John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Baidu, Inc. (BIDU)
← All BIDU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 27,506 <0.01 Add 66.40% <0.01 $105.77–165.30 · VW $137.06i $3,064,719 SEC
2025   Q4 16,530 <0.01 Reduce 99.62% 0.31 $108.01–149.51 · VW $125.60i $2,159,810 SEC
2025   Q3 4,404,415 0.31 Reduce 18.85% 0.05 $84.64–141.60 · VW $105.50i $580,369,765 SEC
2025   Q2 5,427,715 0.26 Reduce 0.24% <0.01 $74.71–95.15 · VW $85.56i $465,480,838 SEC
2025   Q1 5,440,815 0.29 Reduce 8.04% 0.02 $77.19–105.19 · VW $91.15i $500,718,204 SEC
2024   Q4 5,916,215 0.29 Add 0.37% <0.01 $78.95–116.25 · VW $92.64i $498,796,087 SEC
2024   Q3 5,894,215 0.35 Add 0.19% <0.01 $79.68–111.05 · VW $92.60i $620,601,897 SEC
2024   Q2 5,883,215 0.31 Add 55.49% 0.11 $86.43–115.39 · VW $99.45i $508,780,433 SEC
2024   Q1 3,783,715 0.23 Add 20.11% 0.04 $96.58–119.75 · VW $105.78i $398,349,515 SEC
2023   Q4 3,150,115 0.24 Reduce 1.16% <0.01 $103.32–135.85 · VW $115.72i $375,147,195 SEC
2023   Q3 3,187,015 0.29 Reduce 0.02% $123.17–156.98 · VW $142.64i $428,175,465 SEC
2023   Q2 3,187,515 0.29 Add 1.25% <0.01 $115.74–151.09 · VW $129.80i $436,402,679 SEC
2023   Q1 3,148,215 0.32 Reduce 50.33% 0.25 $118.04–160.88 · VW $141.64i $475,128,608 SEC
2022   Q4 6,337,655 0.50 Reduce 6.01% 0.04 $73.58–125.23 · VW $101.05i $724,900,979 SEC
2022   Q3 6,743,055 0.60 Add 2.33% 0.01 $115.16–156.69 · VW $136.84i $792,242,000 SEC
2022   Q2 6,589,445 0.68 Reduce 8.46% 0.05 $101.62–156.77 · VW $134.94i $980,048,000 SEC
2022   Q1 7,198,655 0.58 Add 5.38% 0.03 $102.18–171.87 · VW $143.66i $952,382,000 SEC
2021   Q4 6,831,355 0.63 Add 8.64% 0.05 $132.14–182.60 · VW $154.69i $1,016,437,000 SEC
2021   Q3 6,288,351 0.63 Add 33.86% 0.16 $135.89–205.41 · VW $162.34i $966,834,000 SEC
2021   Q2 4,697,851 0.63 Add 62.46% 0.24 $176.90–228.53 · VW $203.64i $957,892,000 SEC
2021   Q1 2,891,692 0.45 Reduce 22.65% 0.15 $174.05–354.82 · VW $247.44i $629,088,000 SEC
2020   Q4 3,738,621 0.64 Reduce 20.94% 0.12 $123.50–225.35 · VW $168.17i $808,439,000 SEC
2020   Q3 4,728,921 0.55 Reduce 30.49% 0.23 $114.75–135.44 · VW $123.38i $598,634,000 SEC
2020   Q2 6,803,321 0.75 Add 4.18% 0.03 $90.94–128.28 · VW $107.86i $815,650,000 SEC
2020   Q1 6,530,521 0.71 Reduce 35.03% 0.34 $82.00–147.38 · VW $117.15i $658,211,000 SEC
2019   Q4 10,051,987 0.98 Add 20.29% 0.17 $98.20–129.38 · VW $114.25i $1,270,571,000 SEC
