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 |
|---|---|---|---|---|---|
| HHLR Advisors, Ltd.大師高瓴 HHLR | 213,000 | $1,242 萬 | 0.19% | −2,595,000−92.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 212,208 | $1,237 萬 | 2.94% | +212,208 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 209,341 | $1,221 萬 | 0.06% | +37,760+22.0% | 加碼 |
| Public Sector Pension Investment Board | 206,629 | $1,205 萬 | 0.07% | +156,806+314.7% | 加碼 |
| Aviva PLC | 204,215 | $1,191 萬 | 0.05% | +43,671+27.2% | 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 |
| Handelsbanken Fonder AB | 198,300 | $1,156 萬 | 0.06% | +72,100+57.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 192,602 | $1,123 萬 | 2.23% | −153,337−44.3% | 減碼 |
| Franklin Resources Inc | 184,873 | $1,078 萬 | 0.00% | +126,125+214.7% | 加碼 |
| Alliancebernstein L.P. | 183,663 | $1,071 萬 | 0.00% | +166,752+986.1% | 加碼 |
| British Columbia Investment Management Corp | 181,500 | $1,058 萬 | 0.06% | −1,700−0.9% | 減碼 |
| Vontobel Holding Ltd. | 170,846 | $1,016 萬 | 0.08% | +113,119+196.0% | 加碼 |
| Storebrand Asset Management AS | 173,886 | $1,014 萬 | 0.05% | +3,838+2.3% | 加碼 |
| Lazard Asset Management LLC | 173,657 | $1,012 萬 | 0.01% | −16,250−8.6% | 減碼 |
| Citadel Advisors LLC | 159,495 | $929.9 萬 | 0.01% | −850,794−84.2% | 減碼 |
| Qube Research & Technologies Ltd | 159,139 | $927.8 萬 | 0.07% | +159,139 | 新進 |
| Massachusetts Financial Services Co | 158,789 | $925.7 萬 | 0.00% | +106+0.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 157,517 | $918.3 萬 | 0.24% | −44,745−22.1% | 減碼 |
| Prudential PLC | 153,786 | $896.6 萬 | 0.12% | +116,025+307.3% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 151,450 | $883.0 萬 | 1.76% | −57,311−27.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 146,630 | $854.9 萬 | 0.02% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 145,251 | $846.8 萬 | 0.00% | −4,241−2.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,590 | $837.1 萬 | 0.04% | +5,273+3.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 148,182 | $831.3 萬 | 0.03% | +19,347+15.0% | 加碼 |
| Prudence Investment Management (Hong Kong) Ltd. | 141,433 | $824.6 萬 | 15.94% | +141,433 | 新進 |
| NN Investment Partners Holdings N.V. | 138,300 | $806.3 萬 | 0.04% | +15,400+12.5% | 加碼 |
| Russell Investments Group, Ltd. | 136,561 | $796.4 萬 | 0.01% | +41,289+43.3% | 加碼 |
| O'Shares Investment Advisers, LLC | 135,101 | $787.6 萬 | 0.56% | +21,212+18.6% | 加碼 |
| Coatue Management LLC大師Coatue | 132,971 | $775.2 萬 | 0.03% | +132,971 | 新進 |
| Group One Trading, L.P. | 128,107 | $746.9 萬 | 0.14% | −72,213−36.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 138,984 | $742.6 萬 | 0.02% | +7,459+5.7% | 加碼 |
| Victory Capital Management Inc | 125,613 | $732.3 萬 | 0.01% | +9,892+8.5% | 加碼 |
| ICONIQ Capital, LLC | 121,500 | $708.3 萬 | 0.04% | 00.0% | 不變 |
| Causeway Capital Management LLC | 116,800 | $680.9 萬 | 0.15% | +92,199+374.8% | 加碼 |
| Swedbank AB | 112,415 | $668.3 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 112,985 | $658.7 萬 | 0.01% | +102,089+936.9% | 加碼 |
| Wells Fargo & Company | 112,915 | $658.3 萬 | 0.00% | −681,111−85.8% | 減碼 |
| Leonteq Securities AG | 109,688 | $639.5 萬 | 0.29% | +54,642+99.3% | 加碼 |
| Guggenheim Capital LLC | 109,257 | $637.0 萬 | 0.03% | +20,785+23.5% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 108,979 | $635.3 萬 | 3.54% | +108,979 | 新進 |
| Old Well Partners, LLC | 107,400 | $626.1 萬 | 3.87% | −10,655−9.0% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 104,300 | $608.1 萬 | 6.96% | +104,300 | 新進 |
| Hershey Trust Co | 96,844 | $564.6 萬 | 0.05% | +22,017+29.4% | 加碼 |
| Shell Asset Management Co | 96,486 | $562.5 萬 | 0.12% | −3,170−3.2% | 減碼 |
| Cephei Capital Management (Hong Kong) Ltd | 95,385 | $556.1 萬 | 75.26% | −80,385−45.7% | 減碼 |
| Asset Management One Co.,Ltd. | 98,340 | $531.1 萬 | 0.02% | −27,054−21.6% | 減碼 |
| Los Angeles Capital Management LLC | 90,682 | $528.7 萬 | 0.02% | −1,372−1.5% | 減碼 |
| Centiva Capital, LP | 90,090 | $525.2 萬 | 0.34% | +37,903+72.6% | 加碼 |
