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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 270,319 | $2,451 萬 | 0.29% | +210,593+352.6% | 加碼 |
| La Financiere de L'Echiquier | 244,000 | $2,212 萬 | 0.74% | +89,000+57.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 243,374 | $2,207 萬 | 0.03% | +224,441+1,185.4% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 208,761 | $1,893 萬 | 3.84% | +100,082+92.1% | 加碼 |
| Bamco Inc | 205,378 | $1,862 萬 | 0.04% | −4,731−2.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 202,262 | $1,834 萬 | 0.34% | +149,305+281.9% | 加碼 |
| Tairen Capital Ltd | 202,144 | $1,833 萬 | 4.59% | −1,725,914−89.5% | 減碼 |
| Group One Trading, L.P. | 200,320 | $1,816 萬 | 0.40% | +107,354+115.5% | 加碼 |
| KBC Group NV | 198,999 | $1,804 萬 | 0.07% | +2,252+1.1% | 加碼 |
| New York State Common Retirement Fund | 193,497 | $1,754 萬 | 0.02% | +70,745+57.6% | 加碼 |
| SG Americas Securities, LLC | 190,525 | $1,728 萬 | 0.09% | +51,651+37.2% | 加碼 |
| Lazard Asset Management LLC | 189,907 | $1,722 萬 | 0.02% | +20,729+12.3% | 加碼 |
| British Columbia Investment Management Corp | 183,200 | $1,661 萬 | 0.10% | 00.0% | 不變 |
| Quadrature Capital Ltd | 180,349 | $1,634 萬 | 0.59% | −128,975−41.7% | 減碼 |
| Cephei Capital Management (Hong Kong) Ltd | 175,770 | $1,594 萬 | 25.02% | +7,700+4.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 171,581 | $1,556 萬 | 0.08% | +86,881+102.6% | 加碼 |
| Storebrand Asset Management AS | 170,048 | $1,542 萬 | 0.08% | +7,868+4.9% | 加碼 |
| Aviva PLC | 160,544 | $1,456 萬 | 0.06% | +22,792+16.5% | 加碼 |
| Massachusetts Financial Services Co | 158,683 | $1,439 萬 | 0.00% | +56,032+54.6% | 加碼 |
| Parametric Portfolio Associates LLC | 149,492 | $1,355 萬 | 0.01% | +17,212+13.0% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 150,940 | $1,350 萬 | 0.84% | +136,583+951.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 146,630 | $1,330 萬 | 0.04% | 00.0% | 不變 |
| Marshall Wace, LLP | 142,379 | $1,291 萬 | 0.06% | +6,895+5.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 141,771 | $1,285 萬 | 0.03% | −253,278−64.1% | 減碼 |
| Coalescence Partners Investment Management, LP | 140,000 | $1,269 萬 | 16.89% | −60,000−30.0% | 減碼 |
| Caption Management, LLC | 138,600 | $1,257 萬 | 0.82% | +109,100+369.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 138,317 | $1,254 萬 | 0.07% | −5,845−4.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 131,525 | $1,201 萬 | 0.03% | +894+0.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 128,835 | $1,168 萬 | 0.06% | +13,832+12.0% | 加碼 |
| Handelsbanken Fonder AB | 126,200 | $1,144 萬 | 0.06% | +36,000+39.9% | 加碼 |
| Asset Management One Co.,Ltd. | 125,394 | $1,137 萬 | 0.04% | −111,712−47.1% | 減碼 |
