Baidu Inc - Spon Adr (BIDU) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $1.2B

BIDU ranks #1117 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BIDU is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

BIDU is a top-conviction position for CoreView Capital Management Ltd — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BIDU belongs to Primecap Management Co/ca/, but the position matters far more to CoreView Capital Management Ltd, who has 11.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Morgan Stanley has added to its BIDU position for two straight quarters, increasing it by $389.2M to reach $743.2M today.

David Shaw has trimmed its BIDU position for two straight quarters, cutting it by $167.5M while still holding $26.8M.

BIDU is down 0.5% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

BIDU closed its latest fiscal year with net income of $5.6B, and currently trades at a P/E of 92.6.

• Profitable — net income of $5.6B in the latest fiscal year
• Revenue declined 3.0% year over year
• Net income declined year over year, from $23.8B to $5.6B
• Operating cash flow was negative, using $3.0B in cash
• Current ratio of 1.76x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.60x equity — within a conventional range