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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 75,000 | $437.3 萬 | 0.05% | +6,700+9.8% | 加碼 |
| Ameriprise Financial Inc | 79,434 | $439.1 萬 | 0.00% | +35,035+78.9% | 加碼 |
| BSN Capital Partners Ltd | 75,600 | $440.7 萬 | 0.28% | +75,600 | 新進 |
| Caisse de Depot Et Placement du Quebec | 76,262 | $444.6 萬 | 0.01% | +100+0.1% | 加碼 |
| Allianz Asset Management GmbH | 77,296 | $451.5 萬 | 0.00% | −6,488−7.7% | 減碼 |
| California State Teachers Retirement System | 83,119 | $484.6 萬 | 0.01% | +53,722+182.7% | 加碼 |
| Ghisallo Capital Management LLC | 83,361 | $486.0 萬 | 0.24% | 00.0% | 不變 |
| Prudential Financial Inc | 83,800 | $488.1 萬 | 0.01% | +9,900+13.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 84,100 | $490.3 萬 | 0.25% | +84,100 | 新進 |
| E. Ohman J:or Asset Management AB | 84,500 | $492.6 萬 | 0.14% | −2,500−2.9% | 減碼 |
| HRT Financial LP | 85,494 | $498.4 萬 | 0.03% | +85,494 | 新進 |
| M&G Investment Management Ltd | 86,810 | $503.5 萬 | 0.04% | −1,119−1.3% | 減碼 |
| Wellington Management Group LLP | 88,179 | $514.0 萬 | 0.00% | +9,651+12.3% | 加碼 |
| Centiva Capital, LP | 90,090 | $525.2 萬 | 0.34% | +37,903+72.6% | 加碼 |
| Los Angeles Capital Management LLC | 90,682 | $528.7 萬 | 0.02% | −1,372−1.5% | 減碼 |
| Asset Management One Co.,Ltd. | 98,340 | $531.1 萬 | 0.02% | −27,054−21.6% | 減碼 |
| Cephei Capital Management (Hong Kong) Ltd | 95,385 | $556.1 萬 | 75.26% | −80,385−45.7% | 減碼 |
| Shell Asset Management Co | 96,486 | $562.5 萬 | 0.12% | −3,170−3.2% | 減碼 |
| Hershey Trust Co | 96,844 | $564.6 萬 | 0.05% | +22,017+29.4% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 104,300 | $608.1 萬 | 6.96% | +104,300 | 新進 |
| Old Well Partners, LLC | 107,400 | $626.1 萬 | 3.87% | −10,655−9.0% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 108,979 | $635.3 萬 | 3.54% | +108,979 | 新進 |
| Guggenheim Capital LLC | 109,257 | $637.0 萬 | 0.03% | +20,785+23.5% | 加碼 |
| Leonteq Securities AG | 109,688 | $639.5 萬 | 0.29% | +54,642+99.3% | 加碼 |
| Wells Fargo & Company | 112,915 | $658.3 萬 | 0.00% | −681,111−85.8% | 減碼 |
| Mackenzie Financial Corp | 112,985 | $658.7 萬 | 0.01% | +102,089+936.9% | 加碼 |
| Swedbank AB | 112,415 | $668.3 萬 | 0.01% | 00.0% | 不變 |
| Causeway Capital Management LLC | 116,800 | $680.9 萬 | 0.15% | +92,199+374.8% | 加碼 |
| ICONIQ Capital, LLC | 121,500 | $708.3 萬 | 0.04% | 00.0% | 不變 |
| Victory Capital Management Inc | 125,613 | $732.3 萬 | 0.01% | +9,892+8.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 138,984 | $742.6 萬 | 0.02% | +7,459+5.7% | 加碼 |
| Group One Trading, L.P. | 128,107 | $746.9 萬 | 0.14% | −72,213−36.0% | 減碼 |
| Coatue Management LLC大師Coatue | 132,971 | $775.2 萬 | 0.03% | +132,971 | 新進 |
| O'Shares Investment Advisers, LLC | 135,101 | $787.6 萬 | 0.56% | +21,212+18.6% | 加碼 |
| Russell Investments Group, Ltd. | 136,561 | $796.4 萬 | 0.01% | +41,289+43.3% | 加碼 |
| NN Investment Partners Holdings N.V. | 138,300 | $806.3 萬 | 0.04% | +15,400+12.5% | 加碼 |
| Prudence Investment Management (Hong Kong) Ltd. | 141,433 | $824.6 萬 | 15.94% | +141,433 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 148,182 | $831.3 萬 | 0.03% | +19,347+15.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,590 | $837.1 萬 | 0.04% | +5,273+3.8% | 加碼 |
| Parametric Portfolio Associates LLC | 145,251 | $846.8 萬 | 0.00% | −4,241−2.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 146,630 | $854.9 萬 | 0.02% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 151,450 | $883.0 萬 | 1.76% | −57,311−27.5% | 減碼 |
| Prudential PLC | 153,786 | $896.6 萬 | 0.12% | +116,025+307.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 157,517 | $918.3 萬 | 0.24% | −44,745−22.1% | 減碼 |
| Massachusetts Financial Services Co | 158,789 | $925.7 萬 | 0.00% | +106+0.1% | 加碼 |
| Qube Research & Technologies Ltd | 159,139 | $927.8 萬 | 0.07% | +159,139 | 新進 |
| Citadel Advisors LLC | 159,495 | $929.9 萬 | 0.01% | −850,794−84.2% | 減碼 |
| Lazard Asset Management LLC | 173,657 | $1,012 萬 | 0.01% | −16,250−8.6% | 減碼 |
| Storebrand Asset Management AS | 173,886 | $1,014 萬 | 0.05% | +3,838+2.3% | 加碼 |
