Current position

Cathie Wood’s Baidu Inc (BIDU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

ARK Investment ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares5.13MHighest verified quarter-end share count
Quarters reported28Verified quarters with shares above zero
What happened?

ARK Investment Management first reported Baidu Inc in Q4 2016. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. ARK Investment Management currently reports 301.93K shares. The latest verified filing showed: Sold 73.0% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 73.0% of the position−818.40K shares · 301.93K shares remained
Filing context

Quarter-end price $114.29 · Estimated holding basis $120.14

Q1 2026
Sold 3.2% of the position−37.55K shares · 1.12M shares remained
Filing context

Quarter-end price $111.42 · Estimated holding basis $120.14

Q4 2025
Bought 127.8% more+649.49K shares · 1.16M shares reported after the change
Filing context

Quarter-end price $130.66 · Estimated holding basis $120.14

Q3 2025
Bought 72.7% more+213.94K shares · 508.39K shares reported after the change
Filing context

Quarter-end price $131.77 · Estimated holding basis $106.71

Q2 2025
Bought 129.4% more+166.09K shares · 294.45K shares reported after the change
Filing context

Quarter-end price $85.76 · Estimated holding basis $88.49

Q1 2025
New position+128.36K shares · 128.36K shares reported
Filing context

Quarter-end price $92.03 · Estimated holding basis $92.03

Portfolio importance

How important is Baidu Inc in ARK Investment Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q2 2026
Current rank#76of 190 reported positions
Peak portfolio weight4.5%Q1 2019
Best historical rank#4Q2 2017
At peak importanceQ1 2019
BIDU
4.5%
Largest holding
6.6%
Cross-investor discovery

Who else owns Baidu Inc?

Also reported by 2 other tracked investors in their latest verified filings.

David TepperAppaloosa LP
BIDU2.0% of reported portfolio
Stanley DruckenmillerDuquesne Family Office
BIDU0.2% of reported portfolio
Explore Baidu Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$89.932026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$114.29Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$120.14Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows ARK Investment Management’s aggregated Form 13F disclosures. It is not Cathie Wood’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.