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Themes Management Co’s Baidu BIDU Stock Holding History

Themes Management Co’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 		$1.53M Buy
13,404
+156
+1% +$19.3K 1.02% 24
2026
Q1 		$1.48M Buy
13,248
+2,170
+20% +$294K 0.91% 24
2025
Q4 		$1.45M Buy
+11,078
New +$1.38M 1.08% 27

Other funds holding BIDU

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Alyeska Investment Group
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
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Themes Management Co's BIDU Position: Q2 2026 in Review

Themes Management Co increased its Baidu (BIDU) stake by 1.2% in Q2 2026, buying an estimated $19.3K and bringing the position to 13,404 shares worth $1.53M. The position accounts for 1.02% of the portfolio, ranked #24.

Themes Management Co first reported a position in BIDU in Q4 2025 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold BIDU as of Q2 2026.

  • Themes Management Co held 13,404 shares of Baidu worth $1.53M as of Q2 2026.
  • Themes Management Co bought 156 Baidu shares in Q2 2026, an estimated $19.3K.
  • Baidu made up 1.02% of Themes Management Co's portfolio in Q2 2026, its #24 holding.
  • Themes Management Co first reported a position in Baidu in Q4 2025 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Baidu as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.