| NN Investment Partners Holdings N.V. | 122,900 | $1,114 萬 | 0.06% | +16,400+15.4% | 加碼 |
| ICONIQ Capital, LLC | 121,500 | $1,102 萬 | 0.06% | +121,500 | 新進 |
| Squarepoint Ops LLC | 120,328 | $1,091 萬 | 0.08% | +17,993+17.6% | 加碼 |
| MayTech Global Investments, LLC | 119,224 | $1,081 萬 | 2.24% | +1,680+1.4% | 加碼 |
| Marathon Trading Investment Management LLC | 119,021 | $1,079 萬 | 5.15% | +46,634+64.4% | 加碼 |
| Old Well Partners, LLC | 118,055 | $1,070 萬 | 5.52% | +25,100+27.0% | 加碼 |
| Victory Capital Management Inc | 115,721 | $1,049 萬 | 0.01% | −2,553−2.2% | 減碼 |
| Simplex Trading, LLC | 85,321 | $1,040 萬 | 0.37% | +14,608+20.7% | 加碼 |
| O'Shares Investment Advisers, LLC | 113,889 | $1,033 萬 | 0.76% | −26,319−18.8% | 減碼 |
| Swedbank AB | 112,415 | $1,019 萬 | 0.02% | −58,000−34.0% | 減碼 |
| Nomura Holdings Inc | 113,955 | $1,015 萬 | 0.08% | +20,771+22.3% | 加碼 |
| Segantii Capital Management Ltd | 107,600 | $975.6 萬 | 0.34% | +107,600 | 新進 |
| Marshall Wace North America L.P. | 103,944 | $942.4 萬 | 0.04% | +87,211+521.2% | 加碼 |
| Natixis | 102,523 | $929.6 萬 | 0.03% | +94,922+1,248.8% | 加碼 |
| Hidden Lake Asset Management LP | 100,092 | $907.5 萬 | 4.67% | −103,571−50.9% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 100,000 | $906.7 萬 | 5.94% | −170,000−63.0% | 減碼 |
| Shell Asset Management Co | 99,656 | $903.6 萬 | 0.20% | +16,436+19.8% | 加碼 |
| Balyasny Asset Management LLC | 96,273 | $872.9 萬 | 0.04% | +96,273 | 新進 |
| Russell Investments Group, Ltd. | 95,272 | $862.9 萬 | 0.01% | +1,272+1.4% | 加碼 |
| Los Angeles Capital Management LLC | 92,054 | $834.7 萬 | 0.04% | +1,022+1.1% | 加碼 |
| Armistice Capital, LLC | 92,000 | $834.2 萬 | 0.21% | +92,000 | 新進 |
| Alberta Investment Management Corp | 91,900 | $833.3 萬 | 0.07% | 00.0% | 不變 |
| Guggenheim Capital LLC | 88,472 | $802.2 萬 | 0.05% | −1,172−1.3% | 減碼 |
| M&G Investment Management Ltd | 87,929 | $800.2 萬 | 0.04% | +75,233+592.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 87,000 | $788.8 萬 | 0.25% | +800+0.9% | 加碼 |
| Ergoteles LLC | 86,113 | $780.8 萬 | 0.29% | +86,113 | 新進 |
| Allianz Asset Management GmbH | 83,784 | $759.6 萬 | 0.01% | −40,746−32.7% | 減碼 |
| Man Group plc | 83,513 | $757.2 萬 | 0.03% | −600−0.7% | 減碼 |
| Ghisallo Capital Management LLC | 83,361 | $755.8 萬 | 0.29% | 00.0% | 不變 |
| Wolverine Trading, LLC | 81,341 | $724.4 萬 | 0.15% | +34,850+75.0% | 加碼 |
| Adams Street Partners LLC | 78,696 | $713.5 萬 | 0.92% | +78,696 | 新進 |
| Wellington Management Group LLP | 78,528 | $712.0 萬 | 0.00% | −78,039−49.8% | 減碼 |
| Andra AP-fonden | 77,800 | $705.4 萬 | 0.15% | 00.0% | 不變 |
| FountainCap Research & Investment (Hong Kong) Co., Ltd. | 77,522 | $702.9 萬 | 27.71% | +77,522 | 新進 |
