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 |
|---|---|---|---|---|---|
| Prudential PLC | 220,503 | $884.4 萬 | 0.13% | +66,717+43.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 196,359 | $878.1 萬 | 0.06% | −2,007,523−91.1% | 減碼 |
| Storebrand Asset Management AS | 205,960 | $826.1 萬 | 0.04% | +32,074+18.4% | 加碼 |
| Aviva PLC | 204,015 | $818.3 萬 | 0.04% | −200−0.1% | 減碼 |
| Franklin Resources Inc | 201,183 | $807.1 萬 | 0.00% | +16,310+8.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $802.2 萬 | 5.25% | 00.0% | 不變 |
| Swedbank AB | 197,415 | $791.8 萬 | 0.01% | +85,000+75.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 192,502 | $772.1 萬 | 2.06% | −100−0.1% | 減碼 |
| Gold Dragon Worldwide Asset Management Ltd | 190,675 | $764.8 萬 | 5.02% | +139,175+270.2% | 加碼 |
| Prudence Investment Management (Hong Kong) Ltd. | 190,399 | $763.7 萬 | 29.57% | +48,966+34.6% | 加碼 |
| Ford Foundation | 183,293 | $735.2 萬 | 10.60% | −81,146−30.7% | 減碼 |
| British Columbia Investment Management Corp | 181,500 | $728.0 萬 | 0.05% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 170,710 | $684.7 萬 | 0.01% | +170,710 | 新進 |
| FengHe Fund Management Pte. Ltd. | 165,400 | $663.4 萬 | 2.43% | +165,400 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 165,344 | $663.2 萬 | 0.03% | −591,329−78.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 164,345 | $659.2 萬 | 0.03% | +16,163+10.9% | 加碼 |
| Prudential Financial Inc | 159,168 | $638.4 萬 | 0.01% | +75,368+89.9% | 加碼 |
| Rafferty Asset Management, LLC | 155,183 | $622.4 萬 | 0.04% | +84,211+118.7% | 加碼 |
| Lazard Asset Management LLC | 153,934 | $617.3 萬 | 0.01% | −19,723−11.4% | 減碼 |
| SG Americas Securities, LLC | 150,383 | $603.2 萬 | 0.05% | +87,490+139.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 146,630 | $588.1 萬 | 0.02% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 146,506 | $587.6 萬 | 0.05% | −24,340−14.2% | 減碼 |
| Victory Capital Management Inc | 134,245 | $578.5 萬 | 0.01% | +8,632+6.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,567 | $575.8 萬 | 0.03% | −230.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 139,152 | $558.1 萬 | 0.21% | +131,215+1,653.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 138,680 | $556.2 萬 | 0.11% | −18,837−12.0% | 減碼 |
| MayTech Global Investments, LLC | 134,148 | $538.0 萬 | 1.24% | +69,708+108.2% | 加碼 |
| Acadian Asset Management LLC | 132,017 | $529.5 萬 | 0.02% | +132,017 | 新進 |
| Thomas White International Ltd | 130,254 | $522.4 萬 | 0.88% | +61,830+90.4% | 加碼 |
| Coalescence Partners Investment Management, LP | 129,060 | $517.7 萬 | 35.61% | +129,060 | 新進 |
| PEAK6 Investments LLC | 128,997 | $517.4 萬 | 0.15% | +84,003+186.7% | 加碼 |
