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 | 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 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 |
|---|---|---|---|---|---|
| TB Alternative Assets Ltd. | 49,000 | $306.6 萬 | 1.11% | +38,700+375.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 51,977 | $308.4 萬 | 0.01% | −91,614−63.8% | 減碼 |
| Profund Advisors LLC | 49,968 | $312.7 萬 | 0.22% | −6,610−11.7% | 減碼 |
| Eaton Vance Management | 51,621 | $323.0 萬 | 0.00% | −21,645−29.5% | 減碼 |
| Rock Creek Group, LP | 53,700 | $336.1 萬 | 0.44% | +53,700 | 新進 |
| Voloridge Investment Management, LLC | 55,777 | $349.1 萬 | 0.02% | +55,777 | 新進 |
| Candriam Luxembourg S.C.A. | 60,000 | $375.5 萬 | 0.03% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 61,250 | $383.3 萬 | 0.02% | −438,441−87.7% | 減碼 |
| CIBC Asset Management Inc | 63,119 | $395.0 萬 | 0.02% | +4,403+7.5% | 加碼 |
| Voya Investment Management LLC | 63,780 | $399.1 萬 | 0.00% | +19,024+42.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 63,949 | $400.2 萬 | 0.01% | +5,949+10.3% | 加碼 |
| Thrivent Financial for Lutherans | 64,448 | $403.3 萬 | 0.01% | +1,955+3.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 65,339 | $408.9 萬 | 0.25% | +11,948+22.4% | 加碼 |
| Nomura Asset Management Co Ltd | 66,111 | $413.7 萬 | 0.03% | +7,311+12.4% | 加碼 |
| Qtron Investments LLC | 67,818 | $424.4 萬 | 1.06% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 69,923 | $437.6 萬 | 0.07% | +34,684+98.4% | 加碼 |
| Banque Cantonale Vaudoise | 72,147 | $451.5 萬 | 0.26% | −100−0.1% | 減碼 |
| Alliancebernstein L.P. | 73,316 | $458.8 萬 | 0.00% | +10,276+16.3% | 加碼 |
| Mass Ave Global Inc. | 75,691 | $473.7 萬 | 1.71% | +75,691 | 新進 |
| Kames Capital plc | 76,600 | $479.1 萬 | 0.10% | −55,500−42.0% | 減碼 |
| Twenty Acre Capital LP | 82,100 | $513.8 萬 | 5.80% | −16,700−16.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 82,600 | $516.9 萬 | 0.10% | +15,000+22.2% | 加碼 |
| AlpInvest Partners B.V. | 82,597 | $516.9 萬 | 1.50% | +49,996+153.4% | 加碼 |
| Shell Asset Management Co | 82,737 | $517.8 萬 | 0.20% | −875−1.0% | 減碼 |
| M&G Investment Management Ltd | 82,456 | $519.5 萬 | 0.04% | 00.0% | 不變 |
| National Pension Service | 85,551 | $519.9 萬 | 0.01% | −851−1.0% | 減碼 |
| Eschler Asset Management LLP | 84,926 | $531.5 萬 | 11.70% | +47,400+126.3% | 加碼 |
| Apoletto Ltd | 85,000 | $531.9 萬 | 2.05% | 00.0% | 不變 |
| Indus Capital Partners, LLC | 85,448 | $534.7 萬 | 3.88% | +85,448 | 新進 |
| Guggenheim Capital LLC | 85,589 | $535.6 萬 | 0.05% | +5,618+7.0% | 加碼 |
| Panagora Asset Management Inc | 85,581 | $535.6 萬 | 0.04% | +8,973+11.7% | 加碼 |
| PEAK6 Investments LLC | 85,805 | $537.0 萬 | 0.20% | −101,387−54.2% | 減碼 |
| Acadian Asset Management LLC | 86,282 | $539.8 萬 | 0.03% | −2,340−2.6% | 減碼 |
| Wellington Management Group LLP | 87,797 | $549.5 萬 | 0.00% | +6,720+8.3% | 加碼 |
| Liontrust Investment Partners LLP | 90,000 | $563.2 萬 | 0.09% | 00.0% | 不變 |
| SEI Investments Co | 94,091 | $588.8 萬 | 0.01% | +9,148+10.8% | 加碼 |
| Squarepoint Ops LLC | 94,787 | $593.2 萬 | 0.05% | +94,787 | 新進 |
| One01 Capital, LP | 95,142 | $595.4 萬 | 4.28% | +95,142 | 新進 |
| Point72 Hong Kong Ltd | 98,268 | $615.0 萬 | 0.37% | +24,606+33.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 100,336 | $627.9 萬 | 2.64% | −20,589−17.0% | 減碼 |
| Adams Street Partners LLC | 100,926 | $631.6 萬 | 1.73% | +100,926 | 新進 |
| Rafferty Asset Management, LLC | 102,485 | $641.4 萬 | 0.07% | −6,918−6.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 105,294 | $658.9 萬 | 0.18% | +35,740+51.4% | 加碼 |
| American Century Companies Inc | 106,103 | $664.0 萬 | 0.01% | +57,778+119.6% | 加碼 |
| Prudence Investment Management (Hong Kong) Ltd. | 110,512 | $691.6 萬 | 8.85% | +30,000+37.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 110,629 | $692.3 萬 | 0.12% | +110,629 | 新進 |
| Massachusetts Financial Services Co | 111,711 | $699.1 萬 | 0.00% | +52,442+88.5% | 加碼 |
| Thomas White International Ltd | 123,554 | $773.2 萬 | 1.81% | −7,166−5.5% | 減碼 |
| California State Teachers Retirement System | 124,013 | $776.1 萬 | 0.01% | +18,894+18.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 125,200 | $783.5 萬 | 0.07% | +45,900+57.9% | 加碼 |
