Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.2M Hold
352,000
2.62% 8
2025
Q4
$46M Buy
352,000
+30,000
+9% +$3.72M 2.95% 8
2025
Q3
$42.4M Buy
+322,000
New +$31.9M 2.37% 12

Other funds holding BIDU

Rheos Capital Works's BIDU Position: Q1 2026 in Review

Rheos Capital Works held its Baidu (BIDU) position steady in Q1 2026 at 352,000 shares worth $39.2M. The position accounts for 2.62% of the portfolio, ranked #8.

Rheos Capital Works first reported a position in BIDU in Q3 2025 and has held it in 3 quarters since. The position peaked at $46M in Q4 2025. 501 funds tracked by Wall St. Rank hold BIDU as of Q1 2026.

  • Rheos Capital Works held 352,000 shares of Baidu worth $39.2M as of Q1 2026.
  • Rheos Capital Works left its Baidu share count unchanged in Q1 2026.
  • Baidu made up 2.62% of Rheos Capital Works's portfolio in Q1 2026, its #8 holding.
  • Rheos Capital Works first reported a position in Baidu in Q3 2025 and has held it in 3 quarters since.
  • Rheos Capital Works's Baidu position peaked at $46M in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Baidu as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.