Howard Marks’s Baidu BIDU Stock Holding History

Howard Marks’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
2025 Q2	–	Sell	-199,684	Closed	-$18.4M	–	179
2025 Q1	$18.4M	Buy	+199,684	New	+$17.9M	0.36%	48
2024 Q2	–	Sell	-422,866	Closed	-$44.5M	–	153
2024 Q1	$44.5M	Buy	+422,866	New	+$45M	0.7%	25
2020 Q4	–	Sell	-419,297	Closed	-$53.1M	–	188
2020 Q3	$53.1M	Sell	419,297 -4,010	-0.9%	-$497K	1.15%	18
2020 Q2	$50.8M	Buy	423,307 +90,892	+27%	+$9.72M	1.13%	19
2020 Q1	$33.5M	Buy	+332,415	New	+$40.5M	0.94%	18
2017 Q1	–	Sell	-12,861	Closed	-$2.11M	–	195
2016 Q4	$2.11M	Buy	12,861 +4,647	+57%	+$791K	0.03%	184
2016 Q3	$1.5M	Buy	+8,214	New	+$1.42M	0.02%	182
2015 Q2	–	Sell	-127,837	Closed	-$26.6M	–	173
2015 Q1	$26.6M	Sell	127,837 -10,592	-8%	-$2.27M	0.28%	81
2014 Q4	$31.6M	Buy	+138,429	New	+$31.7M	0.34%	65
2014 Q1	–	Sell	-137,097	Closed	-$24.4M	–	159
2013 Q4	$24.4M	Buy	+137,097	New	+$22.2M	0.45%	72

Other funds holding BIDU

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howard Marks's BIDU Position: Q2 2025 in Review

Howard Marks sold out of Baidu (BIDU) in Q2 2025, closing a stake of 199,684 shares — an estimated $18.4M sold.

Howard Marks first reported a position in BIDU in Q4 2013 and held it in 10 quarters. The position peaked at $53.1M in Q3 2020. 426 funds tracked by Wall St. Rank hold BIDU as of Q2 2025.

Howard Marks reported no remaining Baidu position as of Q2 2025 after selling out during the quarter.
Howard Marks sold 199,684 Baidu shares in Q2 2025, an estimated $18.4M.
Howard Marks first reported a position in Baidu in Q4 2013 and held it in 10 quarters.
Howard Marks's Baidu position peaked at $53.1M in Q3 2020.
426 funds tracked by Wall St. Rank held Baidu as of Q2 2025.

Based on Oaktree Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.