Black Creek's Baidu holding now accounts for 4.93% of reported U.S. equity AUM, down from 9.60% the previous quarter. Top five positions after the filing: NASDAQ:HOLX: $252.64 million (11.91% of AUM) NYSE:ELAN: $251.40 million (11.85% of AUM) NYSE:BAH: $208.74 million (9.8% of AUM) NASDAQ:PSMT: $206.72 million (9.75% of AUM) NASDAQ:PYPL: $184.63 million (8.71% of AUM) As of November 11, 2025, Baidu shares were priced at $131.95, up 49.47% over the past year and outperforming the S&P 500 by 34.13 percentage points.