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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 205,227 | $1,674 萬 | 0.01% | +205,227 | 新進 |
| Aubrey Capital Management Ltd | 207,600 | $1,693 萬 | 13.56% | 00.0% | 不變 |
| Putnam Investments LLC | 209,422 | $1,708 萬 | 0.03% | +209,422 | 新進 |
| Standard Life Aberdeen plc | 209,432 | $1,708 萬 | 0.05% | +55,835+36.4% | 加碼 |
| American Century Companies Inc | 213,739 | $1,743 萬 | 0.01% | +107,636+101.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 214,587 | $1,750 萬 | 0.09% | +7,918+3.8% | 加碼 |
| Wellington Management Group LLP | 217,431 | $1,773 萬 | 0.00% | +129,634+147.7% | 加碼 |
| Moore Capital Management, LP | 221,403 | $1,806 萬 | 0.51% | +221,403 | 新進 |
| Candriam Luxembourg S.C.A. | 224,000 | $1,827 萬 | 0.12% | +164,000+273.3% | 加碼 |
| Driehaus Capital Management LLC | 227,202 | $1,853 萬 | 0.28% | −511,259−69.2% | 減碼 |
| Prudential Financial Inc | 232,734 | $1,898 萬 | 0.03% | −51,134−18.0% | 減碼 |
| Alberta Investment Management Corp | 236,785 | $1,931 萬 | 0.17% | −133,215−36.0% | 減碼 |
| Storebrand Asset Management AS | 238,323 | $1,944 萬 | 0.11% | +12,183+5.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 238,402 | $2,015 萬 | 0.05% | +24,365+11.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 255,299 | $2,082 萬 | 0.18% | +1,482+0.6% | 加碼 |
| Pinebridge Investments, L.P. | 267,323 | $2,180 萬 | 0.26% | −232,937−46.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 275,937 | $2,250 萬 | 1.30% | +275,937 | 新進 |
| Public Sector Pension Investment Board | 287,374 | $2,344 萬 | 0.19% | −88,549−23.6% | 減碼 |
| Citadel Advisors LLC | 291,031 | $2,373 萬 | 0.03% | +273,600+1,569.6% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 295,979 | $2,400 萬 | 8.19% | −119,195−28.7% | 減碼 |
| Aviva PLC | 295,515 | $2,410 萬 | 0.12% | +20,700+7.5% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 296,136 | $2,415 萬 | 13.52% | +166,736+128.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 300,472 | $2,450 萬 | 0.14% | +17,945+6.4% | 加碼 |
| Franklin Resources Inc | 312,640 | $2,550 萬 | 0.01% | +65,628+26.6% | 加碼 |
| AXA S.A. | 316,552 | $2,581 萬 | 0.09% | +36,479+13.0% | 加碼 |
| Jane Street Group, LLC | 319,029 | $2,602 萬 | 0.05% | −92,073−22.4% | 減碼 |
| Schroder Investment Management Group | 352,840 | $2,877 萬 | 0.05% | −960,173−73.1% | 減碼 |
| Library Research Ltd | 357,302 | $2,914 萬 | 38.53% | 00.0% | 不變 |
| Swedbank AB | 360,215 | $2,938 萬 | 0.06% | +116,400+47.7% | 加碼 |
| Axiom Investors LLC | 360,830 | $2,943 萬 | 0.58% | −6,570−1.8% | 減碼 |
| Lazard Asset Management LLC | 364,046 | $2,969 萬 | 0.04% | +17,840+5.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 388,491 | $3,072 萬 | 0.08% | +336,514+647.4% | 加碼 |
| Korea Investment CORP | 392,787 | $3,203 萬 | 0.10% | −23,023−5.5% | 減碼 |
