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 4 季 13F 持有人
PDD Holdings Inc. 在 2021/12/31 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
- 362
- 較 2021 年第 3 季 −29 家
- 持有股數
- 2.70 億
- 較 2021 年第 3 季 −140.9 萬 (−0.5%)
- 總市值
- $157.4 億
- 較 2021 年第 3 季 −$88.7 億 (−36.0%)
- 新進機構
- 69
- 另有 144 家加碼
- 清倉機構
- 98
- 另有 115 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 29,101,766 | $17.0 億 | 0.93% | +1,613,256+5.9% | 加碼 |
| BlackRock Inc. | 20,304,002 | $11.8 億 | 0.03% | +432,696+2.2% | 加碼 |
| Invesco Ltd. | 15,784,703 | $9.20 億 | 0.22% | −47,349−0.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 15,784,450 | $9.20 億 | 2.00% | +1,731,384+12.3% | 加碼 |
| Vanguard Group Inc | 13,912,653 | $8.11 億 | 0.02% | +213,659+1.6% | 加碼 |
| FMR LLC | 12,200,537 | $7.11 億 | 0.05% | +881,218+7.8% | 加碼 |
| State Street Corp | 9,250,521 | $5.39 億 | 0.03% | −24,628−0.3% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $4.85 億 | 97.00% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 7,841,607 | $4.57 億 | 0.04% | −3,401,153−30.3% | 減碼 |
| Goldman Sachs Group Inc | 5,591,596 | $3.26 億 | 0.08% | +523,965+10.3% | 加碼 |
| Morgan Stanley | 4,630,592 | $2.70 億 | 0.03% | +357,344+8.4% | 加碼 |
| Krane Funds Advisors LLC | 4,586,167 | $2.67 億 | 6.71% | −1,315,461−22.3% | 減碼 |
| Norges Bank | 4,571,518 | $2.67 億 | 0.05% | +190,703+4.4% | 加碼 |
| Anatole Investment Management Ltd | 3,662,977 | $2.14 億 | 11.67% | +294,057+8.7% | 加碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $2.04 億 | 1.02% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 3,499,244 | $2.04 億 | 6.05% | 00.0% | 不變 |
| JPMorgan Chase & Co | 3,494,436 | $2.04 億 | 0.03% | −501,880−12.6% | 減碼 |
| Fisher Asset Management, LLC | 3,456,341 | $2.02 億 | 0.11% | −25,387−0.7% | 減碼 |
| Millennium Management LLC | 3,215,317 | $1.87 億 | 0.21% | +1,666,383+107.6% | 加碼 |
| Barclays PLC | 3,189,814 | $1.86 億 | 0.11% | +61,124+2.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,158,476 | $1.84 億 | 0.11% | −216,085−6.4% | 減碼 |
| Canada Pension Plan Investment Board | 3,116,233 | $1.82 億 | 0.19% | −119,613−3.7% | 減碼 |
| Legal & General Group Plc | 3,064,654 | $1.79 億 | 0.05% | +717,587+30.6% | 加碼 |
| E Fund Management Co., Ltd. | 3,058,357 | $1.78 億 | 6.30% | +903,490+41.9% | 加碼 |
| Marshall Wace, LLP | 2,799,219 | $1.63 億 | 0.33% | +2,656,840+1,866.0% | 加碼 |
| UBS Asset Management Americas Inc | 2,782,739 | $1.62 億 | 0.06% | −61,617−2.2% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,709,957 | $1.58 億 | 5.86% | +704,588+35.1% | 加碼 |
| Bridgewater Associates, LP | 2,661,871 | $1.55 億 | 0.90% | +742,059+38.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 2,203,882 | $1.28 億 | 0.67% | −162,390−6.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,116,527 | $1.23 億 | 0.45% | +2,089,851+7,834.2% | 加碼 |
| Geode Capital Management, LLC | 2,079,978 | $1.21 億 | 0.01% | +180,183+9.5% | 加碼 |
