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 3 季 13F 持有人
PDD Holdings Inc. 在 2021/9/30 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
- 396
- 較 2021 年第 2 季 −14 家
- 持有股數
- 2.73 億
- 較 2021 年第 2 季 +2,373 萬 (+9.5%)
- 總市值
- $247.2 億
- 較 2021 年第 2 季 −$68.9 億 (−21.8%)
- 新進機構
- 70
- 另有 180 家加碼
- 清倉機構
- 84
- 另有 109 家減碼
另有 5 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 27,488,510 | $24.9 億 | 1.30% | +35,335+0.1% | 加碼 |
| BlackRock Inc. | 19,871,306 | $18.0 億 | 0.05% | +501,397+2.6% | 加碼 |
| Invesco Ltd. | 15,832,052 | $14.4 億 | 0.36% | +3,876,606+32.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 14,053,066 | $12.7 億 | 2.45% | 00.0% | 不變 |
| Vanguard Group Inc | 13,698,994 | $12.4 億 | 0.03% | +331,152+2.5% | 加碼 |
| FMR LLC | 11,319,319 | $10.3 億 | 0.08% | −1,071,522−8.6% | 減碼 |
| Price T Rowe Associates Inc | 11,242,760 | $10.2 億 | 0.10% | +7,308,062+185.7% | 加碼 |
| State Street Corp | 9,275,149 | $8.41 億 | 0.04% | +215,613+2.4% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $7.55 億 | 97.50% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 5,901,628 | $5.35 億 | 11.08% | +3,353,823+131.6% | 加碼 |
| Goldman Sachs Group Inc | 5,067,631 | $4.59 億 | 0.12% | −74,964−1.5% | 減碼 |
| Norges Bank | 4,380,815 | $3.97 億 | 0.09% | −67,060−1.5% | 減碼 |
| Morgan Stanley | 4,273,248 | $3.87 億 | 0.05% | −1,877,405−30.5% | 減碼 |
| JPMorgan Chase & Co | 3,996,316 | $3.62 億 | 0.05% | −501,203−11.1% | 減碼 |
| Assenagon Asset Management S.A. | 3,865,518 | $3.50 億 | 1.44% | −430,465−10.0% | 減碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $3.17 億 | 1.77% | −1,184,211−25.3% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 3,499,244 | $3.17 億 | 7.99% | +1,656,165+89.9% | 加碼 |
| Fisher Asset Management, LLC | 3,481,728 | $3.16 億 | 0.20% | −168,645−4.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,374,561 | $3.06 億 | 0.19% | +60,029+1.8% | 加碼 |
| Anatole Investment Management Ltd | 3,368,920 | $3.05 億 | 19.84% | +2,617,694+348.5% | 加碼 |
| Canada Pension Plan Investment Board | 3,235,846 | $2.93 億 | 0.33% | +971,579+42.9% | 加碼 |
| Barclays PLC | 3,128,690 | $2.84 億 | 0.20% | +1,141,443+57.4% | 加碼 |
| UBS Asset Management Americas Inc | 2,844,356 | $2.58 億 | 0.11% | +111,280+4.1% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,808,000 | $2.55 億 | 3.33% | −4,094,129−59.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 2,366,272 | $2.13 億 | 0.91% | +102,757+4.5% | 加碼 |
| Legal & General Group Plc | 2,347,067 | $2.13 億 | 0.07% | −114,570−4.7% | 減碼 |
| Bank of America Corp | 2,276,839 | $2.06 億 | 0.02% | +1,243,916+120.4% | 加碼 |
| Scge Management, L.P. | 2,161,000 | $1.96 億 | 1.82% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,154,867 | $1.95 億 | 8.16% | +2,154,867 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,005,369 | $1.82 億 | 7.35% | −612,628−23.4% | 減碼 |
