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 $328.9 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2021 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2021/6/30 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
- 415
- 較 2021 年第 1 季 −25 家
- 持有股數
- 2.50 億
- 較 2021 年第 1 季 +370.3 萬 (+1.5%)
- 總市值
- $317.6 億
- 較 2021 年第 1 季 −$69.5 億 (−18.0%)
- 新進機構
- 56
- 另有 178 家加碼
- 清倉機構
- 81
- 另有 136 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $328.9 億 |
| 2026 年第 1 季 | 568 | $436.8 億 |
| 2025 年第 4 季 | 574 | $502.0 億 |
| 2025 年第 3 季 | 559 | $546.6 億 |
| 2025 年第 2 季 | 537 | $429.9 億 |
| 2025 年第 1 季 | 584 | $491.7 億 |
| 2024 年第 4 季 | 587 | $395.6 億 |
| 2024 年第 3 季 | 602 | $568.1 億 |
| 2024 年第 2 季 | 646 | $587.3 億 |
| 2024 年第 1 季 | 577 | $476.9 億 |
| 2023 年第 4 季 | 584 | $587.2 億 |
| 2023 年第 3 季 | 473 | $358.2 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $266.9 億 |
| 2022 年第 4 季 | 451 | $266.4 億 |
| 2022 年第 3 季 | 411 | $193.3 億 |
| 2022 年第 2 季 | 394 | $178.0 億 |
| 2022 年第 1 季 | 353 | $110.4 億 |
| 2021 年第 4 季 | 362 | $159.6 億 |
| 2021 年第 3 季 | 396 | $247.4 億 |
| 2021 年第 2 季 | 415 | $319.2 億 |
| 2021 年第 1 季 | 442 | $388.1 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 27,453,175 | $34.9 億 | 1.70% | +585,975+2.2% | 加碼 |
| BlackRock Inc. | 19,369,909 | $24.6 億 | 0.07% | +1,636,076+9.2% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 14,053,066 | $17.9 億 | 3.32% | 00.0% | 不變 |
| Vanguard Group Inc | 13,367,842 | $17.0 億 | 0.04% | +2,685,114+25.1% | 加碼 |
| FMR LLC | 12,390,841 | $15.7 億 | 0.12% | −1,223,121−9.0% | 減碼 |
| Invesco Ltd. | 11,955,446 | $15.2 億 | 0.37% | +7,758,137+184.8% | 加碼 |
| State Street Corp | 9,059,536 | $11.5 億 | 0.06% | +850,702+10.4% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $10.6 億 | 92.62% | 00.0% | 不變 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 6,902,129 | $8.77 億 | 9.02% | −3,320,793−32.5% | 減碼 |
| Morgan Stanley | 6,150,653 | $7.81 億 | 0.10% | +487,621+8.6% | 加碼 |
| Goldman Sachs Group Inc | 5,142,595 | $6.53 億 | 0.18% | +911,982+21.6% | 加碼 |
| SC US (TTGP), Ltd. | 4,684,211 | $5.95 億 | 3.79% | −315,788−6.3% | 減碼 |
| JPMorgan Chase & Co | 4,497,519 | $5.71 億 | 0.07% | +1,435,936+46.9% | 加碼 |
| Norges Bank | 4,447,875 | $5.65 億 | 0.12% | +730,436+19.6% | 加碼 |
| Assenagon Asset Management S.A. | 4,295,983 | $5.46 億 | 2.34% | +1,564,062+57.3% | 加碼 |
| Price T Rowe Associates Inc | 3,934,698 | $5.00 億 | 0.05% | −1,418,245−26.5% | 減碼 |
| Fisher Asset Management, LLC | 3,650,373 | $4.64 億 | 0.29% | −124,673−3.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,314,532 | $4.21 億 | 0.25% | +1,147,627+53.0% | 加碼 |
| UBS Asset Management Americas Inc | 2,733,076 | $3.47 億 | 0.15% | +212,747+8.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,617,997 | $3.33 億 | 11.63% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 2,547,805 | $3.24 億 | 9.69% | +774,112+43.6% | 加碼 |
| Legal & General Group Plc | 2,461,637 | $3.13 億 | 0.10% | +277,440+12.7% | 加碼 |
| SC China Holding Ltd | 2,342,104 | $2.97 億 | 20.73% | −157,894−6.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 2,263,515 | $2.89 億 | 1.13% | +1,046,612+86.0% | 加碼 |
