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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 58,800 | $363.4 萬 | 0.02% | +10,770+22.4% | 加碼 |
| Massachusetts Financial Services Co | 59,269 | $366.3 萬 | 0.00% | +59,269 | 新進 |
| Alps Advisors Inc | 59,821 | $369.7 萬 | 0.04% | +59,821 | 新進 |
| Candriam Luxembourg S.C.A. | 60,000 | $370.8 萬 | 0.03% | +43,263+258.5% | 加碼 |
| QVT Financial LP | 60,545 | $374.2 萬 | 0.25% | +60,545 | 新進 |
| Envestnet Asset Management Inc | 60,841 | $376.0 萬 | 0.00% | +38,318+170.1% | 加碼 |
| Thrivent Financial for Lutherans | 62,493 | $386.2 萬 | 0.01% | +12,895+26.0% | 加碼 |
| Alliancebernstein L.P. | 63,040 | $389.6 萬 | 0.00% | +52,152+479.0% | 加碼 |
| Qtron Investments LLC | 67,818 | $419.1 萬 | 0.92% | +40,117+144.8% | 加碼 |
| Employees Retirement System of Texas | 68,000 | $420.2 萬 | 0.06% | +68,000 | 新進 |
| Gulf International Bank (UK) Ltd | 67,600 | $426.3 萬 | 0.08% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 69,554 | $429.9 萬 | 0.10% | +45,400+188.0% | 加碼 |
| Banque Cantonale Vaudoise | 72,247 | $446.5 萬 | 0.23% | +46,998+186.1% | 加碼 |
| Quadrature Capital Ltd | 73,095 | $451.9 萬 | 0.19% | +32,339+79.3% | 加碼 |
| Eaton Vance Management | 73,266 | $452.7 萬 | 0.01% | +57,738+371.8% | 加碼 |
| Point72 Hong Kong Ltd | 73,662 | $455.2 萬 | 0.29% | −41,285−35.9% | 減碼 |
| Stifel Financial Corp | 75,262 | $465.1 萬 | 0.01% | +75,262 | 新進 |
| Panagora Asset Management Inc | 76,608 | $473.4 萬 | 0.03% | +36,060+88.9% | 加碼 |
| Graticule Asia Macro Advisors LLC | 77,000 | $475.9 萬 | 4.97% | +77,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 79,300 | $490.1 萬 | 0.05% | +12,632+18.9% | 加碼 |
| Guggenheim Capital LLC | 79,971 | $494.2 萬 | 0.04% | −5,848−6.8% | 減碼 |
| Optimas Capital Ltd | 80,000 | $494.4 萬 | 6.07% | +80,000 | 新進 |
| Prudence Investment Management (Hong Kong) Ltd. | 80,512 | $497.5 萬 | 7.71% | −109,887−57.7% | 減碼 |
| Wellington Management Group LLP | 81,077 | $501.0 萬 | 0.00% | +20,461+33.8% | 加碼 |
| Royal Bank of Canada | 82,467 | $509.7 萬 | 0.00% | +56,194+213.9% | 加碼 |
| M&G Investment Management Ltd | 82,456 | $511.2 萬 | 0.04% | +5,585+7.3% | 加碼 |
| Shell Asset Management Co | 83,612 | $516.7 萬 | 0.15% | −1,774−2.1% | 減碼 |
| SEI Investments Co | 84,943 | $524.9 萬 | 0.01% | +41,742+96.6% | 加碼 |
| Apoletto Ltd | 85,000 | $525.3 萬 | 1.45% | 00.0% | 不變 |
| National Pension Service | 86,402 | $534.0 萬 | 0.01% | +78,868+1,046.8% | 加碼 |
| Vontobel Holding Ltd. | 86,810 | $536.5 萬 | 0.06% | −59,696−40.7% | 減碼 |
| Acadian Asset Management LLC | 88,622 | $547.7 萬 | 0.03% | −43,395−32.9% | 減碼 |
| Liontrust Investment Partners LLP | 90,000 | $556.2 萬 | 0.08% | +5,000+5.9% | 加碼 |
| Macquarie Group Ltd | 95,372 | $589.4 萬 | 0.01% | +54,654+134.2% | 加碼 |
