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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 462,994 | $3,777 萬 | 0.54% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 455,732 | $3,713 萬 | 9.57% | +106,024+30.3% | 加碼 |
| Penserra Capital Management LLC | 453,081 | $3,695 萬 | 0.81% | −184,253−28.9% | 減碼 |
| Point72 Hong Kong Ltd | 451,361 | $3,681 萬 | 12.07% | +353,093+359.3% | 加碼 |
| ProShare Advisors LLC | 445,083 | $3,630 萬 | 0.13% | −66,130−12.9% | 減碼 |
| Point72 Asset Management, L.P. | 436,343 | $3,558 萬 | 0.13% | +375,093+612.4% | 加碼 |
| Teacher Retirement System of Texas | 434,124 | $3,540 萬 | 0.26% | +201,788+86.9% | 加碼 |
| KBC Group NV | 429,199 | $3,500 萬 | 0.17% | +88,141+25.8% | 加碼 |
| Citigroup Inc | 424,396 | $3,461 萬 | 0.05% | +72,132+20.5% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 415,917 | $3,392 萬 | 28.83% | +63,712+18.1% | 加碼 |
| Blue Creek Capital Management Ltd | 415,000 | $3,384 萬 | 27.02% | +415,000 | 新進 |
| CloudAlpha Capital Management Limited/Hong Kong | 414,000 | $3,376 萬 | 16.83% | +414,000 | 新進 |
| Kora Management LP | 408,750 | $3,333 萬 | 10.59% | −136,250−25.0% | 減碼 |
| Dimensional Fund Advisors LP | 408,118 | $3,329 萬 | 0.01% | +3,218+0.8% | 加碼 |
| SG Americas Securities, LLC | 403,790 | $3,293 萬 | 0.49% | +377,734+1,449.7% | 加碼 |
| Voloridge Investment Management, LLC | 402,627 | $3,283 萬 | 0.18% | +346,850+621.9% | 加碼 |
| Korea Investment CORP | 392,787 | $3,203 萬 | 0.10% | −23,023−5.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 388,491 | $3,072 萬 | 0.08% | +336,514+647.4% | 加碼 |
| Lazard Asset Management LLC | 364,046 | $2,969 萬 | 0.04% | +17,840+5.2% | 加碼 |
| Axiom Investors LLC | 360,830 | $2,943 萬 | 0.58% | −6,570−1.8% | 減碼 |
| Swedbank AB | 360,215 | $2,938 萬 | 0.06% | +116,400+47.7% | 加碼 |
| Library Research Ltd | 357,302 | $2,914 萬 | 38.53% | 00.0% | 不變 |
| Schroder Investment Management Group | 352,840 | $2,877 萬 | 0.05% | −960,173−73.1% | 減碼 |
| Jane Street Group, LLC | 319,029 | $2,602 萬 | 0.05% | −92,073−22.4% | 減碼 |
| AXA S.A. | 316,552 | $2,581 萬 | 0.09% | +36,479+13.0% | 加碼 |
| Franklin Resources Inc | 312,640 | $2,550 萬 | 0.01% | +65,628+26.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 300,472 | $2,450 萬 | 0.14% | +17,945+6.4% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 296,136 | $2,415 萬 | 13.52% | +166,736+128.9% | 加碼 |
| Aviva PLC | 295,515 | $2,410 萬 | 0.12% | +20,700+7.5% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 295,979 | $2,400 萬 | 8.19% | −119,195−28.7% | 減碼 |
| Citadel Advisors LLC | 291,031 | $2,373 萬 | 0.03% | +273,600+1,569.6% | 加碼 |
| Public Sector Pension Investment Board | 287,374 | $2,344 萬 | 0.19% | −88,549−23.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 275,937 | $2,250 萬 | 1.30% | +275,937 | 新進 |
| Pinebridge Investments, L.P. | 267,323 | $2,180 萬 | 0.26% | −232,937−46.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 255,299 | $2,082 萬 | 0.18% | +1,482+0.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 238,402 | $2,015 萬 | 0.05% | +24,365+11.4% | 加碼 |
| Storebrand Asset Management AS | 238,323 | $1,944 萬 | 0.11% | +12,183+5.4% | 加碼 |
| Alberta Investment Management Corp | 236,785 | $1,931 萬 | 0.17% | −133,215−36.0% | 減碼 |
| Prudential Financial Inc | 232,734 | $1,898 萬 | 0.03% | −51,134−18.0% | 減碼 |
| Driehaus Capital Management LLC | 227,202 | $1,853 萬 | 0.28% | −511,259−69.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 224,000 | $1,827 萬 | 0.12% | +164,000+273.3% | 加碼 |
| Moore Capital Management, LP | 221,403 | $1,806 萬 | 0.51% | +221,403 | 新進 |
| Wellington Management Group LLP | 217,431 | $1,773 萬 | 0.00% | +129,634+147.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 214,587 | $1,750 萬 | 0.09% | +7,918+3.8% | 加碼 |
| American Century Companies Inc | 213,739 | $1,743 萬 | 0.01% | +107,636+101.4% | 加碼 |
| Standard Life Aberdeen plc | 209,432 | $1,708 萬 | 0.05% | +55,835+36.4% | 加碼 |
| Putnam Investments LLC | 209,422 | $1,708 萬 | 0.03% | +209,422 | 新進 |
| Aubrey Capital Management Ltd | 207,600 | $1,693 萬 | 13.56% | 00.0% | 不變 |
| Janus Henderson Group PLC | 205,227 | $1,674 萬 | 0.01% | +205,227 | 新進 |
