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 $328.9 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2022 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2022/6/30 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
- 394
- 較 2022 年第 1 季 +48 家
- 持有股數
- 2.85 億
- 較 2022 年第 1 季 +1,180 萬 (+4.3%)
- 總市值
- $177.8 億
- 較 2022 年第 1 季 +$68.1 億 (+62.0%)
- 新進機構
- 98
- 另有 147 家加碼
- 清倉機構
- 50
- 另有 103 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 | $328.9 億 |
| 2026 年第 1 季 | 568 | $436.8 億 |
| 2025 年第 4 季 | 574 | $502.0 億 |
| 2025 年第 3 季 | 559 | $546.6 億 |
| 2025 年第 2 季 | 537 | $429.9 億 |
| 2025 年第 1 季 | 584 | $491.7 億 |
| 2024 年第 4 季 | 587 | $395.6 億 |
| 2024 年第 3 季 | 602 | $568.1 億 |
| 2024 年第 2 季 | 646 | $587.3 億 |
| 2024 年第 1 季 | 577 | $476.9 億 |
| 2023 年第 4 季 | 584 | $587.2 億 |
| 2023 年第 3 季 | 473 | $358.2 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $266.9 億 |
| 2022 年第 4 季 | 451 | $266.4 億 |
| 2022 年第 3 季 | 411 | $193.3 億 |
| 2022 年第 2 季 | 394 | $178.0 億 |
| 2022 年第 1 季 | 353 | $110.4 億 |
| 2021 年第 4 季 | 362 | $159.6 億 |
| 2021 年第 3 季 | 396 | $247.4 億 |
| 2021 年第 2 季 | 415 | $319.2 億 |
| 2021 年第 1 季 | 442 | $388.1 億 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 28,100,104 | $17.4 億 | 1.78% | −987,388−3.4% | 減碼 |
| FMR LLC | 21,861,397 | $13.5 億 | 0.13% | −3,111,566−12.5% | 減碼 |
| BlackRock Inc. | 20,871,844 | $12.9 億 | 0.04% | −260,536−1.2% | 減碼 |
| Vanguard Group Inc | 14,315,809 | $8.85 億 | 0.02% | +191,427+1.4% | 加碼 |
| State Street Corp | 9,059,608 | $5.60 億 | 0.03% | +86,174+1.0% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $5.14 億 | 98.36% | 00.0% | 不變 |
| Morgan Stanley | 7,368,749 | $4.55 億 | 0.06% | +1,779,205+31.8% | 加碼 |
| GQG Partners LLC | 6,158,354 | $3.81 億 | 0.93% | +6,158,354 | 新進 |
| Goldman Sachs Group Inc | 5,739,873 | $3.55 億 | 0.10% | +217,961+3.9% | 加碼 |
| Canada Pension Plan Investment Board | 5,699,706 | $3.52 億 | 0.59% | +1,149,120+25.3% | 加碼 |
| Krane Funds Advisors LLC | 5,617,813 | $3.47 億 | 12.38% | +64,004+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 5,390,519 | $3.33 億 | 0.17% | +2,585,443+92.2% | 加碼 |
| JPMorgan Chase & Co | 4,887,601 | $3.02 億 | 0.04% | −2,228,488−31.3% | 減碼 |
| Bridgewater Associates, LP | 4,814,632 | $2.98 億 | 1.26% | −124,780−2.5% | 減碼 |
| Norges Bank | 4,791,160 | $2.96 億 | 0.08% | +334,642+7.5% | 加碼 |
| Price T Rowe Associates Inc | 3,942,446 | $2.44 億 | 0.03% | +288,228+7.9% | 加碼 |
| Schroder Investment Management Group | 3,909,664 | $2.42 億 | 0.37% | +3,796,715+3,361.4% | 加碼 |
| E Fund Management Co., Ltd. | 3,660,460 | $2.26 億 | 20.49% | −382,304−9.5% | 減碼 |
| Legal & General Group Plc | 3,625,056 | $2.24 億 | 0.08% | +482,356+15.3% | 加碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $2.16 億 | 2.52% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 3,453,072 | $2.13 億 | 0.45% | +1,745,082+102.2% | 加碼 |
| RWC Asset Advisors (US) LLC | 3,170,865 | $1.96 億 | 18.75% | +3,170,865 | 新進 |
| Fisher Asset Management, LLC | 3,126,544 | $1.93 億 | 0.14% | −209,620−6.3% | 減碼 |
| Nuveen Asset Management, LLC | 2,893,092 | $1.79 億 | 0.07% | −250,351−8.0% | 減碼 |
