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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 4,640 | $35.2 萬 | 0.01% | +4,640 | 新進 |
| Mackenzie Financial Corp | 4,679 | $35.5 萬 | 0.00% | −3,420−42.2% | 減碼 |
| Cerity Partners LLC | 4,747 | $36.0 萬 | 0.00% | −165−3.4% | 減碼 |
| Gsa Capital Partners LLP | 5,066 | $38.5 萬 | 0.04% | −17,900−77.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,215 | $39.6 萬 | 0.07% | +5,215 | 新進 |
| Veriti Management LLC | 5,247 | $39.8 萬 | 0.05% | +181+3.6% | 加碼 |
| Cetera Advisor Networks LLC | 5,256 | $39.9 萬 | 0.00% | +5,256 | 新進 |
| Aj Wealth Strategies, LLC | 5,271 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5,373 | $40.8 萬 | 0.00% | +5,011+1,384.3% | 加碼 |
| CastleKnight Management LP | 5,400 | $41.0 萬 | 0.10% | 00.0% | 不變 |
| Formula Growth Ltd | 5,500 | $41.7 萬 | 0.13% | +500+10.0% | 加碼 |
| Caxton Associates LP | 5,738 | $43.6 萬 | 0.07% | +5,738 | 新進 |
| Capstone Investment Advisors, LLC | 5,750 | $43.6 萬 | 0.01% | +5,750 | 新進 |
| MML Investors Services, LLC | 5,868 | $44.5 萬 | 0.00% | −14−0.2% | 減碼 |
| Whittier Trust Co | 5,877 | $44.6 萬 | 0.01% | +758+14.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,992 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 6,000 | $45.5 萬 | 0.00% | −927,800−99.4% | 減碼 |
| Quadrant Capital Group LLC | 6,073 | $46.1 萬 | 0.05% | +647+11.9% | 加碼 |
| Ieq Capital, LLC | 6,258 | $47.5 萬 | 0.01% | −3,256−34.2% | 減碼 |
| Banco BTG Pactual S.A. | 7,556 | $47.6 萬 | 0.22% | +7,556 | 新進 |
| Paragon Capital Management Inc | 6,630 | $50.3 萬 | 0.44% | −1,439−17.8% | 減碼 |
| US Bancorp | 6,714 | $51.0 萬 | 0.00% | −253−3.6% | 減碼 |
| STF Management LP | 6,749 | $51.2 萬 | 0.35% | +3,610+115.0% | 加碼 |
| Garda Capital Partners LP | 6,930 | $52.6 萬 | 0.46% | +6,930 | 新進 |
| Creative Planning | 6,969 | $52.9 萬 | 0.00% | +2,219+46.7% | 加碼 |
| Jefferies Financial Group Inc. | 7,000 | $53.1 萬 | 0.01% | +7,000 | 新進 |
| CI Private Wealth, LLC | 7,133 | $54.1 萬 | 0.00% | +7,133 | 新進 |
| CIBC World Markets Corp | 7,141 | $54.2 萬 | 0.01% | +7,141 | 新進 |
| Verition Fund Management LLC | 7,303 | $55.4 萬 | 0.01% | −3,592−33.0% | 減碼 |
| Mercer Global Advisors Inc | 7,341 | $55.7 萬 | 0.00% | −179−2.4% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 7,500 | $56.9 萬 | 0.09% | +7,500 | 新進 |
| Castleark Management LLC | 7,590 | $57.6 萬 | 0.03% | +1,490+24.4% | 加碼 |
| Norinchukin Bank, The | 7,707 | $58.5 萬 | 0.01% | +1,653+27.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,798 | $59.2 萬 | 0.00% | −99,702−92.7% | 減碼 |
| Mariner, LLC | 7,798 | $59.2 萬 | 0.00% | −1,809−18.8% | 減碼 |
| Winton Group Ltd | 7,809 | $59.3 萬 | 0.04% | +964+14.1% | 加碼 |
| Altfest L J & Co Inc | 7,825 | $59.4 萬 | 0.09% | +3,427+77.9% | 加碼 |
| ExodusPoint Capital Management, LP | 7,916 | $60.1 萬 | 0.01% | −60,876−88.5% | 減碼 |
| VGI Partners Ltd | 8,000 | $60.7 萬 | 0.12% | +2,500+45.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,220 | $62.4 萬 | 0.04% | −473−5.4% | 減碼 |
