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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 12,847 | $51.5 萬 | 0.00% | +5,312+70.5% | 加碼 |
| Portland Ltd | 13,635 | $54.7 萬 | 9.45% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 14,108 | $56.6 萬 | 0.01% | −1,836−11.5% | 減碼 |
| General Atlantic LLC | 14,282 | $57.3 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 14,642 | $58.7 萬 | 0.01% | −589−3.9% | 減碼 |
| First Republic Investment Management, Inc. | 14,700 | $59.0 萬 | 0.00% | +3,123+27.0% | 加碼 |
| Daiwa Securities Group Inc. | 14,813 | $59.4 萬 | 0.00% | −8,421−36.2% | 減碼 |
| FIL Ltd | 15,345 | $61.5 萬 | 0.00% | −14,393−48.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 15,457 | $61.9 萬 | 0.13% | −3,182−17.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 15,499 | $62.2 萬 | 0.01% | +7,000+82.4% | 加碼 |
| Eaton Vance Management | 15,528 | $62.2 萬 | 0.00% | +13,436+642.3% | 加碼 |
| ExodusPoint Capital Management, LP | 16,197 | $65.0 萬 | 0.01% | +10,573+188.0% | 加碼 |
| Enlightenment Research, LLC | 16,300 | $65.4 萬 | 0.87% | +10,316+172.4% | 加碼 |
| Raymond James & Associates | 16,641 | $66.7 萬 | 0.00% | +2,304+16.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 16,737 | $67.1 萬 | 0.00% | −3,207−16.1% | 減碼 |
| Chiron Investment Management, LLC | 18,719 | $75.1 萬 | 0.09% | +18,719 | 新進 |
| IFM Investors Pty Ltd | 19,210 | $77.1 萬 | 0.01% | +19,210 | 新進 |
| Teacher Retirement System of Texas | 19,246 | $77.2 萬 | 0.00% | −305,224−94.1% | 減碼 |
| Twinbeech Capital LP | 19,667 | $78.9 萬 | 0.03% | +19,667 | 新進 |
| Crossmark Global Holdings, Inc. | 19,902 | $79.8 萬 | 0.02% | +3,692+22.8% | 加碼 |
| Lee Capital Holdings LLC | 20,000 | $80.2 萬 | 0.46% | +20,000 | 新進 |
| TD Asset Management Inc | 20,300 | $81.4 萬 | 0.00% | +1,700+9.1% | 加碼 |
| Qalhat Capital Ltd | 21,322 | $85.5 萬 | 0.43% | 00.0% | 不變 |
| US Bancorp | 21,743 | $87.3 萬 | 0.00% | −1,872−7.9% | 減碼 |
| Louisiana State Employees Retirement System | 23,600 | $88.1 萬 | 0.02% | +1,500+6.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 22,466 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 22,523 | $90.3 萬 | 0.00% | +10,488+87.1% | 加碼 |
| Centiva Capital, LP | 22,654 | $90.9 萬 | 0.05% | −67,436−74.9% | 減碼 |
| Caption Management, LLC | 23,400 | $93.8 萬 | 0.06% | +23,400 | 新進 |
| Janus Henderson Group PLC | 23,487 | $94.2 萬 | 0.00% | −20,864−47.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 24,154 | $96.8 萬 | 0.02% | −15,456−39.0% | 減碼 |
| Mackenzie Financial Corp | 24,944 | $100.1 萬 | 0.00% | −88,041−77.9% | 減碼 |
| Banque Cantonale Vaudoise | 25,249 | $101.4 萬 | 0.04% | −1,850−6.8% | 減碼 |
| Industrial Alliance Investment Management Inc. | 25,486 | $102.2 萬 | 0.02% | +3,898+18.1% | 加碼 |
| ING Groep NV | 25,710 | $103.1 萬 | 0.01% | +8,047+45.6% | 加碼 |
| Comerica Bank | 27,857 | $103.9 萬 | 0.01% | +32+0.1% | 加碼 |
| Royal Bank of Canada | 26,273 | $105.4 萬 | 0.00% | −46,419−63.9% | 減碼 |
| Marathon Trading Investment Management LLC | 26,270 | $105.4 萬 | 0.47% | +13,777+110.3% | 加碼 |
| Harvest Volatility Management LLC | 26,914 | $108.0 萬 | 0.12% | +1,560+6.2% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 25,230 | $110.4 萬 | 0.02% | +24,570+3,722.7% | 加碼 |
| Qtron Investments LLC | 27,701 | $111.1 萬 | 0.25% | +2,448+9.7% | 加碼 |
| Yousif Capital Management, LLC | 27,774 | $111.4 萬 | 0.01% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 28,000 | $112.3 萬 | 0.01% | +4,100+17.2% | 加碼 |
| HAP Trading, LLC | 28,073 | $112.6 萬 | 0.13% | +28,073 | 新進 |
| American Century Companies Inc | 28,785 | $115.5 萬 | 0.00% | +6,766+30.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 29,826 | $119.6 萬 | 0.00% | −655,206−95.6% | 減碼 |
| Capstone Investment Advisors, LLC | 30,891 | $123.9 萬 | 0.03% | +30,891 | 新進 |
| Ensign Peak Advisors, Inc | 31,750 | $127.3 萬 | 0.00% | 00.0% | 不變 |
| Fulcrum Asset Management LLP | – | $128.6 萬 | 0.37% | – | 新進 |
| Los Angeles Capital Management LLC | 32,533 | $130.5 萬 | 0.01% | −58,149−64.1% | 減碼 |
