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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 82,600 | $673.6 萬 | 0.12% | 00.0% | 不變 |
| AlpInvest Partners B.V. | 82,597 | $673.6 萬 | 1.82% | 00.0% | 不變 |
| Mane Global Capital Management LP | 77,500 | $632.0 萬 | 1.56% | −149,932−65.9% | 減碼 |
| Kames Capital plc | 76,600 | $624.7 萬 | 0.11% | 00.0% | 不變 |
| Calixto Global Investors, LP | 75,000 | $611.6 萬 | 9.07% | +75,000 | 新進 |
| Guggenheim Capital LLC | 74,476 | $607.4 萬 | 0.05% | −11,113−13.0% | 減碼 |
| Qtron Investments LLC | 74,409 | $606.8 萬 | 1.27% | +6,591+9.7% | 加碼 |
| Twenty Acre Capital LP | 74,400 | $606.7 萬 | 7.37% | −7,700−9.4% | 減碼 |
| Shell Asset Management Co | 72,570 | $591.8 萬 | 0.26% | −10,167−12.3% | 減碼 |
| Banque Cantonale Vaudoise | 72,179 | $588.7 萬 | 0.31% | +320.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 72,188 | $588.7 萬 | 0.32% | +6,849+10.5% | 加碼 |
| Liontrust Investment Partners LLP | 71,000 | $579.0 萬 | 0.10% | −19,000−21.1% | 減碼 |
| Voya Investment Management LLC | 70,853 | $577.8 萬 | 0.01% | +7,073+11.1% | 加碼 |
| Nomura Asset Management Co Ltd | 70,213 | $572.6 萬 | 0.03% | +4,102+6.2% | 加碼 |
| Susquehanna International Group, LLP | 70,151 | $572.1 萬 | 0.01% | −3,628,022−98.1% | 減碼 |
| Beck Bode, LLC | 70,134 | $571.9 萬 | 1.29% | +70,134 | 新進 |
| ExodusPoint Capital Management, LP | 68,792 | $561.0 萬 | 0.09% | +33,850+96.9% | 加碼 |
| Thrivent Financial for Lutherans | 64,003 | $522.0 萬 | 0.01% | −445−0.7% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 63,265 | $515.9 萬 | 0.14% | +30,500+93.1% | 加碼 |
| CIBC Asset Management Inc | 62,622 | $510.7 萬 | 0.02% | −497−0.8% | 減碼 |
| DuPont Capital Management Corp | 60,873 | $496.4 萬 | 0.24% | +16,773+38.0% | 加碼 |
| SEI Investments Co | 59,071 | $481.7 萬 | 0.01% | −35,020−37.2% | 減碼 |
| Woodline Partners LP | 58,321 | $475.6 萬 | 0.07% | +58,321 | 新進 |
| Virginia Retirement Systems Et Al | 56,500 | $460.8 萬 | 0.05% | +28,500+101.8% | 加碼 |
| Optimas Capital Ltd | 56,421 | $460.1 萬 | 4.50% | +40,121+246.1% | 加碼 |
| Rock Creek Group, LP | 53,700 | $437.9 萬 | 0.53% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 51,944 | $423.6 萬 | 0.01% | +8,476+19.5% | 加碼 |
| TT International Asset Management LTD | 51,464 | $419.6 萬 | 0.41% | −94,269−64.7% | 減碼 |
| Rafferty Asset Management, LLC | 51,124 | $416.9 萬 | 0.03% | −51,361−50.1% | 減碼 |
| Profund Advisors LLC | 50,779 | $414.1 萬 | 0.27% | +811+1.6% | 加碼 |
| Two Sigma Securities, LLC | 48,430 | $394.9 萬 | 0.56% | +35,100+263.3% | 加碼 |
| Seldon Capital LP | 48,226 | $393.3 萬 | 3.40% | +48,226 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 48,194 | $393.0 萬 | 0.07% | +29,029+151.5% | 加碼 |
| Old Mission Capital LLC | 47,791 | $389.7 萬 | 0.17% | +47,791 | 新進 |
| CIBC World Markets Inc. | 47,158 | $384.6 萬 | 0.02% | +30,542+183.8% | 加碼 |
| ING Groep NV | 42,294 | $344.9 萬 | 0.03% | +6,101+16.9% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $338.3 萬 | 3.20% | 00.0% | 不變 |
| Quaero Capital S.A. | 41,470 | $338.2 萬 | 2.34% | +41,470 | 新進 |
| Shelton Capital Management | 38,481 | $313.8 萬 | 0.33% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 38,253 | $312.0 萬 | 1.98% | +38,253 | 新進 |
| Eschler Asset Management LLP | 38,126 | $310.9 萬 | 5.89% | −46,800−55.1% | 減碼 |
| Granite Point Capital Management, L.P. | 37,000 | $301.7 萬 | 3.64% | +37,000 | 新進 |
| Ensign Peak Advisors, Inc | 36,450 | $297.2 萬 | 0.01% | +100+0.3% | 加碼 |
| Envestnet Asset Management Inc | 35,387 | $288.6 萬 | 0.00% | +4,194+13.4% | 加碼 |
| Comerica Bank | 30,288 | $287.3 萬 | 0.02% | +451+1.5% | 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 |
| Baader Bank INC | 34,800 | $283.8 萬 | 0.26% | +7,000+25.2% | 加碼 |
| Neuberger Berman Group LLC | 33,834 | $276.3 萬 | 0.00% | +17,504+107.2% | 加碼 |
| TD Waterhouse Canada Inc. | 23,552 | $271.2 萬 | 0.03% | +138+0.6% | 加碼 |
| American International Group, Inc. | 32,361 | $263.9 萬 | 0.02% | −3,577−10.0% | 減碼 |
