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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 1,694,927 | $1.38 億 | 0.03% | −9,568−0.6% | 減碼 |
| Principal Financial Group Inc | 1,752,270 | $1.43 億 | 0.11% | +692,878+65.4% | 加碼 |
| Veritas Asset Management LLP | 1,761,000 | $1.44 億 | 1.18% | +1,761,000 | 新進 |
| Fullerton Fund Management Co Ltd. | 1,804,119 | $1.47 億 | 10.96% | +939,649+108.7% | 加碼 |
| Deutsche Bank AG | 1,831,729 | $1.49 億 | 0.09% | +512,939+38.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,841,473 | $1.50 億 | 0.21% | −2,104,319−53.3% | 減碼 |
| UBS Group AG | 1,864,616 | $1.52 億 | 0.07% | +783,389+72.5% | 加碼 |
| Bank of America Corp | 1,874,676 | $1.53 億 | 0.02% | +917,764+95.9% | 加碼 |
| CoreView Capital Management Ltd | 1,962,451 | $1.60 億 | 24.60% | +1,962,451 | 新進 |
| Nuveen Asset Management, LLC | 1,972,445 | $1.61 億 | 0.06% | −146,883−6.9% | 減碼 |
| Fisher Asset Management, LLC | 1,982,391 | $1.62 億 | 0.11% | −415,105−17.3% | 減碼 |
| Genesis Investment Management, LLP | 2,141,409 | $1.75 億 | 19.50% | +280,883+15.1% | 加碼 |
| Invesco Ltd. | 2,174,914 | $1.77 億 | 0.05% | −421,781−16.2% | 減碼 |
| Vontobel Holding Ltd. | 2,343,844 | $1.91 億 | 1.93% | +2,295,126+4,711.0% | 加碼 |
| Matthews International Capital Management LLC | 2,386,948 | $1.95 億 | 23.01% | −239,555−9.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,626,278 | $2.14 億 | 0.54% | +2,626,278 | 新進 |
| Geode Capital Management, LLC | 2,665,060 | $2.16 億 | 0.03% | +34,162+1.3% | 加碼 |
| Tairen Capital Ltd | 2,659,134 | $2.17 億 | 25.29% | +1,615,270+154.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,716,081 | $2.21 億 | 1.29% | 00.0% | 不變 |
| Alliancebernstein L.P. | 2,845,009 | $2.32 億 | 0.10% | +2,771,693+3,780.5% | 加碼 |
| Marshall Wace, LLP | 2,883,497 | $2.35 億 | 0.61% | −615,858−17.6% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,903,800 | $2.37 億 | 5.00% | +891,900+44.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,002,831 | $2.45 億 | 0.71% | +3,002,831 | 新進 |
| SC US (TTGP), Ltd. | 3,185,022 | $2.60 億 | 3.43% | −314,978−9.0% | 減碼 |
| Renaissance Technologies LLC | 3,360,100 | $2.74 億 | 0.37% | +2,039,200+154.4% | 加碼 |
| RWC Asset Advisors (US) LLC | 3,434,782 | $2.80 億 | 24.38% | −395,937−10.3% | 減碼 |
| Price T Rowe Associates Inc | 3,494,173 | $2.85 億 | 0.05% | −606,115−14.8% | 減碼 |
| E Fund Management Co., Ltd. | 3,634,894 | $2.96 億 | 24.68% | −32,968−0.9% | 減碼 |
| Barclays PLC | 3,636,383 | $2.97 億 | 0.26% | +452,682+14.2% | 加碼 |
| Bridgewater Associates, LP | 3,645,830 | $2.97 億 | 1.62% | −1,420,710−28.0% | 減碼 |
| Legal & General Group Plc | 3,655,395 | $2.98 億 | 0.11% | −175,216−4.6% | 減碼 |
| Canada Pension Plan Investment Board | 4,051,506 | $3.30 億 | 0.59% | −994,200−19.7% | 減碼 |
| Trivest Advisors Ltd | 4,427,900 | $3.61 億 | 43.80% | +3,536,400+396.7% | 加碼 |
| FIL Ltd | 4,495,031 | $3.67 億 | 0.44% | +1,475,231+48.9% | 加碼 |
| HSBC Holdings PLC | 4,774,826 | $3.89 億 | 0.48% | −2,208,466−31.6% | 減碼 |
| Krane Funds Advisors LLC | 4,811,551 | $3.92 億 | 16.03% | −265,116−5.2% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 5,578,552 | $4.55 億 | 27.92% | +2,337,492+72.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 5,739,201 | $4.68 億 | 0.79% | +4,382,386+323.0% | 加碼 |
| JPMorgan Chase & Co | 6,073,920 | $4.95 億 | 0.07% | +1,892,100+45.2% | 加碼 |
| Norges Bank | 6,144,558 | $5.01 億 | 0.12% | −303,918−4.7% | 減碼 |
| UBS Asset Management Americas Inc | 6,596,321 | $5.38 億 | 0.28% | +1,078,549+19.5% | 加碼 |
| Morgan Stanley | 7,081,371 | $5.77 億 | 0.07% | +547,927+8.4% | 加碼 |
| Goldman Sachs Group Inc | 8,201,888 | $6.69 億 | 0.19% | +2,326,900+39.6% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $6.79 億 | 98.63% | 00.0% | 不變 |
| State Street Corp | 10,988,548 | $8.96 億 | 0.05% | +668,498+6.5% | 加碼 |
| FMR LLC | 14,129,313 | $11.5 億 | 0.11% | −4,726,482−25.1% | 減碼 |
| Vanguard Group Inc | 14,779,624 | $12.1 億 | 0.03% | +135,982+0.9% | 加碼 |
| BlackRock Inc. | 25,708,474 | $21.0 億 | 0.07% | +2,399,072+10.3% | 加碼 |
| Baillie Gifford & Co | 28,625,980 | $23.3 億 | 2.43% | +415,139+1.5% | 加碼 |
| Abeille Asset Management SA | 3,470 | – | – | +3,470 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 93,326 | – | – | −193,434−67.5% | 減碼 |
| GQG Partners LLC | 0 | $0 | 0.00% | −5,208,954−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,450,000−100.0% | 清倉 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 0 | $0 | 0.00% | −1,100,000−100.0% | 清倉 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −1,000,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −910,184−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −644,766−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −200,015−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −187,232−100.0% | 清倉 |
| Oxbow Capital Management (HK) Ltd | 0 | $0 | 0.00% | −143,328−100.0% | 清倉 |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −131,168−100.0% | 清倉 |
| Hershey Trust Co | 0 | $0 | 0.00% | −125,248−100.0% | 清倉 |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −100,926−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −95,142−100.0% | 清倉 |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −85,448−100.0% | 清倉 |
| Mass Ave Global Inc. | 0 | $0 | 0.00% | −75,691−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −43,924−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −40,956−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −29,109−100.0% | 清倉 |
| Qalhat Capital Ltd | 0 | $0 | 0.00% | −21,322−100.0% | 清倉 |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −20,977−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −20,700−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −20,662−100.0% | 清倉 |
| Carmignac Gestion | 0 | $0 | 0.00% | −19,624−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −16,457−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,696−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,825−100.0% | 清倉 |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −11,200−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −7,524−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −7,487−100.0% | 清倉 |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,747−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,586−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −61,916−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,107−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,079−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,978−100.0% | 清倉 |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −3,714−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −3,202−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,707−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,058−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Smithfield Trust Co | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Abound Wealth Management | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |