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。
2023 年第 1 季 13F 持有人
PDD Holdings Inc. 在 2023/3/31 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
- 468
- 較 2022 年第 4 季 +21 家
- 持有股數
- 3.44 億
- 較 2022 年第 4 季 +1,846 萬 (+5.7%)
- 總市值
- $259.2 億
- 較 2022 年第 4 季 −$5.95 億 (−2.2%)
- 新進機構
- 87
- 另有 180 家加碼
- 清倉機構
- 66
- 另有 158 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 28,191,244 | $21.4 億 | 1.93% | −434,736−1.5% | 減碼 |
| BlackRock Inc. | 24,874,019 | $18.9 億 | 0.06% | −834,455−3.2% | 減碼 |
| Vanguard Group Inc | 17,350,125 | $13.2 億 | 0.03% | +2,570,501+17.4% | 加碼 |
| Morgan Stanley | 15,604,426 | $11.8 億 | 0.13% | +8,523,055+120.4% | 加碼 |
| State Street Corp | 12,055,268 | $9.15 億 | 0.05% | +1,066,720+9.7% | 加碼 |
| Goldman Sachs Group Inc | 11,283,859 | $8.56 億 | 0.23% | +3,081,971+37.6% | 加碼 |
| UBS Asset Management Americas Inc | 11,024,163 | $8.37 億 | 0.41% | +4,427,842+67.1% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 10,642,847 | $8.08 億 | 14.32% | +7,739,047+266.5% | 加碼 |
| FMR LLC | 9,287,206 | $7.05 億 | 0.06% | −4,842,107−34.3% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $6.32 億 | 98.09% | 00.0% | 不變 |
| Norges Bank | 6,471,763 | $4.91 億 | 0.11% | +327,205+5.3% | 加碼 |
| HSBC Holdings PLC | 5,039,984 | $3.82 億 | 0.49% | +265,158+5.6% | 加碼 |
| Assenagon Asset Management S.A. | 4,630,643 | $3.51 億 | 1.38% | +4,506,101+3,618.1% | 加碼 |
| FIL Ltd | 4,444,534 | $3.37 億 | 0.39% | −50,497−1.1% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,239,086 | $3.22 億 | 18.61% | −1,339,466−24.0% | 減碼 |
| Krane Funds Advisors LLC | 4,366,806 | $3.09 億 | 14.11% | −444,745−9.2% | 減碼 |
| JPMorgan Chase & Co | 3,915,756 | $2.97 億 | 0.04% | −2,158,164−35.5% | 減碼 |
| Canada Pension Plan Investment Board | 3,873,106 | $2.94 億 | 0.47% | −178,400−4.4% | 減碼 |
| Legal & General Group Plc | 3,831,170 | $2.91 億 | 0.10% | +175,775+4.8% | 加碼 |
| E Fund Management Co., Ltd. | 3,812,569 | $2.89 億 | 21.12% | +177,675+4.9% | 加碼 |
| Schroder Investment Management Group | 3,601,535 | $2.73 億 | 0.41% | +3,248,695+920.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,483,884 | $2.64 億 | 0.57% | +857,606+32.7% | 加碼 |
| Price T Rowe Associates Inc | 3,377,580 | $2.56 億 | 0.04% | −116,593−3.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,226,154 | $2.45 億 | 0.67% | +223,323+7.4% | 加碼 |
| SC US (TTGP), Ltd. | 3,185,022 | $2.42 億 | 2.85% | 00.0% | 不變 |
| Bank of America Corp | 3,182,134 | $2.42 億 | 0.03% | +1,307,458+69.7% | 加碼 |
| Alkeon Capital Management LLC | 3,141,339 | $2.38 億 | 1.53% | +1,861,339+145.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,012,554 | $2.29 億 | 0.37% | −2,726,647−47.5% | 減碼 |
| Deutsche Bank AG | 2,884,487 | $2.19 億 | 0.12% | +1,052,758+57.5% | 加碼 |
| Geode Capital Management, LLC | 2,837,963 | $2.14 億 | 0.03% | +172,903+6.5% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,716,081 | $2.06 億 | 1.22% | 00.0% | 不變 |