| Parametric Portfolio Associates LLC | 128,303 | $514.6 萬 | 0.00% | −16,948−11.7% | 減碼 |
| NN Investment Partners Holdings N.V. | 127,400 | $511.0 萬 | 0.03% | −10,900−7.9% | 減碼 |
| Group One Trading, L.P. | 123,893 | $496.9 萬 | 0.11% | −4,214−3.3% | 減碼 |
| Schroder Investment Management Group | 112,949 | $494.3 萬 | 0.01% | −54,402−32.5% | 減碼 |
| KBC Group NV | 120,029 | $481.4 萬 | 0.02% | +80,482+203.5% | 加碼 |
| Trexquant Investment LP | 119,274 | $478.4 萬 | 0.22% | +82,758+226.6% | 加碼 |
| Ergoteles LLC | 118,770 | $476.4 萬 | 0.18% | +103,605+683.2% | 加碼 |
| Nomura Holdings Inc | 108,232 | $473.7 萬 | 0.04% | −155,900−59.0% | 減碼 |
| AnglePoint Asset Management Ltd | 117,200 | $470.1 萬 | 5.19% | +95,198+432.7% | 加碼 |
| Old Well Partners, LLC | 117,100 | $469.7 萬 | 3.15% | +9,700+9.0% | 加碼 |
| GAM Holding AG | 62,926 | $467.6 萬 | 0.23% | +17,764+39.3% | 加碼 |
| Leonteq Securities AG | 115,416 | $462.9 萬 | 0.20% | +5,728+5.2% | 加碼 |
| Point72 Hong Kong Ltd | 114,947 | $461.1 萬 | 0.42% | +114,947 | 新進 |
| IMC-Chicago, LLC | 108,302 | $434.4 萬 | 0.21% | +108,302 | 新進 |
| Capitolis Advisors LLC | 107,210 | $430.0 萬 | 0.22% | −200,000−65.1% | 減碼 |
| New York State Common Retirement Fund | 102,352 | $410.5 萬 | 0.00% | +52,000+103.3% | 加碼 |
| O'Shares Investment Advisers, LLC | 101,779 | $408.2 萬 | 0.32% | −33,322−24.7% | 減碼 |
| Twenty Acre Capital LP | 98,400 | $394.7 萬 | 3.08% | +98,400 | 新進 |
| Hershey Trust Co | 96,844 | $388.4 萬 | 0.03% | 00.0% | 不變 |
| IvyRock Asset Management (HK) Ltd | 95,000 | $381.0 萬 | 2.75% | −9,300−8.9% | 減碼 |
| Allianz Asset Management GmbH | 92,459 | $370.9 萬 | 0.00% | +15,163+19.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 88,747 | $356.0 萬 | 0.03% | +55,008+163.0% | 加碼 |
| Asset Management One Co.,Ltd. | 87,559 | $351.1 萬 | 0.01% | −10,781−11.0% | 減碼 |
| Guggenheim Capital LLC | 85,819 | $344.2 萬 | 0.02% | −23,438−21.5% | 減碼 |
| Shell Asset Management Co | 85,386 | $342.5 萬 | 0.08% | −11,100−11.5% | 減碼 |
| Liontrust Investment Partners LLP | 85,000 | $340.9 萬 | 0.04% | +10,000+13.3% | 加碼 |
| Apoletto Ltd | 85,000 | $340.9 萬 | 0.90% | +45,000+112.5% | 加碼 |
| Wells Fargo & Company | 82,912 | $332.6 萬 | 0.00% | −30,003−26.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 80,935 | $324.6 萬 | 0.01% | +4,673+6.1% | 加碼 |
| California State Teachers Retirement System | 80,254 | $321.9 萬 | 0.00% | −2,865−3.4% | 減碼 |
| Maytus Capital Management, LLC | 80,000 | $320.9 萬 | 0.79% | +80,000 | 新進 |
| M&G Investment Management Ltd | 76,871 | $307.5 萬 | 0.01% | −9,939−11.4% | 減碼 |
| CMT Capital Markets Trading GmbH | 72,444 | $290.6 萬 | 1.30% | +38,394+112.8% | 加碼 |
| Standard Life Aberdeen plc | 70,857 | $290.3 萬 | 0.01% | +3,208+4.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 67,600 | $271.1 萬 | 0.04% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 66,668 | $267.3 萬 | 0.03% | +18,107+37.3% | 加碼 |
