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PDD Holdings Inc.

PDD
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0001737806

In the last 90 days, PDD Holdings Inc. insiders filed 0 open-market purchases and 1 sale; 508 institutions reported holding it in 13F filings for Q2 2026, worth $32.9B in total; 4 superinvestors hold it, including H&H International Investment and Himalaya Capital.

13F holders, Q4 2023

Institutional positions in PDD Holdings Inc. as of Dec 31, 2023. 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
584
+119 vs. Q3 2023
Shares held
382.0M
+15.2M (+4.1%) vs. Q3 2023
Total value
$55.8B
+$20.2B (+56.5%) vs. Q3 2023
New holders
158
217 more added
Sold out
39
155 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PDD 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 2023: 584 institutions
Q1 2021: 442 institutionsQ2 2021: 415 institutionsQ3 2021: 396 institutionsQ4 2021: 362 institutionsQ1 2022: 353 institutionsQ2 2022: 394 institutionsQ3 2022: 411 institutionsQ4 2022: 451 institutionsQ1 2023: 468 institutionsQ2 2023: 452 institutionsQ3 2023: 473 institutionsQ4 2023: 584 institutionsQ1 2024: 577 institutionsQ2 2024: 646 institutionsQ3 2024: 602 institutionsQ4 2024: 587 institutionsQ1 2025: 584 institutionsQ2 2025: 537 institutionsQ3 2025: 560 institutionsQ4 2025: 574 institutionsQ1 2026: 568 institutionsQ2 2026: 508 institutions
Value heldQ4 2023: $55.8B
Q1 2021: $31.9BQ2 2021: $31.8BQ3 2021: $24.7BQ4 2021: $15.7BQ1 2022: $11.0BQ2 2022: $17.7BQ3 2022: $19.2BQ4 2022: $26.5BQ1 2023: $25.9BQ2 2023: $23.2BQ3 2023: $35.8BQ4 2023: $55.8BQ1 2024: $44.2BQ2 2024: $57.6BQ3 2024: $55.8BQ4 2024: $39.5BQ1 2025: $49.1BQ2 2025: $42.9BQ3 2025: $53.9BQ4 2025: $49.6BQ1 2026: $43.4BQ2 2026: $32.9B
Institutions holding PDD and their total value by quarter
QuarterHoldersValue
Q2 2026508$32.9B
Q1 2026568$43.4B
Q4 2025574$49.6B
Q3 2025560$53.9B
Q2 2025537$42.9B
Q1 2025584$49.1B
Q4 2024587$39.5B
Q3 2024602$55.8B
Q2 2024646$57.6B
Q1 2024577$44.2B
Q4 2023584$55.8B
Q3 2023473$35.8B
Q2 2023452$23.2B
Q1 2023468$25.9B
Q4 2022451$26.5B
Q3 2022411$19.2B
Q2 2022394$17.7B
Q1 2022353$11.0B
Q4 2021362$15.7B
Q3 2021396$24.7B
Q2 2021415$31.8B
Q1 2021442$31.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding PDD Holdings Inc.; share changes are against Q3 2023.

