SEC 13F Intelligence

Arga Investment Management, LP / BIDUN

Arga Investment Management, LP’s Baidu Inc Position

Does Arga Investment Management, LP own Baidu Inc (BIDUN)? Not currently — the last reported position was 302.9K shares worth $40M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q4 2025
Shares
302.9K
% of Portfolio
+1.08%
Quarters Held
26
position exited

Position History BIDUN

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $2MQ2 ’19: $767,000Q3 ’19: $23MQ4 ’19: $28MQ4 ’19Q1 ’20: $34MQ2 ’20: $87MQ3 ’20: $164MQ4 ’20: $290MQ4 ’20Q3 ’21: $247MQ4 ’21: $251MQ1 ’22: $351MQ2 ’22: $405MQ2 ’22Q3 ’22: $362MQ4 ’22: $362MQ1 ’23: $452MQ2 ’23: $414MQ2 ’23Q3 ’23: $114MQ4 ’23: $114MQ1 ’24: $108MQ2 ’24: $722,454Q2 ’24Q3 ’24: $1MQ4 ’24: $922,773Q1 ’25: $1MQ3 ’25: $40MQ3 ’25Q4 ’25: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025302.9K$40M+1.08%
Q3 2025303.7K$40M+1.06%
Q1 202510.9K$1M+0.03%
Q4 202410.9K$922,773+0.03%
Q3 202410.9K$1M+0.04%
Q2 20248.4K$722,454+0.03%
Q1 20241.02M$108M+3.61%
Q4 2023960.1K$114M+3.96%
Q3 2023848.5K$114M+4.64%
Q2 20233.03M$414M+14.63%
Q1 20232.99M$452M+16.87%
Q4 20223.08M$362M+19.64%
Q3 20223.08M$362M+19.64%
Q2 20222.72M$405M+22.29%
Q1 20222.65M$351M+19.21%
Q4 20211.69M$251M+16.00%
Q3 20211.61M$247M+17.24%
Q4 20201.34M$290M+17.85%
Q3 20201.30M$164M+15.02%
Q2 2020722.6K$87M+9.57%
Q1 2020336.6K$34M+5.85%
Q4 2019220.9K$28M+3.17%
Q3 2019220.3K$23M+2.82%
Q2 20196.5K$767,000+0.11%
Q1 201915.1K$2M+0.37%
Q4 201819.4K$3M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arga Investment Management, LP’s full portfolio or all institutional holders of BIDUN.