| British Columbia Investment Management Corp | 205,000 | $1,672 萬 | 0.18% | −900−0.4% | 減碼 |
| Capital Fund Management S.A. | 204,509 | $1,668 萬 | 0.37% | +204,509 | 新進 |
| Twinbeech Capital LP | 202,471 | $1,651 萬 | 0.31% | +202,471 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $1,631 萬 | 4.08% | 00.0% | 不變 |
| National Bank of Canada | 197,605 | $1,611 萬 | 0.04% | −692,734−77.8% | 減碼 |
| Asset Management One Co.,Ltd. | 184,382 | $1,519 萬 | 0.07% | −60,859−24.8% | 減碼 |
| Trexquant Investment LP | 168,980 | $1,378 萬 | 0.39% | +31,587+23.0% | 加碼 |
| Allianz Asset Management GmbH | 167,944 | $1,370 萬 | 0.03% | +37,774+29.0% | 加碼 |
| Massachusetts Financial Services Co | 165,535 | $1,350 萬 | 0.00% | +53,824+48.2% | 加碼 |
| Growth Interface Management LLC | 165,000 | $1,346 萬 | 16.05% | +5,000+3.1% | 加碼 |
| Toroso Investments, LLC | 162,492 | $1,325 萬 | 0.51% | +158,335+3,808.9% | 加碼 |
| Andra AP-fonden | 160,800 | $1,311 萬 | 0.40% | +15,600+10.7% | 加碼 |
| Artisan Partners Limited Partnership | 157,870 | $1,287 萬 | 0.02% | +9,608+6.5% | 加碼 |
| La Financiere de L'Echiquier | 155,000 | $1,264 萬 | 0.80% | −42,000−21.3% | 減碼 |
| Snow Lake Capital (HK) Ltd | 150,000 | $1,223 萬 | 5.99% | +150,000 | 新進 |
| Hel Ved Capital Management Ltd | 146,677 | $1,196 萬 | 7.70% | −11,023−7.0% | 減碼 |
| Macquarie Group Ltd | 143,846 | $1,173 萬 | 0.01% | +7,323+5.4% | 加碼 |
| 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 |
| La Banque Postale Asset Management SA | 139,361 | $1,136 萬 | 0.33% | +139,361 | 新進 |
| Squarepoint Ops LLC | 138,189 | $1,127 萬 | 0.08% | +43,402+45.8% | 加碼 |
| Strategic Vision Investment Ltd | 134,000 | $1,093 萬 | 7.14% | +134,000 | 新進 |
| California State Teachers Retirement System | 133,074 | $1,085 萬 | 0.02% | +9,061+7.3% | 加碼 |
| Nordea Investment Management AB | 133,705 | $1,085 萬 | 0.02% | −522,228−79.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 131,240 | $1,070 萬 | 4.30% | +30,904+30.8% | 加碼 |
| Millennium Management LLC | 130,218 | $1,062 萬 | 0.01% | −267,754−67.3% | 減碼 |
| New York State Common Retirement Fund | 127,752 | $1,042 萬 | 0.01% | −18,600−12.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 127,260 | $1,038 萬 | 1.39% | +83,786+192.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 125,039 | $1,020 萬 | 0.04% | −41,034−24.7% | 減碼 |
| Assenagon Asset Management S.A. | 124,542 | $1,016 萬 | 0.04% | −3,462,755−96.5% | 減碼 |
| Scge Management, L.P. | 122,818 | $1,002 萬 | 0.35% | +122,818 | 新進 |
| Nikko Asset Management Americas, Inc. | 115,320 | $940.5 萬 | 0.14% | −77,800−40.3% | 減碼 |
| Old Well Partners, LLC | 113,100 | $922.3 萬 | 7.98% | −54,100−32.4% | 減碼 |
| Group One Trading, L.P. | 110,249 | $899.1 萬 | 0.30% | +89,985+444.1% | 加碼 |
| M&G Investment Management Ltd | 109,044 | $894.2 萬 | 0.07% | +26,588+32.2% | 加碼 |
| Aigen Investment Management, LP | 109,626 | $894.0 萬 | 1.26% | +109,626 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107,500 | $876.6 萬 | 0.03% | +107,500 | 新進 |
| Thomas White International Ltd | 101,391 | $826.8 萬 | 1.82% | −22,163−17.9% | 減碼 |
| Keywise Capital Management (HK) Ltd | 100,850 | $822.4 萬 | 2.90% | −72,050−41.7% | 減碼 |
| Panagora Asset Management Inc | 98,155 | $800.5 萬 | 0.05% | +12,574+14.7% | 加碼 |
| Los Angeles Capital Management LLC | 98,091 | $799.9 萬 | 0.04% | +50,070+104.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 97,541 | $795.4 萬 | 0.02% | −88,100−47.5% | 減碼 |
| National Pension Service | 90,940 | $741.6 萬 | 0.01% | +5,389+6.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 90,174 | $735.4 萬 | 0.17% | −15,120−14.4% | 減碼 |
| Graticule Asia Macro Advisors LLC | 89,490 | $729.8 萬 | 2.66% | +44,240+97.8% | 加碼 |
| Royal Bank of Canada | 86,584 | $706.1 萬 | 0.00% | +56,633+189.1% | 加碼 |
| PEAK6 Investments LLC | 86,286 | $703.7 萬 | 0.39% | +481+0.6% | 加碼 |
| Acadian Asset Management LLC | 86,282 | $703.5 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,461 | $696.9 萬 | 0.01% | +21,512+33.6% | 加碼 |
| Orland Properties Ltd | 85,000 | $693.2 萬 | 3.69% | +85,000 | 新進 |
| Point72 Middle East FZE | 82,601 | $673.6 萬 | 0.52% | +82,601 | 新進 |