| AlpInvest Partners B.V. | 32,601 | $130.8 萬 | 0.42% | −12,485−27.7% | 減碼 |
| American International Group, Inc. | 32,832 | $131.7 萬 | 0.01% | +144+0.4% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 32,922 | $132.1 萬 | 0.22% | −118,528−78.3% | 減碼 |
| Regents of the University of California | 33,734 | $135.3 萬 | 0.20% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 33,877 | $135.9 萬 | 0.13% | −4,200−11.0% | 減碼 |
| Simplex Trading, LLC | 34,500 | $138.3 萬 | 0.04% | +34,300+17,150.0% | 加碼 |
| Oberweis Asset Management Inc | 35,000 | $140.4 萬 | 0.28% | +35,000 | 新進 |
| Seven Eight Capital, LP | 35,783 | $143.5 萬 | 0.19% | +35,783 | 新進 |
| Morningstar Investment Management LLC | 36,007 | $144.4 萬 | 0.27% | +13,131+57.4% | 加碼 |
| SG3 Management, LLC | 37,500 | $150.4 萬 | 0.42% | +28,800+331.0% | 加碼 |
| Eschler Asset Management LLP | 36,400 | $153.4 萬 | 1.44% | +15,400+73.3% | 加碼 |
| Shelton Capital Management | 38,481 | $154.3 萬 | 0.06% | +2,778+7.8% | 加碼 |
| Panagora Asset Management Inc | 40,548 | $162.6 萬 | 0.01% | +5,744+16.5% | 加碼 |
| Macquarie Group Ltd | 40,718 | $163.3 萬 | 0.00% | −26,566−39.5% | 減碼 |
| Quadrature Capital Ltd | 40,756 | $163.4 萬 | 0.07% | +40,756 | 新進 |
| Maxi Investments CY Ltd | 41,485 | $166.4 萬 | 0.98% | 00.0% | 不變 |
| Pinpoint Asset Management Ltd | 31,610 | $166.9 萬 | 0.69% | +31,610 | 新進 |
| FORA Capital, LLC | 38,451 | $168.3 萬 | 0.30% | +38,451 | 新進 |
| Osborne Partners Capital Management, LLC | 42,081 | $168.8 萬 | 0.12% | +5,035+13.6% | 加碼 |
| SEI Investments Co | 43,201 | $173.3 萬 | 0.00% | +4,859+12.7% | 加碼 |
| Squarepoint Ops LLC | 43,482 | $174.4 萬 | 0.01% | +3,820+9.6% | 加碼 |
| CTC LLC | 45,185 | $181.2 萬 | 0.03% | −22,077−32.8% | 減碼 |
| Two Sigma Securities, LLC | 46,062 | $184.8 萬 | 0.26% | +46,062 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 46,400 | $188.4 萬 | 0.14% | −11,300−19.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 47,080 | $188.8 萬 | 0.04% | −169,661−78.3% | 減碼 |
| Nomura Asset Management Co Ltd | 48,030 | $192.6 萬 | 0.01% | +3,235+7.2% | 加碼 |
| Thrivent Financial for Lutherans | 49,598 | $198.9 萬 | 0.00% | +2,464+5.2% | 加碼 |
| Voya Investment Management LLC | 50,259 | $201.6 萬 | 0.00% | +5,092+11.3% | 加碼 |
| Panview Asian Equity Master Fund | 52,333 | $209.9 萬 | 3.36% | +52,333 | 新進 |
| China Universal Asset Management Co., Ltd. | 56,560 | $226.9 萬 | 0.80% | −155,648−73.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,000 | $232.6 萬 | 0.00% | +58,000 | 新進 |
| CIBC Asset Management Inc | 58,752 | $235.7 萬 | 0.01% | +5,061+9.4% | 加碼 |
| Profund Advisors LLC | 60,354 | $242.1 萬 | 0.10% | −1,608−2.6% | 減碼 |
| Wellington Management Group LLP | 60,616 | $243.2 萬 | 0.00% | −27,563−31.3% | 減碼 |
| Apollo Management Holdings, L.P. | 62,500 | $250.7 萬 | 0.02% | +62,500 | 新進 |
| Ameriprise Financial Inc | 67,464 | $263.6 萬 | 0.00% | −11,970−15.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 66,668 | $267.3 萬 | 0.03% | +18,107+37.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 67,600 | $271.1 萬 | 0.04% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 70,857 | $290.3 萬 | 0.01% | +3,208+4.7% | 加碼 |
| CMT Capital Markets Trading GmbH | 72,444 | $290.6 萬 | 1.30% | +38,394+112.8% | 加碼 |
| M&G Investment Management Ltd | 76,871 | $307.5 萬 | 0.01% | −9,939−11.4% | 減碼 |
| Maytus Capital Management, LLC | 80,000 | $320.9 萬 | 0.79% | +80,000 | 新進 |
| California State Teachers Retirement System | 80,254 | $321.9 萬 | 0.00% | −2,865−3.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 80,935 | $324.6 萬 | 0.01% | +4,673+6.1% | 加碼 |
| Wells Fargo & Company | 82,912 | $332.6 萬 | 0.00% | −30,003−26.6% | 減碼 |
| Apoletto Ltd | 85,000 | $340.9 萬 | 0.90% | +45,000+112.5% | 加碼 |
| Liontrust Investment Partners LLP | 85,000 | $340.9 萬 | 0.04% | +10,000+13.3% | 加碼 |
| Shell Asset Management Co | 85,386 | $342.5 萬 | 0.08% | −11,100−11.5% | 減碼 |
| Guggenheim Capital LLC | 85,819 | $344.2 萬 | 0.02% | −23,438−21.5% | 減碼 |
| Asset Management One Co.,Ltd. | 87,559 | $351.1 萬 | 0.01% | −10,781−11.0% | 減碼 |