Institutions holding PDD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TD Waterhouse Canada Inc.24,189$4.77M0.04%+115+0.5%Added
Point72 Middle East FZE32,703$4.78M0.33%+32,703New
Shell Asset Management Co33,117$4.84M0.22%−4,267−11.4%Reduced
Yousif Capital Management, LLC33,804$4.95M0.06%+2,090+6.6%Added
IFM Investors Pty Ltd34,489$5.05M0.06%−1,022−2.9%Reduced
Capital Fund Management S.A.34,922$5.11M0.07%+13,358+61.9%Added
Perpetual Ltd36,511$5.34M0.06%+36,511New
Employees Retirement System of Texas36,845$5.39M0.06%+29,808+423.6%Added
ExodusPoint Capital Management, LP37,570$5.50M0.07%+8,371+28.7%Added
Verition Fund Management LLC37,947$5.55M0.06%+30,644+419.6%Added
O'Shaughnessy Asset Management, LLC38,005$5.56M0.07%+4,354+12.9%Added
Rockefeller Capital Management L.P.38,675$5.66M0.02%+730+1.9%Added
Schonfeld Strategic Advisors LLC39,139$5.73M0.05%+20,400+108.9%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management40,000$5.85M0.11%+40,000New
State of New Jersey Common Pension Fund D40,513$5.93M0.02%−104,345−72.0%Reduced
Maxi Investments CY Ltd41,485$6.07M1.71%00.0%Unchanged
Balyasny Asset Management LLC43,063$6.30M0.02%+43,063New
Tower Research Capital LLC (TRC)43,228$6.32M0.08%+19,130+79.4%Added
CIBC World Markets Inc.43,301$6.33M0.02%+22,067+103.9%Added
Daiwa Securities Group Inc.46,803$6.85M0.04%−127−0.3%Reduced
Gulf International Bank (UK) Ltd47,142$6.90M0.19%−2,398−4.8%Reduced
Seldon Capital LP48,226$7.06M5.41%00.0%Unchanged
Northwest & Ethical Investments L.P.48,551$7.10M0.22%−14,587−23.1%Reduced
Banque Cantonale Vaudoise48,571$7.11M0.31%−1,441−2.9%Reduced
Mackenzie Financial Corp48,923$7.16M0.01%+18,844+62.6%Added
Artisan Partners Limited Partnership48,941$7.16M0.01%+28,941+144.7%Added
China Universal Asset Management Co., Ltd.50,223$7.35M1.43%+7,628+17.9%Added
Qtron Investments LLC51,550$7.54M1.24%−11,015−17.6%Reduced
Liontrust Investment Partners LLP52,648$7.70M0.11%+7,648+17.0%Added
Louisiana State Employees Retirement System53,100$7.77M0.16%+1,600+3.1%Added
American International Group, Inc.53,219$7.79M0.03%+2,026+4.0%Added
Coalescence Partners Investment Management, LP53,323$7.80M7.01%+53,323New
Woodline Partners LP53,398$7.81M0.09%+53,398New
Varma Mutual Pension Insurance Co53,400$7.81M0.09%+53,400New
B. Metzler seel. Sohn & Co. AG53,515$7.83M0.10%+21,833+68.9%Added
Aware Super Pty Ltd as trustee of Aware Super71,104$8.06M0.11%+71,104New
Twenty Acre Capital LP55,200$8.08M7.68%−9,800−15.1%Reduced
La Banque Postale Asset Management SA56,725$8.30M0.18%−4,500−7.3%Reduced
Old Well Partners, LLC57,939$8.48M7.89%−38,061−39.6%Reduced
Ensign Peak Advisors, Inc58,000$8.49M0.02%+6,550+12.7%Added
Old Mission Capital LLC58,969$8.63M0.24%+58,969New
Apeiron Capital Ltd59,970$8.77M12.90%−62,000−50.8%Reduced
Ardmore Road Asset Management LP60,000$8.78M2.00%+60,000New
Thrivent Financial for Lutherans61,096$8.94M0.02%−2,517−4.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S61,161$8.95M0.19%+11,184+22.4%Added
Jupiter Asset Management Ltd63,283$9.26M0.09%−78,469−55.4%Reduced
Edmond de Rothschild Holding S.A.64,012$9.37M0.17%−19,785−23.6%Reduced
SPX Equities Gestao de Recursos Ltda64,400$9.42M0.73%+14,400+28.8%Added
Ogborne Capital Management, LLC65,000$9.51M2.91%+65,000New