| Veritas Asset Management LLP | 2,325,200 | $1.76 億 | 1.30% | +564,200+32.0% | 加碼 |
| Trivest Advisors Ltd | 2,275,700 | $1.73 億 | 13.43% | −2,152,200−48.6% | 減碼 |
| RWC Asset Advisors (US) LLC | 2,261,496 | $1.72 億 | 13.06% | −1,173,286−34.2% | 減碼 |
| Genesis Investment Management, LLP | 2,251,103 | $1.71 億 | 18.56% | +109,694+5.1% | 加碼 |
| Invesco Ltd. | 2,249,102 | $1.71 億 | 0.05% | +74,188+3.4% | 加碼 |
| Bridgewater Associates, LP | 2,142,397 | $1.63 億 | 0.99% | −1,503,433−41.2% | 減碼 |
| Alliancebernstein L.P. | 2,115,971 | $1.61 億 | 0.07% | −729,038−25.6% | 減碼 |
| Northern Trust Corp | 2,081,228 | $1.58 億 | 0.03% | +386,301+22.8% | 加碼 |
| Tairen Capital Ltd | 1,999,581 | $1.52 億 | 22.97% | −659,553−24.8% | 減碼 |
| CoreView Capital Management Ltd | 1,962,451 | $1.51 億 | 19.27% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 1,966,678 | $1.49 億 | 14.89% | −420,270−17.6% | 減碼 |
| Vontobel Holding Ltd. | 1,867,281 | $1.42 億 | 1.32% | −476,563−20.3% | 減碼 |
| Fisher Asset Management, LLC | 1,844,111 | $1.40 億 | 0.09% | −138,280−7.0% | 減碼 |
| Susquehanna International Group, LLP | 1,831,731 | $1.39 億 | 0.22% | +1,761,580+2,511.1% | 加碼 |
| Franchise Capital Ltd | 1,804,054 | $1.37 億 | 35.70% | +170,941+10.5% | 加碼 |
| National Bank of Canada | 1,764,912 | $1.34 億 | 0.36% | +1,567,307+793.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,743,936 | $1.32 億 | 0.17% | −97,537−5.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,727,269 | $1.31 億 | 0.31% | +206,602+13.6% | 加碼 |
| Pictet Asset Management SA | 1,723,889 | $1.31 億 | 0.16% | +377,228+28.0% | 加碼 |
| Principal Financial Group Inc | 1,659,791 | $1.26 億 | 0.09% | −92,479−5.3% | 減碼 |
| UBS Group AG | 1,598,608 | $1.21 億 | 0.06% | −266,008−14.3% | 減碼 |
| SC China Holding Ltd | 1,592,510 | $1.21 億 | 12.70% | 00.0% | 不變 |
| Swiss National Bank | 1,368,895 | $1.04 億 | 0.07% | +1,900+0.1% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $1.03 億 | 35.12% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,354,413 | $1.03 億 | 0.02% | +43,337+3.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,341,322 | $1.02 億 | 0.08% | −4,774−0.4% | 減碼 |
| Alpine Investment Management Ltd | 1,250,000 | $9,488 萬 | 19.86% | +1,250,000 | 新進 |
| Renaissance Technologies LLC | 1,206,400 | $9,157 萬 | 0.12% | −2,153,700−64.1% | 減碼 |
| Oceanlink Management Ltd. | 1,180,041 | $8,957 萬 | 21.26% | +343,197+41.0% | 加碼 |
| Public Investment Fund | 1,171,570 | $8,892 萬 | 0.25% | −367,823−23.9% | 減碼 |
| Perseverance Asset Management International | 1,137,698 | $8,635 萬 | 28.61% | +111,578+10.9% | 加碼 |
| Whale Rock Capital Management LLC | 1,087,729 | $8,256 萬 | 1.82% | +425,871+64.3% | 加碼 |
| Ameriprise Financial Inc | 1,067,210 | $8,100 萬 | 0.03% | +107,343+11.2% | 加碼 |
| Nuveen Asset Management, LLC | 991,019 | $7,522 萬 | 0.03% | −981,426−49.8% | 減碼 |
