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 3 季 13F 持有人
PDD Holdings Inc. 在 2022/9/30 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
- 411
- 較 2022 年第 2 季 +22 家
- 持有股數
- 3.07 億
- 較 2022 年第 2 季 +2,161 萬 (+7.6%)
- 總市值
- $191.7 億
- 較 2022 年第 2 季 +$15.2 億 (+8.6%)
- 新進機構
- 75
- 另有 185 家加碼
- 清倉機構
- 53
- 另有 104 家減碼
另有 5 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 | 559 | $539.1 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 28,210,841 | $17.7 億 | 1.82% | +110,737+0.4% | 加碼 |
| BlackRock Inc. | 23,309,402 | $14.6 億 | 0.05% | +2,437,558+11.7% | 加碼 |
| FMR LLC | 18,855,795 | $11.8 億 | 0.12% | −3,005,602−13.7% | 減碼 |
| Vanguard Group Inc | 14,643,642 | $9.16 億 | 0.03% | +327,833+2.3% | 加碼 |
| State Street Corp | 10,320,050 | $6.46 億 | 0.04% | +1,260,442+13.9% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $5.21 億 | 98.14% | 00.0% | 不變 |
| HSBC Holdings PLC | 6,983,292 | $4.39 億 | 0.79% | +4,878,850+231.8% | 加碼 |
| Morgan Stanley | 6,533,444 | $4.09 億 | 0.06% | −835,305−11.3% | 減碼 |
| Norges Bank | 6,448,476 | $4.04 億 | 0.11% | +1,657,316+34.6% | 加碼 |
| Goldman Sachs Group Inc | 5,874,988 | $3.68 億 | 0.11% | +135,115+2.4% | 加碼 |
| UBS Asset Management Americas Inc | 5,517,772 | $3.45 億 | 0.19% | +127,253+2.4% | 加碼 |
| GQG Partners LLC | 5,208,954 | $3.26 億 | 0.94% | −949,400−15.4% | 減碼 |
| Krane Funds Advisors LLC | 5,076,667 | $3.18 億 | 16.48% | −541,146−9.6% | 減碼 |
| Bridgewater Associates, LP | 5,066,540 | $3.17 億 | 1.60% | +251,908+5.2% | 加碼 |
| Canada Pension Plan Investment Board | 5,045,706 | $3.16 億 | 0.54% | −654,000−11.5% | 減碼 |
| JPMorgan Chase & Co | 4,181,820 | $2.62 億 | 0.04% | −705,781−14.4% | 減碼 |
| Price T Rowe Associates Inc | 4,100,288 | $2.57 億 | 0.04% | +157,842+4.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 3,945,792 | $2.47 億 | 0.36% | +2,054,055+108.6% | 加碼 |
| RWC Asset Advisors (US) LLC | 3,830,719 | $2.40 億 | 23.87% | +659,854+20.8% | 加碼 |
| Legal & General Group Plc | 3,830,611 | $2.40 億 | 0.09% | +205,555+5.7% | 加碼 |
| Susquehanna International Group, LLP | 3,698,173 | $2.31 億 | 0.47% | +245,101+7.1% | 加碼 |
| E Fund Management Co., Ltd. | 3,667,862 | $2.30 億 | 21.37% | +7,402+0.2% | 加碼 |
| Assenagon Asset Management S.A. | 3,587,297 | $2.24 億 | 0.96% | +755,156+26.7% | 加碼 |
| SC US (TTGP), Ltd. | 3,500,000 | $2.19 億 | 2.53% | 00.0% | 不變 |
| Marshall Wace, LLP | 3,499,355 | $2.19 億 | 0.55% | +891,752+34.2% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,241,060 | $2.03 億 | 13.77% | +1,233,872+61.5% | 加碼 |
| Barclays PLC | 3,183,701 | $1.99 億 | 0.22% | +309,780+10.8% | 加碼 |
| FIL Ltd | 3,019,800 | $1.89 億 | 0.24% | +3,008,426+26,450.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,716,081 | $1.70 億 | 1.02% | +269,955+11.0% | 加碼 |
| Matthews International Capital Management LLC | 2,626,503 | $1.64 億 | 23.88% | +1,112,685+73.5% | 加碼 |
