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Dingdong (Cayman) Ltd

DDL
Exchange
NYSE
Industry
Retail-Catalog & Mail-Order Houses
SEC CIK
0001854545

No open-market purchases or sales by Dingdong (Cayman) Ltd insiders were filed in the last 90 days; 55 institutions reported holding it in 13F filings for Q2 2026, worth $132.7M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Dingdong (Cayman) Ltd as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
39
+12 vs. Q3 2022
Shares held
56.5M
+1.15M (+2.1%) vs. Q3 2022
Total value
$241.3M
+$44.2M (+22.4%) vs. Q3 2022
New holders
16
11 more added
Sold out
4
5 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DDL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 39 institutions
Q1 2021: 0 institutionsQ2 2021: 14 institutionsQ3 2021: 14 institutionsQ4 2021: 18 institutionsQ1 2022: 23 institutionsQ2 2022: 26 institutionsQ3 2022: 27 institutionsQ4 2022: 39 institutionsQ1 2023: 46 institutionsQ2 2023: 41 institutionsQ3 2023: 42 institutionsQ4 2023: 40 institutionsQ1 2024: 38 institutionsQ2 2024: 33 institutionsQ3 2024: 49 institutionsQ4 2024: 66 institutionsQ1 2025: 59 institutionsQ2 2025: 58 institutionsQ3 2025: 53 institutionsQ4 2025: 55 institutionsQ1 2026: 61 institutionsQ2 2026: 55 institutions
Value heldQ4 2022: $241.3M
Q1 2021: $0Q2 2021: $634.1MQ3 2021: $550.4MQ4 2021: $386.8MQ1 2022: $215.5MQ2 2022: $290.3MQ3 2022: $197.0MQ4 2022: $241.3MQ1 2023: $222.6MQ2 2023: $180.0MQ3 2023: $111.5MQ4 2023: $83.7MQ1 2024: $69.3MQ2 2024: $110.9MQ3 2024: $210.0MQ4 2024: $243.3MQ1 2025: $193.2MQ2 2025: $134.7MQ3 2025: $129.2MQ4 2025: $175.6MQ1 2026: $180.1MQ2 2026: $132.7M
Institutions holding DDL and their total value by quarter
QuarterHoldersValue
Q2 202655$132.7M
Q1 202661$180.1M
Q4 202555$175.6M
Q3 202553$129.2M
Q2 202558$134.7M
Q1 202559$193.2M
Q4 202466$243.3M
Q3 202449$210.0M
Q2 202433$110.9M
Q1 202438$69.3M
Q4 202340$83.7M
Q3 202342$111.5M
Q2 202341$180.0M
Q1 202346$222.6M
Q4 202239$241.3M
Q3 202227$197.0M
Q2 202226$290.3M
Q1 202223$215.5M
Q4 202118$386.8M
Q3 202114$550.4M
Q2 202114$634.1M
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Dingdong (Cayman) Ltd; share changes are against Q3 2022.

Institutions holding DDL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Today Evergreen Fund, L.P.11,879,332$50.7M21.91%00.0%Unchanged
Galileo (PTC) Ltd11,716,130$50.0M1.77%00.0%Unchanged
SC China Holding Ltd11,141,166$47.6M4.82%00.0%Unchanged
Platinum Investment Management Ltd8,697,555$37.1M1.42%+744,754+9.4%Added
Goldman Sachs Group Inc4,275,994$18.3M0.01%+4,275,994New
GCM Grosvenor Holdings, LLC1,546,525$6.60M1.69%+1,546,525New
Barclays PLC1,286,163$5.49M0.00%+262,770+25.7%Added
SB Global Advisers Ltd1,050,000$4.48M0.52%00.0%Unchanged
Morgan Stanley958,181$4.09M0.00%+2,411+0.3%Added
Kim, LLC928,008$3.96M0.22%+928,008New
BlackRock Inc.851,067$3.63M0.00%+679,544+396.2%Added
JPMorgan Chase & Co614,026$2.62M0.00%−257,135−29.5%Reduced
State Street Corp500,232$2.14M0.00%+281,399+128.6%Added
China Universal Asset Management Co., Ltd.211,114$901.5K0.36%−9,900−4.5%Reduced
Citadel Advisors LLC124,966$533.6K0.00%+114,704+1,117.8%Added
Tiger Global Management LLCSuperinvestorTiger Global Management118,539$506.2K0.01%00.0%Unchanged
Penserra Capital Management LLC87,733$374.0K0.01%−386,792−81.5%Reduced
Nuveen Asset Management, LLC72,900$311.0K0.00%+72,900New
ProShare Advisors LLC64,379$274.9K0.00%+190.0%Added
Jane Street Group, LLC50,714$216.5K0.00%+10,685+26.7%Added
Cubist Systematic Strategies, LLC39,912$170.4K0.00%+25,497+176.9%Added
Vident Investment Advisory, LLC34,692$148.1K0.01%+9,942+40.2%Added
Renaissance Technologies LLC33,800$144.0K0.00%+33,800New
Toroso Investments, LLC33,193$142.0K0.01%+33,193New
Dimension Capital Management LLC25,828$110.3K0.03%00.0%Unchanged
Marshall Wace, LLP21,608$92.3K0.00%+21,608New
Pictet Asset Management SA21,150$90.0K0.00%+21,150New
Virtu Financial LLC20,951$89.0K0.01%+20,951New
Alliancebernstein L.P.19,980$85.3K0.00%+19,980New
Alpine Global Management, LLC20,010$85.0K0.03%+20,010New
Citigroup Inc18,591$79.4K0.00%−290,387−94.0%Reduced
CV Advisors LLC15,230$65.0K0.07%+15,230New
Credit Suisse AG10,574$45.2K0.00%+10,574New
Bank of America Corp7,770$33.2K0.00%+7,770New
Quantbot Technologies LP2,905$12.4K0.00%+2,905New
Ten Capital Wealth Advisors, LLC2,054$8.77K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)784$3.00K0.00%+769+5,126.7%Added
UBS Group AG19$810.00%−683−97.3%Reduced
Royal Bank of Canada25$00.00%+25New
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−7,029,666−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−22,366−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−12,211−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−377−100.0%Sold out