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 4 季 13F 持有人
PDD Holdings Inc. 在 2022/12/31 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
- 451
- 較 2022 年第 3 季 +53 家
- 持有股數
- 3.25 億
- 較 2022 年第 3 季 +1,977 萬 (+6.5%)
- 總市值
- $265.2 億
- 較 2022 年第 3 季 +$74.3 億 (+38.9%)
- 新進機構
- 102
- 另有 175 家加碼
- 清倉機構
- 49
- 另有 131 家減碼
另有 13 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 33,834 | $276.3 萬 | 0.00% | +17,504+107.2% | 加碼 |
| Baader Bank INC | 34,800 | $283.8 萬 | 0.26% | +7,000+25.2% | 加碼 |
| Oberweis Asset Management Inc | 35,000 | $285.4 萬 | 0.61% | 00.0% | 不變 |
| Nishkama Capital, LLC | 35,000 | $285.4 萬 | 0.96% | +35,000 | 新進 |
| Comerica Bank | 30,288 | $287.3 萬 | 0.02% | +451+1.5% | 加碼 |
| Envestnet Asset Management Inc | 35,387 | $288.6 萬 | 0.00% | +4,194+13.4% | 加碼 |
| Ensign Peak Advisors, Inc | 36,450 | $297.2 萬 | 0.01% | +100+0.3% | 加碼 |
| Granite Point Capital Management, L.P. | 37,000 | $301.7 萬 | 3.64% | +37,000 | 新進 |
| Eschler Asset Management LLP | 38,126 | $310.9 萬 | 5.89% | −46,800−55.1% | 減碼 |
| Jessup Wealth Management, Inc | 38,253 | $312.0 萬 | 1.98% | +38,253 | 新進 |
| Shelton Capital Management | 38,481 | $313.8 萬 | 0.33% | 00.0% | 不變 |
| Quaero Capital S.A. | 41,470 | $338.2 萬 | 2.34% | +41,470 | 新進 |
| Maxi Investments CY Ltd | 41,485 | $338.3 萬 | 3.20% | 00.0% | 不變 |
| ING Groep NV | 42,294 | $344.9 萬 | 0.03% | +6,101+16.9% | 加碼 |
| CIBC World Markets Inc. | 47,158 | $384.6 萬 | 0.02% | +30,542+183.8% | 加碼 |
| Old Mission Capital LLC | 47,791 | $389.7 萬 | 0.17% | +47,791 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 48,194 | $393.0 萬 | 0.07% | +29,029+151.5% | 加碼 |
| Seldon Capital LP | 48,226 | $393.3 萬 | 3.40% | +48,226 | 新進 |
| Two Sigma Securities, LLC | 48,430 | $394.9 萬 | 0.56% | +35,100+263.3% | 加碼 |
| Profund Advisors LLC | 50,779 | $414.1 萬 | 0.27% | +811+1.6% | 加碼 |
| Rafferty Asset Management, LLC | 51,124 | $416.9 萬 | 0.03% | −51,361−50.1% | 減碼 |
| TT International Asset Management LTD | 51,464 | $419.6 萬 | 0.41% | −94,269−64.7% | 減碼 |
| Commonwealth Equity Services, LLC | 51,944 | $423.6 萬 | 0.01% | +8,476+19.5% | 加碼 |
| Rock Creek Group, LP | 53,700 | $437.9 萬 | 0.53% | 00.0% | 不變 |
| Optimas Capital Ltd | 56,421 | $460.1 萬 | 4.50% | +40,121+246.1% | 加碼 |
| Virginia Retirement Systems Et Al | 56,500 | $460.8 萬 | 0.05% | +28,500+101.8% | 加碼 |
| Woodline Partners LP | 58,321 | $475.6 萬 | 0.07% | +58,321 | 新進 |
| SEI Investments Co | 59,071 | $481.7 萬 | 0.01% | −35,020−37.2% | 減碼 |
| DuPont Capital Management Corp | 60,873 | $496.4 萬 | 0.24% | +16,773+38.0% | 加碼 |
| CIBC Asset Management Inc | 62,622 | $510.7 萬 | 0.02% | −497−0.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 63,265 | $515.9 萬 | 0.14% | +30,500+93.1% | 加碼 |
| Thrivent Financial for Lutherans | 64,003 | $522.0 萬 | 0.01% | −445−0.7% | 減碼 |