| Geode Capital Management, LLC | 2,630,898 | $1.64 億 | 0.02% | +415,266+18.7% | 加碼 |
| Invesco Ltd. | 2,596,695 | $1.63 億 | 0.05% | +142,267+5.8% | 加碼 |
| Banco Santander, S.A. | 2,450,000 | $1.53 億 | 2.05% | +650,000+36.1% | 加碼 |
| Fisher Asset Management, LLC | 2,397,496 | $1.50 億 | 0.11% | −729,048−23.3% | 減碼 |
| Nuveen Asset Management, LLC | 2,119,328 | $1.33 億 | 0.05% | −773,764−26.7% | 減碼 |
| Two Sigma Investments, LP | 2,109,115 | $1.32 億 | 0.46% | +1,502,469+247.7% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,011,900 | $1.26 億 | 3.31% | +611,972+43.7% | 加碼 |
| Genesis Investment Management, LLP | 1,860,526 | $1.16 億 | 13.33% | −356,235−16.1% | 減碼 |
| SC China Holding Ltd | 1,749,999 | $1.10 億 | 11.75% | 00.0% | 不變 |
| Northern Trust Corp | 1,704,495 | $1.07 億 | 0.02% | +213,323+14.3% | 加碼 |
| 1832 Asset Management L.P. | 1,642,500 | $1.03 億 | 0.22% | +81,200+5.2% | 加碼 |
| Franchise Capital Ltd | 1,631,217 | $1.02 億 | 44.42% | −389,676−19.3% | 減碼 |
| Two Sigma Advisers, LP | 1,552,300 | $9,714 萬 | 0.28% | +1,041,600+204.0% | 加碼 |
| Public Investment Fund | 1,539,393 | $9,634 萬 | 0.26% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,435,239 | $8,982 萬 | 0.07% | +155,024+12.1% | 加碼 |
| Credit Suisse AG | 1,388,785 | $8,691 萬 | 0.10% | −74,983−5.1% | 減碼 |
| Bank of New York Mellon Corp | 1,371,816 | $8,585 萬 | 0.02% | +236,600+20.8% | 加碼 |
| Swiss National Bank | 1,369,195 | $8,568 萬 | 0.06% | +166,189+13.8% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $8,520 萬 | 33.17% | −368,000−21.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,356,815 | $8,491 萬 | 0.15% | +1,330,400+5,036.5% | 加碼 |
| Renaissance Technologies LLC | 1,320,900 | $8,266 萬 | 0.12% | +1,314,500+20,539.1% | 加碼 |
| Deutsche Bank AG | 1,318,790 | $8,253 萬 | 0.05% | −1,447,722−52.3% | 減碼 |
| Russell Investments Group, Ltd. | 1,314,833 | $8,227 萬 | 0.18% | +288,315+28.1% | 加碼 |
| Schroder Investment Management Group | 1,313,013 | $8,217 萬 | 0.14% | −2,596,651−66.4% | 減碼 |
| RWC Asset Management LLP | 1,236,522 | $7,738 萬 | 2.60% | +243,474+24.5% | 加碼 |
| WT Asset Management Ltd | 1,137,775 | $7,120 萬 | 50.97% | +811,095+248.3% | 加碼 |
| First Manhattan Co | 1,133,250 | $7,092 萬 | 0.30% | −64,026−5.3% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,100,000 | $6,884 萬 | 1.47% | +1,100,000 | 新進 |
| UBS Group AG | 1,081,227 | $6,766 萬 | 0.04% | +170,622+18.7% | 加碼 |
| Alkeon Capital Management LLC | 1,072,772 | $6,713 萬 | 0.46% | −127,228−10.6% | 減碼 |
| Principal Financial Group Inc | 1,059,392 | $6,630 萬 | 0.05% | +694,549+190.4% | 加碼 |
| Tairen Capital Ltd | 1,043,864 | $6,533 萬 | 7.43% | +1,043,864 | 新進 |
| Aspex Management (HK) Ltd | 1,000,000 | $6,258 萬 | 1.86% | +1,000,000 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 994,043 | $6,221 萬 | 0.17% | −181,600−15.4% | 減碼 |
| Bank of America Corp | 956,912 | $5,988 萬 | 0.01% | −111,995−10.5% | 減碼 |