iA Global Asset Management Inc.68,593$10.0M0.23%+6,676+10.8%Added
Rafferty Asset Management, LLC72,931$10.7M0.04%−11,836−14.0%Reduced
Shelton Capital Management78,282$11.5M0.37%+12,857+19.7%Added
Atika Capital Management LLC80,000$11.7M1.66%+80,000New
Portolan Capital Management, LLC80,844$11.8M1.03%+80,844New
Tiger Pacific Capital LP81,535$11.9M2.54%−55,763−40.6%Reduced
Capitolis Liquid Global Markets LLC83,000$12.1M0.50%+83,000New
Ramirez Asset Management, Inc.83,587$12.2M2.48%−4,951−5.6%Reduced
Orland Properties Ltd85,000$12.4M6.07%00.0%Unchanged
TB Alternative Assets Ltd.87,000$12.7M3.39%−207,000−70.4%Reduced
Light Street Capital Management, LLC87,000$12.7M3.81%+48,765+127.5%Added
Nomura Asset Management Co Ltd88,347$12.9M0.05%+3,904+4.6%Added
Cubist Systematic Strategies, LLC90,546$13.2M0.16%+53,738+146.0%Added
Carrhae Capital LLP91,974$13.5M2.66%+91,974New
Profund Advisors LLC94,854$13.9M0.60%+16,871+21.6%Added
CIBC World Markets Corp95,860$14.0M0.08%+95,860New
Trexquant Investment LP96,728$14.2M0.32%+96,728New
Aubrey Capital Management Ltd97,200$14.2M6.05%+93,900+2,845.5%Added
Honeycomb Asset Management LP100,000$14.6M3.55%+100,000New
Polymer Capital Management (HK) LTD100,262$14.7M5.13%+100,262New
Advisor Group Holdings, Inc.100,389$14.7M0.03%+10,430+11.6%Added
Kadensa Capital Ltd100,685$14.7M3.71%+100,685New
Sumitomo Mitsui DS Asset Management Company, Ltd102,446$15.0M0.20%−330.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main103,241$15.1M0.02%+28,048+37.3%Added
Rhumbline Advisers103,517$15.1M0.02%+1,386+1.4%Added
3G Capital Partners LP105,000$15.4M9.37%−100,000−48.8%Reduced
Moore Capital Management, LP107,715$15.8M0.38%−155,090−59.0%Reduced
CIBC Asset Management Inc109,074$16.0M0.06%+6,192+6.0%Added
Kames Capital plc113,535$16.6M0.26%+113,535New
FACT Capital, LP116,332$17.0M6.82%−12,127−9.4%Reduced
Wolverine Asset Management LLC116,993$17.1M0.27%+116,993New
Wells Fargo & Company117,903$17.3M0.00%+70,662+149.6%Added
Los Angeles Capital Management LLC119,186$17.4M0.07%+8,566+7.7%Added
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV120,000$17.6M1.30%00.0%Unchanged
Panagora Asset Management Inc120,639$17.7M0.10%+59,046+95.9%Added
AlpInvest Partners B.V.122,616$17.9M4.10%00.0%Unchanged
Putnam Investments LLC124,492$18.2M0.02%+48,889+64.7%Added
Breakout Capital Partners, LP125,498$18.4M13.47%+125,498New
All-Stars Investment Ltd127,000$18.6M7.52%00.0%Unchanged
Massachusetts Financial Services Co133,037$19.5M0.01%+23,429+21.4%Added
Twinbeech Capital LP135,350$19.8M0.32%+103,873+330.0%Added
Janus Henderson Group PLC135,899$19.9M0.01%+29,256+27.4%Added
Quadrature Capital Ltd143,466$21.0M0.38%+143,466New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH143,514$21.0M0.80%+3,337+2.4%Added
Susquehanna International Group, LLP147,641$21.6M0.04%+96,694+189.8%Added
AI-Squared Management Ltd150,735$22.1M28.11%+150,735New
Asset Management One Co.,Ltd.152,865$22.2M0.09%+25,023+19.6%Added
Macquarie Group Ltd151,878$22.2M0.03%+20,907+16.0%Added
Nan Fung Trinity (HK) Ltd153,300$22.4M4.65%00.0%Unchanged
La Financiere de L'Echiquier154,500$22.6M1.04%−23,500−13.2%Reduced
Teacher Retirement System of Texas156,643$22.9M0.16%−2,123−1.3%Reduced