PRIMECAP MANAGEMENT CO/CA/ BIDU — BAIDU INC - SPON ADR

Ownership history in PRIMECAP MANAGEMENT CO/CA/  ·  25 quarters on record

AI Ownership Summary

PRIMECAP MANAGEMENT CO/CA/ reported BAIDU INC - SPON ADR (BIDU) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.22% in 2025 Q3. The latest visible filing shows BIDU at 1.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRIMECAP MANAGEMENT CO/CA/'s position in BAIDU INC - SPON ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIDU was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIDU stock page PRIMECAP MANAGEMENT CO/CA/ fund profile PRIMECAP MANAGEMENT CO/CA/ full holdings
How PRIMECAP MANAGEMENT CO/CA/ held BIDU — position size vs. price
% of Fund (quarterly)    BIDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.3% -14.7% ✅ 11,103,600 -1,008,700 -8.3% 1.10% $1.45B 2026-02-14 (Est.) $137.01
2025 Q3 REDUCED — — — 12,112,300 -4,450 -0.0% 1.22% $1.60B 2025-11-12 $128.94
2025 Q2 ADDED — — — 12,116,750 +170,414 +1.4% 0.82% $1.04B 2025-08-11 $85.99
2025 Q1 REDUCED — — — 11,946,336 -167,900 -1.4% 0.91% $1.10B 2025-05-09 $86.86
2024 Q4 REDUCED — — — 12,114,236 -9,620 -0.1% 0.79% $1.02B 2025-02-10 $93.85
2024 Q3 ADDED — — — 12,123,856 +176,150 +1.5% 0.94% $1.28B 2024-11-08 $88.96
2024 Q2 ADDED — — — 11,947,706 +1,753,577 +17.2% 0.75% $1.03B 2024-08-09 $85.10
2024 Q1 ADDED — — — 10,194,129 +911,095 +9.8% 0.80% $1.07B 2024-05-14 $109.42
2023 Q4 ADDED — — — 9,283,034 +12,480 +0.1% 0.88% $1.11B 2024-02-09 $105.69
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIDU

As of 2026 Q1 — sorted by position size

Polunin Capital Partners Ltd 3Y 7Y 8.33% TT International Asset Management LTD 3Y 7.63% North of South Capital LLP 7.4% Corecam Pte. Ltd. 1.92% Aurora Investment Managers, LLC. 3Y 1.91% Corecam AG 1.66% Parrish Capital LLC 0.97% Turn8 Private Wealth Inc. 0.9% Tower View Wealth Management LLC 3Y 7Y 0.66% Everstar Asset Management, LLC 0.58%

FAQ About PRIMECAP MANAGEMENT CO/CA/ and BIDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRIMECAP MANAGEMENT CO/CA/ reported owning BIDU?

PRIMECAP MANAGEMENT CO/CA/ reported BIDU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIDU position in PRIMECAP MANAGEMENT CO/CA/'s portfolio?

The largest reported portfolio weight for BIDU was 1.22% in 2025 Q3.

What is the latest reported BIDU position on this page?

The most recent filing on this page is 2025 Q4, when PRIMECAP MANAGEMENT CO/CA/ reported 11,103,600 shares, equal to 1.10% of portfolio, with an estimated market value of $1.45B.

What does the chart on this BIDU ownership page compare?

The chart compares PRIMECAP MANAGEMENT CO/CA/'s quarterly BIDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRIMECAP MANAGEMENT CO/CA/ time their BIDU position?

Based on 13F filing dates vs. subsequent BIDU price moves, PRIMECAP MANAGEMENT CO/CA/ correctly timed 14 out of 24 reported position changes (58%). The annualised alpha on BIDU relative to SPY over the holding period was -12.1%.

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