| Credit Suisse AG | 2,067,213 | $1.21 億 | 0.10% | +385,221+22.9% | 加碼 |
| UBS Group AG | 1,939,524 | $1.13 億 | 0.04% | −21,519−1.1% | 減碼 |
| HSBC Holdings PLC | 1,890,517 | $1.11 億 | 0.12% | +1,082,029+133.8% | 加碼 |
| Genesis Investment Management, LLP | 1,751,996 | $1.02 億 | 5.04% | +687,328+64.6% | 加碼 |
| SC China Holding Ltd | 1,749,999 | $1.02 億 | 9.14% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 1,635,475 | $9,535 萬 | 0.03% | +226,748+16.1% | 加碼 |
| Franchise Capital Ltd | 1,577,604 | $9,197 萬 | 15.57% | 00.0% | 不變 |
| Public Investment Fund | 1,539,393 | $8,975 萬 | 0.16% | 00.0% | 不變 |
| Oceanlink Management Ltd. | 1,395,869 | $8,138 萬 | 37.99% | +442,869+46.5% | 加碼 |
| Northern Trust Corp | 1,315,321 | $7,668 萬 | 0.01% | −103,381−7.3% | 減碼 |
| Pictet Asset Management SA | 1,271,292 | $7,412 萬 | 0.07% | −506,830−28.5% | 減碼 |
| National Bank of Canada | 1,270,728 | $7,408 萬 | 0.31% | +1,270,728 | 新進 |
| Assenagon Asset Management S.A. | 1,212,826 | $7,071 萬 | 0.26% | −2,652,692−68.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,212,778 | $7,070 萬 | 0.17% | +246,332+25.5% | 加碼 |
| Deutsche Bank AG | 1,192,765 | $6,954 萬 | 0.03% | −269,121−18.4% | 減碼 |
| Bank of New York Mellon Corp | 1,118,173 | $6,519 萬 | 0.01% | −46,250−4.0% | 減碼 |
| Swiss National Bank | 1,065,906 | $6,214 萬 | 0.04% | −11,100−1.0% | 減碼 |
| Renaissance Technologies LLC | 1,023,400 | $5,966 萬 | 0.07% | +201,881+24.6% | 加碼 |
| Alkeon Capital Management LLC | 1,003,470 | $5,850 萬 | 0.20% | +1,003,470 | 新進 |
| ProShare Advisors LLC | 929,480 | $5,419 萬 | 0.11% | +302,466+48.2% | 加碼 |
| Jane Street Group, LLC | 903,782 | $5,269 萬 | 0.10% | +383,831+73.8% | 加碼 |
| Sylebra Capital Ltd | 894,716 | $5,216 萬 | 1.68% | −113,473−11.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 887,588 | $5,175 萬 | 0.11% | +745,817+526.1% | 加碼 |
| APG Asset Management N.V. | 1,005,228 | $5,153 萬 | 0.09% | −128,100−11.3% | 減碼 |
| Matthews International Capital Management LLC | 883,500 | $5,151 萬 | 5.38% | +293,100+49.6% | 加碼 |
| Perseverance Asset Management International | 871,174 | $5,079 萬 | 31.50% | −152,035−14.9% | 減碼 |
| Citigroup Inc | 853,678 | $4,977 萬 | 0.04% | −155,525−15.4% | 減碼 |
| Penserra Capital Management LLC | 834,251 | $4,864 萬 | 1.04% | −428,435−33.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 832,294 | $4,852 萬 | 0.10% | −10,037−1.2% | 減碼 |
| California Public Employees Retirement System | 774,396 | $4,515 萬 | 0.03% | −34,069−4.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 756,673 | $4,411 萬 | 0.22% | +386,909+104.6% | 加碼 |
| AQR Capital Management LLC | 740,887 | $4,319 萬 | 0.08% | −16,114−2.1% | 減碼 |
| Library Research Ltd | 707,302 | $4,124 萬 | 26.41% | 00.0% | 不變 |