| Twenty Acre Capital LP | 98,800 | $610.6 萬 | 6.21% | +400+0.4% | 加碼 |
| Balyasny Asset Management LLC | 103,753 | $641.1 萬 | 0.03% | +96,975+1,430.7% | 加碼 |
| California State Teachers Retirement System | 105,119 | $649.6 萬 | 0.01% | +24,865+31.0% | 加碼 |
| Davidson Kempner Capital Management LP | 105,811 | $654.5 萬 | 0.13% | +105,811 | 新進 |
| LifePro Asset Management | 105,913 | $654.5 萬 | 3.39% | +105,913 | 新進 |
| Mane Global Capital Management LP | 109,154 | $674.6 萬 | 1.10% | +109,154 | 新進 |
| Rafferty Asset Management, LLC | 109,403 | $676.1 萬 | 0.06% | −45,780−29.5% | 減碼 |
| Old Mission Capital LLC | 110,096 | $680.4 萬 | 0.22% | +110,096 | 新進 |
| Twinbeech Capital LP | 113,400 | $700.8 萬 | 0.31% | +93,733+476.6% | 加碼 |
| Junto Capital Management LP | 119,461 | $738.3 萬 | 0.22% | +119,461 | 新進 |
| China Universal Asset Management Co., Ltd. | 120,925 | $747.3 萬 | 3.14% | +64,365+113.8% | 加碼 |
| Hershey Trust Co | 125,248 | $774.0 萬 | 0.06% | +28,404+29.3% | 加碼 |
| Standard Life Aberdeen plc | 125,493 | $775.5 萬 | 0.02% | +54,636+77.1% | 加碼 |
| New York State Common Retirement Fund | 127,552 | $788.3 萬 | 0.01% | +25,200+24.6% | 加碼 |
| Old Well Partners, LLC | 128,300 | $792.9 萬 | 6.34% | +11,200+9.6% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 129,400 | $799.7 萬 | 5.05% | +34,400+36.2% | 加碼 |
| Thomas White International Ltd | 130,720 | $807.8 萬 | 1.62% | +466+0.4% | 加碼 |
| Kames Capital plc | 132,100 | $816.8 萬 | 0.15% | +132,100 | 新進 |
| Victory Capital Management Inc | 133,819 | $827.0 萬 | 0.01% | −426−0.3% | 減碼 |
| MayTech Global Investments, LLC | 135,712 | $838.6 萬 | 2.66% | +1,564+1.2% | 加碼 |
| Allianz Asset Management GmbH | 139,377 | $861.4 萬 | 0.01% | +46,918+50.7% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 140,000 | $865.2 萬 | 3.77% | +140,000 | 新進 |
| DekaBank Deutsche Girozentrale | 143,591 | $876.5 萬 | 0.03% | +365+0.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 146,630 | $906.2 萬 | 0.03% | 00.0% | 不變 |
| Aubrey Capital Management Ltd | 147,500 | $911.6 萬 | 7.34% | +147,500 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 150,730 | $931.5 萬 | 0.40% | +11,578+8.3% | 加碼 |
| Andra AP-fonden | 155,200 | $959.1 萬 | 0.27% | +155,200 | 新進 |
| Cubist Systematic Strategies, LLC | 164,095 | $1,014 萬 | 0.08% | +162,978+14,590.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 165,015 | $1,020 萬 | 0.06% | −329−0.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 166,935 | $1,032 萬 | 0.03% | +86,000+106.3% | 加碼 |
| Coalescence Partners Investment Management, LP | 174,260 | $1,077 萬 | 49.92% | +45,200+35.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 175,874 | $1,087 萬 | 0.05% | +11,529+7.0% | 加碼 |