| Hershey Trust Co | 125,248 | $783.8 萬 | 0.06% | 00.0% | 不變 |
| IvyRock Asset Management (HK) Ltd | 129,400 | $809.8 萬 | 6.29% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 130,170 | $814.6 萬 | 0.02% | −9,207−6.6% | 減碼 |
| MayTech Global Investments, LLC | 131,168 | $820.8 萬 | 3.00% | −4,544−3.3% | 減碼 |
| Quadrature Capital Ltd | 136,485 | $854.0 萬 | 0.28% | +63,390+86.7% | 加碼 |
| Macquarie Group Ltd | 136,523 | $854.4 萬 | 0.01% | +41,151+43.1% | 加碼 |
| Trexquant Investment LP | 137,393 | $859.8 萬 | 0.30% | +98,234+250.9% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 143,328 | $896.9 萬 | 4.03% | +3,328+2.4% | 加碼 |
| Coalescence Partners Investment Management, LP | 144,530 | $904.5 萬 | 100.00% | −29,730−17.1% | 減碼 |
| Andra AP-fonden | 145,200 | $908.7 萬 | 0.30% | −10,000−6.4% | 減碼 |
| TT International Asset Management LTD | 145,733 | $911.9 萬 | 1.03% | −242,813−62.5% | 減碼 |
| New York State Common Retirement Fund | 146,352 | $915.9 萬 | 0.01% | +18,800+14.7% | 加碼 |
| Artisan Partners Limited Partnership | 148,262 | $927.8 萬 | 0.02% | −49,496−25.0% | 減碼 |
| Standard Life Aberdeen plc | 153,597 | $961.2 萬 | 0.03% | +28,104+22.4% | 加碼 |
| Hidden Lake Asset Management LP | 153,950 | $963.4 萬 | 10.29% | +153,950 | 新進 |
| Hel Ved Capital Management Ltd | 157,700 | $986.9 萬 | 7.59% | +157,700 | 新進 |
| Growth Interface Management LLC | 160,000 | $1,001 萬 | 7.38% | +160,000 | 新進 |
| State of New Jersey Common Pension Fund D | 166,073 | $1,039 萬 | 0.04% | +19,443+13.3% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 166,500 | $1,042 萬 | 2.65% | +166,500 | 新進 |
| Old Well Partners, LLC | 167,200 | $1,046 萬 | 8.69% | +38,900+30.3% | 加碼 |
| Keywise Capital Management (HK) Ltd | 172,900 | $1,082 萬 | 5.16% | +172,900 | 新進 |
| Qube Research & Technologies Ltd | 172,924 | $1,082 萬 | 0.07% | +153,647+797.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 185,641 | $1,162 萬 | 0.03% | +18,706+11.2% | 加碼 |
| Balyasny Asset Management LLC | 187,232 | $1,172 萬 | 0.05% | +83,479+80.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 193,120 | $1,210 萬 | 0.15% | −1,085−0.6% | 減碼 |
| La Financiere de L'Echiquier | 197,000 | $1,233 萬 | 0.78% | −77,000−28.1% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $1,252 萬 | 9.76% | 00.0% | 不變 |
| J. Goldman & Co LP | 200,015 | $1,252 萬 | 0.94% | +200,015 | 新進 |
| British Columbia Investment Management Corp | 205,900 | $1,289 萬 | 0.15% | +27,000+15.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,669 | $1,293 萬 | 0.08% | −3,609−1.7% | 減碼 |
| Aubrey Capital Management Ltd | 207,600 | $1,299 萬 | 11.14% | +60,100+40.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 214,037 | $1,339 萬 | 0.04% | +38,163+21.7% | 加碼 |
| Storebrand Asset Management AS | 226,140 | $1,415 萬 | 0.09% | +33,446+17.4% | 加碼 |
| Mane Global Capital Management LP | 227,432 | $1,423 萬 | 2.44% | +118,278+108.4% | 加碼 |
| Teacher Retirement System of Texas | 232,336 | $1,454 萬 | 0.11% | +177,430+323.2% | 加碼 |
| Fred Alger Management, LLC | 234,162 | $1,465 萬 | 0.07% | +234,162 | 新進 |
| Swedbank AB | 243,815 | $1,526 萬 | 0.04% | +46,400+23.5% | 加碼 |
| Asset Management One Co.,Ltd. | 245,241 | $1,535 萬 | 0.08% | +19,726+8.7% | 加碼 |
| Franklin Resources Inc | 247,012 | $1,546 萬 | 0.01% | +5,294+2.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 253,817 | $1,588 萬 | 0.12% | +89,722+54.7% | 加碼 |
| Aviva PLC | 274,815 | $1,720 萬 | 0.10% | +45,800+20.0% | 加碼 |
| AXA S.A. | 280,073 | $1,753 萬 | 0.07% | +34,627+14.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 282,527 | $1,768 萬 | 0.12% | +117,512+71.2% | 加碼 |
| Prudential Financial Inc | 283,868 | $1,776 萬 | 0.03% | +42,800+17.8% | 加碼 |
| Library Research Ltd | 357,302 | $1,898 萬 | 39.37% | −500,000−58.3% | 減碼 |
| KBC Group NV | 341,058 | $2,134 萬 | 0.11% | −29,986−8.1% | 減碼 |
| Lazard Asset Management LLC | 346,206 | $2,167 萬 | 0.03% | +82,086+31.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 349,708 | $2,187 萬 | 6.33% | +129,708+59.0% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 352,205 | $2,204 萬 | 17.50% | +47,554+15.6% | 加碼 |
| Citigroup Inc | 352,264 | $2,205 萬 | 0.03% | −76,403−17.8% | 減碼 |