NS Partners’s Baidu BIDU Stock Holding History

NS Partners’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	$1.19M	Buy	+10,400	New	+$1.29M	0.05%	70
2020 Q3	–	Sell	-66,000	Closed	-$7.91M	–	73
2020 Q2	$7.91M	Sell	66,000 -15,500	-19%	-$1.66M	0.59%	57
2020 Q1	$8.21M	Buy	81,500 +33,400	+69%	+$4.07M	0.76%	49
2019 Q4	$6.08M	Buy	+48,100	New	+$5.47M	0.48%	62
2019 Q2	–	Sell	-3,000	Closed	-$495K	–	94
2019 Q1	$495K	Buy	+3,000	New	+$502K	0.05%	95

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

NS Partners's BIDU Position: Q2 2026 in Review

NS Partners opened a new position in Baidu (BIDU) in Q2 2026: 10,400 shares worth $1.19M. The stake represents 0.05% of the portfolio and ranks #70 among its holdings. This is a return to the name: NS Partners previously reported a position in BIDU as recently as Q2 2020.

NS Partners first reported a position in BIDU in Q1 2019 and has held it in 5 quarters since. The position peaked at $8.21M in Q1 2020. 495 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

NS Partners held 10,400 shares of Baidu worth $1.19M as of Q2 2026.
Baidu was a new NS Partners position in Q2 2026.
Baidu made up 0.05% of NS Partners's portfolio in Q2 2026, its #70 holding.
NS Partners first reported a position in Baidu in Q1 2019 and has held it in 5 quarters since.
NS Partners's Baidu position peaked at $8.21M in Q1 2020.
495 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on NS Partners's 13F filing for Q2 2026, filed 13 Aug 2026.