What smart money is saying about Baidu, Inc.
BIDU
No fund has written a full thesis on Baidu, Inc. in our archive, but 2 fund letters report a position in it — most recently Coronation Global Emerging Markets Equity Strategy in June 2026.
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2
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Between Q1 2025 and Q2 2026, 2 fund letters reported a position in Baidu, Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“In Q2, we exited two positions entirely. We sold out of Baidu, where our conviction in its AI monetisation path weakened, with the proceeds helping to fund higher-conviction ideas; and we sold Melco Resorts, where governance lapses as well as high financial leverage, subdued top-line growth and ongoing regulatory uncertainty in Macau left better risk-adjusted returns available elsewhere.”
Baidu, Inc. - ExitedAriel International DMMarch 2025
“To pursue more compelling investment opportunities, we also sold out of China’s internet search and online community leader, Baidu, Inc., leading electric utility across Asia, CLP Holdings Ltd, leading electric utility in Spain, Endesa S.A., Finnish telecommunications and consumer electronics company, Nokia Oyj and Italian midstream energy company, Snam SpA.”
Baidu, Inc.
Also mentioned · 1
These funds discuss Baidu, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHSBC Equity InsightsDecember 2025
“China’s large language models are already priced at a fraction of their US and European peers, while offering increasingly competitive performance. For example, Baidu’s autonomous operations undercut Western competitors by as much as 80% in unit economics, accelerating commercialisation timelines.”
Baidu, Inc.
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