As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. This week we’ll take a look at:
Baidu Inc (NASDAQ: BIDU)
Baidu is the largest Internet search engine in China with mid-70s mobile traffic share in the search market. The firm generates 86% of revenue from online marketing services and the rest from other segments. Baidu is a technology-driven company and has been investing in AI technology, such as autonomously driven cars.
A quick look at the price chart below for Baidu shows us that the stock is up 34% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold Baidu stock in their portfolios include:
Jim Simons – 9,663,857 shares
John Rogers – 2,737,733 shares
Steve Romick – 2,070,502 shares
Tweedy Browne – 1,401,429 shares
Mason Hawkins – 1,054,250 shares
Rich Pzena – 849,784 shares
Cliff Asness – 595,941 shares
Charles Brandes – 543,894 shares
Ken Griffin – 524,428 shares
Howard Marks – 423,307 shares
Israel Englander – 373,771 shares
Ray Dalio – 333,373 shares
Steve Cohen – 133,609 shares
Chris Davis – 98,314 shares
Jeremy Grantham – 26,300 shares
Ken Fisher – 17,313 shares
Lee Ainslie – 8,243 shares
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