| Barclays PLC | 2,873,921 | $1.78 億 | 0.20% | +146,057+5.4% | 加碼 |
| Assenagon Asset Management S.A. | 2,832,141 | $1.75 億 | 0.74% | −586,233−17.1% | 減碼 |
| Oceanlink Management Ltd. | 2,814,469 | $1.74 億 | 29.70% | +482,600+20.7% | 加碼 |
| Deutsche Bank AG | 2,766,512 | $1.71 億 | 0.10% | +1,479,961+115.0% | 加碼 |
| Marshall Wace, LLP | 2,607,603 | $1.61 億 | 0.37% | −2,448,954−48.4% | 減碼 |
| Invesco Ltd. | 2,454,428 | $1.52 億 | 0.05% | +272,585+12.5% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,446,126 | $1.51 億 | 0.83% | 00.0% | 不變 |
| Genesis Investment Management, LLP | 2,216,761 | $1.37 億 | 12.37% | −98,877−4.3% | 減碼 |
| Geode Capital Management, LLC | 2,215,632 | $1.36 億 | 0.02% | +30,160+1.4% | 加碼 |
| HSBC Holdings PLC | 2,104,442 | $1.31 億 | 0.20% | −26,234−1.2% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 267,516 | $1.30 億 | 3.20% | +234,594+712.6% | 加碼 |
| Franchise Capital Ltd | 2,020,893 | $1.25 億 | 41.80% | +35,602+1.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 2,007,188 | $1.24 億 | 5.53% | +240,182+13.6% | 加碼 |
| Trivest Advisors Ltd | 1,952,000 | $1.21 億 | 26.12% | +1,942,000+19,420.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,891,737 | $1.17 億 | 0.17% | +90,360+5.0% | 加碼 |
| Banco Santander, S.A. | 1,800,000 | $1.11 億 | 1.48% | +1,100,000+157.1% | 加碼 |
| SC China Holding Ltd | 1,749,999 | $1.08 億 | 9.98% | 00.0% | 不變 |
| Cederberg Capital Ltd | 1,729,500 | $1.07 億 | 28.32% | +230,000+15.3% | 加碼 |
| 1832 Asset Management L.P. | 1,561,300 | $9,649 萬 | 0.19% | +1,561,300 | 新進 |
| Public Investment Fund | 1,539,393 | $9,513 萬 | 0.23% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 1,513,818 | $9,355 萬 | 13.43% | +97,018+6.8% | 加碼 |
| Northern Trust Corp | 1,491,172 | $9,216 萬 | 0.02% | +101,794+7.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,485,856 | $9,183 萬 | 6.10% | +1,485,856 | 新進 |
| Credit Suisse AG | 1,463,768 | $9,046 萬 | 0.09% | −866,647−37.2% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,399,928 | $8,652 萬 | 1.85% | +1,399,928 | 新進 |
| National Bank of Canada | 1,366,260 | $8,475 萬 | 0.45% | +1,004,039+277.2% | 加碼 |
| APG Asset Management N.V. | 1,340,828 | $7,926 萬 | 0.19% | +76,000+6.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,280,215 | $7,912 萬 | 0.06% | +61,206+5.0% | 加碼 |
| Swiss National Bank | 1,203,006 | $7,435 萬 | 0.05% | −6,000−0.5% | 減碼 |
| Alkeon Capital Management LLC | 1,200,000 | $7,416 萬 | 0.44% | +1,200,000 | 新進 |
| First Manhattan Co | 1,197,276 | $7,399 萬 | 0.30% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 1,175,643 | $7,265 萬 | 0.18% | +490,793+71.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,161,148 | $7,176 萬 | 0.33% | −247,752−17.6% | 減碼 |
| Bank of New York Mellon Corp | 1,135,216 | $7,016 萬 | 0.02% | +42,257+3.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,128,339 | $6,973 萬 | 0.16% | −183,681−14.0% | 減碼 |
| Bank of America Corp | 1,068,907 | $6,606 萬 | 0.01% | +60,296+6.0% | 加碼 |
| Russell Investments Group, Ltd. | 1,026,518 | $6,344 萬 | 0.13% | +805,478+364.4% | 加碼 |
| RWC Asset Management LLP | 993,048 | $6,137 萬 | 1.92% | +993,048 | 新進 |
