← Top Holdings

BAIDFBAIDU INC

CUSIP: 056752108

3

Guru Owners

$84.7M

Total Value Held

648,037

Total Shares

$75.1M
1.08%
$7.4M
0.02%
$2.2M
0.00%

📊 Fundamentals

Market Cap$47.1B
P/E Ratio75.8x
Above market avg
P/FCF10.5x
EPS (TTM)$0.21
Revenue (TTM)$129.1B
Profit Margin4.33%
Beta0.39

52-Week Range

$9.21
$20.98

Current: $15.91

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$211.0M$422.1M$633.1M$844.1MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $84.7M
INCREASEDDavid Tepper$75.1M
REDUCEDRichard Pzena$7.4M
REDUCEDDodge & Cox$2.2M
Q3 '254 owners · $729.6M
REDUCEDDodge & Cox$580.4M
REDUCEDDavid Tepper$137.7M
INCREASEDRichard Pzena$11.0M
Q2 '253 owners · $542.8M
REDUCEDDodge & Cox$465.5M
REDUCEDDavid Tepper$53.6M
REDUCEDRichard Pzena$23.7M
Q1 '255 owners · $807.0M
REDUCEDDodge & Cox$500.7M
INCREASEDRay Dalio$191.1M
INCREASEDDavid Tepper$71.3M
NEWRichard Pzena$25.5M
NEWHoward Marks$18.4M
Q4 '245 owners · $684.7M
INCREASEDDodge & Cox$498.8M
INCREASEDDavid Tepper$128.8M
REDUCEDJohn Rogers$29.9M
INCREASEDRay Dalio$16.6M
REDUCEDMichael Burry$10.5M
Q3 '246 owners · $844.1M
INCREASEDDodge & Cox$620.6M
REDUCEDDavid Tepper$150.0M
INCREASEDJohn Rogers$39.5M
REDUCEDMichael Burry$13.2M
NEWRay Dalio$12.0M
INCREASEDMichael Burry$8.8M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 6.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.5%current: 3.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data