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。
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 −$7,556 萬 (−0.2%)
- 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 | $328.7 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 |
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 |
|---|---|---|---|---|---|
| Panview Asian Equity Master Fund | 182,897 | $2,323 萬 | 18.45% | −40,048−18.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 181,449 | $2,305 萬 | 0.03% | −1,042,245−85.2% | 減碼 |
| Swedbank AB | 170,415 | $2,165 萬 | 0.04% | −30,000−15.0% | 減碼 |
| Lazard Asset Management LLC | 169,178 | $2,149 萬 | 0.02% | +64,175+61.1% | 加碼 |
| Cephei Capital Management (Hong Kong) Ltd | 168,070 | $2,135 萬 | 18.45% | +168,070 | 新進 |
| Storebrand Asset Management AS | 162,180 | $2,060 萬 | 0.10% | +23,834+17.2% | 加碼 |
| Wellington Management Group LLP | 156,567 | $1,989 萬 | 0.00% | −280−0.2% | 減碼 |
| La Financiere de L'Echiquier | 155,000 | $1,969 萬 | 0.75% | −14,050−8.3% | 減碼 |
| CIBC World Markets Inc. | 154,440 | $1,962 萬 | 0.06% | +2,617+1.7% | 加碼 |
| Ocean Arete Ltd | 147,900 | $1,879 萬 | 22.92% | +147,900 | 新進 |
| State of New Jersey Common Pension Fund D | 146,630 | $1,863 萬 | 0.06% | +10,624+7.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,162 | $1,831 萬 | 0.10% | −5,468−3.7% | 減碼 |
| Hamilton Lane Advisors LLC | 144,066 | $1,830 萬 | 5.72% | +1,499+1.1% | 加碼 |
| O'Shares Investment Advisers, LLC | 140,208 | $1,781 萬 | 1.26% | +20,446+17.1% | 加碼 |
| SG Americas Securities, LLC | 138,874 | $1,764 萬 | 0.09% | −101,076−42.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 130,631 | $1,751 萬 | 0.05% | +47,021+56.2% | 加碼 |
| Aviva PLC | 137,752 | $1,750 萬 | 0.08% | +10,927+8.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 142,390 | $1,735 萬 | 1.85% | −24,744−14.8% | 減碼 |
| Marshall Wace, LLP | 135,484 | $1,721 萬 | 0.09% | +78,751+138.8% | 加碼 |
| Parametric Portfolio Associates LLC | 132,280 | $1,680 萬 | 0.01% | +13,543+11.4% | 加碼 |
| Coalescence Partners Investment Management, LP | 200,000 | $1,596 萬 | 23.21% | +32,000+19.0% | 加碼 |
| Allianz Asset Management GmbH | 124,530 | $1,582 萬 | 0.01% | +27,474+28.3% | 加碼 |
| New York State Common Retirement Fund | 122,752 | $1,559 萬 | 0.02% | −38,148−23.7% | 減碼 |
| Victory Capital Management Inc | 118,274 | $1,502 萬 | 0.01% | +7,832+7.1% | 加碼 |
| MayTech Global Investments, LLC | 117,544 | $1,493 萬 | 3.12% | +2,254+2.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 115,003 | $1,461 萬 | 0.08% | +23,331+25.5% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 112,627 | $1,431 萬 | 8.91% | −36,230−24.3% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 108,679 | $1,380 萬 | 2.13% | +1,476+1.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 106,500 | $1,353 萬 | 0.07% | +17,600+19.8% | 加碼 |
