John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
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
2025   Q1 0 0.00 Sell 100.00% 0.32 $77.19–105.19 · VW $91.15i SEC
2024   Q4 355,193 0.32 Reduce 5.31% 0.02 $78.95–116.25 · VW $92.64i $29,946,322 SEC
2024   Q3 375,111 0.41 Reduce 65.69% 0.68 $79.68–111.05 · VW $92.60i $39,495,437 SEC
2024   Q2 1,093,252 1.04 Reduce 4.08% 0.05 $86.43–115.39 · VW $99.45i $94,544,433 SEC
2024   Q1 1,139,721 1.20 Reduce 25.41% 0.47 $96.58–119.75 · VW $105.78i $119,989,827 SEC
2023   Q4 1,527,971 1.85 Reduce 28.81% 0.89 $103.32–135.85 · VW $115.72i $181,966,066 SEC
2023   Q3 2,146,326 3.10 Reduce 22.13% 0.80 $123.17–156.98 · VW $142.64i $288,358,898 SEC
2023   Q2 2,756,228 3.63 Reduce 2.77% 0.12 $115.74–151.09 · VW $129.80i $377,355,175 SEC
2023   Q1 2,834,783 4.16 Reduce 0.63% 0.02 $118.04–160.88 · VW $141.64i $427,825,450 SEC
2022   Q4 2,852,898 3.32 Add 9.67% 0.29 $73.58–125.23 · VW $101.05i $326,314,473 SEC
2022   Q3 2,601,447 3.36 Reduce 1.49% 0.06 $115.16–156.69 · VW $136.84i $305,644,000 SEC
2022   Q2 2,640,835 3.92 Add 0.06% <0.01 $101.62–156.77 · VW $134.94i $392,771,000 SEC
2022   Q1 2,639,193 3.10 Add 9.14% 0.26 $102.18–171.87 · VW $143.66i $349,165,000 SEC
2021   Q4 2,418,101 3.03 Reduce 7.01% 0.26 $132.14–182.60 · VW $154.69i $359,790,000 SEC
2021   Q3 2,600,474 3.66 Add 12.30% 0.40 $135.89–205.41 · VW $162.34i $399,823,000 SEC
2021   Q2 2,315,729 4.44 Reduce 5.22% 0.27 $176.90–228.53 · VW $203.64i $472,177,000 SEC
2021   Q1 2,443,141 5.24 Reduce 16.63% 1.19 $174.05–354.82 · VW $247.44i $531,505,000 SEC
2020   Q4 2,930,586 7.14 Add 2.87% 0.20 $123.50–225.35 · VW $168.17i $633,710,000 SEC
2020   Q3 2,848,886 5.24 Add 4.06% 0.20 $114.75–135.44 · VW $123.38i $360,641,000 SEC
2020   Q2 2,737,733 5.00 Add 27.85% 1.09 $90.94–128.28 · VW $107.86i $328,227,000 SEC
2020   Q1 2,141,373 3.79 Add 18.77% 0.60 $82.00–147.38 · VW $117.15i $215,829,000 SEC
2019   Q4 1,802,894 2.86 Reduce 4.21% 0.11 $98.20–129.38 · VW $114.25i $227,886,000 SEC
2019   Q3 1,882,079 2.60 Add 13.97% 0.32 $93.39–121.80 · VW $106.67i $193,402,000 SEC
2019   Q2 1,651,311 2.45 Add 9.43% 0.21 $106.80–186.22 · VW $135.63i $193,798,000 SEC
2019   Q1 1,509,050 3.11 Add 7.61% 0.22 $153.78–176.89 · VW $166.57i $248,767,000 SEC
2018   Q4 1,402,302 3.12 Add 9.33% 0.27 $154.61–231.17 · VW $187.80i $222,405,000 SEC
2018   Q3 1,282,642 3.27 Add 8.33% 0.25 $207.95–274.00 · VW $232.18i $293,315,000 SEC
2018   Q2 1,184,062 3.32 Add 5.05% 0.16 $213.56–284.22 · VW $250.26i $287,727,000 SEC
2018   Q1 1,127,180 2.94 Reduce 4.95% 0.16 $207.74–270.58 · VW $241.76i $251,575,000 SEC
2017   Q4 1,185,923 3.22 Add 8.62% 0.26 $225.50–274.97 · VW $242.52i $277,755,000 SEC
2017   Q3 1,091,778 3.23 Reduce 8.90% 0.23 $179.63–248.00 · VW $224.49i $270,422,000 SEC
2017   Q2 1,198,487 2.61 Add 7.87% 0.19 $171.17–193.74 · VW $182.37i $214,361,000 SEC
2017   Q1 1,111,024 2.34 Add 6.20% 0.14 $165.82–188.54 · VW $175.07i $191,674,000 SEC
2016   Q4 1,046,203 2.12 Add 5.82% 0.12 $159.54–187.24 · VW $171.24i $172,006,000 SEC
2016   Q3 988,668 2.28 Add 6.51% 0.14 $155.28–197.80 · VW $172.25i $180,007,000 SEC
2016   Q2 928,237 2.02 Add 11.53% 0.21 $155.28–201.00 · VW $175.54i $153,298,000 SEC
2016   Q1 832,263 2.01 Add 3.13% 0.06 $139.61–193.73 · VW $170.61i $158,862,000 SEC
2015   Q4 806,996 1.91 Add 5.52% 0.10 $135.31–217.97 · VW $191.40i $152,555,000 SEC
2015   Q3 764,799 1.39 Add 79.11% 0.61 $100.00–210.00 · VW $156.78i $105,091,000 SEC
2015   Q2 426,991 1.03 Add 60.44% 0.39 $188.60–223.95 · VW $203.04i $85,005,000 SEC
2015   Q1 266,144 0.68 Add 55.67% 0.24 $199.70–234.67 · VW $212.82i $55,464,000 SEC
2014   Q4 170,968 0.50 Add 54.78% 0.18 $194.31–251.99 · VW $231.16i $38,976,000 SEC
2014   Q3 110,456 0.34 Add 1.62% <0.01 $176.69–231.41 · VW $213.56i $24,105,000 SEC
2014   Q2 108,698 0.28 Add 61.18% 0.11 $140.66–188.66 · VW $162.17i $20,306,000 SEC
2014   Q1 67,437 0.14 Add 55.42% 0.05 $144.16–189.34 · VW $164.56i $10,269,000 SEC
2013   Q4 43,391 0.11 Add 191.63% 0.07 $141.52–181.25 · VW $162.60i $7,718,000 SEC
2013   Q3 14,879 0.04 Add 30.15% <0.01 $88.89–155.80 · VW $131.33i $2,309,000 SEC
2013   Q2 11,432 0.02 Add 202.43% 0.01 $82.98–103.61 · VW $91.99i $1,081,000 SEC
2013   Q1 3,780 <0.01 Buy <0.01 $83.31–114.88 · VW $97.50i $332,000 SEC
Price snapshot:
Current price$113.39
52-week low$84.64
52-week high$165.30