Form 13F security
BAIDU INC
Class SPON ADR REP A
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| APPALOOSA LP — David Tepper | 2026-06-30 | $148M | 1.9% | SH 1,295,000 | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 2026-06-30 | $138M | 0.6% | SH 1,203,785 | — |
| Duquesne Family Office LLC — Stanley Druckenmiller | 2026-06-30 | $10M | 0.2% | SH 88,200 | — |
| PZENA INVESTMENT MANAGEMENT LLC | 2026-06-30 | $4.7M | <0.1% | SH 41,474 | — |
| Dodge & Cox | 2026-06-30 | $3.0M | <0.1% | SH 26,006 | — |
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $2.1M | <0.1% | SH 17,959 | — |
| Oasis Management Co Ltd. | 2026-06-30 | <$1M | <0.1% | SH 4,100 | — |
| BAILLIE GIFFORD & CO | 2026-06-30 | <$1M | <0.1% | SH 492 | — |
Total $306M across 8 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $22M | <0.1% | SH 189,500 | [PUT] |
Total $22M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $25M | <0.1% | SH 218,800 | [CALL] |
Total $25M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
PZENA INVESTMENT MANAGEMENT LLC — Combined report.
BAILLIE GIFFORD & CO — Combined report.
Filed rows (11) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| APPALOOSA LP | SPON ADR REP A | — | $148M | 1.9% | SH 1,295,000 | 0001656456-26-000003 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | SPON ADR REP A | — | $138M | 0.6% | SH 1,203,785 | 0000908834-26-000432 |
| Point72 Asset Management, L.P. | SPON ADR REP A | [CALL] | $25M | <0.1% | SH 218,800 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | SPON ADR REP A | [PUT] | $22M | <0.1% | SH 189,500 | 0000919574-26-005520 |
| Duquesne Family Office LLC | SPON ADR REP A | — | $10M | 0.2% | SH 88,200 | 0001536411-26-000006 |
| PZENA INVESTMENT MANAGEMENT LLC | SPON ADR REP A | — | $4.7M | <0.1% | SH 41,474 | 0001027796-26-000049 |
| Dodge & Cox | SPON ADR REP A | — | $3.0M | <0.1% | SH 26,006 | 0001193125-26-349535 |
| Fisher Asset Management, LLC | COM | — | $2.1M | <0.1% | SH 17,959 | 0000850529-26-000006 |
| Oasis Management Co Ltd. | SPON ADR REP A | — | <$1M | <0.1% | SH 4,100 | 0001317904-26-000005 |
| BAILLIE GIFFORD & CO | SPON ADR REP A | — | <$1M | <0.1% | SH 475 | 0001088875-26-000057 |
| BAILLIE GIFFORD & CO | SPON ADR REP A | — | <$1M | <0.1% | SH 17 | 0001088875-26-000057 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
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Changes appear only where the prior quarter's validated report exists.