| Ameriprise Financial Inc | 67,464 | $263.6 萬 | 0.00% | −11,970−15.1% | 減碼 |
| Apollo Management Holdings, L.P. | 62,500 | $250.7 萬 | 0.02% | +62,500 | 新進 |
| Wellington Management Group LLP | 60,616 | $243.2 萬 | 0.00% | −27,563−31.3% | 減碼 |
| Profund Advisors LLC | 60,354 | $242.1 萬 | 0.10% | −1,608−2.6% | 減碼 |
| CIBC Asset Management Inc | 58,752 | $235.7 萬 | 0.01% | +5,061+9.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,000 | $232.6 萬 | 0.00% | +58,000 | 新進 |
| China Universal Asset Management Co., Ltd. | 56,560 | $226.9 萬 | 0.80% | −155,648−73.3% | 減碼 |
| Panview Asian Equity Master Fund | 52,333 | $209.9 萬 | 3.36% | +52,333 | 新進 |
| Voya Investment Management LLC | 50,259 | $201.6 萬 | 0.00% | +5,092+11.3% | 加碼 |
| Thrivent Financial for Lutherans | 49,598 | $198.9 萬 | 0.00% | +2,464+5.2% | 加碼 |
| Nomura Asset Management Co Ltd | 48,030 | $192.6 萬 | 0.01% | +3,235+7.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 47,080 | $188.8 萬 | 0.04% | −169,661−78.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 46,400 | $188.4 萬 | 0.14% | −11,300−19.6% | 減碼 |
| Two Sigma Securities, LLC | 46,062 | $184.8 萬 | 0.26% | +46,062 | 新進 |
| CTC LLC | 45,185 | $181.2 萬 | 0.03% | −22,077−32.8% | 減碼 |
| Squarepoint Ops LLC | 43,482 | $174.4 萬 | 0.01% | +3,820+9.6% | 加碼 |
| SEI Investments Co | 43,201 | $173.3 萬 | 0.00% | +4,859+12.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 42,081 | $168.8 萬 | 0.12% | +5,035+13.6% | 加碼 |
| FORA Capital, LLC | 38,451 | $168.3 萬 | 0.30% | +38,451 | 新進 |
| Pinpoint Asset Management Ltd | 31,610 | $166.9 萬 | 0.69% | +31,610 | 新進 |
| Maxi Investments CY Ltd | 41,485 | $166.4 萬 | 0.98% | 00.0% | 不變 |
| Quadrature Capital Ltd | 40,756 | $163.4 萬 | 0.07% | +40,756 | 新進 |
| Macquarie Group Ltd | 40,718 | $163.3 萬 | 0.00% | −26,566−39.5% | 減碼 |
| Panagora Asset Management Inc | 40,548 | $162.6 萬 | 0.01% | +5,744+16.5% | 加碼 |
| Shelton Capital Management | 38,481 | $154.3 萬 | 0.06% | +2,778+7.8% | 加碼 |
| Eschler Asset Management LLP | 36,400 | $153.4 萬 | 1.44% | +15,400+73.3% | 加碼 |
| SG3 Management, LLC | 37,500 | $150.4 萬 | 0.42% | +28,800+331.0% | 加碼 |
| Morningstar Investment Management LLC | 36,007 | $144.4 萬 | 0.27% | +13,131+57.4% | 加碼 |
| Seven Eight Capital, LP | 35,783 | $143.5 萬 | 0.19% | +35,783 | 新進 |
| Oberweis Asset Management Inc | 35,000 | $140.4 萬 | 0.28% | +35,000 | 新進 |
| Simplex Trading, LLC | 34,500 | $138.3 萬 | 0.04% | +34,300+17,150.0% | 加碼 |
| Investment Management Corp of Ontario | 33,877 | $135.9 萬 | 0.13% | −4,200−11.0% | 減碼 |
| Regents of the University of California | 33,734 | $135.3 萬 | 0.20% | 00.0% | 不變 |