake of 75,800 shares — an estimated $9.9M sold.

Discovery Capital Management first reported a position in BIDU in Q3 2013 and held it in 15 quarters. The position peaked at $379M in Q2 2015. 501 funds tracked by Wall St. Rank hold BIDU as of Q1 2026.

  • Discovery Capital Management reported no remaining Baidu position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 75,800 Baidu shares in Q1 2026, an estimated $9.9M.
  • Discovery Capital Management first reported a position in Baidu in Q3 2013 and held it in 15 quarters.
  • Discovery Capital Management's Baidu position peaked at $379M in Q2 2015.
  • 501 funds tracked by Wall St. Rank held Baidu as of Q1 2026.

Based on Discovery Capital Management's 13F filing for Q1 2026, filed 15 May 2026.