Rheos Capital Works’s Baidu BIDU Stock Holding History

Rheos Capital Works’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	-352,000	Closed	-$39.2M	–	83
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

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

Rheos Capital Works's BIDU Position: Q2 2026 in Review

Rheos Capital Works sold out of Baidu (BIDU) in Q2 2026, closing a stake of 352,000 shares — an estimated $39.2M sold.

Rheos Capital Works first reported a position in BIDU in Q3 2025 and held it in 3 quarters. The position peaked at $46M in Q4 2025. 495 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

Rheos Capital Works reported no remaining Baidu position as of Q2 2026 after selling out during the quarter.
Rheos Capital Works sold 352,000 Baidu shares in Q2 2026, an estimated $39.2M.
Rheos Capital Works first reported a position in Baidu in Q3 2025 and held it in 3 quarters.
Rheos Capital Works's Baidu position peaked at $46M in Q4 2025.
495 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.