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 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
- $176.5 億
- 較 2022 年第 1 季 +$66.8 億 (+60.8%)
- 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 | $328.7 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 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 |
|---|---|---|---|---|---|
| Henry James International Management, Inc. | 6,507 | $40.2 萬 | 0.20% | −446−6.4% | 減碼 |
| US Bancorp | 6,982 | $43.2 萬 | 0.00% | −14,761−67.9% | 減碼 |
| Commonwealth Equity Services, LLC | 7,009 | $43.3 萬 | 0.00% | +7,009 | 新進 |
| Legacy Wealth Asset Management, LLC | 7,393 | $45.7 萬 | 0.19% | +2,053+38.4% | 加碼 |
| Tudor Investment Corp Et Al | 7,631 | $47.2 萬 | 0.01% | −6,477−45.9% | 減碼 |
| Claraphi Advisory Network, LLC | 7,824 | $48.4 萬 | 0.17% | +7,824 | 新進 |
| Oppenheimer & Co Inc | 7,875 | $48.7 萬 | 0.01% | +7,875 | 新進 |
| Sicart Associates LLC | 8,417 | $52.0 萬 | 0.16% | +1,820+27.6% | 加碼 |
| Signaturefd, LLC | 8,479 | $52.4 萬 | 0.02% | +2,922+52.6% | 加碼 |
| Cigna Investments Inc | 8,612 | $53.2 萬 | 0.11% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 8,710 | $53.8 萬 | 0.04% | +8,710 | 新進 |
| Ieq Capital, LLC | 8,925 | $55.2 萬 | 0.02% | +8,925 | 新進 |
| Malaga Cove Capital, LLC | 9,038 | $55.6 萬 | 0.31% | +576+6.8% | 加碼 |
| BP PLC | 9,055 | $56.0 萬 | 3.21% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 9,084 | $56.1 萬 | 0.06% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,357 | $57.8 萬 | 0.01% | +1,311+16.3% | 加碼 |
| Mercer Global Advisors Inc | 9,678 | $59.8 萬 | 0.00% | +2,035+26.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,697 | $59.9 萬 | 0.03% | 00.0% | 不變 |
| VGI Partners Ltd | 10,000 | $61.8 萬 | 0.11% | +10,000 | 新進 |
| TB Alternative Assets Ltd. | 10,300 | $63.7 萬 | 0.31% | −247,200−96.0% | 減碼 |
| JustInvest LLC | 10,313 | $63.7 萬 | 0.03% | +10,313 | 新進 |
| Cedar Wealth Management, LLC | 10,963 | $67.8 萬 | 0.31% | +4,282+64.1% | 加碼 |
| FIL Ltd | 11,374 | $70.3 萬 | 0.00% | −3,971−25.9% | 減碼 |
| Springs Capital (Hong Kong) Ltd | 11,500 | $71.1 萬 | 1.32% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 11,668 | $72.1 萬 | 0.05% | +11,668 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 11,728 | $72.5 萬 | 0.10% | +2,684+29.7% | 加碼 |
| Intech Investment Management LLC | 11,828 | $73.1 萬 | 0.00% | +11,828 | 新進 |
| Redpoint Investment Management Pty Ltd | 12,057 | $74.5 萬 | 0.09% | 00.0% | 不變 |
| Colony Group LLC | 12,517 | $77.4 萬 | 0.01% | +12,517 | 新進 |
| Desjardins Global Asset Management Inc. | 12,886 | $79.6 萬 | 0.10% | +10,409+420.2% | 加碼 |
| Pacer Advisors, Inc. | 12,964 | $80.1 萬 | 0.01% | +12,964 | 新進 |
| Portland Ltd | 13,635 | $84.3 萬 | 24.31% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 14,672 | $90.7 萬 | 0.02% | −5,230−26.3% | 減碼 |
| Quantbot Technologies LP | 15,110 | $93.3 萬 | 0.09% | +15,110 | 新進 |
| Daiwa Securities Group Inc. | 15,408 | $95.2 萬 | 0.01% | +595+4.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 15,499 | $95.8 萬 | 0.02% | 00.0% | 不變 |
| Connectus Wealth, LLC | 15,511 | $95.9 萬 | 0.02% | +15,511 | 新進 |
| Mackenzie Financial Corp | 16,035 | $99.1 萬 | 0.00% | −8,909−35.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 16,129 | $99.7 萬 | 0.08% | +16,129 | 新進 |
| Kovack Advisors, Inc. | 16,146 | $99.8 萬 | 0.13% | +16,146 | 新進 |
| Raymond James & Associates | 16,325 | $100.9 萬 | 0.00% | −316−1.9% | 減碼 |
| First Republic Investment Management, Inc. | 16,567 | $102.4 萬 | 0.00% | +1,867+12.7% | 加碼 |
| Vienna Asset Management LLC | 17,750 | $109.7 萬 | 4.04% | +17,750 | 新進 |
| Two Sigma Securities, LLC | 18,211 | $112.5 萬 | 0.20% | −27,851−60.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 19,127 | $118.2 萬 | 0.02% | +10,428+119.9% | 加碼 |
| IFM Investors Pty Ltd | 19,210 | $118.7 萬 | 0.02% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 19,277 | $119.1 萬 | 0.01% | −259,513−93.1% | 減碼 |
| TD Asset Management Inc | 19,700 | $121.7 萬 | 0.00% | −600−3.0% | 減碼 |
| Louisiana State Employees Retirement System | 23,700 | $130.2 萬 | 0.03% | +100+0.4% | 加碼 |