| Massachusetts Financial Services Co | 102,651 | $1,304 萬 | 0.00% | +34,323+50.2% | 加碼 |
| Squarepoint Ops LLC | 102,335 | $1,300 萬 | 0.09% | +14,957+17.1% | 加碼 |
| Shanda Asset Management Holdings Ltd | 100,000 | $1,270 萬 | 1.70% | 00.0% | 不變 |
| Bank of Nova Scotia | 100,000 | $1,270 萬 | 0.02% | +100,000 | 新進 |
| Nomura Holdings Inc | 93,184 | $1,245 萬 | 0.10% | +36,749+65.1% | 加碼 |
| York Capital Management Global Advisors, LLC | 97,442 | $1,238 萬 | 1.39% | +97,442 | 新進 |
| Janus Henderson Group PLC | 95,309 | $1,211 萬 | 0.01% | −149,931−61.1% | 減碼 |
| Russell Investments Group, Ltd. | 94,000 | $1,194 萬 | 0.02% | −71,597−43.2% | 減碼 |
| Group One Trading, L.P. | 92,966 | $1,181 萬 | 0.23% | −122,477−56.8% | 減碼 |
| Old Well Partners, LLC | 92,955 | $1,181 萬 | 5.36% | −1,000−1.1% | 減碼 |
| Alberta Investment Management Corp | 91,900 | $1,167 萬 | 0.10% | +17,100+22.9% | 加碼 |
| Los Angeles Capital Management LLC | 91,032 | $1,156 萬 | 0.05% | +37,671+70.6% | 加碼 |
| Handelsbanken Fonder AB | 90,200 | $1,146 萬 | 0.06% | +12,400+15.9% | 加碼 |
| Guggenheim Capital LLC | 89,644 | $1,139 萬 | 0.07% | +18,077+25.3% | 加碼 |
| Cutler Group LP | 88,216 | $1,121 萬 | 0.83% | +26,794+43.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 86,200 | $1,095 萬 | 0.34% | +9,800+12.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,700 | $1,076 萬 | 0.05% | +23,800+39.1% | 加碼 |
| Man Group plc | 84,113 | $1,068 萬 | 0.04% | −43,687−34.2% | 減碼 |
| Ghisallo Capital Management LLC | 83,361 | $1,059 萬 | 0.40% | −101,715−55.0% | 減碼 |
| Shell Asset Management Co | 83,220 | $1,057 萬 | 0.20% | −12,500−13.1% | 減碼 |
| Berylson Capital Partners, LLC | 80,600 | $1,024 萬 | 2.27% | +80,600 | 新進 |
| Public Sector Pension Investment Board | 80,262 | $1,020 萬 | 0.06% | 00.0% | 不變 |
| regents capital Ltd | 110,000 | $1,008 萬 | 15.72% | +110,000 | 新進 |
| Andra AP-fonden | 77,800 | $988.2 萬 | 0.20% | +3,200+4.3% | 加碼 |
| Vontobel Holding Ltd. | 72,390 | $966.8 萬 | 0.08% | −10,100−12.2% | 減碼 |
| TB Alternative Assets Ltd. | 73,140 | $929.0 萬 | 1.85% | −128,600−63.7% | 減碼 |
| Marathon Trading Investment Management LLC | 72,387 | $919.5 萬 | 5.02% | −35,500−32.9% | 減碼 |
| Simplex Trading, LLC | 70,713 | $898.1 萬 | 0.32% | −65,960−48.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 70,613 | $896.9 萬 | 0.21% | +5,264+8.1% | 加碼 |
| 6elm Capital LP | 70,000 | $889.1 萬 | 5.64% | +70,000 | 新進 |
| Caisse de Depot Et Placement du Quebec | 69,862 | $887.4 萬 | 0.02% | +4,400+6.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 69,126 | $878.0 萬 | 0.10% | +39,770+135.5% | 加碼 |
| Putnam Investments LLC | 67,943 | $863.0 萬 | 0.01% | +67,943 | 新進 |
| Gulf International Bank (UK) Ltd | 67,600 | $858.6 萬 | 0.11% | +6,000+9.7% | 加碼 |
| Stifel Financial Corp | 66,543 | $845.3 萬 | 0.01% | −25,028−27.3% | 減碼 |