| Bank of America Corp | 703,051 | $4,099 萬 | 0.00% | −1,573,788−69.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 685,032 | $3,994 萬 | 0.04% | +685,032 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 671,635 | $3,916 萬 | 0.08% | −5,307−0.8% | 減碼 |
| Dimensional Fund Advisors LP | 599,123 | $3,494 萬 | 0.01% | +21,059+3.6% | 加碼 |
| Korea Investment CORP | 511,656 | $2,983 萬 | 0.08% | −137,483−21.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 511,509 | $2,982 萬 | 0.09% | −145,460−22.1% | 減碼 |
| Portman Ltd | 493,709 | $2,878 萬 | 27.94% | −329,139−40.0% | 減碼 |
| Charles Schwab Investment Management Inc | 492,557 | $2,872 萬 | 0.01% | +7,093+1.5% | 加碼 |
| Two Sigma Investments, LP | 455,972 | $2,658 萬 | 0.07% | +11,520+2.6% | 加碼 |
| Great West Life Assurance Co | 446,457 | $2,598 萬 | 0.05% | +17,633+4.1% | 加碼 |
| AXA S.A. | 442,931 | $2,582 萬 | 0.07% | +2,003+0.5% | 加碼 |
| AIA Group Ltd | 431,996 | $2,519 萬 | 1.19% | +27,219+6.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 425,284 | $2,479 萬 | 0.03% | −6,200−1.4% | 減碼 |
| Nordea Investment Management AB | 419,111 | $2,475 萬 | 0.03% | +76,252+22.2% | 加碼 |
| First Trust Advisors LP | 417,395 | $2,433 萬 | 0.02% | +134,659+47.6% | 加碼 |
| Susquehanna International Group, LLP | 408,743 | $2,383 萬 | 0.04% | −512,940−55.7% | 減碼 |
| First Manhattan Co | 397,770 | $2,319 萬 | 0.08% | +397,770 | 新進 |
| Manufacturers Life Insurance Company, The | 393,648 | $2,295 萬 | 0.01% | +13,123+3.4% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 361,155 | $2,106 萬 | 6.01% | +361,155 | 新進 |
| Two Sigma Advisers, LP | 360,800 | $2,104 萬 | 0.05% | +360,800 | 新進 |
| Pinebridge Investments, L.P. | 328,479 | $1,915 萬 | 0.20% | +58,160+21.5% | 加碼 |
| Teacher Retirement System of Texas | 324,470 | $1,892 萬 | 0.08% | +279,159+616.1% | 加碼 |
| La Financiere de L'Echiquier | 324,000 | $1,889 萬 | 0.64% | +80,000+32.8% | 加碼 |
| Capitolis Advisors LLC | 307,210 | $1,791 萬 | 0.11% | 00.0% | 不變 |
| Alberta Investment Management Corp | 280,700 | $1,637 萬 | 0.10% | +188,800+205.4% | 加碼 |
| Man Group plc | 280,313 | $1,634 萬 | 0.05% | +196,800+235.7% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 269,500 | $1,571 萬 | 12.78% | +169,500+169.5% | 加碼 |
| Ford Foundation | 264,439 | $1,542 萬 | 11.03% | +264,439 | 新進 |
| Nomura Holdings Inc | 264,132 | $1,540 萬 | 0.09% | +150,177+131.8% | 加碼 |
| USS Investment Management Ltd | 257,474 | $1,501 萬 | 0.12% | −90,232−26.0% | 減碼 |
| Balyasny Asset Management LLC | 230,662 | $1,345 萬 | 0.06% | +134,389+139.6% | 加碼 |
| Barings LLC | 229,320 | $1,337 萬 | 0.34% | −372,412−61.9% | 減碼 |
| Toroso Investments, LLC | 225,594 | $1,315 萬 | 0.40% | +218,198+2,950.2% | 加碼 |
| TT International Asset Management LTD | 223,806 | $1,305 萬 | 0.87% | +223,806 | 新進 |
| Agf Investments Inc. | 220,739 | $1,287 萬 | 0.09% | +218,339+9,097.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 216,741 | $1,264 萬 | 0.16% | −416,737−65.8% | 減碼 |