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。
2022 年第 1 季 13F 持有人
PDD Holdings Inc. 在 2022/3/31 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
- 353
- 較 2021 年第 4 季 −4 家
- 持有股數
- 2.74 億
- 較 2021 年第 4 季 +394.5 萬 (+1.5%)
- 總市值
- $110.1 億
- 較 2021 年第 4 季 −$47.3 億 (−30.1%)
- 新進機構
- 54
- 另有 162 家加碼
- 清倉機構
- 58
- 另有 93 家減碼
另有 5 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 29,087,492 | $11.7 億 | 0.82% | −14,2740.0% | 減碼 |
| FMR LLC | 24,972,963 | $10.0 億 | 0.08% | +12,772,426+104.7% | 加碼 |
| BlackRock Inc. | 21,132,380 | $8.48 億 | 0.02% | +828,378+4.1% | 加碼 |
| Vanguard Group Inc | 14,124,382 | $5.67 億 | 0.01% | +211,729+1.5% | 加碼 |
| State Street Corp | 8,973,434 | $3.60 億 | 0.02% | −277,087−3.0% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $3.34 億 | 95.86% | 00.0% | 不變 |
| JPMorgan Chase & Co | 7,116,089 | $2.85 億 | 0.04% | +3,621,653+103.6% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 5,772,126 | $2.32 億 | 0.87% | −10,012,324−63.4% | 減碼 |
| Morgan Stanley | 5,589,544 | $2.24 億 | 0.03% | +958,952+20.7% | 加碼 |
| Krane Funds Advisors LLC | 5,553,809 | $2.23 億 | 9.22% | +967,642+21.1% | 加碼 |
| Goldman Sachs Group Inc | 5,521,912 | $2.21 億 | 0.06% | −69,684−1.2% | 減碼 |
| Marshall Wace, LLP | 5,056,557 | $2.03 億 | 0.42% | +2,257,338+80.6% | 加碼 |
| Bridgewater Associates, LP | 4,939,412 | $1.98 億 | 0.80% | +2,277,541+85.6% | 加碼 |
| Canada Pension Plan Investment Board | 4,550,586 | $1.83 億 | 0.24% | +1,434,353+46.0% | 加碼 |
| Norges Bank | 4,456,518 | $1.79 億 | 0.04% | −115,000−2.5% | 減碼 |
| E Fund Management Co., Ltd. | 4,042,764 | $1.63 億 | 5.32% | +984,407+32.2% | 加碼 |
| Price T Rowe Associates Inc | 3,654,218 | $1.47 億 | 0.01% | −4,187,389−53.4% | 減碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $1.40 億 | 0.90% | 00.0% | 不變 |
| Two Sigma Investments, LP | 3,444,578 | $1.38 億 | 0.42% | +2,988,606+655.4% | 加碼 |
| Assenagon Asset Management S.A. | 3,418,374 | $1.37 億 | 0.45% | +2,205,548+181.9% | 加碼 |
| Fisher Asset Management, LLC | 3,336,164 | $1.34 億 | 0.08% | −120,177−3.5% | 減碼 |
| Nuveen Asset Management, LLC | 3,143,443 | $1.26 億 | 0.04% | +1,507,968+92.2% | 加碼 |
| Legal & General Group Plc | 3,142,700 | $1.26 億 | 0.04% | +78,046+2.5% | 加碼 |
| UBS Asset Management Americas Inc | 2,805,076 | $1.13 億 | 0.05% | +22,337+0.8% | 加碼 |
| Barclays PLC | 2,727,864 | $1.09 億 | 0.09% | −461,950−14.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,528,721 | $1.01 億 | 0.13% | +2,103,437+494.6% | 加碼 |
| Millennium Management LLC | 2,510,955 | $1.01 億 | 0.12% | −704,362−21.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 2,446,126 | $9,811 萬 | 0.41% | +329,599+15.6% | 加碼 |
| Oceanlink Management Ltd. | 2,331,869 | $9,353 萬 | 22.20% | +936,000+67.1% | 加碼 |
| Credit Suisse AG | 2,330,415 | $9,347 萬 | 0.08% | +263,202+12.7% | 加碼 |
| Genesis Investment Management, LLP | 2,315,638 | $9,288 萬 | 5.46% | +563,642+32.2% | 加碼 |