| UBS Group AG | 1,961,043 | $1.78 億 | 0.07% | +309,365+18.7% | 加碼 |
| Bridgewater Associates, LP | 1,919,812 | $1.74 億 | 0.95% | +802,394+71.8% | 加碼 |
| Geode Capital Management, LLC | 1,899,795 | $1.71 億 | 0.02% | +172,628+10.0% | 加碼 |
| Pictet Asset Management SA | 1,778,122 | $1.61 億 | 0.18% | +1,778,122 | 新進 |
| SC China Holding Ltd | 1,749,999 | $1.59 億 | 14.24% | −592,105−25.3% | 減碼 |
| Credit Suisse AG | 1,681,992 | $1.53 億 | 0.12% | +490,659+41.2% | 加碼 |
| Banco Santander, S.A. | 1,672,938 | $1.52 億 | 0.82% | +368,665+28.3% | 加碼 |
| Franchise Capital Ltd | 1,577,604 | $1.43 億 | 17.09% | +183,623+13.2% | 加碼 |
| Millennium Management LLC | 1,548,934 | $1.40 億 | 0.19% | +195,718+14.5% | 加碼 |
| Public Investment Fund | 1,539,393 | $1.40 億 | 0.32% | +1,539,393 | 新進 |
| Deutsche Bank AG | 1,461,886 | $1.33 億 | 0.06% | +388,818+36.2% | 加碼 |
| Northern Trust Corp | 1,418,702 | $1.29 億 | 0.02% | −737,004−34.2% | 減碼 |
| Nuveen Asset Management, LLC | 1,408,727 | $1.28 億 | 0.04% | +336,453+31.4% | 加碼 |
| Penserra Capital Management LLC | 1,262,686 | $1.14 億 | 2.38% | −153,547−10.8% | 減碼 |
| Bank of New York Mellon Corp | 1,164,423 | $1.06 億 | 0.02% | +119,355+11.4% | 加碼 |
| Swiss National Bank | 1,077,006 | $9,765 萬 | 0.06% | +12,800+1.2% | 加碼 |
| Genesis Investment Management, LLP | 1,064,668 | $9,653 萬 | 3.25% | +1,064,668 | 新進 |
| Marshall Wace Asia Ltd | 1,059,333 | $9,605 萬 | 2.27% | +993,521+1,509.6% | 加碼 |
| Perseverance Asset Management International | 1,023,209 | $9,277 萬 | 43.66% | +347,792+51.5% | 加碼 |
| Citadel Advisors LLC | 1,010,289 | $9,160 萬 | 0.10% | −49,508−4.7% | 減碼 |
| Citigroup Inc | 1,009,203 | $9,151 萬 | 0.09% | +213,597+26.8% | 加碼 |
| Sylebra Capital Ltd | 1,008,189 | $9,141 萬 | 2.06% | +516,963+105.2% | 加碼 |
| APG Asset Management N.V. | 1,133,328 | $8,867 萬 | 0.16% | +486,181+75.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 966,446 | $8,763 萬 | 0.21% | −151,679−13.6% | 減碼 |
| Oceanlink Management Ltd. | 953,000 | $8,641 萬 | 18.41% | +953,000 | 新進 |
| Susquehanna International Group, LLP | 921,683 | $8,357 萬 | 0.11% | −119,573−11.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 842,331 | $7,637 萬 | 0.17% | −72,993−8.0% | 減碼 |
| Portman Ltd | 822,848 | $7,461 萬 | 53.59% | +822,848 | 新進 |
| Renaissance Technologies LLC | 821,519 | $7,449 萬 | 0.10% | +285,419+53.2% | 加碼 |
| HSBC Holdings PLC | 808,488 | $7,338 萬 | 0.08% | −278,201−25.6% | 減碼 |
| California Public Employees Retirement System | 808,465 | $7,330 萬 | 0.05% | +10,187+1.3% | 加碼 |
| Wells Fargo & Company | 794,026 | $7,199 萬 | 0.02% | −139,533−14.9% | 減碼 |
| WT Asset Management Ltd | 765,068 | $6,937 萬 | 6.83% | +154,359+25.3% | 加碼 |
| Polar Capital Holdings Plc | 758,472 | $6,877 萬 | 0.38% | +758,472 | 新進 |
| AQR Capital Management LLC | 757,001 | $6,864 萬 | 0.13% | +4,686+0.6% | 加碼 |