| Voloridge Investment Management, LLC | 402,627 | $3,283 萬 | 0.18% | +346,850+621.9% | 加碼 |
| SG Americas Securities, LLC | 403,790 | $3,293 萬 | 0.49% | +377,734+1,449.7% | 加碼 |
| Dimensional Fund Advisors LP | 408,118 | $3,329 萬 | 0.01% | +3,218+0.8% | 加碼 |
| Kora Management LP | 408,750 | $3,333 萬 | 10.59% | −136,250−25.0% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 414,000 | $3,376 萬 | 16.83% | +414,000 | 新進 |
| Blue Creek Capital Management Ltd | 415,000 | $3,384 萬 | 27.02% | +415,000 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 415,917 | $3,392 萬 | 28.83% | +63,712+18.1% | 加碼 |
| Citigroup Inc | 424,396 | $3,461 萬 | 0.05% | +72,132+20.5% | 加碼 |
| KBC Group NV | 429,199 | $3,500 萬 | 0.17% | +88,141+25.8% | 加碼 |
| Teacher Retirement System of Texas | 434,124 | $3,540 萬 | 0.26% | +201,788+86.9% | 加碼 |
| Point72 Asset Management, L.P. | 436,343 | $3,558 萬 | 0.13% | +375,093+612.4% | 加碼 |
| ProShare Advisors LLC | 445,083 | $3,630 萬 | 0.13% | −66,130−12.9% | 減碼 |
| Point72 Hong Kong Ltd | 451,361 | $3,681 萬 | 12.07% | +353,093+359.3% | 加碼 |
| Penserra Capital Management LLC | 453,081 | $3,695 萬 | 0.81% | −184,253−28.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 455,732 | $3,713 萬 | 9.57% | +106,024+30.3% | 加碼 |
| USS Investment Management Ltd | 462,994 | $3,777 萬 | 0.54% | 00.0% | 不變 |
| Fred Alger Management, LLC | 470,494 | $3,837 萬 | 0.21% | +236,332+100.9% | 加碼 |
| Barings LLC | 481,762 | $3,929 萬 | 1.39% | +481,762 | 新進 |
| Charles Schwab Investment Management Inc | 517,026 | $4,216 萬 | 0.01% | +6,555+1.3% | 加碼 |
| Nomura Holdings Inc | 524,166 | $4,275 萬 | 0.44% | +492,590+1,560.0% | 加碼 |
| Handelsbanken Fonder AB | 560,161 | $4,568 萬 | 0.29% | −234,592−29.5% | 減碼 |
| Jennison Associates LLC | 568,607 | $4,637 萬 | 0.05% | +52,569+10.2% | 加碼 |
| Qube Research & Technologies Ltd | 586,833 | $4,786 萬 | 0.29% | +413,909+239.4% | 加碼 |
| Coatue Management LLC大師Coatue | 647,141 | $5,277 萬 | 0.59% | +281,244+76.9% | 加碼 |
| Keystone Investors Pte Ltd | 650,279 | $5,303 萬 | 25.36% | +650,279 | 新進 |
| Whale Rock Capital Management LLC | 661,858 | $5,397 萬 | 1.81% | +141,903+27.3% | 加碼 |
| Great West Life Assurance Co | 718,121 | $5,872 萬 | 0.15% | +9,739+1.4% | 加碼 |
| Lord, Abbett & Co. LLC | 724,689 | $5,910 萬 | 0.21% | +724,689 | 新進 |
| Prudential PLC | 730,703 | $5,959 萬 | 0.75% | +377,777+107.0% | 加碼 |
| First Manhattan Co | 733,340 | $5,980 萬 | 0.22% | −399,910−35.3% | 減碼 |
| AQR Capital Management LLC | 734,441 | $5,989 萬 | 0.14% | +13,583+1.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 732,526 | $6,001 萬 | 0.04% | −16,183−2.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 764,885 | $6,238 萬 | 1.08% | +654,256+591.4% | 加碼 |
| Quadrature Capital Ltd | 772,940 | $6,307 萬 | 1.87% | +636,455+466.3% | 加碼 |
