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Orbis Allan Gray’s Baidu BIDU Stock Holding History

Orbis Allan Gray’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 		– Sell
-190,705
Closed -$21.2M – 99
2026
Q1 		$21.2M Sell
190,705
-64,036
-25% -$8.68M 0.09% 84
2025
Q4 		$33.3M Sell
254,741
-789,432
-76% -$98M 0.14% 72
2025
Q3 		$138M Buy
+1,044,173
New +$103M 0.59% 43
2025
Q2 		– Sell
-3,236,111
Closed -$298M – 81
2025
Q1 		$298M Sell
3,236,111
-824,708
-20% -$74M 1.7% 24
2024
Q4 		$342M Buy
4,060,819
+1,086,248
+37% +$99.2M 1.84% 19
2024
Q3 		$313M Buy
+2,974,571
New +$263M 1.66% 21
2018
Q3 		– Sell
-156,549
Closed -$38M – 54
2018
Q2 		$38M Sell
156,549
-163,542
-51% -$40.7M 0.21% 44
2018
Q1 		$71.4M Sell
320,091
-1,389,555
-81% -$342M 0.41% 38
2017
Q4 		$400M Sell
1,709,646
-1,282,542
-43% -$314M 2.35% 17
2017
Q3 		$741M Sell
2,992,188
-399,124
-12% -$87.1M 4.57% 6
2017
Q2 		$607M Sell
3,391,312
-128,248
-4% -$23.2M 3.81% 9
2017
Q1 		$607M Buy
3,519,560
+749,391
+27% +$132M 4.15% 7
2016
Q4 		$455M Buy
2,770,169
+1,865,337
+206% +$317M 3.27% 9
2016
Q3 		$165M Sell
904,832
-30,081
-3% -$5.21M 1.15% 26
2016
Q2 		$154M Sell
934,913
-366,880
-28% -$64.4M 1.18% 24
2016
Q1 		$248M Buy
+1,301,793
New +$222M 2.02% 16

Other funds holding BIDU

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Alyeska Investment Group
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
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Orbis Allan Gray's BIDU Position: Q2 2026 in Review

Orbis Allan Gray sold out of Baidu (BIDU) in Q2 2026, closing a stake of 190,705 shares — an estimated $21.2M sold.

Orbis Allan Gray first reported a position in BIDU in Q1 2016 and held it in 16 quarters. The position peaked at $741M in Q3 2017. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

  • Orbis Allan Gray reported no remaining Baidu position as of Q2 2026 after selling out during the quarter.
  • Orbis Allan Gray sold 190,705 Baidu shares in Q2 2026, an estimated $21.2M.
  • Orbis Allan Gray first reported a position in Baidu in Q1 2016 and held it in 16 quarters.
  • Orbis Allan Gray's Baidu position peaked at $741M in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.