North of South Capital’s Baidu BIDU Stock Holding History

North of South Capital’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	$105M	Buy	918,941 +179,642	+24%	+$22.2M	7.73%	6
2026 Q1	$82.4M	Buy	739,299 +313,286	+74%	+$42.5M	7.4%	6
2025 Q4	$55.7M	Buy	426,013 +10,768	+3%	+$1.34M	5%	8
2025 Q3	$54.7M	Sell	415,245 -203,405	-33%	-$20.1M	5.26%	9
2025 Q2	$53.1M	Buy	618,650 +61,413	+11%	+$5.3M	5.58%	7
2025 Q1	$51.3M	Sell	557,237 -57,610	-9%	-$5.17M	5.73%	8
2024 Q4	$51.8M	Buy	614,847 +97,549	+19%	+$8.91M	6.3%	7
2024 Q3	$54.5M	Buy	517,298 +144,161	+39%	+$12.7M	8.26%	6
2024 Q2	$32.3M	Buy	+373,137	New	+$37.5M	8.36%	3

Other funds holding BIDU

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ACM

Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

North of South Capital's BIDU Position: Q2 2026 in Review

North of South Capital increased its Baidu (BIDU) stake by 24% in Q2 2026, buying an estimated $22.2M and bringing the position to 918,941 shares worth $105M. The position accounts for 7.73% of the portfolio, ranked #6.

North of South Capital first reported a position in BIDU in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

North of South Capital held 918,941 shares of Baidu worth $105M as of Q2 2026.
North of South Capital bought 179,642 Baidu shares in Q2 2026, an estimated $22.2M.
Baidu made up 7.73% of North of South Capital's portfolio in Q2 2026, its #6 holding.
North of South Capital first reported a position in Baidu in Q2 2024 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.