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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 1,264,828 | $4,560 萬 | 0.09% | +259,600+25.8% | 加碼 |
| First Manhattan Co | 1,197,276 | $4,802 萬 | 0.16% | +799,506+201.0% | 加碼 |
| Swiss National Bank | 1,209,006 | $4,849 萬 | 0.03% | +143,100+13.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,219,009 | $4,889 萬 | 0.03% | −1,939,467−61.4% | 減碼 |
| Perseverance Asset Management International | 1,229,530 | $4,932 萬 | 38.05% | +358,356+41.1% | 加碼 |
| Deutsche Bank AG | 1,286,551 | $5,160 萬 | 0.02% | +93,786+7.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,312,020 | $5,263 萬 | 0.10% | +99,242+8.2% | 加碼 |
| Northern Trust Corp | 1,389,378 | $5,573 萬 | 0.01% | +74,057+5.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,408,900 | $5,651 萬 | 0.20% | +521,312+58.7% | 加碼 |
| Matthews International Capital Management LLC | 1,416,800 | $5,683 萬 | 7.87% | +533,300+60.4% | 加碼 |
| UBS Group AG | 1,442,173 | $5,785 萬 | 0.02% | −497,351−25.6% | 減碼 |
| Cederberg Capital Ltd | 1,499,500 | $6,015 萬 | 15.05% | +1,499,500 | 新進 |
| Public Investment Fund | 1,539,393 | $6,175 萬 | 0.14% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 1,707,990 | $6,851 萬 | 0.10% | +1,299,247+317.9% | 加碼 |
| SC China Holding Ltd | 1,749,999 | $7,019 萬 | 8.76% | 00.0% | 不變 |
| 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 |
| Arrowstreet Capital, Limited Partnership | 1,801,377 | $7,225 萬 | 0.09% | +1,801,377 | 新進 |
| Franchise Capital Ltd | 1,985,291 | $7,963 萬 | 22.33% | +407,687+25.8% | 加碼 |
| Renaissance Technologies LLC | 2,087,700 | $8,374 萬 | 0.10% | +1,064,300+104.0% | 加碼 |
| HSBC Holdings PLC | 2,130,676 | $8,621 萬 | 0.12% | +240,159+12.7% | 加碼 |
| Geode Capital Management, LLC | 2,185,472 | $8,714 萬 | 0.01% | +105,494+5.1% | 加碼 |
| Invesco Ltd. | 2,181,843 | $8,751 萬 | 0.02% | −13,602,860−86.2% | 減碼 |
| Genesis Investment Management, LLP | 2,315,638 | $9,288 萬 | 5.46% | +563,642+32.2% | 加碼 |
| Credit Suisse AG | 2,330,415 | $9,347 萬 | 0.08% | +263,202+12.7% | 加碼 |
| Oceanlink Management Ltd. | 2,331,869 | $9,353 萬 | 22.20% | +936,000+67.1% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,446,126 | $9,811 萬 | 0.41% | +329,599+15.6% | 加碼 |
| Millennium Management LLC | 2,510,955 | $1.01 億 | 0.12% | −704,362−21.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,528,721 | $1.01 億 | 0.13% | +2,103,437+494.6% | 加碼 |
| Barclays PLC | 2,727,864 | $1.09 億 | 0.09% | −461,950−14.5% | 減碼 |
| UBS Asset Management Americas Inc | 2,805,076 | $1.13 億 | 0.05% | +22,337+0.8% | 加碼 |
| Legal & General Group Plc | 3,142,700 | $1.26 億 | 0.04% | +78,046+2.5% | 加碼 |
| Nuveen Asset Management, LLC | 3,143,443 | $1.26 億 | 0.04% | +1,507,968+92.2% | 加碼 |
| Fisher Asset Management, LLC | 3,336,164 | $1.34 億 | 0.08% | −120,177−3.5% | 減碼 |
| Assenagon Asset Management S.A. | 3,418,374 | $1.37 億 | 0.45% | +2,205,548+181.9% | 加碼 |
| Two Sigma Investments, LP | 3,444,578 | $1.38 億 | 0.42% | +2,988,606+655.4% | 加碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $1.40 億 | 0.90% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 3,654,218 | $1.47 億 | 0.01% | −4,187,389−53.4% | 減碼 |
| E Fund Management Co., Ltd. | 4,042,764 | $1.63 億 | 5.32% | +984,407+32.2% | 加碼 |
| Norges Bank | 4,456,518 | $1.79 億 | 0.04% | −115,000−2.5% | 減碼 |
| Canada Pension Plan Investment Board | 4,550,586 | $1.83 億 | 0.24% | +1,434,353+46.0% | 加碼 |
| Bridgewater Associates, LP | 4,939,412 | $1.98 億 | 0.80% | +2,277,541+85.6% | 加碼 |
| Marshall Wace, LLP | 5,056,557 | $2.03 億 | 0.42% | +2,257,338+80.6% | 加碼 |
| Goldman Sachs Group Inc | 5,521,912 | $2.21 億 | 0.06% | −69,684−1.2% | 減碼 |