| Partners Capital Investment Group, LLP | 66,297 | $842.1 萬 | 0.37% | +29,908+82.2% | 加碼 |
| Marshall Wace Asia Ltd | 65,812 | $835.9 萬 | 0.18% | +65,812 | 新進 |
| GAM Holding AG | 59,686 | $766.8 萬 | 0.33% | −42,410−41.5% | 減碼 |
| Proem Advisors LLC | 60,000 | $762.1 萬 | 5.98% | +35,000+140.0% | 加碼 |
| Pinebridge Investments, L.P. | 59,726 | $758.7 萬 | 0.09% | −61,756−50.8% | 減碼 |
| Bluefin Capital Management, LLC | 59,165 | $751.5 萬 | 0.52% | −4,514−7.1% | 減碼 |
| Franklin Resources Inc | 57,513 | $730.6 萬 | 0.00% | −242,646−80.8% | 減碼 |
| Standard Life Aberdeen plc | 56,905 | $723.2 萬 | 0.02% | −5,693−9.1% | 減碼 |
| Two Sigma Advisers, LP | 56,400 | $716.4 萬 | 0.02% | −67,300−54.4% | 減碼 |
| AMP Capital Investors Ltd | 54,481 | $696.3 萬 | 0.03% | +460+0.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 52,957 | $672.7 萬 | 0.12% | +43,994+490.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 52,561 | $667.6 萬 | 0.45% | +39,857+313.7% | 加碼 |
| SG3 Management, LLC | 51,600 | $655.4 萬 | 2.79% | +44,100+588.0% | 加碼 |
| Two Sigma Investments, LP | 50,195 | $637.6 萬 | 0.02% | +13,917+38.4% | 加碼 |
| Profund Advisors LLC | 49,062 | $623.2 萬 | 0.21% | −995−2.0% | 減碼 |
| Wolverine Trading, LLC | 46,491 | $620.9 萬 | 0.17% | −4,874−9.5% | 減碼 |
| Voya Investment Management LLC | 47,454 | $602.8 萬 | 0.01% | −3,318−6.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 46,700 | $593.2 萬 | 0.57% | +15,300+48.7% | 加碼 |
| CIBC Asset Management Inc | 44,992 | $571.5 萬 | 0.02% | +5,990+15.4% | 加碼 |
| Comerica Bank | 76,464 | $571.1 萬 | 0.03% | +22,007+40.4% | 加碼 |
| Nomura Asset Management Co Ltd | 44,839 | $569.5 萬 | 0.03% | −864−1.9% | 減碼 |
| Vanderbilt University | 44,598 | $566.5 萬 | 1.21% | +7,432+20.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 43,419 | $551.5 萬 | 0.03% | +22,489+107.4% | 加碼 |
| Federated Hermes, Inc. | 43,092 | $547.4 萬 | 0.01% | −1,324−3.0% | 減碼 |
| Westpac Banking Corp | 42,870 | $544.5 萬 | 0.05% | −16,600−27.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 42,390 | $538.4 萬 | 0.87% | −28,263−40.0% | 減碼 |
| Panagora Asset Management Inc | 42,089 | $534.6 萬 | 0.03% | −5,684−11.9% | 減碼 |
| Leonteq Securities AG | 38,986 | $495.2 萬 | 0.38% | +18,753+92.7% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 38,944 | $494.6 萬 | 0.27% | +6,491+20.0% | 加碼 |
| Schroder Investment Management Group | 38,895 | $494.1 萬 | 0.01% | −130,977−77.1% | 減碼 |
| SEI Investments Co | 38,391 | $487.6 萬 | 0.01% | +2,501+7.0% | 加碼 |
| Macquarie Group Ltd | 37,493 | $476.5 萬 | 0.00% | +3,128+9.1% | 加碼 |
| Ameriprise Financial Inc | 37,411 | $474.6 萬 | 0.00% | +4,761+14.6% | 加碼 |
| FORA Capital, LLC | 36,788 | $467.3 萬 | 0.87% | +23,307+172.9% | 加碼 |
| Qube Research & Technologies Ltd | 35,518 | $451.1 萬 | 0.06% | −9,049−20.3% | 減碼 |
| William Blair Investment Management, LLC | 35,477 | $450.6 萬 | 0.01% | −3,477−8.9% | 減碼 |