PDD Holdings Inc.
PDD- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001737806
近 90 天，PDD Holdings Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 508 家機構在 13F 申報持有，市值合計 $328.7 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2026 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 508
- 較 2026 年第 1 季 −55 家
- 持有股數
- 4.31 億
- 較 2026 年第 1 季 +534.0 萬 (+1.3%)
- 總市值
- $328.7 億
- 較 2026 年第 1 季 −$105.0 億 (−24.2%)
- 新進機構
- 61
- 另有 148 家加碼
- 清倉機構
- 116
- 另有 237 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PDD 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 508 | $328.7 億 |
| 2026 年第 1 季 | 568 | $433.8 億 |
| 2025 年第 4 季 | 574 | $496.2 億 |
| 2025 年第 3 季 | 560 | $539.3 億 |
| 2025 年第 2 季 | 537 | $428.8 億 |
| 2025 年第 1 季 | 584 | $490.6 億 |
| 2024 年第 4 季 | 587 | $395.1 億 |
| 2024 年第 3 季 | 602 | $557.7 億 |
| 2024 年第 2 季 | 646 | $575.9 億 |
| 2024 年第 1 季 | 577 | $441.8 億 |
| 2023 年第 4 季 | 584 | $558.5 億 |
| 2023 年第 3 季 | 473 | $357.7 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $259.2 億 |
| 2022 年第 4 季 | 451 | $265.2 億 |
| 2022 年第 3 季 | 411 | $191.7 億 |
| 2022 年第 2 季 | 394 | $176.5 億 |
| 2022 年第 1 季 | 353 | $110.1 億 |
| 2021 年第 4 季 | 362 | $157.4 億 |
| 2021 年第 3 季 | 396 | $247.2 億 |
| 2021 年第 2 季 | 415 | $317.6 億 |
| 2021 年第 1 季 | 442 | $319.0 億 |
2026 年第 2 季持有機構
每家機構持有 PDD Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,969,893 | $24.4 億 | 0.04% | −7,438,139−18.9% | 減碼 |
| Baillie Gifford & Co | 26,594,535 | $20.3 億 | 1.84% | −1,758,564−6.2% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 25,022,094 | $19.1 億 | 9.99% | +5,273,800+26.7% | 加碼 |
| Vanguard Capital Management LLC | 24,646,256 | $18.8 億 | 0.04% | +520,598+2.2% | 加碼 |
| Invesco Ltd. | 22,228,242 | $17.0 億 | 0.13% | +1,729,817+8.4% | 加碼 |
| Goldman Sachs Group Inc | 14,006,939 | $10.7 億 | 0.11% | +4,301,004+44.3% | 加碼 |
| SC China Holding Ltd | 11,348,426 | $8.66 億 | 72.31% | 00.0% | 不變 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 10,761,119 | $8.21 億 | 22.17% | +6,153,119+133.5% | 加碼 |
| State Street Corp | 10,303,417 | $7.86 億 | 0.02% | −1,730,280−14.4% | 減碼 |
| NetEase, Inc. | 9,566,480 | $7.30 億 | 95.34% | +700,000+7.9% | 加碼 |
| First Beijing Investment Ltd | 9,377,416 | $7.15 億 | 29.27% | +1,228,254+15.1% | 加碼 |
| Norges Bank | 9,338,120 | $7.12 億 | 0.07% | +9,338,120 | 新進 |
| SC US (TTGP), Ltd. | 8,841,576 | $6.74 億 | 2.11% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 8,726,228 | $6.66 億 | 0.12% | +143,225+1.7% | 加碼 |
| Sanders Capital, LLC | 7,936,717 | $6.05 億 | 0.61% | −155,084−1.9% | 減碼 |
| Vanguard Fiduciary Trust Co | 6,658,003 | $5.08 億 | 0.11% | +138,198+2.1% | 加碼 |
| Geode Capital Management, LLC | 6,639,259 | $5.04 億 | 0.03% | −213,668−3.1% | 減碼 |
| FIL Ltd | 6,292,692 | $4.80 億 | 0.34% | −556,579−8.1% | 減碼 |
| JPMorgan Chase & Co | 6,017,649 | $4.61 億 | 0.03% | −1,893,188−23.9% | 減碼 |
| Krane Funds Advisors LLC | 5,780,324 | $4.41 億 | 15.63% | +47,140+0.8% | 加碼 |
| UBS Group AG | 5,635,629 | $4.30 億 | 0.07% | +3,134,090+125.3% | 加碼 |
| Morgan Stanley | 5,483,249 | $4.18 億 | 0.02% | −1,905,643−25.8% | 減碼 |
| Orbis Allan Gray Ltd | 5,353,562 | $4.08 億 | 1.40% | +3,609,514+207.0% | 加碼 |
