← Top Holdings

BAIDFBAIDU INC

CUSIP: 056752108

4

Guru Owners

$86.0M

Total Value Held

771,794

Total Shares

$77.1M
1.30%
$5.4M
0.02%
$3.1M
0.00%
$381K
0.01%

📊 Fundamentals

Market Cap$39.0B
P/FCF4.9x
EPS (TTM)$-0.02
Revenue (TTM)$128.7B
Profit Margin1.02%
Beta0.56

52-Week Range

$10.05
$20.98

Current: $14.32

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$844.1MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $86.0M
INCREASEDDavid Tepper$77.1M
REDUCEDRichard Pzena$5.4M
INCREASEDDodge & Cox$3.1M
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 '256 owners · $816.2M
REDUCEDDodge & Cox$500.7M
INCREASEDRay Dalio$191.1M
INCREASEDDavid Tepper$71.3M
NEWRichard Pzena$25.5M
NEWHoward Marks$18.4M
REDUCEDMichael Burry$9.2M
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

💰 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. 7.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.2%current: 6.2%
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