Infini Capital Management Ltd sold its entire Baidu position, exiting with 33,399 shares valued at $4.40 million. Baidu shares were priced at $138.38 on February 12, 2026, up 48.3% year-over-year, outperforming the S&P 500 by 35.35 percentage points. Infini’s top holdings post-sale were NASDAQ:VNET and NYSE:CHA.

Baidu, Inc. offers online marketing, cloud services, and digital entertainment in China. Infini Capital Management Ltd closed its Baidu position without explanation, potentially influenced by financials and a drop in advertising revenue. The fund previously held 180,360 Baidu shares in 2024, gradually reducing its position throughout 2025.

Infini Capital Management Ltd’s decision to sell nine of its 11 holdings, including Baidu, may have been influenced by various factors. The fund’s frustration with Baidu’s stock performance and a decrease in advertising revenue in 2025 likely contributed to the decision. Investors should consider these aspects before buying stock in Baidu.

The Motley Fool Stock Advisor team did not include Baidu in their list of top 10 stocks for investors to buy now. The 10 stocks they recommended in the past generated significant returns, outperforming the S&P 500. Stock Advisor’s total average return is 886%, showcasing its market-crushing performance compared to the S&P 500.

Read more at Yahoo Finance: Infini Capital Dumps 33,000 BIDU Shares for $4.4 Million