| Jane Street Group, LLC | 4,794,185 | $3.66 億 | 0.23% | +4,617,470+2,612.9% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,785,666 | $3.65 億 | 16.70% | −318,138−6.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,760,515 | $3.63 億 | 0.79% | +1,195,094+33.5% | 加碼 |
| E Fund Management Co., Ltd. | 4,715,949 | $3.60 億 | 8.07% | +122,896+2.7% | 加碼 |
| Dodge & Cox | 4,550,000 | $3.47 億 | 0.18% | +12,400+0.3% | 加碼 |
| Legal & General Group Plc | 3,997,575 | $3.05 億 | 0.06% | −250,471−5.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,805,975 | $2.90 億 | 0.15% | −748,282−16.4% | 減碼 |
| Temasek Holdings (Private) Ltd | 3,622,972 | $2.76 億 | 0.76% | −1,303,089−26.5% | 減碼 |
| SG Americas Securities, LLC | 3,426,679 | $2.61 億 | 0.15% | −2,875,141−45.6% | 減碼 |
| HSBC Holdings PLC | 3,266,047 | $2.49 億 | 0.12% | −317,343−8.9% | 減碼 |
| Triata Capital Ltd | 3,211,624 | $2.45 億 | 41.64% | +1,129,297+54.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,174,566 | $2.42 億 | 0.04% | −562,663−15.1% | 減碼 |
| Capital International Investors | 3,135,019 | $2.39 億 | 0.05% | +1,030,968+49.0% | 加碼 |
| Bank of America Corp | 3,120,966 | $2.38 億 | 0.02% | +534,458+20.7% | 加碼 |
| National Bank of Canada | 2,873,404 | $2.19 億 | 0.19% | +1,012,713+54.4% | 加碼 |
| Citigroup Inc | 2,697,035 | $2.06 億 | 0.10% | +1,034,447+62.2% | 加碼 |
| Northern Trust Corp | 2,683,483 | $2.05 億 | 0.02% | −478,063−15.1% | 減碼 |
| AustralianSuper Pty Ltd | 2,627,834 | $2.00 億 | 0.87% | +1,454,534+124.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,485,298 | $1.90 億 | 0.27% | +875,928+54.4% | 加碼 |
| Deutsche Bank AG | 2,353,277 | $1.80 億 | 0.05% | +352,783+17.6% | 加碼 |
| Vanguard Asset Management, Ltd | 2,172,283 | $1.66 億 | 0.11% | −135,185−5.9% | 減碼 |
| Perseverance Asset Management International | 2,163,479 | $1.65 億 | 16.89% | +1,803+0.1% | 加碼 |
| Capula Management Ltd | 1,914,949 | $1.46 億 | 0.64% | +1,897,365+10,790.3% | 加碼 |
| Barclays PLC | 1,762,588 | $1.34 億 | 0.04% | −497,375−22.0% | 減碼 |
| American Century Companies Inc | 1,703,940 | $1.30 億 | 0.06% | −385,740−18.5% | 減碼 |
| Alpine Investment Management Ltd | 1,661,600 | $1.27 億 | 30.82% | +1,567,264+1,661.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,652,472 | $1.26 億 | 0.02% | +213,942+14.9% | 加碼 |
| Brilliance Asset Management Ltd | 1,562,304 | $1.19 億 | 35.12% | +857,815+121.8% | 加碼 |
| Massachusetts Financial Services Co | 1,553,647 | $1.16 億 | 0.04% | −194,591−11.1% | 減碼 |
| FMR LLC | 1,521,767 | $1.16 億 | 0.01% | −4,779,937−75.9% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 1,513,394 | $1.15 億 | 78.39% | −235,635−13.5% | 減碼 |
| Nomura Asset Management International Inc. | 1,475,390 | $1.13 億 | 0.17% | +536,988+57.2% | 加碼 |
| Prudential PLC | 1,427,305 | $1.09 億 | 0.77% | −193,273−11.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,389,751 | $1.06 億 | 0.06% | −312,415−18.4% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,385,004 | $1.06 億 | 81.58% | 00.0% | 不變 |
| Schroder Investment Management Group | 1,341,412 | $1.03 億 | 0.07% | −1,645,275−55.1% | 減碼 |
| Susquehanna International Group, LLP | 1,322,726 | $1.01 億 | 0.09% | −183,676−12.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,315,668 | $1.00 億 | 0.19% | +297,985+29.3% | 加碼 |