| Invesco Ltd. | 2,181,843 | $8,751 萬 | 0.02% | −13,602,860−86.2% | 減碼 |
| Geode Capital Management, LLC | 2,185,472 | $8,714 萬 | 0.01% | +105,494+5.1% | 加碼 |
| HSBC Holdings PLC | 2,130,676 | $8,621 萬 | 0.12% | +240,159+12.7% | 加碼 |
| Renaissance Technologies LLC | 2,087,700 | $8,374 萬 | 0.10% | +1,064,300+104.0% | 加碼 |
| Franchise Capital Ltd | 1,985,291 | $7,963 萬 | 22.33% | +407,687+25.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,801,377 | $7,225 萬 | 0.09% | +1,801,377 | 新進 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 1,767,006 | $7,087 萬 | 3.04% | −942,951−34.8% | 減碼 |
| SC China Holding Ltd | 1,749,999 | $7,019 萬 | 8.76% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 1,707,990 | $6,851 萬 | 0.10% | +1,299,247+317.9% | 加碼 |
| Public Investment Fund | 1,539,393 | $6,175 萬 | 0.14% | 00.0% | 不變 |
| Cederberg Capital Ltd | 1,499,500 | $6,015 萬 | 15.05% | +1,499,500 | 新進 |
| UBS Group AG | 1,442,173 | $5,785 萬 | 0.02% | −497,351−25.6% | 減碼 |
| Matthews International Capital Management LLC | 1,416,800 | $5,683 萬 | 7.87% | +533,300+60.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,408,900 | $5,651 萬 | 0.20% | +521,312+58.7% | 加碼 |
| Northern Trust Corp | 1,389,378 | $5,573 萬 | 0.01% | +74,057+5.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,312,020 | $5,263 萬 | 0.10% | +99,242+8.2% | 加碼 |
| Deutsche Bank AG | 1,286,551 | $5,160 萬 | 0.02% | +93,786+7.9% | 加碼 |
| Perseverance Asset Management International | 1,229,530 | $4,932 萬 | 38.05% | +358,356+41.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,219,009 | $4,889 萬 | 0.03% | −1,939,467−61.4% | 減碼 |
| Swiss National Bank | 1,209,006 | $4,849 萬 | 0.03% | +143,100+13.4% | 加碼 |
| First Manhattan Co | 1,197,276 | $4,802 萬 | 0.16% | +799,506+201.0% | 加碼 |
| APG Asset Management N.V. | 1,264,828 | $4,560 萬 | 0.09% | +259,600+25.8% | 加碼 |
| Bank of New York Mellon Corp | 1,092,959 | $4,384 萬 | 0.01% | −25,214−2.3% | 減碼 |
| Pictet Asset Management SA | 1,088,005 | $4,364 萬 | 0.05% | −183,287−14.4% | 減碼 |
| Bank of America Corp | 1,008,611 | $4,045 萬 | 0.00% | +305,560+43.5% | 加碼 |
| Sylebra Capital Ltd | 990,577 | $3,973 萬 | 1.71% | +95,861+10.7% | 加碼 |
| ProShare Advisors LLC | 915,128 | $3,671 萬 | 0.08% | −14,352−1.5% | 減碼 |
| Library Research Ltd | 857,302 | $3,439 萬 | 27.75% | +150,000+21.2% | 加碼 |
| Two Sigma Advisers, LP | 840,900 | $3,373 萬 | 0.09% | +480,100+133.1% | 加碼 |
| Man Group plc | 790,772 | $3,172 萬 | 0.11% | +510,459+182.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 789,427 | $3,166 萬 | 0.07% | −42,867−5.2% | 減碼 |
| Citigroup Inc | 786,685 | $3,155 萬 | 0.03% | −66,993−7.8% | 減碼 |
| Penserra Capital Management LLC | 756,592 | $3,035 萬 | 0.72% | −77,659−9.3% | 減碼 |
| AQR Capital Management LLC | 734,015 | $2,944 萬 | 0.06% | −6,872−0.9% | 減碼 |
