Historical position

Li Lu’s Baidu Inc (BIDU) position

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

Himalaya Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2017Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares5.80KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Himalaya Capital Management first reported Baidu Inc in Q2 2017. Verified positive position history runs through Q3 2018. The current relationship status cannot be determined reliably from supported data.

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.

Q3 2018
No change5.80K shares reported
Filing context

Quarter-end price $228.62 · Estimated holding basis $178.79

Q2 2017
New position+5.80K shares · 5.80K shares reported
Filing context

Quarter-end price $178.79 · Estimated holding basis $178.79

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Baidu Inc in Himalaya Capital Management’s reported portfolio?

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

Last reported portfolio weight13.2%Q3 2018
Last reported rank#2of 2 reported positions
Peak portfolio weight19.0%Q4 2017
Best historical rank#2Q2 2017
At peak importanceQ4 2017
BIDU
19.0%
Largest holding
73.4%
Cross-investor discovery

Who else owns Baidu Inc?

Also reported by 3 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
Cathie WoodARK Investment Management
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$228.62Q3 2018

Derived from validated reported value and shares where supported.

Estimated holding basis$178.79Historical 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 Himalaya Capital Management’s Form 13F disclosures. It is not Li Lu’s personal portfolio, and 13F filings do not reveal exact trade dates or execution prices.