| Canada Pension Plan Investment Board | 2,264,267 | $2.88 億 | 0.34% | −726,100−24.3% | 減碼 |
| Scge Management, L.P. | 2,161,000 | $2.74 億 | 2.57% | 00.0% | 不變 |
| Northern Trust Corp | 2,155,706 | $2.74 億 | 0.05% | +320,134+17.4% | 加碼 |
| Barclays PLC | 1,987,247 | $2.52 億 | 0.21% | −396,185−16.6% | 減碼 |
| Tairen Capital Ltd | 1,928,058 | $2.45 億 | 42.85% | −305,214−13.7% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 1,843,079 | $2.34 億 | 4.93% | +458,300+33.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,743,363 | $2.21 億 | 0.62% | +245,251+16.4% | 加碼 |
| Geode Capital Management, LLC | 1,727,167 | $2.18 億 | 0.03% | +285,343+19.8% | 加碼 |
| UBS Group AG | 1,651,678 | $2.10 億 | 0.09% | −77,213−4.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 1,540,252 | $1.96 億 | 0.36% | +703,096+84.0% | 加碼 |
| Penserra Capital Management LLC | 1,416,233 | $1.80 億 | 3.26% | +366,685+34.9% | 加碼 |
| Veritas Asset Management LLP | 1,402,526 | $1.78 億 | 1.00% | +38,700+2.8% | 加碼 |
| Franchise Capital Ltd | 1,393,981 | $1.77 億 | 15.32% | +252,535+22.1% | 加碼 |
| Millennium Management LLC | 1,353,216 | $1.72 億 | 0.22% | +816,356+152.1% | 加碼 |
| Banco Santander, S.A. | 1,304,273 | $1.66 億 | 0.93% | +143,610+12.4% | 加碼 |
| Credit Suisse AG | 1,191,333 | $1.51 億 | 0.12% | +43,647+3.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,118,125 | $1.42 億 | 0.27% | +232,918+26.3% | 加碼 |
| Bridgewater Associates, LP | 1,117,418 | $1.42 億 | 0.91% | +1,437+0.1% | 加碼 |
| HSBC Holdings PLC | 1,086,689 | $1.38 億 | 0.16% | −172,332−13.7% | 減碼 |
| Deutsche Bank AG | 1,073,068 | $1.36 億 | 0.07% | +103,163+10.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,072,274 | $1.36 億 | 0.04% | +134,415+14.3% | 加碼 |
| Swiss National Bank | 1,064,206 | $1.35 億 | 0.08% | +87,496+9.0% | 加碼 |
| Citadel Advisors LLC | 1,059,797 | $1.35 億 | 0.14% | +602,834+131.9% | 加碼 |
| Bank of New York Mellon Corp | 1,045,068 | $1.33 億 | 0.03% | +48,330+4.8% | 加碼 |
| Susquehanna International Group, LLP | 1,041,256 | $1.32 億 | 0.14% | −1,850,354−64.0% | 減碼 |
| Bank of America Corp | 1,032,923 | $1.31 億 | 0.01% | −390,889−27.5% | 減碼 |
| Pictet Asset Management Ltd | 982,293 | $1.25 億 | 0.14% | +488,293+98.8% | 加碼 |
| Wells Fargo & Company | 933,559 | $1.19 億 | 0.03% | +133,505+16.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 915,324 | $1.16 億 | 0.25% | −54,544−5.6% | 減碼 |
| Growth Interface Management LLC | 815,000 | $1.04 億 | 10.49% | +110,000+15.6% | 加碼 |
| California Public Employees Retirement System | 798,278 | $1.01 億 | 0.08% | +152,222+23.6% | 加碼 |
| Citigroup Inc | 795,606 | $1.01 億 | 0.09% | −1,890,832−70.4% | 減碼 |
| AQR Capital Management LLC | 752,315 | $9,556 萬 | 0.17% | +38,952+5.5% | 加碼 |
| Anatole Investment Management Ltd | 751,226 | $9,542 萬 | 7.29% | +751,226 | 新進 |
| Perseverance Asset Management International | 675,417 | $8,579 萬 | 27.51% | −295,590−30.4% | 減碼 |
| ProShare Advisors LLC | 653,304 | $8,298 萬 | 0.24% | +135,241+26.1% | 加碼 |
| Neuberger Berman Group LLC | 647,476 | $8,224 萬 | 0.07% | −361,961−35.9% | 減碼 |
| Barings LLC | 616,662 | $7,833 萬 | 1.81% | +134,347+27.9% | 加碼 |