| Library Research Ltd | 707,302 | $6,413 萬 | 31.87% | +707,302 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 676,942 | $6,138 萬 | 0.16% | −1,066,421−61.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 656,969 | $5,957 萬 | 0.14% | −883,283−57.3% | 減碼 |
| Korea Investment CORP | 649,139 | $5,886 萬 | 0.18% | +161,469+33.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 633,478 | $5,744 萬 | 0.62% | +111,924+21.5% | 加碼 |
| TB Alternative Assets Ltd. | 630,220 | $5,714 萬 | 13.27% | +557,080+761.7% | 加碼 |
| ProShare Advisors LLC | 627,014 | $5,685 萬 | 0.16% | −26,290−4.0% | 減碼 |
| Barings LLC | 601,732 | $5,456 萬 | 1.24% | −14,930−2.4% | 減碼 |
| Matthews International Capital Management LLC | 590,400 | $5,353 萬 | 3.25% | +590,400 | 新進 |
| Dimensional Fund Advisors LP | 578,064 | $5,240 萬 | 0.02% | +14,692+2.6% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 572,000 | $5,186 萬 | 0.42% | 00.0% | 不變 |
| Holocene Advisors, LP | 561,977 | $5,095 萬 | 0.29% | +561,977 | 新進 |
| Moore Capital Management, LP | 530,000 | $4,806 萬 | 0.97% | +530,000 | 新進 |
| Jane Street Group, LLC | 519,951 | $4,714 萬 | 0.12% | −90,066−14.8% | 減碼 |
| PEAK6 Investments LLC | 513,939 | $4,660 萬 | 0.94% | +243,513+90.0% | 加碼 |
| Charles Schwab Investment Management Inc | 485,464 | $4,402 萬 | 0.01% | +8,389+1.8% | 加碼 |
| Growth Interface Management LLC | 475,000 | $4,307 萬 | 4.74% | −340,000−41.7% | 減碼 |
| Two Sigma Investments, LP | 444,452 | $4,030 萬 | 0.11% | +394,257+785.5% | 加碼 |
| AXA S.A. | 440,928 | $3,998 萬 | 0.11% | −12,500−2.8% | 減碼 |
| Great West Life Assurance Co | 428,824 | $3,913 萬 | 0.09% | +8,183+1.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 431,484 | $3,912 萬 | 0.05% | +250,035+137.8% | 加碼 |
| AIA Group Ltd | 404,777 | $3,670 萬 | 2.07% | −44,712−9.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 380,525 | $3,450 萬 | 0.03% | +88,439+30.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 369,764 | $3,353 萬 | 0.17% | +326,345+751.6% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 363,165 | $3,293 萬 | 1.53% | 00.0% | 不變 |
| USS Investment Management Ltd | 347,706 | $3,151 萬 | 0.27% | +113,206+48.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 345,939 | $3,137 萬 | 5.85% | +303,549+716.1% | 加碼 |
| Point72 Hong Kong Ltd | 345,330 | $3,131 萬 | 2.41% | +345,330 | 新進 |
| Nordea Investment Management AB | 342,859 | $3,111 萬 | 0.04% | +64,804+23.3% | 加碼 |
| Capitolis Advisors LLC | 307,210 | $2,980 萬 | 0.27% | 00.0% | 不變 |
| Linden Rose Investment LLC | 321,874 | $2,919 萬 | 31.41% | −2,002−0.6% | 減碼 |
| Hamilton Lane Advisors LLC | 292,065 | $2,648 萬 | 4.44% | +147,999+102.7% | 加碼 |
| Torq Capital Management (HK) Ltd | 284,200 | $2,577 萬 | 14.30% | +284,200 | 新進 |
| First Trust Advisors LP | 282,736 | $2,564 萬 | 0.03% | −310−0.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 277,141 | $2,513 萬 | 0.54% | +276,621+53,196.3% | 加碼 |