Maytus Capital Management’s Baidu BIDU Stock Holding History

Maytus 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 Q2	$9.14M	Sell	80,000 -9,428	-11%	-$1.17M	1.44%	24
2026 Q1	$9.96M	Buy	89,428 +51,428	+135%	+$6.97M	1.77%	18
2025 Q4	$4.97M	Buy	38,000 +17,806	+88%	+$2.21M	1.17%	38
2025 Q3	$2.66M	Sell	20,194 -11,492	-36%	-$1.14M	0.57%	53
2025 Q2	$2.72M	Sell	31,686 -15,395	-33%	-$1.33M	0.5%	56
2025 Q1	$4.33M	Sell	47,081 -32,919	-41%	-$2.96M	1.33%	33
2024 Q4	$6.74M	Buy	80,000 +58,500	+272%	+$5.34M	2.36%	13
2024 Q3	$2.26M	Buy	+21,500	New	+$1.9M	0.8%	46
2024 Q2	–	Sell	-20,000	Closed	-$2.11M	–	49
2024 Q1	$2.11M	Buy	+20,000	New	+$2.13M	0.89%	35
2023 Q4	–	Sell	-25,000	Closed	-$3.36M	–	57
2023 Q3	$3.36M	Buy	+25,000	New	+$3.5M	1.87%	25
2023 Q2	–	Sell	-10,500	Closed	-$1.58M	–	51
2023 Q1	$1.58M	Buy	+10,500	New	+$1.49M	1.02%	35
2021 Q3	–	Sell	-16,000	Closed	-$3.26M	–	48
2021 Q2	$3.26M	Sell	16,000 -64,000	-80%	-$12.8M	1.04%	41
2021 Q1	$17.4M	Buy	80,000 +59,000	+281%	+$15.4M	5.82%	2
2020 Q4	$4.54M	Buy	+21,000	New	+$3.12M	1.94%	23
2020 Q3	–	Sell	-50,000	Closed	-$6M	–	42
2020 Q2	$6M	Buy	50,000 +12,000	+32%	+$1.28M	3.09%	14
2020 Q1	$3.83M	Buy	38,000 +16,500	+77%	+$2.01M	2.32%	19
2019 Q4	$2.72M	Buy	21,500 +11,500	+115%	+$1.31M	1.35%	34
2019 Q3	$1.03M	Buy	+10,000	New	+$1.07M	0.5%	49
2019 Q2	–	Sell	-15,000	Closed	-$2.47M	–	55
2019 Q1	$2.47M	Buy	+15,000	New	+$2.51M	1.29%	35

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

Maytus Capital Management's BIDU Position: Q2 2026 in Review

Maytus Capital Management reduced its Baidu (BIDU) stake by 11% in Q2 2026, selling an estimated $1.17M and leaving 80,000 shares worth $9.14M. The position accounts for 1.44% of the portfolio, ranked #24.

Maytus Capital Management first reported a position in BIDU in Q1 2019 and has held it in 19 quarters since. The position peaked at $17.4M in Q1 2021. 495 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Maytus Capital Management held 80,000 shares of Baidu worth $9.14M as of Q2 2026.
Maytus Capital Management sold 9,428 Baidu shares in Q2 2026, an estimated $1.17M.
Baidu made up 1.44% of Maytus Capital Management's portfolio in Q2 2026, its #24 holding.
Maytus Capital Management first reported a position in Baidu in Q1 2019 and has held it in 19 quarters since.
Maytus Capital Management's Baidu position peaked at $17.4M in Q1 2021.
495 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Maytus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.