| Holocene Advisors, LP | 910,184 | $5,696 萬 | 0.37% | +477,830+110.5% | 加碼 |
| Pictet Asset Management SA | 905,440 | $5,666 萬 | 0.08% | +270,924+42.7% | 加碼 |
| Trivest Advisors Ltd | 891,500 | $5,579 萬 | 19.21% | −1,060,500−54.3% | 減碼 |
| National Bank of Canada | 890,339 | $5,572 萬 | 0.32% | −475,921−34.8% | 減碼 |
| APG Asset Management N.V. | 858,728 | $5,486 萬 | 0.14% | −482,100−36.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 864,470 | $5,410 萬 | 4.02% | −621,386−41.8% | 減碼 |
| Man Group plc | 853,747 | $5,343 萬 | 0.25% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 845,156 | $5,289 萬 | 0.15% | +39,758+4.9% | 加碼 |
| Ameriprise Financial Inc | 821,194 | $5,144 萬 | 0.02% | +210,474+34.5% | 加碼 |
| California Public Employees Retirement System | 819,829 | $5,131 萬 | 0.05% | +127,152+18.4% | 加碼 |
| Handelsbanken Fonder AB | 794,753 | $4,974 萬 | 0.33% | +116,453+17.2% | 加碼 |
| Perseverance Asset Management International | 773,734 | $4,842 萬 | 29.14% | −78,207−9.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 748,709 | $4,623 萬 | 0.03% | +239,986+47.2% | 加碼 |
| Driehaus Capital Management LLC | 738,461 | $4,621 萬 | 0.70% | +369,391+100.1% | 加碼 |
| Sylebra Capital Ltd | 730,182 | $4,570 萬 | 2.26% | −168,838−18.8% | 減碼 |
| AQR Capital Management LLC | 720,858 | $4,511 萬 | 0.11% | +41,250+6.1% | 加碼 |
| Portman Ltd | 713,135 | $4,463 萬 | 78.40% | 00.0% | 不變 |
| Great West Life Assurance Co | 708,382 | $4,428 萬 | 0.13% | +85,425+13.7% | 加碼 |
| Victory Capital Management Inc | 684,478 | $4,283 萬 | 0.05% | +550,659+411.5% | 加碼 |
| Origin Asset Management LLP | 684,257 | $4,282 萬 | 17.41% | +684,257 | 新進 |
| First Trust Advisors LP | 678,030 | $4,243 萬 | 0.06% | +290,407+74.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 644,766 | $4,035 萬 | 0.20% | −516,382−44.5% | 減碼 |
| Oceanlink Management Ltd. | 640,060 | $4,006 萬 | 10.00% | −2,174,409−77.3% | 減碼 |
| Nordea Investment Management AB | 655,933 | $3,993 萬 | 0.06% | +92,686+16.5% | 加碼 |
| Penserra Capital Management LLC | 637,334 | $3,988 萬 | 1.13% | −44,547−6.5% | 減碼 |
| Kora Management LP | 545,000 | $3,411 萬 | 10.20% | +545,000 | 新進 |
| Whale Rock Capital Management LLC | 519,955 | $3,254 萬 | 0.91% | +519,955 | 新進 |
| Jennison Associates LLC | 516,038 | $3,229 萬 | 0.03% | +53,743+11.6% | 加碼 |
| ProShare Advisors LLC | 511,213 | $3,199 萬 | 0.12% | −135,535−21.0% | 減碼 |
| Charles Schwab Investment Management Inc | 510,471 | $3,195 萬 | 0.01% | +1,377+0.3% | 加碼 |
| Causeway Capital Management LLC | 501,312 | $3,137 萬 | 0.88% | +282,753+129.4% | 加碼 |
| Pinebridge Investments, L.P. | 500,260 | $3,131 萬 | 0.40% | +17,644+3.7% | 加碼 |
| USS Investment Management Ltd | 462,994 | $2,897 萬 | 0.45% | −195,898−29.7% | 減碼 |
| Coronation Fund Managers Ltd. | 446,507 | $2,794 萬 | 1.50% | +185,453+71.0% | 加碼 |
| Korea Investment CORP | 415,810 | $2,602 萬 | 0.08% | +64,856+18.5% | 加碼 |