| Qalhat Capital Ltd | 21,322 | $131.8 萬 | 0.48% | 00.0% | 不變 |
| Harvest Volatility Management LLC | 24,001 | $148.3 萬 | 0.24% | −2,913−10.8% | 減碼 |
| Handelsinvest Investeringsforvaltning | 24,000 | $148.3 萬 | 0.22% | +16,000+200.0% | 加碼 |
| Comerica Bank | 27,759 | $152.5 萬 | 0.01% | −98−0.4% | 減碼 |
| Aviance Capital Partners, LLC | 25,000 | $154.5 萬 | 0.34% | +25,000 | 新進 |
| Capstone Investment Advisors, LLC | 25,489 | $157.5 萬 | 0.04% | −5,402−17.5% | 減碼 |
| ING Groep NV | 25,855 | $159.8 萬 | 0.02% | +145+0.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 26,067 | $161.1 萬 | 0.04% | +3,601+16.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 26,415 | $163.2 萬 | 0.00% | −2,502,306−99.0% | 減碼 |
| Industrial Alliance Investment Management Inc. | 26,588 | $164.3 萬 | 0.05% | +1,102+4.3% | 加碼 |
| Verition Fund Management LLC | 27,037 | $167.1 萬 | 0.04% | +12,395+84.7% | 加碼 |
| Crawford Lake Capital Management, LLC | 27,580 | $170.4 萬 | 1.62% | +27,580 | 新進 |
| Yousif Capital Management, LLC | 27,649 | $170.9 萬 | 0.02% | −125−0.5% | 減碼 |
| Eschler Asset Management LLP | 37,526 | $172.5 萬 | 3.51% | +1,126+3.1% | 加碼 |
| GWM Advisors LLC | 28,987 | $179.1 萬 | 0.03% | +28,987 | 新進 |
| HRT Financial LP | 29,448 | $181.9 萬 | 0.02% | +29,448 | 新進 |
| GAM Holding AG | 31,453 | $194.4 萬 | 0.13% | −31,473−50.0% | 減碼 |
| CIBC World Markets Inc. | 31,480 | $194.5 萬 | 0.01% | +18,633+145.0% | 加碼 |
| Ensign Peak Advisors, Inc | 31,750 | $196.2 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 31,770 | $196.3 萬 | 0.27% | +30,529+2,460.0% | 加碼 |
| Advisor Group Holdings, Inc. | 30,936 | $196.4 萬 | 0.00% | +27,195+726.9% | 加碼 |
| AlpInvest Partners B.V. | 32,601 | $201.5 萬 | 0.68% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 32,949 | $203.7 萬 | 0.27% | +32,949 | 新進 |
| American International Group, Inc. | 32,984 | $203.8 萬 | 0.01% | +152+0.5% | 加碼 |
| Coatue Management LLC大師Coatue | 33,317 | $205.9 萬 | 0.02% | +33,317 | 新進 |
| SG Americas Securities, LLC | 34,258 | $211.7 萬 | 0.03% | −116,125−77.2% | 減碼 |
| TD Waterhouse Canada Inc. | 25,526 | $212.9 萬 | 0.02% | +25,334+13,194.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 35,239 | $217.8 萬 | 0.05% | −53,508−60.3% | 減碼 |
| Oasis Management Co Ltd. | 38,000 | $234.8 萬 | 0.43% | +38,000 | 新進 |
| Shelton Capital Management | 38,481 | $237.8 萬 | 0.11% | 00.0% | 不變 |
| Trexquant Investment LP | 39,159 | $242.0 萬 | 0.11% | −80,115−67.2% | 減碼 |
| AMJ Financial Wealth Management | 39,234 | $242.5 萬 | 2.07% | +39,234 | 新進 |
| Oberweis Asset Management Inc | 40,000 | $247.2 萬 | 0.63% | +5,000+14.3% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $256.4 萬 | 1.83% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 43,000 | $265.7 萬 | 0.73% | −37,000−46.3% | 減碼 |
| IMC-Chicago, LLC | 43,379 | $268.1 萬 | 0.26% | −64,923−59.9% | 減碼 |
| Engineers Gate Manager LP | 44,000 | $271.9 萬 | 0.10% | +34,767+376.6% | 加碼 |
| Voya Investment Management LLC | 44,756 | $276.6 萬 | 0.01% | −5,503−10.9% | 減碼 |
| American Century Companies Inc | 48,325 | $298.6 萬 | 0.00% | +19,540+67.9% | 加碼 |
| Morningstar Investment Management LLC | 49,780 | $307.6 萬 | 0.58% | +13,773+38.3% | 加碼 |
| Wells Fargo & Company | 50,941 | $314.8 萬 | 0.00% | −31,971−38.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 53,391 | $330.0 萬 | 0.20% | +6,991+15.1% | 加碼 |
| AO Asset Management, LP | 53,400 | $330.0 萬 | 2.28% | +53,400 | 新進 |
| Leonteq Securities AG | 54,752 | $338.4 萬 | 0.16% | −60,664−52.6% | 減碼 |
| Teacher Retirement System of Texas | 54,906 | $339.3 萬 | 0.02% | +35,660+185.3% | 加碼 |
| DuPont Capital Management Corp | 55,777 | $344.7 萬 | 0.16% | +55,777 | 新進 |
| Profund Advisors LLC | 56,578 | $349.7 萬 | 0.22% | −3,776−6.3% | 減碼 |
| Los Angeles Capital Management LLC | 56,948 | $351.9 萬 | 0.02% | +24,415+75.0% | 加碼 |
| Nomura Holdings Inc | 56,218 | $354.5 萬 | 0.03% | −52,014−48.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,000 | $358.4 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 58,716 | $362.9 萬 | 0.01% | −36−0.1% | 減碼 |