Polunin Capital Partners’s Baidu BIDU Stock Holding History

Polunin Capital 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	$33.3M	Sell	283,440 -5,000	-2%	-$619K	8.18%	5
2026 Q1	$32.1M	Sell	288,440 -125,056	-30%	-$17M	8.33%	5
2025 Q4	$61.8M	Buy	413,496 +1,128	+0.3%	+$140K	9.53%	2
2025 Q3	$58.6M	Buy	412,368 +68,496	+20%	+$6.78M	8.61%	4
2025 Q2	$31M	Sell	343,872 -1,100	-0.3%	-$94.9K	5.07%	9
2025 Q1	$26.5M	Buy	+344,972	New	+$31M	5.36%	8

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

Polunin Capital Partners's BIDU Position: Q2 2026 in Review

Polunin Capital Partners reduced its Baidu (BIDU) stake by 1.7% in Q2 2026, selling an estimated $619K and leaving 283,440 shares worth $33.3M. The position accounts for 8.18% of the portfolio, ranked #5.

Polunin Capital Partners first reported a position in BIDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.8M in Q4 2025. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Polunin Capital Partners held 283,440 shares of Baidu worth $33.3M as of Q2 2026.
Polunin Capital Partners sold 5,000 Baidu shares in Q2 2026, an estimated $619K.
Baidu made up 8.18% of Polunin Capital Partners's portfolio in Q2 2026, its #5 holding.
Polunin Capital Partners first reported a position in Baidu in Q1 2025 and has held it in 6 quarters since.
Polunin Capital Partners's Baidu position peaked at $61.8M in Q4 2025.
492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.