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 |
|---|---|---|---|---|---|
| Taikang Asset Management (Hong Kong) Co Ltd | 32,922 | $132.1 萬 | 0.22% | −118,528−78.3% | 減碼 |
| American International Group, Inc. | 32,832 | $131.7 萬 | 0.01% | +144+0.4% | 加碼 |
| AlpInvest Partners B.V. | 32,601 | $130.8 萬 | 0.42% | −12,485−27.7% | 減碼 |
| Los Angeles Capital Management LLC | 32,533 | $130.5 萬 | 0.01% | −58,149−64.1% | 減碼 |
| Fulcrum Asset Management LLP | – | $128.6 萬 | 0.37% | – | 新進 |
| Ensign Peak Advisors, Inc | 31,750 | $127.3 萬 | 0.00% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 30,891 | $123.9 萬 | 0.03% | +30,891 | 新進 |
| Allspring Global Investments Holdings, LLC | 29,826 | $119.6 萬 | 0.00% | −655,206−95.6% | 減碼 |
| American Century Companies Inc | 28,785 | $115.5 萬 | 0.00% | +6,766+30.7% | 加碼 |
| HAP Trading, LLC | 28,073 | $112.6 萬 | 0.13% | +28,073 | 新進 |
| Virginia Retirement Systems Et Al | 28,000 | $112.3 萬 | 0.01% | +4,100+17.2% | 加碼 |
| Yousif Capital Management, LLC | 27,774 | $111.4 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 27,701 | $111.1 萬 | 0.25% | +2,448+9.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 25,230 | $110.4 萬 | 0.02% | +24,570+3,722.7% | 加碼 |
| Harvest Volatility Management LLC | 26,914 | $108.0 萬 | 0.12% | +1,560+6.2% | 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 |
| Comerica Bank | 27,857 | $103.9 萬 | 0.01% | +32+0.1% | 加碼 |
| ING Groep NV | 25,710 | $103.1 萬 | 0.01% | +8,047+45.6% | 加碼 |
| Industrial Alliance Investment Management Inc. | 25,486 | $102.2 萬 | 0.02% | +3,898+18.1% | 加碼 |
| Banque Cantonale Vaudoise | 25,249 | $101.4 萬 | 0.04% | −1,850−6.8% | 減碼 |
| Mackenzie Financial Corp | 24,944 | $100.1 萬 | 0.00% | −88,041−77.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 24,154 | $96.8 萬 | 0.02% | −15,456−39.0% | 減碼 |
| Janus Henderson Group PLC | 23,487 | $94.2 萬 | 0.00% | −20,864−47.0% | 減碼 |
| Caption Management, LLC | 23,400 | $93.8 萬 | 0.06% | +23,400 | 新進 |
| Centiva Capital, LP | 22,654 | $90.9 萬 | 0.05% | −67,436−74.9% | 減碼 |
| Envestnet Asset Management Inc | 22,523 | $90.3 萬 | 0.00% | +10,488+87.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 22,466 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 23,600 | $88.1 萬 | 0.02% | +1,500+6.8% | 加碼 |
| US Bancorp | 21,743 | $87.3 萬 | 0.00% | −1,872−7.9% | 減碼 |
| Qalhat Capital Ltd | 21,322 | $85.5 萬 | 0.43% | 00.0% | 不變 |
| TD Asset Management Inc | 20,300 | $81.4 萬 | 0.00% | +1,700+9.1% | 加碼 |
| Lee Capital Holdings LLC | 20,000 | $80.2 萬 | 0.46% | +20,000 | 新進 |
| Crossmark Global Holdings, Inc. | 19,902 | $79.8 萬 | 0.02% | +3,692+22.8% | 加碼 |
| Twinbeech Capital LP | 19,667 | $78.9 萬 | 0.03% | +19,667 | 新進 |
| Teacher Retirement System of Texas | 19,246 | $77.2 萬 | 0.00% | −305,224−94.1% | 減碼 |
| IFM Investors Pty Ltd | 19,210 | $77.1 萬 | 0.01% | +19,210 | 新進 |
| Chiron Investment Management, LLC | 18,719 | $75.1 萬 | 0.09% | +18,719 | 新進 |
| Candriam Luxembourg S.C.A. | 16,737 | $67.1 萬 | 0.00% | −3,207−16.1% | 減碼 |
| Raymond James & Associates | 16,641 | $66.7 萬 | 0.00% | +2,304+16.1% | 加碼 |
| Enlightenment Research, LLC | 16,300 | $65.4 萬 | 0.87% | +10,316+172.4% | 加碼 |
| ExodusPoint Capital Management, LP | 16,197 | $65.0 萬 | 0.01% | +10,573+188.0% | 加碼 |
| 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 |
| Harvest Fund Management Co., Ltd | 15,457 | $61.9 萬 | 0.13% | −3,182−17.1% | 減碼 |
| FIL Ltd | 15,345 | $61.5 萬 | 0.00% | −14,393−48.4% | 減碼 |
| Daiwa Securities Group Inc. | 14,813 | $59.4 萬 | 0.00% | −8,421−36.2% | 減碼 |
| First Republic Investment Management, Inc. | 14,700 | $59.0 萬 | 0.00% | +3,123+27.0% | 加碼 |
| Verition Fund Management LLC | 14,642 | $58.7 萬 | 0.01% | −589−3.9% | 減碼 |