| ExodusPoint Capital Management, LP | 68,792 | $561.0 萬 | 0.09% | +33,850+96.9% | 加碼 |
| Beck Bode, LLC | 70,134 | $571.9 萬 | 1.29% | +70,134 | 新進 |
| Susquehanna International Group, LLP | 70,151 | $572.1 萬 | 0.01% | −3,628,022−98.1% | 減碼 |
| Nomura Asset Management Co Ltd | 70,213 | $572.6 萬 | 0.03% | +4,102+6.2% | 加碼 |
| Voya Investment Management LLC | 70,853 | $577.8 萬 | 0.01% | +7,073+11.1% | 加碼 |
| Liontrust Investment Partners LLP | 71,000 | $579.0 萬 | 0.10% | −19,000−21.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 72,188 | $588.7 萬 | 0.32% | +6,849+10.5% | 加碼 |
| Banque Cantonale Vaudoise | 72,179 | $588.7 萬 | 0.31% | +320.0% | 加碼 |
| Shell Asset Management Co | 72,570 | $591.8 萬 | 0.26% | −10,167−12.3% | 減碼 |
| Twenty Acre Capital LP | 74,400 | $606.7 萬 | 7.37% | −7,700−9.4% | 減碼 |
| Qtron Investments LLC | 74,409 | $606.8 萬 | 1.27% | +6,591+9.7% | 加碼 |
| Guggenheim Capital LLC | 74,476 | $607.4 萬 | 0.05% | −11,113−13.0% | 減碼 |
| Calixto Global Investors, LP | 75,000 | $611.6 萬 | 9.07% | +75,000 | 新進 |
| Kames Capital plc | 76,600 | $624.7 萬 | 0.11% | 00.0% | 不變 |
| Mane Global Capital Management LP | 77,500 | $632.0 萬 | 1.56% | −149,932−65.9% | 減碼 |
| AlpInvest Partners B.V. | 82,597 | $673.6 萬 | 1.82% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 82,600 | $673.6 萬 | 0.12% | 00.0% | 不變 |
| Point72 Middle East FZE | 82,601 | $673.6 萬 | 0.52% | +82,601 | 新進 |
| Orland Properties Ltd | 85,000 | $693.2 萬 | 3.69% | +85,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,461 | $696.9 萬 | 0.01% | +21,512+33.6% | 加碼 |
| Acadian Asset Management LLC | 86,282 | $703.5 萬 | 0.03% | 00.0% | 不變 |
| PEAK6 Investments LLC | 86,286 | $703.7 萬 | 0.39% | +481+0.6% | 加碼 |
| Royal Bank of Canada | 86,584 | $706.1 萬 | 0.00% | +56,633+189.1% | 加碼 |
| Graticule Asia Macro Advisors LLC | 89,490 | $729.8 萬 | 2.66% | +44,240+97.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 90,174 | $735.4 萬 | 0.17% | −15,120−14.4% | 減碼 |
| National Pension Service | 90,940 | $741.6 萬 | 0.01% | +5,389+6.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 97,541 | $795.4 萬 | 0.02% | −88,100−47.5% | 減碼 |
| Los Angeles Capital Management LLC | 98,091 | $799.9 萬 | 0.04% | +50,070+104.3% | 加碼 |
| Panagora Asset Management Inc | 98,155 | $800.5 萬 | 0.05% | +12,574+14.7% | 加碼 |
| Keywise Capital Management (HK) Ltd | 100,850 | $822.4 萬 | 2.90% | −72,050−41.7% | 減碼 |
| Thomas White International Ltd | 101,391 | $826.8 萬 | 1.82% | −22,163−17.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107,500 | $876.6 萬 | 0.03% | +107,500 | 新進 |
| Aigen Investment Management, LP | 109,626 | $894.0 萬 | 1.26% | +109,626 | 新進 |
| M&G Investment Management Ltd | 109,044 | $894.2 萬 | 0.07% | +26,588+32.2% | 加碼 |