| Krane Funds Advisors LLC | 5,553,809 | $2.23 億 | 9.22% | +967,642+21.1% | 加碼 |
| Morgan Stanley | 5,589,544 | $2.24 億 | 0.03% | +958,952+20.7% | 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 |
| JPMorgan Chase & Co | 7,116,089 | $2.85 億 | 0.04% | +3,621,653+103.6% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $3.34 億 | 95.86% | 00.0% | 不變 |
| State Street Corp | 8,973,434 | $3.60 億 | 0.02% | −277,087−3.0% | 減碼 |
| Vanguard Group Inc | 14,124,382 | $5.67 億 | 0.01% | +211,729+1.5% | 加碼 |
| BlackRock Inc. | 21,132,380 | $8.48 億 | 0.02% | +828,378+4.1% | 加碼 |
| FMR LLC | 24,972,963 | $10.0 億 | 0.08% | +12,772,426+104.7% | 加碼 |
| Baillie Gifford & Co | 29,087,492 | $11.7 億 | 0.82% | −14,2740.0% | 減碼 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −3,662,977−100.0% | 清倉 |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −3,499,244−100.0% | 清倉 |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,003,470−100.0% | 清倉 |
| ARK Investment Management LLC大師方舟投資 | 0 | $0 | 0.00% | −511,509−100.0% | 清倉 |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −269,500−100.0% | 清倉 |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −257,474−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −220,739−100.0% | 清倉 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 0 | $0 | 0.00% | −213,000−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −158,789−100.0% | 清倉 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −132,971−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −121,500−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −116,800−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −85,494−100.0% | 清倉 |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −84,500−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −84,100−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −83,361−100.0% | 清倉 |
| BSN Capital Partners Ltd | 0 | $0 | 0.00% | −75,600−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −43,857−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −40,355−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −32,425−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −29,000−100.0% | 清倉 |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −25,100−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −17,012−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,085−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −11,926−100.0% | 清倉 |
| LGT Group Foundation | 0 | $0 | 0.00% | −8,300−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −7,377−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,237−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −6,896−100.0% | 清倉 |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −6,828−100.0% | 清倉 |
| Robotti Robert | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Pendal Group Limited | 0 | $0 | 0.00% | −5,625−100.0% | 清倉 |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −5,565−100.0% | 清倉 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −5,395−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,089−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −4,919−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −4,582−100.0% | 清倉 |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −4,354−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −4,024−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,904−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,840−100.0% | 清倉 |
| Elite Wealth Management, Inc. | 0 | $0 | 0.00% | −3,707−100.0% | 清倉 |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −3,451−100.0% | 清倉 |
| U S Global Investors Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,037−100.0% | 清倉 |