| UBS Group AG | 910,605 | $5,628 萬 | 0.03% | −531,568−36.9% | 減碼 |
| Sylebra Capital Ltd | 899,020 | $5,556 萬 | 3.12% | −91,557−9.2% | 減碼 |
| Library Research Ltd | 857,302 | $5,298 萬 | 37.77% | 00.0% | 不變 |
| Perseverance Asset Management International | 851,941 | $5,265 萬 | 21.74% | −377,589−30.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 805,398 | $4,977 萬 | 0.13% | +15,971+2.0% | 加碼 |
| Man Group plc | – | $4,661 萬 | 0.20% | – | – |
| Portman Ltd | 713,135 | $4,407 萬 | 65.62% | +219,426+44.4% | 加碼 |
| California Public Employees Retirement System | 692,677 | $4,281 萬 | 0.04% | −33,029−4.6% | 減碼 |
| Penserra Capital Management LLC | 681,881 | $4,214 萬 | 1.15% | −74,711−9.9% | 減碼 |
| AQR Capital Management LLC | 679,608 | $4,200 萬 | 0.09% | −54,407−7.4% | 減碼 |
| Handelsbanken Fonder AB | 678,300 | $4,192 萬 | 0.27% | +419,300+161.9% | 加碼 |
| USS Investment Management Ltd | 658,892 | $4,075 萬 | 0.41% | +658,892 | 新進 |
| ProShare Advisors LLC | 646,748 | $3,997 萬 | 0.13% | −268,380−29.3% | 減碼 |
| Pictet Asset Management SA | 634,516 | $3,921 萬 | 0.05% | −453,489−41.7% | 減碼 |
| Great West Life Assurance Co | 622,957 | $3,854 萬 | 0.10% | +159,700+34.5% | 加碼 |
| Ameriprise Financial Inc | 610,720 | $3,773 萬 | 0.01% | +543,256+805.3% | 加碼 |
| Two Sigma Investments, LP | 606,646 | $3,749 萬 | 0.13% | −2,837,932−82.4% | 減碼 |
| Nordea Investment Management AB | 563,247 | $3,398 萬 | 0.05% | +79,172+16.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 508,723 | $3,156 萬 | 0.02% | +110,575+27.8% | 加碼 |
| Two Sigma Advisers, LP | 510,700 | $3,156 萬 | 0.09% | −330,200−39.3% | 減碼 |
| Charles Schwab Investment Management Inc | 509,094 | $3,146 萬 | 0.01% | +6,467+1.3% | 加碼 |
| Alberta Investment Management Corp | 506,600 | $3,131 萬 | 0.22% | −152,500−23.1% | 減碼 |
| Point72 Asset Management, L.P. | 499,691 | $3,088 萬 | 0.15% | +499,691 | 新進 |
| Pinebridge Investments, L.P. | 482,616 | $2,983 萬 | 0.38% | +88,495+22.5% | 加碼 |
| Jennison Associates LLC | 462,295 | $2,857 萬 | 0.03% | +462,295 | 新進 |
| Holocene Advisors, LP | 432,354 | $2,672 萬 | 0.16% | +432,354 | 新進 |
| Citigroup Inc | 428,667 | $2,649 萬 | 0.04% | −358,018−45.5% | 減碼 |
| Citadel Advisors LLC | 401,809 | $2,483 萬 | 0.03% | −196,558−32.8% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 402,706 | $2,478 萬 | 6.54% | −89,970−18.3% | 減碼 |
| Dimensional Fund Advisors LP | 399,522 | $2,469 萬 | 0.01% | −210,529−34.5% | 減碼 |
| TT International Asset Management LTD | 388,546 | $2,401 萬 | 2.09% | +150,226+63.0% | 加碼 |
| First Trust Advisors LP | 387,623 | $2,396 萬 | 0.03% | −81,865−17.4% | 減碼 |
| KBC Group NV | 371,044 | $2,293 萬 | 0.11% | +251,015+209.1% | 加碼 |
| Driehaus Capital Management LLC | 369,070 | $2,281 萬 | 0.37% | +369,070 | 新進 |
| Principal Financial Group Inc | 364,843 | $2,255 萬 | 0.02% | +358,685+5,824.7% | 加碼 |
| Public Sector Pension Investment Board | 351,423 | $2,172 萬 | 0.19% | +103,052+41.5% | 加碼 |
| Korea Investment CORP | 350,954 | $2,169 萬 | 0.07% | +62,584+21.7% | 加碼 |
| WT Asset Management Ltd | 326,680 | $2,019 萬 | 11.50% | −71,955−18.1% | 減碼 |