| Group One Trading, L.P. | 110,249 | $899.1 萬 | 0.30% | +89,985+444.1% | 加碼 |
| Old Well Partners, LLC | 113,100 | $922.3 萬 | 7.98% | −54,100−32.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 115,320 | $940.5 萬 | 0.14% | −77,800−40.3% | 減碼 |
| Scge Management, L.P. | 122,818 | $1,002 萬 | 0.35% | +122,818 | 新進 |
| Assenagon Asset Management S.A. | 124,542 | $1,016 萬 | 0.04% | −3,462,755−96.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 125,039 | $1,020 萬 | 0.04% | −41,034−24.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 127,260 | $1,038 萬 | 1.39% | +83,786+192.7% | 加碼 |
| New York State Common Retirement Fund | 127,752 | $1,042 萬 | 0.01% | −18,600−12.7% | 減碼 |
| Millennium Management LLC | 130,218 | $1,062 萬 | 0.01% | −267,754−67.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 131,240 | $1,070 萬 | 4.30% | +30,904+30.8% | 加碼 |
| Nordea Investment Management AB | 133,705 | $1,085 萬 | 0.02% | −522,228−79.6% | 減碼 |
| California State Teachers Retirement System | 133,074 | $1,085 萬 | 0.02% | +9,061+7.3% | 加碼 |
| Strategic Vision Investment Ltd | 134,000 | $1,093 萬 | 7.14% | +134,000 | 新進 |
| Squarepoint Ops LLC | 138,189 | $1,127 萬 | 0.08% | +43,402+45.8% | 加碼 |
| La Banque Postale Asset Management SA | 139,361 | $1,136 萬 | 0.33% | +139,361 | 新進 |
| Schonfeld Strategic Advisors LLC | 139,400 | $1,137 萬 | 0.09% | +14,200+11.3% | 加碼 |
| TB Alternative Assets Ltd. | 139,400 | $1,137 萬 | 4.09% | +90,400+184.5% | 加碼 |
| Macquarie Group Ltd | 143,846 | $1,173 萬 | 0.01% | +7,323+5.4% | 加碼 |
| Hel Ved Capital Management Ltd | 146,677 | $1,196 萬 | 7.70% | −11,023−7.0% | 減碼 |
| Snow Lake Capital (HK) Ltd | 150,000 | $1,223 萬 | 5.99% | +150,000 | 新進 |
| La Financiere de L'Echiquier | 155,000 | $1,264 萬 | 0.80% | −42,000−21.3% | 減碼 |
| Artisan Partners Limited Partnership | 157,870 | $1,287 萬 | 0.02% | +9,608+6.5% | 加碼 |
| Andra AP-fonden | 160,800 | $1,311 萬 | 0.40% | +15,600+10.7% | 加碼 |
| Toroso Investments, LLC | 162,492 | $1,325 萬 | 0.51% | +158,335+3,808.9% | 加碼 |
| Growth Interface Management LLC | 165,000 | $1,346 萬 | 16.05% | +5,000+3.1% | 加碼 |
| Massachusetts Financial Services Co | 165,535 | $1,350 萬 | 0.00% | +53,824+48.2% | 加碼 |
| Allianz Asset Management GmbH | 167,944 | $1,370 萬 | 0.03% | +37,774+29.0% | 加碼 |
| Trexquant Investment LP | 168,980 | $1,378 萬 | 0.39% | +31,587+23.0% | 加碼 |
| Asset Management One Co.,Ltd. | 184,382 | $1,519 萬 | 0.07% | −60,859−24.8% | 減碼 |
| National Bank of Canada | 197,605 | $1,611 萬 | 0.04% | −692,734−77.8% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $1,631 萬 | 4.08% | 00.0% | 不變 |
| Twinbeech Capital LP | 202,471 | $1,651 萬 | 0.31% | +202,471 | 新進 |
| Capital Fund Management S.A. | 204,509 | $1,668 萬 | 0.37% | +204,509 | 新進 |
| British Columbia Investment Management Corp | 205,000 | $1,672 萬 | 0.18% | −900−0.4% | 減碼 |