| General Atlantic LLC | 14,282 | $57.3 萬 | 0.01% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 14,108 | $56.6 萬 | 0.01% | −1,836−11.5% | 減碼 |
| Portland Ltd | 13,635 | $54.7 萬 | 9.45% | 00.0% | 不變 |
| CIBC World Markets Inc. | 12,847 | $51.5 萬 | 0.00% | +5,312+70.5% | 加碼 |
| Wolverine Trading, LLC | 11,742 | $51.4 萬 | 0.02% | +11,742 | 新進 |
| Redpoint Investment Management Pty Ltd | 12,057 | $48.4 萬 | 0.05% | 00.0% | 不變 |
| Natixis | 11,510 | $46.2 萬 | 0.00% | −2,346−16.9% | 減碼 |
| Springs Capital (Hong Kong) Ltd | 11,500 | $46.1 萬 | 1.48% | −28,000−70.9% | 減碼 |
| Alliancebernstein L.P. | 10,888 | $43.7 萬 | 0.00% | −172,775−94.1% | 減碼 |
| AIA Group Ltd | 10,026 | $40.2 萬 | 0.02% | −421,970−97.7% | 減碼 |
| Trivest Advisors Ltd | 10,000 | $40.1 萬 | 0.07% | +10,000 | 新進 |
| Gyon Technologies Capital Management, LP | 9,879 | $39.6 萬 | 0.28% | +9,879 | 新進 |
| Ameritas Investment Partners, Inc. | 9,697 | $38.9 萬 | 0.01% | +614+6.8% | 加碼 |
| Engineers Gate Manager LP | 9,233 | $37.0 萬 | 0.01% | −8,572−48.1% | 減碼 |
| Siemens Fonds Invest GmbH | 9,084 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| BP PLC | 9,055 | $36.3 萬 | 2.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 9,044 | $36.3 萬 | 0.08% | +9,044 | 新進 |
| O'Shaughnessy Asset Management, LLC | 8,699 | $34.9 萬 | 0.01% | +785+9.9% | 加碼 |
| Cigna Investments Inc | 8,612 | $34.5 萬 | 0.04% | +951+12.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 8,500 | $34.1 萬 | 0.01% | −13,500−61.4% | 減碼 |
| Malaga Cove Capital, LLC | 8,462 | $33.9 萬 | 0.16% | −14−0.2% | 減碼 |
| Quantamental Technologies LLC | 8,264 | $33.1 萬 | 0.19% | +8,264 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,046 | $32.3 萬 | 0.01% | +665+9.0% | 加碼 |
| Handelsinvest Investeringsforvaltning | 8,000 | $32.1 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 7,643 | $30.7 萬 | 0.00% | +7,643 | 新進 |
| National Pension Service | 7,534 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Henry James International Management, Inc. | 6,953 | $27.9 萬 | 0.11% | +157+2.3% | 加碼 |
| Balyasny Asset Management LLC | 6,778 | $27.2 萬 | 0.00% | −223,884−97.1% | 減碼 |
| Cedar Wealth Management, LLC | 6,681 | $26.8 萬 | 0.11% | +6,681 | 新進 |
| Sicart Associates LLC | 6,597 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| Principal Financial Group Inc | 6,158 | $24.7 萬 | 0.00% | −9,863−61.6% | 減碼 |
| Aj Wealth Strategies, LLC | 5,985 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,841 | $23.4 萬 | 0.01% | −1,759−23.1% | 減碼 |
| Credit Agricole S A | 5,681 | $22.8 萬 | 0.01% | +1,278+29.0% | 加碼 |
| Signaturefd, LLC | 5,557 | $22.3 萬 | 0.01% | +1,571+39.4% | 加碼 |
| ClariVest Asset Management LLC | 5,400 | $21.6 萬 | 0.01% | +2,882+114.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 5,340 | $21.4 萬 | 0.08% | +1,451+37.3% | 加碼 |
| L & S Advisors Inc | 5,000 | $20.1 萬 | 0.02% | +5,000 | 新進 |
| Jefferies Group LLC | 5,000 | $20.1 萬 | 0.00% | +3,500+233.3% | 加碼 |
| Quadrant Capital Group LLC | 4,664 | $18.7 萬 | 0.02% | +3,234+226.2% | 加碼 |
| Infusive Asset Management Inc. | 4,561 | $18.3 萬 | 0.09% | −1,096−19.4% | 減碼 |
| American Portfolios Advisors | 3,890 | $15.6 萬 | 0.01% | +3,228+487.6% | 加碼 |
| Advisor Group Holdings, Inc. | 3,741 | $15.2 萬 | 0.00% | +1,872+100.2% | 加碼 |
| Desjardins Global Asset Management Inc. | 2,477 | $9.90 萬 | 0.01% | −2,311−48.3% | 減碼 |
| Shen Neil Nanpeng | 2,350 | $9.40 萬 | 0.61% | 00.0% | 不變 |
| EMC Capital Management | 2,000 | $8.00 萬 | 0.06% | +2,000 | 新進 |
| Clear Street Markets LLC | 1,819 | $7.30 萬 | 0.02% | +1,819 | 新進 |
| Wahed Invest LLC | 1,734 | $7.00 萬 | 0.04% | +1,734 | 新進 |
| Bessemer Group Inc | 1,700 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,430 | $5.74 萬 | 0.00% | +1,000+232.6% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 1,272 | $5.60 萬 | 0.01% | +246+24.0% | 加碼 |