| Victory Capital Management Inc | 791,697 | $6,456 萬 | 0.07% | +107,219+15.7% | 加碼 |
| Origin Asset Management LLP | 801,547 | $6,537 萬 | 19.12% | +117,290+17.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 811,868 | $6,621 萬 | 0.17% | −33,288−3.9% | 減碼 |
| Causeway Capital Management LLC | 813,151 | $6,631 萬 | 1.93% | +311,839+62.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 815,000 | $6,646 萬 | 8.99% | +648,500+389.5% | 加碼 |
| California Public Employees Retirement System | 817,795 | $6,669 萬 | 0.06% | −2,034−0.2% | 減碼 |
| Oceanlink Management Ltd. | 836,844 | $6,824 萬 | 14.49% | +196,784+30.7% | 加碼 |
| Sylebra Capital Ltd | 906,722 | $7,394 萬 | 4.17% | +176,540+24.2% | 加碼 |
| Man Group plc | 908,774 | $7,411 萬 | 0.27% | +55,027+6.4% | 加碼 |
| Coronation Fund Managers Ltd. | 910,158 | $7,422 萬 | 2.06% | +463,651+103.8% | 加碼 |
| 1832 Asset Management L.P. | 933,800 | $7,615 萬 | 0.16% | −708,700−43.1% | 減碼 |
| Credit Suisse AG | 934,242 | $7,619 萬 | 0.08% | −454,543−32.7% | 減碼 |
| Two Sigma Advisers, LP | 944,100 | $7,699 萬 | 0.21% | −608,200−39.2% | 減碼 |
| Pinpoint Asset Management Ltd | 944,210 | $7,700 萬 | 18.93% | +555,637+143.0% | 加碼 |
| Ameriprise Financial Inc | 959,867 | $7,828 萬 | 0.03% | +138,673+16.9% | 加碼 |
| First Trust Advisors LP | 994,405 | $8,110 萬 | 0.10% | +316,375+46.7% | 加碼 |
| Perseverance Asset Management International | 1,026,120 | $8,368 萬 | 37.54% | +252,386+32.6% | 加碼 |
| RWC Asset Management LLP | 1,060,562 | $8,649 萬 | 2.72% | −175,960−14.2% | 減碼 |
| WT Asset Management Ltd | 1,062,289 | $8,663 萬 | 34.69% | −75,486−6.6% | 減碼 |
| APG Asset Management N.V. | 1,069,328 | $8,720 萬 | 0.17% | +210,600+24.5% | 加碼 |
| Wolverine Trading, LLC | 1,122,700 | $9,156 萬 | 1.56% | +1,122,700 | 新進 |
| Two Sigma Investments, LP | 1,183,463 | $9,651 萬 | 0.31% | −925,652−43.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,209,755 | $9,866 萬 | 0.20% | −105,078−8.0% | 減碼 |
| Alkeon Capital Management LLC | 1,280,000 | $1.04 億 | 0.78% | +207,228+19.3% | 加碼 |
| Bank of New York Mellon Corp | 1,311,076 | $1.07 億 | 0.02% | −60,740−4.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,346,096 | $1.10 億 | 0.09% | −89,143−6.2% | 減碼 |
| Pictet Asset Management SA | 1,346,661 | $1.10 億 | 0.16% | +441,221+48.7% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $1.11 億 | 36.89% | 00.0% | 不變 |
| Swiss National Bank | 1,366,995 | $1.11 億 | 0.08% | −2,200−0.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,520,667 | $1.24 億 | 0.32% | +526,624+53.0% | 加碼 |
| Public Investment Fund | 1,539,393 | $1.26 億 | 0.41% | 00.0% | 不變 |
| SC China Holding Ltd | 1,592,510 | $1.30 億 | 13.16% | −157,489−9.0% | 減碼 |
| Franchise Capital Ltd | 1,633,113 | $1.33 億 | 40.84% | +1,896+0.1% | 加碼 |