| Marshall Wace, LLP | 972,997 | $7,385 萬 | 0.18% | −1,910,500−66.3% | 減碼 |
| Credit Suisse AG | 962,497 | $7,306 萬 | 0.08% | +28,255+3.0% | 加碼 |
| Allianz Asset Management GmbH | 923,503 | $7,009 萬 | 0.15% | +755,559+449.9% | 加碼 |
| Coatue Management LLC大師Coatue | 922,084 | $6,999 萬 | 0.47% | +274,943+42.5% | 加碼 |
| Sylebra Capital Ltd | 909,878 | $6,906 萬 | 3.07% | +3,156+0.3% | 加碼 |
| First Trust Advisors LP | 857,332 | $6,507 萬 | 0.08% | −137,073−13.8% | 減碼 |
| Lord, Abbett & Co. LLC | 850,323 | $6,454 萬 | 0.23% | +125,634+17.3% | 加碼 |
| Coronation Fund Managers Ltd. | 848,093 | $6,437 萬 | 1.71% | −62,065−6.8% | 減碼 |
| Russell Investments Group, Ltd. | 831,010 | $6,313 萬 | 0.12% | −378,745−31.3% | 減碼 |
| California Public Employees Retirement System | 828,985 | $6,292 萬 | 0.06% | +11,190+1.4% | 加碼 |
| SG Americas Securities, LLC | 826,020 | $6,270 萬 | 0.84% | +422,230+104.6% | 加碼 |
| Causeway Capital Management LLC | 820,918 | $6,231 萬 | 1.49% | +7,767+1.0% | 加碼 |
| Origin Asset Management LLP | 811,447 | $6,159 萬 | 18.05% | +9,900+1.2% | 加碼 |
| First Manhattan Co | 811,094 | $6,156 萬 | 0.24% | +77,754+10.6% | 加碼 |
| Barclays PLC | 810,407 | $6,151 萬 | 0.06% | −2,825,976−77.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 797,003 | $6,049 萬 | 0.15% | −14,865−1.8% | 減碼 |
| Victory Capital Management Inc | 776,685 | $5,895 萬 | 0.07% | −15,012−1.9% | 減碼 |
| Aspex Management (HK) Ltd | 775,000 | $5,882 萬 | 1.44% | +775,000 | 新進 |
| Great West Life Assurance Co | 773,756 | $5,878 萬 | 0.15% | +55,635+7.7% | 加碼 |
| Two Sigma Advisers, LP | 773,900 | $5,874 萬 | 0.15% | −170,200−18.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 764,885 | $5,805 萬 | 1.35% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 762,400 | $5,787 萬 | 0.33% | +762,400 | 新進 |
| AQR Capital Management LLC | 755,741 | $5,736 萬 | 0.13% | +21,300+2.9% | 加碼 |
| TB Alternative Assets Ltd. | 751,400 | $5,703 萬 | 14.06% | +612,000+439.0% | 加碼 |
| Acadian Asset Management LLC | 745,982 | $5,661 萬 | 0.25% | +659,700+764.6% | 加碼 |
| Nomura Holdings Inc | 742,139 | $5,633 萬 | 0.55% | +217,973+41.6% | 加碼 |
| APG Asset Management N.V. | 804,128 | $5,618 萬 | 0.12% | −265,200−24.8% | 減碼 |
| Prudential PLC | 721,984 | $5,480 萬 | 0.64% | −8,719−1.2% | 減碼 |
| RWC Asset Management LLP | 707,952 | $5,373 萬 | 1.66% | −352,610−33.2% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 686,636 | $5,212 萬 | 26.67% | +390,500+131.9% | 加碼 |
| Barings LLC | 664,266 | $5,042 萬 | 1.73% | +182,504+37.9% | 加碼 |
| Keystone Investors Pte Ltd | 652,633 | $4,953 萬 | 9.91% | +2,354+0.4% | 加碼 |
| WT Asset Management Ltd | 619,931 | $4,705 萬 | 17.12% | −442,358−41.6% | 減碼 |
| Charles Schwab Investment Management Inc | 606,497 | $4,603 萬 | 0.01% | +89,471+17.3% | 加碼 |
| Handelsbanken Fonder AB | 581,789 | $4,416 萬 | 0.26% | +21,628+3.9% | 加碼 |