| New Silk Road Investment Pte Ltd | 31,088 | $253.5 萬 | 3.80% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 30,804 | $251.2 萬 | 0.02% | +12,858+71.6% | 加碼 |
| Yousif Capital Management, LLC | 30,234 | $246.6 萬 | 0.03% | +500+1.7% | 加碼 |
| RBF Capital, LLC | 30,000 | $244.7 萬 | 0.18% | +5,000+20.0% | 加碼 |
| Top Ace Asset Management Ltd | 30,000 | $244.7 萬 | 1.80% | +30,000 | 新進 |
| Unigestion Holding SA | 28,926 | $238.4 萬 | 0.13% | 00.0% | 不變 |
| Engineers Gate Manager LP | 29,155 | $237.8 萬 | 0.14% | +29,155 | 新進 |
| Taika Capital, LP | 28,100 | $229.2 萬 | 1.21% | +12,500+80.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 27,888 | $227.4 萬 | 0.04% | −15−0.1% | 減碼 |
| Prospera Financial Services Inc | 27,777 | $226.5 萬 | 0.11% | +18,512+199.8% | 加碼 |
| LPL Financial LLC | 27,599 | $225.1 萬 | 0.00% | +23,786+623.8% | 加碼 |
| Industrial Alliance Investment Management Inc. | 27,110 | $221.1 萬 | 0.06% | −2,067−7.1% | 減碼 |
| Bayesian Capital Management, LP | 27,000 | $220.2 萬 | 0.32% | −1,600−5.6% | 減碼 |
| Alps Advisors Inc | 26,824 | $218.7 萬 | 0.02% | −11,839−30.6% | 減碼 |
| Camarda Financial Advisors, LLC | 25,009 | $203.9 萬 | 2.06% | +25,009 | 新進 |
| Handelsinvest Investeringsforvaltning | 24,000 | $195.7 萬 | 0.31% | 00.0% | 不變 |
| Leonteq Securities AG | 23,760 | $193.8 萬 | 0.10% | −10,742−31.1% | 減碼 |
| IFM Investors Pty Ltd | 23,455 | $191.3 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 23,436 | $191.1 萬 | 0.05% | +2,789+13.5% | 加碼 |
| Louisiana State Employees Retirement System | 23,300 | $190.0 萬 | 0.05% | −1,900−7.5% | 減碼 |
| Gsa Capital Partners LLP | 22,966 | $187.3 萬 | 0.23% | +22,966 | 新進 |
| Cooper Investors Pty Ltd | 21,600 | $176.1 萬 | 0.17% | +21,600 | 新進 |
| Morningstar Investment Management LLC | 21,410 | $174.6 萬 | 0.30% | −21,992−50.7% | 減碼 |
| Jupiter Asset Management Ltd | 20,483 | $167.0 萬 | 0.02% | +15,982+355.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 20,294 | $165.5 萬 | 0.26% | −782−3.7% | 減碼 |
| Vident Investment Advisory, LLC | 20,197 | $164.7 萬 | 0.06% | +20,197 | 新進 |
| Tudor Investment Corp Et Al | 20,056 | $163.6 萬 | 0.04% | −2,025−9.2% | 減碼 |
| Chimera Capital Management LLC | 19,996 | $163.1 萬 | 0.46% | +19,996 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 19,584 | $159.7 萬 | 0.24% | +19,584 | 新進 |
| Seven Eight Capital, LP | 19,526 | $159.2 萬 | 0.42% | +19,526 | 新進 |
| Harvest Volatility Management LLC | 19,385 | $158.1 萬 | 0.32% | −5,030−20.6% | 減碼 |
| Partners Capital Investment Group, LLP | 19,330 | $157.6 萬 | 0.08% | −11,170−36.6% | 減碼 |
| Prelude Capital Management, LLC | 18,667 | $152.2 萬 | 0.09% | −21,587−53.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,633 | $152.0 萬 | 0.04% | −6,044−24.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 18,220 | $148.6 萬 | 0.12% | +6,601+56.8% | 加碼 |
| TD Asset Management Inc | 18,200 | $148.4 萬 | 0.00% | −1,700−8.5% | 減碼 |
| Parametrica Management Ltd | 17,975 | $146.6 萬 | 3.01% | +17,975 | 新進 |
| Virtus Investment Advisers, Inc. | 17,558 | $143.2 萬 | 0.95% | +6,739+62.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 17,367 | $141.6 萬 | 0.15% | −6,143−26.1% | 減碼 |
| Empowered Funds, LLC | 17,054 | $139.1 萬 | 0.09% | +17,054 | 新進 |
| Intech Investment Management LLC | 17,040 | $139.0 萬 | 0.01% | −2,363−12.2% | 減碼 |
| All-Stars Investment Ltd | 17,000 | $138.6 萬 | 0.39% | +17,000 | 新進 |
| Hidden Lake Asset Management LP | 16,287 | $132.8 萬 | 1.79% | −137,663−89.4% | 減碼 |
| Advisor Group Holdings, Inc. | 16,055 | $130.7 萬 | 0.00% | +1,193+8.0% | 加碼 |
| Eos Management, L.P. | 14,522 | $118.4 萬 | 0.60% | +14,522 | 新進 |
| Solstein Capital, LLC | 14,516 | $118.4 萬 | 0.99% | +13,016+867.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,366 | $117.2 萬 | 0.02% | +1,900+15.2% | 加碼 |
| TCW Group Inc | 14,000 | $114.2 萬 | 0.02% | +2,900+26.1% | 加碼 |
| Colony Group LLC | 13,970 | $113.9 萬 | 0.02% | +143+1.0% | 加碼 |