2019   Q3 8,356,187 0.71 Add 1.05% <0.01 $93.39–121.80 · VW $106.67i $858,682,000 SEC
2019   Q2 8,269,187 0.79 Add 67.04% 0.32 $106.80–186.22 · VW $135.63i $970,472,000 SEC
2019   Q1 4,950,287 0.67 Add 0.20% <0.01 $153.78–176.89 · VW $166.57i $816,055,000 SEC
2018   Q4 4,940,187 0.72 Add 29.26% 0.16 $154.61–231.17 · VW $187.80i $783,514,000 SEC
2018   Q3 3,821,913 0.67 Add 12.61% 0.08 $207.95–274.00 · VW $232.18i $873,995,000 SEC
2018   Q2 3,394,037 0.67 Reduce 9.01% 0.06 $213.56–284.22 · VW $250.26i $824,751,000 SEC
2018   Q1 3,730,187 0.69 Reduce 22.57% 0.20 $207.74–270.58 · VW $241.76i $832,540,000 SEC
2017   Q4 4,817,587 0.90 Reduce 1.49% 0.01 $225.50–274.97 · VW $242.52i $1,128,327,000 SEC
2017   Q3 4,890,587 1.00 Reduce 13.89% 0.12 $179.63–248.00 · VW $224.49i $1,211,349,000 SEC
2017   Q2 5,679,287 0.88 Add 0.25% <0.01 $171.17–193.74 · VW $182.37i $1,015,797,000 SEC
2017   Q1 5,665,387 0.85 Reduce 0.19% <0.01 $165.82–188.54 · VW $175.07i $977,393,000 SEC
2016   Q4 5,675,987 0.85 Add 0.91% <0.01 $159.54–187.24 · VW $171.24i $933,189,000 SEC
2016   Q3 5,624,887 0.98 Add 2.44% 0.02 $155.28–197.80 · VW $172.25i $1,024,123,000 SEC
2016   Q2 5,490,787 0.93 Add 4.46% 0.04 $155.28–201.00 · VW $175.54i $906,803,000 SEC
2016   Q1 5,256,187 1.02 Reduce 4.89% 0.05 $139.61–193.73 · VW $170.61i $1,003,301,000 SEC
2015   Q4 5,526,272 1.07 Reduce 32.55% 0.38 $135.31–217.97 · VW $191.40i $1,044,686,000 SEC
2015   Q3 8,192,887 1.17 Add 22.63% 0.22 $100.00–210.00 · VW $156.78i $1,125,785,000 SEC
2015   Q2 6,681,087 1.24 Add 15.39% 0.17 $188.60–223.95 · VW $203.04i $1,330,071,000 SEC
2015   Q1 5,790,087 1.16 Add 53.16% 0.40 $199.70–234.67 · VW $212.82i $1,206,654,000 SEC
2014   Q4 3,780,487 0.83 Reduce 4.64% 0.04 $194.31–251.99 · VW $231.16i $861,838,000 SEC
2014   Q3 3,964,487 0.85 Reduce 0.78% <0.01 $176.69–231.41 · VW $213.56i $865,170,000 SEC
2014   Q2 3,995,787 0.73 Add 17.09% 0.11 $140.66–188.66 · VW $162.17i $746,453,000 SEC
2014   Q1 3,412,487 0.55 Reduce 8.20% 0.06 $144.16–189.34 · VW $164.56i $519,995,000 SEC
2013   Q4 3,717,187 0.71 Reduce 22.79% 0.20 $141.52–181.25 · VW $162.60i $661,213,000 SEC
2013   Q3 4,814,587 0.87 Add 5.40% 0.04 $88.89–155.80 · VW $131.33i $747,128,000 SEC
2013   Q2 4,567,841 0.53 Buy 0.53 $82.98–103.61 · VW $91.99i $431,798,000 SEC
Price snapshot:
Current price$113.39
Avg. buy price$120.42
+/- since buy-5.83%
52-week low$84.64
52-week high$165.30