| WT Asset Management Ltd | 610,709 | $7,757 萬 | 13.15% | −363,722−37.3% | 減碼 |
| Jane Street Group, LLC | 610,017 | $7,748 萬 | 0.20% | +50,469+9.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 578,953 | $7,354 萬 | 1.74% | −140,000−19.5% | 減碼 |
| Tiger Pacific Capital LP | 573,626 | $7,286 萬 | 12.05% | +38,571+7.2% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 572,000 | $7,266 萬 | 0.57% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 563,372 | $7,162 萬 | 0.02% | +125,268+28.6% | 加碼 |
| APG Asset Management N.V. | 647,147 | $6,932 萬 | 0.12% | −124,522−16.1% | 減碼 |
| Renaissance Technologies LLC | 536,100 | $6,810 萬 | 0.09% | −2,136,973−79.9% | 減碼 |
| Voloridge Investment Management, LLC | 531,826 | $6,755 萬 | 0.47% | +244,761+85.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 521,554 | $6,625 萬 | 0.83% | −384,379−42.4% | 減碼 |
| Sylebra Capital Ltd | 491,226 | $6,240 萬 | 1.55% | +232,291+89.7% | 加碼 |
| Korea Investment CORP | 487,670 | $6,194 萬 | 0.18% | +297,970+157.1% | 加碼 |
| Charles Schwab Investment Management Inc | 477,075 | $6,060 萬 | 0.02% | +109,742+29.9% | 加碼 |
| AXA S.A. | 453,428 | $5,760 萬 | 0.16% | +47,267+11.6% | 加碼 |
| Great West Life Assurance Co | 420,641 | $5,342 萬 | 0.12% | −8,700−2.0% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 401,000 | $5,094 萬 | 14.10% | +243,000+153.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 395,049 | $5,018 萬 | 0.11% | −197,085−33.3% | 減碼 |
| AIA Group Ltd | 449,489 | $4,706 萬 | 3.24% | −88,604−16.5% | 減碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 363,165 | $4,613 萬 | 2.25% | 00.0% | 不變 |
| Ardevora Asset Management LLP | 344,100 | $4,371 萬 | 0.55% | +32,800+10.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 338,743 | $4,303 萬 | 0.29% | +9,543+2.9% | 加碼 |
| Linden Rose Investment LLC | 323,876 | $4,114 萬 | 41.39% | −49,002−13.1% | 減碼 |
| Quadrature Capital Ltd | 309,324 | $3,932 萬 | 1.50% | +241,041+353.0% | 加碼 |
| Capitolis Advisors LLC | 307,210 | $3,902 萬 | 0.46% | +307,210 | 新進 |
| Teacher Retirement System of Texas | 296,321 | $3,764 萬 | 0.21% | −179,691−37.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 292,086 | $3,710 萬 | 0.03% | −37,540−11.4% | 減碼 |
| First Trust Advisors LP | 283,046 | $3,595 萬 | 0.04% | −252,523−47.2% | 減碼 |
| Nordea Investment Management AB | 278,055 | $3,532 萬 | 0.05% | +6,362+2.3% | 加碼 |
| PEAK6 Investments LLC | 270,426 | $3,435 萬 | 0.92% | −134,740−33.3% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 270,000 | $3,430 萬 | 8.53% | −683,800−71.7% | 減碼 |
| Asset Management One Co.,Ltd. | 237,106 | $3,012 萬 | 0.11% | −2,733−1.1% | 減碼 |
| USS Investment Management Ltd | 234,500 | $2,980 萬 | 0.24% | 00.0% | 不變 |
| IvyRock Asset Management (HK) Ltd | 228,700 | $2,905 萬 | 14.97% | +27,000+13.4% | 加碼 |
| Caas Capital Management LP | 227,758 | $2,893 萬 | 1.55% | −109,048−32.4% | 減碼 |
| Bamco Inc | 210,109 | $2,669 萬 | 0.06% | 00.0% | 不變 |
| Hidden Lake Asset Management LP | 203,663 | $2,587 萬 | 9.71% | +63,442+45.2% | 加碼 |
| KBC Group NV | 196,747 | $2,499 萬 | 0.09% | −29,320−13.0% | 減碼 |
| British Columbia Investment Management Corp | 183,200 | $2,327 萬 | 0.14% | +15,600+9.3% | 加碼 |