Question 1

Does Orbis Allan Gray own BIDU stock?

Accepted Answer

No. Orbis Allan Gray exited its BIDU (Baidu) position in Q2 2026. Its Q1 2026 13F listed 190,705 shares worth $21.2M.

Question 2

How many shares of BIDU does Orbis Allan Gray own?

Accepted Answer

None since Q2 2026, when Orbis Allan Gray exited the position. Its Q1 2026 13F listed 190,705 shares worth $21.2M.

Question 3

What is Orbis Allan Gray's BIDU position worth?

Accepted Answer

Orbis Allan Gray's BIDU position was worth $21.2M in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Orbis Allan Gray buying or selling BIDU?

Accepted Answer

In Q2 2026, Orbis Allan Gray exited its entire BIDU position.

Question 5

When did Orbis Allan Gray first buy BIDU?

Accepted Answer

Orbis Allan Gray first reported BIDU in its Q3 2024 13F and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$114.29	0
2026-Q1	Decreased	190,705	-25.1%	$21.2M	0.1%	$111.42	0
2025-Q4	Decreased	254,741	-75.6%	$33.3M	0.1%	$130.66	0
2025-Q3	New	1M	-	$137.6M	0.6%	$131.77	59
2025-Q2	Exited	0	-100.0%	$0	0.0%	$85.76	0
2025-Q1	Decreased	3.2M	-20.3%	$297.8M	1.7%	$92.03	0
2024-Q4	Increased	4.1M	+36.5%	$342.4M	1.8%	$84.31	64
2024-Q3	New	3M	-	$313.2M	1.7%	$105.29	71

BIDU8 quarters

BIDU
8 quarters