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 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 $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return