| Boundless Plain Holdings Ltd | 1,294,753 | $9,876 萬 | 22.88% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,281,365 | $9,774 萬 | 0.02% | −155,153−10.8% | 減碼 |
| First Trust Advisors LP | 1,276,749 | $9,739 萬 | 0.06% | +79,803+6.7% | 加碼 |
| Holocene Advisors, LP | 1,260,000 | $9,611 萬 | 0.22% | +1,260,000 | 新進 |
| IvyRock Asset Management (HK) Ltd | 1,174,549 | $8,959 萬 | 50.64% | +29,140+2.5% | 加碼 |
| Swiss National Bank | 1,094,644 | $8,350 萬 | 0.04% | −278,100−20.3% | 減碼 |
| California Public Employees Retirement System | 1,015,932 | $7,750 萬 | 0.04% | −249,421−19.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 921,596 | $7,605 萬 | 0.12% | +235,755+34.4% | 加碼 |
| Voloridge Investment Management, LLC | 918,040 | $7,003 萬 | 0.30% | +918,040 | 新進 |
| GF Fund Management Co. Ltd. | 907,898 | $6,925 萬 | 0.83% | +77,114+9.3% | 加碼 |
| Nuveen, LLC | 878,598 | $6,702 萬 | 0.02% | −356,314−28.9% | 減碼 |
| Green Court Capital Management Ltd | 875,658 | $6,680 萬 | 57.10% | +455,100+108.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 842,296 | $6,425 萬 | 0.04% | −99,878−10.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 796,468 | $6,075 萬 | 0.07% | −1,696,425−68.1% | 減碼 |
| Marshall Wace, LLP | 759,453 | $5,793 萬 | 0.05% | +436,868+135.4% | 加碼 |
| Pictet Asset Management Holding SA | 682,209 | $5,204 萬 | 0.05% | −217,278−24.2% | 減碼 |
| Standard Life Aberdeen plc | 679,955 | $5,187 萬 | 0.07% | −166,571−19.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 654,008 | $4,989 萬 | 0.02% | +202,915+45.0% | 加碼 |
| Price T Rowe Associates Inc | 647,140 | $4,936 萬 | 0.00% | −2,714,361−80.7% | 減碼 |
| ProShare Advisors LLC | 642,198 | $4,899 萬 | 0.07% | −227,390−26.1% | 減碼 |
| Royal London Asset Management Ltd | 630,472 | $4,809 萬 | 0.09% | −103,600−14.1% | 減碼 |
| Polar Capital Holdings Plc | 592,084 | $4,516 萬 | 0.13% | −10,921−1.8% | 減碼 |
| Franklin Resources Inc | 590,786 | $4,507 萬 | 0.01% | −86,915−12.8% | 減碼 |
| True Light Capital Pte. Ltd. | 589,064 | $4,493 萬 | 29.61% | −37,236−5.9% | 減碼 |
| Barings LLC | 587,937 | $4,485 萬 | 0.80% | −61,292−9.4% | 減碼 |
| USS Investment Management Ltd | 581,284 | $4,433 萬 | 0.18% | −116,352−16.7% | 減碼 |
| Russell Investments Group, Ltd. | 574,888 | $4,386 萬 | 0.04% | −321,692−35.9% | 減碼 |
| Fisher Asset Management, LLC | 560,008 | $4,272 萬 | 0.01% | −19,823−3.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $4,154 萬 | 0.07% | 00.0% | 不變 |
| Walleye Trading LLC | 543,714 | $4,147 萬 | 0.58% | −66,929−11.0% | 減碼 |
| Citadel Advisors LLC | 536,454 | $4,092 萬 | 0.02% | −358,124−40.0% | 減碼 |
| Marex Group plc | 535,181 | $4,082 萬 | 0.30% | +140,892+35.7% | 加碼 |
| Keywise Capital Management (HK) Ltd | 528,100 | $4,028 萬 | 5.80% | +528,100 | 新進 |
| Aviva PLC | 504,886 | $3,851 萬 | 0.06% | −145,847−22.4% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 500,000 | $3,814 萬 | 4.58% | −3,665,029−88.0% | 減碼 |
| Franchise GP Ltd | 497,860 | $3,798 萬 | 17.64% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 496,105 | $3,783 萬 | 1.25% | +13,864+2.9% | 加碼 |
| Kora Management LP | 490,650 | $3,743 萬 | 4.44% | 00.0% | 不變 |
| Great West Life Assurance Co | 489,566 | $3,730 萬 | 0.06% | −68,884−12.3% | 減碼 |