| California Public Employees Retirement System | 725,706 | $2,911 萬 | 0.02% | −48,690−6.3% | 減碼 |
| Jane Street Group, LLC | 703,955 | $2,824 萬 | 0.05% | −199,827−22.1% | 減碼 |
| Banco Santander, S.A. | 700,000 | $2,808 萬 | 0.30% | +664,520+1,872.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 684,850 | $2,747 萬 | 0.06% | +13,215+2.0% | 加碼 |
| Alberta Investment Management Corp | 659,100 | $2,644 萬 | 0.15% | +378,400+134.8% | 加碼 |
| Dimensional Fund Advisors LP | 610,051 | $2,450 萬 | 0.01% | +10,928+1.8% | 加碼 |
| Citadel Advisors LLC | 598,367 | $2,400 萬 | 0.03% | +438,872+275.2% | 加碼 |
| Charles Schwab Investment Management Inc | 502,627 | $2,016 萬 | 0.01% | +10,070+2.0% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 500,000 | $2,006 萬 | 0.29% | +300,000+150.0% | 加碼 |
| Portman Ltd | 493,709 | $1,980 萬 | 41.32% | 00.0% | 不變 |
| MY.Alpha Management HK Advisors Ltd | 492,676 | $1,976 萬 | 7.76% | +131,521+36.4% | 加碼 |
| Nordea Investment Management AB | 484,075 | $1,959 萬 | 0.02% | +64,964+15.5% | 加碼 |
| Great West Life Assurance Co | 463,257 | $1,928 萬 | 0.04% | +16,800+3.8% | 加碼 |
| First Trust Advisors LP | 469,488 | $1,883 萬 | 0.02% | +52,093+12.5% | 加碼 |
| La Financiere de L'Echiquier | 415,000 | $1,665 萬 | 0.69% | +91,000+28.1% | 加碼 |
| WT Asset Management Ltd | 398,635 | $1,599 萬 | 5.83% | +398,635 | 新進 |
| Manufacturers Life Insurance Company, The | 398,148 | $1,597 萬 | 0.01% | +4,500+1.1% | 加碼 |
| Pinebridge Investments, L.P. | 394,121 | $1,581 萬 | 0.17% | +65,642+20.0% | 加碼 |
| National Bank of Canada | 362,221 | $1,413 萬 | 0.06% | −908,507−71.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 143,226 | $1,375 萬 | 0.03% | +4,242+3.1% | 加碼 |
| Myriad Asset Management Ltd. | 300,000 | $1,203 萬 | 1.75% | +300,000 | 新進 |
| Korea Investment CORP | 288,370 | $1,157 萬 | 0.03% | −223,286−43.6% | 減碼 |
| Qube Research & Technologies Ltd | 278,790 | $1,118 萬 | 0.10% | +119,651+75.2% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 257,145 | $1,086 萬 | 6.94% | +148,166+136.0% | 加碼 |
| AXA S.A. | 259,315 | $1,040 萬 | 0.03% | −183,616−41.5% | 減碼 |
| Handelsbanken Fonder AB | 259,000 | $1,039 萬 | 0.06% | +60,700+30.6% | 加碼 |
| TB Alternative Assets Ltd. | 257,500 | $1,033 萬 | 3.55% | +257,500 | 新進 |
| BIT Capital GmbH | 250,498 | $1,005 萬 | 1.03% | +233,266+1,353.7% | 加碼 |
| Public Sector Pension Investment Board | 248,371 | $996.2 萬 | 0.06% | +41,742+20.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 244,772 | $981.8 萬 | 0.05% | +35,431+16.9% | 加碼 |
| TT International Asset Management LTD | 238,320 | $955.9 萬 | 0.67% | +14,514+6.5% | 加碼 |
| Toroso Investments, LLC | 231,670 | $929.2 萬 | 0.28% | +6,076+2.7% | 加碼 |
| Barings LLC | 229,320 | $919.8 萬 | 0.28% | 00.0% | 不變 |
| Hampton Road Capital Management LP | 225,000 | $902.5 萬 | 2.78% | +225,000 | 新進 |
| Russell Investments Group, Ltd. | 221,040 | $888.0 萬 | 0.02% | +84,479+61.9% | 加碼 |