SEC 13F Intelligence

North Of South Capital LLP / BIDU

North Of South Capital LLP’s Baidu Inc Position

Does North Of South Capital LLP own Baidu Inc (BIDU)? Yes — 739.3K shares worth $82M (+7.40% of its 13F portfolio) as of Q1 2026, up from 426.0K shares the prior filed quarter.

Position Value
$82M
Q1 2026
Shares
739.3K
% of Portfolio
+7.40%
Quarters Held
8
currently held

Position History BIDU

Reported value by quarter
Q2 ’24: $32MQ2 ’24Q3 ’24: $54MQ3 ’24Q4 ’24: $52MQ4 ’24Q1 ’25: $51MQ1 ’25Q2 ’25: $53MQ2 ’25Q3 ’25: $55MQ3 ’25Q4 ’25: $56MQ4 ’25Q1 ’26: $82MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026739.3K$82M+7.40%
Q4 2025426.0K$56M+5.00%
Q3 2025415.2K$55M+5.26%
Q2 2025618.6K$53M+5.58%
Q1 2025557.2K$51M+5.73%
Q4 2024614.8K$52M+6.30%
Q3 2024517.3K$54M+8.26%
Q2 2024373.1K$32M+8.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Of South Capital LLP’s full portfolio or all institutional holders of BIDU.