| Wellington Management Group LLP | 88,179 | $514.0 萬 | 0.00% | +9,651+12.3% | 加碼 |
| M&G Investment Management Ltd | 86,810 | $503.5 萬 | 0.04% | −1,119−1.3% | 減碼 |
| HRT Financial LP | 85,494 | $498.4 萬 | 0.03% | +85,494 | 新進 |
| E. Ohman J:or Asset Management AB | 84,500 | $492.6 萬 | 0.14% | −2,500−2.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 84,100 | $490.3 萬 | 0.25% | +84,100 | 新進 |
| Prudential Financial Inc | 83,800 | $488.1 萬 | 0.01% | +9,900+13.4% | 加碼 |
| Ghisallo Capital Management LLC | 83,361 | $486.0 萬 | 0.24% | 00.0% | 不變 |
| California State Teachers Retirement System | 83,119 | $484.6 萬 | 0.01% | +53,722+182.7% | 加碼 |
| Allianz Asset Management GmbH | 77,296 | $451.5 萬 | 0.00% | −6,488−7.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 76,262 | $444.6 萬 | 0.01% | +100+0.1% | 加碼 |
| BSN Capital Partners Ltd | 75,600 | $440.7 萬 | 0.28% | +75,600 | 新進 |
| Ameriprise Financial Inc | 79,434 | $439.1 萬 | 0.00% | +35,035+78.9% | 加碼 |
| Liontrust Investment Partners LLP | 75,000 | $437.3 萬 | 0.05% | +6,700+9.8% | 加碼 |
| Royal Bank of Canada | 72,692 | $423.8 萬 | 0.00% | +70,158+2,768.7% | 加碼 |
| Rafferty Asset Management, LLC | 70,972 | $413.8 萬 | 0.02% | +26,777+60.6% | 加碼 |
| Thomas White International Ltd | 68,424 | $398.9 萬 | 0.63% | +68,424 | 新進 |
| Standard Life Aberdeen plc | 67,649 | $394.4 萬 | 0.01% | +2,231+3.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 67,600 | $394.1 萬 | 0.06% | 00.0% | 不變 |
| Macquarie Group Ltd | 67,284 | $392.3 萬 | 0.00% | +433+0.6% | 加碼 |
| CTC LLC | 67,262 | $392.1 萬 | 0.09% | +64,126+2,044.8% | 加碼 |
| MayTech Global Investments, LLC | 64,440 | $375.7 萬 | 0.76% | −54,784−46.0% | 減碼 |
| SG Americas Securities, LLC | 62,893 | $366.7 萬 | 0.02% | −127,632−67.0% | 減碼 |
| Profund Advisors LLC | 61,962 | $361.2 萬 | 0.12% | +5,687+10.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 57,700 | $344.3 萬 | 0.24% | +11,000+23.6% | 加碼 |
| CIBC Asset Management Inc | 53,691 | $313.0 萬 | 0.01% | +8,366+18.5% | 加碼 |
| Gold Dragon Worldwide Asset Management Ltd | 51,500 | $300.2 萬 | 1.01% | +51,500 | 新進 |
| New York State Common Retirement Fund | 50,352 | $293.6 萬 | 0.00% | −143,145−74.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 48,561 | $283.1 萬 | 0.03% | +39,261+422.2% | 加碼 |
| Thrivent Financial for Lutherans | 47,134 | $274.8 萬 | 0.01% | +16,209+52.4% | 加碼 |
| GAM Holding AG | 45,162 | $263.3 萬 | 0.12% | −17,438−27.9% | 減碼 |
| Voya Investment Management LLC | 45,167 | $263.3 萬 | 0.01% | −495−1.1% | 減碼 |
| PEAK6 Investments LLC | 44,994 | $262.3 萬 | 0.07% | −468,945−91.2% | 減碼 |
| Nomura Asset Management Co Ltd | 44,795 | $261.2 萬 | 0.01% | +1,706+4.0% | 加碼 |
| Janus Henderson Group PLC | 44,351 | $258.6 萬 | 0.00% | −21,461−32.6% | 減碼 |
| LPL Financial LLC | 43,857 | $255.7 萬 | 0.00% | +13,201+43.1% | 加碼 |
| Schroder Investment Management Group | 167,351 | $243.9 萬 | 0.00% | +31,597+23.3% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $241.9 萬 | 1.30% | +41,485 | 新進 |
| Apoletto Ltd | 40,000 | $233.2 萬 | 0.29% | +40,000 | 新進 |
| Squarepoint Ops LLC | 39,662 | $231.2 萬 | 0.01% | −80,666−67.0% | 減碼 |
| Aigen Investment Management, LP | 40,355 | $231.2 萬 | 0.14% | +33,496+488.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 39,610 | $231.0 萬 | 0.05% | −2,100−5.0% | 減碼 |
| KBC Group NV | 39,547 | $230.6 萬 | 0.01% | −159,452−80.1% | 減碼 |
| Springs Capital (Hong Kong) Ltd | 39,500 | $230.3 萬 | 6.41% | +39,500 | 新進 |
| SEI Investments Co | 38,342 | $223.5 萬 | 0.00% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 38,077 | $222.0 萬 | 0.10% | +38,077 | 新進 |
| Cutler Group LP | 37,895 | $220.9 萬 | 0.15% | −14,566−27.8% | 減碼 |
| Osborne Partners Capital Management, LLC | 37,046 | $216.0 萬 | 0.16% | +1,545+4.4% | 加碼 |
| AlpInvest Partners B.V. | 45,086 | $213.2 萬 | 0.79% | 00.0% | 不變 |
| Trexquant Investment LP | 36,516 | $212.9 萬 | 0.13% | −31,275−46.1% | 減碼 |
| Shelton Capital Management | 35,703 | $208.1 萬 | 0.07% | +4,427+14.2% | 加碼 |
| Banco Santander, S.A. | 35,480 | $206.8 萬 | 0.01% | −1,637,458−97.9% | 減碼 |