| Vontobel Holding Ltd. | 170,846 | $1,016 萬 | 0.08% | +113,119+196.0% | 加碼 |
| British Columbia Investment Management Corp | 181,500 | $1,058 萬 | 0.06% | −1,700−0.9% | 減碼 |
| Alliancebernstein L.P. | 183,663 | $1,071 萬 | 0.00% | +166,752+986.1% | 加碼 |
| Franklin Resources Inc | 184,873 | $1,078 萬 | 0.00% | +126,125+214.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 192,602 | $1,123 萬 | 2.23% | −153,337−44.3% | 減碼 |
| Handelsbanken Fonder AB | 198,300 | $1,156 萬 | 0.06% | +72,100+57.1% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 200,000 | $1,166 萬 | 0.11% | −372,000−65.0% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $1,166 萬 | 7.08% | +200,000 | 新進 |
| Aviva PLC | 204,215 | $1,191 萬 | 0.05% | +43,671+27.2% | 加碼 |
| Public Sector Pension Investment Board | 206,629 | $1,205 萬 | 0.07% | +156,806+314.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 209,341 | $1,221 萬 | 0.06% | +37,760+22.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 212,208 | $1,237 萬 | 2.94% | +212,208 | 新進 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 213,000 | $1,242 萬 | 0.19% | −2,595,000−92.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 216,741 | $1,264 萬 | 0.16% | −416,737−65.8% | 減碼 |
| Agf Investments Inc. | 220,739 | $1,287 萬 | 0.09% | +218,339+9,097.5% | 加碼 |
| TT International Asset Management LTD | 223,806 | $1,305 萬 | 0.87% | +223,806 | 新進 |
| Toroso Investments, LLC | 225,594 | $1,315 萬 | 0.40% | +218,198+2,950.2% | 加碼 |
| Barings LLC | 229,320 | $1,337 萬 | 0.34% | −372,412−61.9% | 減碼 |
| Balyasny Asset Management LLC | 230,662 | $1,345 萬 | 0.06% | +134,389+139.6% | 加碼 |
| USS Investment Management Ltd | 257,474 | $1,501 萬 | 0.12% | −90,232−26.0% | 減碼 |
| Nomura Holdings Inc | 264,132 | $1,540 萬 | 0.09% | +150,177+131.8% | 加碼 |
| Ford Foundation | 264,439 | $1,542 萬 | 11.03% | +264,439 | 新進 |
| Yong Rong (HK) Asset Management Ltd | 269,500 | $1,571 萬 | 12.78% | +169,500+169.5% | 加碼 |
| Man Group plc | 280,313 | $1,634 萬 | 0.05% | +196,800+235.7% | 加碼 |
| Alberta Investment Management Corp | 280,700 | $1,637 萬 | 0.10% | +188,800+205.4% | 加碼 |
| Capitolis Advisors LLC | 307,210 | $1,791 萬 | 0.11% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 324,000 | $1,889 萬 | 0.64% | +80,000+32.8% | 加碼 |
| Teacher Retirement System of Texas | 324,470 | $1,892 萬 | 0.08% | +279,159+616.1% | 加碼 |
| Pinebridge Investments, L.P. | 328,479 | $1,915 萬 | 0.20% | +58,160+21.5% | 加碼 |
| Two Sigma Advisers, LP | 360,800 | $2,104 萬 | 0.05% | +360,800 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 361,155 | $2,106 萬 | 6.01% | +361,155 | 新進 |
| Manufacturers Life Insurance Company, The | 393,648 | $2,295 萬 | 0.01% | +13,123+3.4% | 加碼 |
| First Manhattan Co | 397,770 | $2,319 萬 | 0.08% | +397,770 | 新進 |
| Susquehanna International Group, LLP | 408,743 | $2,383 萬 | 0.04% | −512,940−55.7% | 減碼 |
| First Trust Advisors LP | 417,395 | $2,433 萬 | 0.02% | +134,659+47.6% | 加碼 |
| Nordea Investment Management AB | 419,111 | $2,475 萬 | 0.03% | +76,252+22.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 425,284 | $2,479 萬 | 0.03% | −6,200−1.4% | 減碼 |
| AIA Group Ltd | 431,996 | $2,519 萬 | 1.19% | +27,219+6.7% | 加碼 |
| AXA S.A. | 442,931 | $2,582 萬 | 0.07% | +2,003+0.5% | 加碼 |
| Great West Life Assurance Co | 446,457 | $2,598 萬 | 0.05% | +17,633+4.1% | 加碼 |
| Two Sigma Investments, LP | 455,972 | $2,658 萬 | 0.07% | +11,520+2.6% | 加碼 |
| Charles Schwab Investment Management Inc | 492,557 | $2,872 萬 | 0.01% | +7,093+1.5% | 加碼 |
| Portman Ltd | 493,709 | $2,878 萬 | 27.94% | −329,139−40.0% | 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 |
| Korea Investment CORP | 511,656 | $2,983 萬 | 0.08% | −137,483−21.2% | 減碼 |
| Dimensional Fund Advisors LP | 599,123 | $3,494 萬 | 0.01% | +21,059+3.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 671,635 | $3,916 萬 | 0.08% | −5,307−0.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 685,032 | $3,994 萬 | 0.04% | +685,032 | 新進 |
| Bank of America Corp | 703,051 | $4,099 萬 | 0.00% | −1,573,788−69.1% | 減碼 |
| Library Research Ltd | 707,302 | $4,124 萬 | 26.41% | 00.0% | 不變 |
| AQR Capital Management LLC | 740,887 | $4,319 萬 | 0.08% | −16,114−2.1% | 減碼 |