| British Columbia Investment Management Corp | 178,900 | $1,106 萬 | 0.10% | −2,600−1.4% | 減碼 |
| Capital Fund Management S.A. | 187,604 | $1,159 萬 | 0.31% | +187,604 | 新進 |
| PEAK6 Investments LLC | 187,192 | $1,186 萬 | 0.27% | +58,195+45.1% | 加碼 |
| Storebrand Asset Management AS | 192,694 | $1,191 萬 | 0.07% | −13,266−6.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 194,205 | $1,191 萬 | 0.15% | −2,154−1.1% | 減碼 |
| Swedbank AB | 197,415 | $1,220 萬 | 0.03% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 197,758 | $1,222 萬 | 0.02% | +27,048+15.8% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $1,236 萬 | 8.35% | 00.0% | 不變 |
| Axiom Investors LLC | 200,280 | $1,238 萬 | 0.37% | +200,280 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 210,278 | $1,300 萬 | 0.08% | +66,711+46.5% | 加碼 |
| Chiron Investment Management, LLC | 212,716 | $1,315 萬 | 2.21% | +193,997+1,036.4% | 加碼 |
| Pinpoint Asset Management Ltd | 215,791 | $1,334 萬 | 5.52% | +184,181+582.7% | 加碼 |
| Causeway Capital Management LLC | 218,559 | $1,351 萬 | 0.36% | +218,559 | 新進 |
| Prudential PLC | 219,971 | $1,359 萬 | 0.25% | −532−0.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 220,000 | $1,360 萬 | 3.78% | +204,543+1,323.3% | 加碼 |
| Asset Management One Co.,Ltd. | 225,515 | $1,394 萬 | 0.07% | +137,956+157.6% | 加碼 |
| Toroso Investments, LLC | 225,692 | $1,395 萬 | 0.51% | −5,978−2.6% | 減碼 |
| Aviva PLC | 229,015 | $1,415 萬 | 0.08% | +25,000+12.3% | 加碼 |
| Moore Capital Management, LP | 234,000 | $1,446 萬 | 0.44% | +234,000 | 新進 |
| Prudential Financial Inc | 241,068 | $1,490 萬 | 0.02% | +81,900+51.5% | 加碼 |
| Franklin Resources Inc | 241,718 | $1,494 萬 | 0.01% | +40,535+20.1% | 加碼 |
| AXA S.A. | 245,446 | $1,517 萬 | 0.06% | −13,869−5.3% | 減碼 |
| Millennium Management LLC | 259,512 | $1,604 萬 | 0.02% | −2,251,443−89.7% | 減碼 |
| Coronation Fund Managers Ltd. | 261,054 | $1,613 萬 | 0.90% | +261,054 | 新進 |
| Lazard Asset Management LLC | 264,120 | $1,632 萬 | 0.02% | +110,186+71.6% | 加碼 |
| La Financiere de L'Echiquier | 274,000 | $1,693 萬 | 1.00% | −141,000−34.0% | 減碼 |
| Jane Street Group, LLC | 302,842 | $1,872 萬 | 0.04% | −401,113−57.0% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 304,651 | $1,883 萬 | 12.99% | +47,506+18.5% | 加碼 |
| WT Asset Management Ltd | 326,680 | $2,019 萬 | 11.50% | −71,955−18.1% | 減碼 |
| Korea Investment CORP | 350,954 | $2,169 萬 | 0.07% | +62,584+21.7% | 加碼 |
| Public Sector Pension Investment Board | 351,423 | $2,172 萬 | 0.19% | +103,052+41.5% | 加碼 |
| Principal Financial Group Inc | 364,843 | $2,255 萬 | 0.02% | +358,685+5,824.7% | 加碼 |
| Driehaus Capital Management LLC | 369,070 | $2,281 萬 | 0.37% | +369,070 | 新進 |
| KBC Group NV | 371,044 | $2,293 萬 | 0.11% | +251,015+209.1% | 加碼 |