| Caisse de Depot Et Placement du Quebec | 76,162 | $690.6 萬 | 0.01% | +6,300+9.0% | 加碼 |
| Hershey Trust Co | 74,827 | $678.5 萬 | 0.07% | +52,904+241.3% | 加碼 |
| Prudential Financial Inc | 73,900 | $670.0 萬 | 0.01% | +62,200+531.6% | 加碼 |
| GAM Holding AG | 62,600 | $652.6 萬 | 0.30% | +2,914+4.9% | 加碼 |
| Bluefin Capital Management, LLC | 70,338 | $637.8 萬 | 0.74% | +11,173+18.9% | 加碼 |
| Liontrust Investment Partners LLP | 68,300 | $619.3 萬 | 0.09% | +68,300 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 68,017 | $616.7 萬 | 3.83% | +68,017 | 新進 |
| Trexquant Investment LP | 67,791 | $614.7 萬 | 0.49% | +67,791 | 新進 |
| Gulf International Bank (UK) Ltd | 67,600 | $612.9 萬 | 0.08% | 00.0% | 不變 |
| Brown University | 67,064 | $608.1 萬 | 0.82% | +67,064 | 新進 |
| Macquarie Group Ltd | 66,851 | $606.2 萬 | 0.01% | +29,358+78.3% | 加碼 |
| Janus Henderson Group PLC | 65,812 | $596.7 萬 | 0.00% | −29,497−30.9% | 減碼 |
| Standard Life Aberdeen plc | 65,418 | $593.2 萬 | 0.01% | +8,513+15.0% | 加碼 |
| Franklin Resources Inc | 58,748 | $532.6 萬 | 0.00% | +1,235+2.1% | 加碼 |
| Vontobel Holding Ltd. | 57,727 | $523.4 萬 | 0.05% | −14,663−20.3% | 減碼 |
| Profund Advisors LLC | 56,275 | $510.2 萬 | 0.17% | +7,213+14.7% | 加碼 |
| Vanderbilt University | 55,748 | $505.5 萬 | 1.19% | +11,150+25.0% | 加碼 |
| Leonteq Securities AG | 55,046 | $499.1 萬 | 0.27% | +16,060+41.2% | 加碼 |
| Cutler Group LP | 52,461 | $475.6 萬 | 0.36% | −35,755−40.5% | 減碼 |
| Partners Capital Investment Group, LLP | 52,360 | $474.7 萬 | 0.22% | −13,937−21.0% | 減碼 |
| Centiva Capital, LP | 52,187 | $473.2 萬 | 0.38% | +40,410+343.1% | 加碼 |
| Robert Wood Johnson Foundation | 52,097 | $472.3 萬 | 0.22% | +52,097 | 新進 |
| Regents of the University of California | 50,582 | $458.6 萬 | 0.54% | +37,102+275.2% | 加碼 |
| Public Sector Pension Investment Board | 49,823 | $451.7 萬 | 0.03% | −30,439−37.9% | 減碼 |
| Twinbeech Capital LP | 49,418 | $448.1 萬 | 0.32% | +49,418 | 新進 |
| Caas Capital Management LP | 49,358 | $447.5 萬 | 0.34% | −178,400−78.3% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 48,679 | $441.4 萬 | 0.24% | +9,735+25.0% | 加碼 |
| Westpac Banking Corp | 48,457 | $439.4 萬 | 0.05% | +5,587+13.0% | 加碼 |
| AMP Capital Investors Ltd | 48,028 | $435.5 萬 | 0.02% | −6,453−11.8% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 46,700 | $423.4 萬 | 0.74% | 00.0% | 不變 |
| Voya Investment Management LLC | 45,662 | $414.0 萬 | 0.01% | −1,792−3.8% | 減碼 |
| CIBC Asset Management Inc | 45,325 | $411.0 萬 | 0.02% | +333+0.7% | 加碼 |
| Teacher Retirement System of Texas | 45,311 | $410.8 萬 | 0.02% | −251,010−84.7% | 減碼 |
| Maytus Capital Management, LLC | 45,000 | $408.0 萬 | 1.40% | +45,000 | 新進 |
| Ameriprise Financial Inc | 44,399 | $402.2 萬 | 0.00% | +6,988+18.7% | 加碼 |