SIH Partners’s Baidu BIDU Stock Holding History

SIH 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	$15.7M	Buy	137,273 +17,832	+15%	+$2.21M	0.1%	66
2026 Q1	$13.3M	Sell	119,441 -206,958	-63%	-$28.1M	0.18%	59
2025 Q4	$42.6M	Buy	326,399 +228,756	+234%	+$28.4M	0.81%	24
2025 Q3	$12.9M	Sell	97,643 -27,486	-22%	-$2.72M	0.37%	32
2025 Q2	$10.7M	Buy	125,129 +93,336	+294%	+$8.05M	0.4%	36
2025 Q1	$2.93M	Buy	+31,793	New	+$2.85M	0.1%	69
2024 Q4	–	Sell	-16,092	Closed	-$1.69M	–	133
2024 Q3	$1.69M	Sell	16,092 -76,072	-83%	-$6.72M	1.02%	19
2024 Q2	$7.97M	Buy	+92,164	New	+$9.26M	7.7%	5
2024 Q1	–	Sell	-79,225	Closed	-$9.43M	–	17
2023 Q4	$9.43M	Buy	+79,225	New	+$9.15M	7.53%	2

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

SIH Partners's BIDU Position: Q2 2026 in Review

SIH Partners increased its Baidu (BIDU) stake by 15% in Q2 2026, buying an estimated $2.21M and bringing the position to 137,273 shares worth $15.7M. The position accounts for 0.1% of the portfolio, ranked #66.

SIH Partners first reported a position in BIDU in Q4 2023 and has held it in 9 quarters since. The position peaked at $42.6M in Q4 2025. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

SIH Partners held 137,273 shares of Baidu worth $15.7M as of Q2 2026.
SIH Partners bought 17,832 Baidu shares in Q2 2026, an estimated $2.21M.
Baidu made up 0.1% of SIH Partners's portfolio in Q2 2026, its #66 holding.
SIH Partners first reported a position in Baidu in Q4 2023 and has held it in 9 quarters since.
SIH Partners's Baidu position peaked at $42.6M in Q4 2025.
492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.