| Malaga Cove Capital, LLC | 8,437 | $64.0 萬 | 0.32% | −7−0.1% | 減碼 |
| Cetera Advisors LLC | 8,479 | $64.4 萬 | 0.01% | +8,479 | 新進 |
| Henry James International Management, Inc. | 8,605 | $65.3 萬 | 0.28% | −13−0.2% | 減碼 |
| Ritholtz Wealth Management | 8,659 | $65.7 萬 | 0.03% | +1,312+17.9% | 加碼 |
| JustInvest LLC | 8,731 | $66.3 萬 | 0.02% | +351+4.2% | 加碼 |
| Jackson Wealth Management, LLC | 8,751 | $66.4 萬 | 0.50% | +8,751 | 新進 |
| Connectus Wealth, LLC | 8,958 | $68.0 萬 | 0.02% | +6,343+242.6% | 加碼 |
| Siemens Fonds Invest GmbH | 9,084 | $68.9 萬 | 0.07% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,334 | $70.8 萬 | 0.93% | +9,334 | 新進 |
| Cigna Investments Inc | 9,679 | $73.5 萬 | 0.15% | −273−2.7% | 減碼 |
| Lynwood Capital Management Inc. | 25,000 | $74.5 萬 | 1.11% | +25,000 | 新進 |
| Shellback Capital, LP | 10,000 | $75.9 萬 | 0.09% | +10,000 | 新進 |
| Stifel Financial Corp | 10,124 | $76.8 萬 | 0.00% | +10,124 | 新進 |
| Raymond James & Associates | 10,148 | $77.0 萬 | 0.00% | +5,411+114.2% | 加碼 |
| Signaturefd, LLC | 10,203 | $77.4 萬 | 0.02% | +19+0.2% | 加碼 |
| Marex Group plc | 10,573 | $80.2 萬 | 0.11% | +4,721+80.7% | 加碼 |
| Advisory Services Network, LLC | 10,891 | $82.7 萬 | 0.02% | −400−3.5% | 減碼 |
| Ocean Arete Ltd | 11,000 | $83.5 萬 | 1.53% | +11,000 | 新進 |
| Donaldson Capital Management, LLC | 11,411 | $86.6 萬 | 0.04% | −1,537−11.9% | 減碼 |
| Colony Group LLC | 11,524 | $87.5 萬 | 0.01% | −2,446−17.5% | 減碼 |
| Capula Management Ltd | 11,778 | $89.4 萬 | 0.08% | +11,778 | 新進 |
| Tower Research Capital LLC (TRC) | 12,030 | $91.3 萬 | 0.03% | +96+0.8% | 加碼 |
| Sicart Associates LLC | 12,617 | $95.8 萬 | 0.37% | +4,200+49.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 12,748 | $96.8 萬 | 0.04% | +2,799+28.1% | 加碼 |
| Brinker Capital Investments, LLC | 13,224 | $100.4 萬 | 0.01% | +6,219+88.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 13,224 | $100.4 萬 | 0.01% | +13,224 | 新進 |
| Wetherby Asset Management Inc | 13,342 | $101.3 萬 | 0.06% | +63+0.5% | 加碼 |
| Capital Markets Trading UK LLP | 13,376 | $101.5 萬 | 2.22% | +13,376 | 新進 |
| L & S Advisors Inc | 13,603 | $103.2 萬 | 0.14% | +13,603 | 新進 |
| CIBC World Markets Inc. | 13,761 | $104.4 萬 | 0.00% | −33,397−70.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 14,240 | $105.7 萬 | 0.02% | +9,320+189.4% | 加碼 |
| TCW Group Inc | 14,000 | $106.3 萬 | 0.01% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 14,330 | $108.8 萬 | 0.11% | −3,037−17.5% | 減碼 |
| Hongkou Capital LP | 14,675 | $111.4 萬 | 3.65% | +14,675 | 新進 |
| Vident Investment Advisory, LLC | 14,951 | $113.5 萬 | 0.04% | −5,246−26.0% | 減碼 |
| Aperture Investors, LLC | 15,700 | $119.2 萬 | 0.17% | +4,314+37.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 16,425 | $124.7 萬 | 0.03% | −2,208−11.8% | 減碼 |
| Empowered Funds, LLC | 16,814 | $127.6 萬 | 0.08% | −240−1.4% | 減碼 |
| Commonwealth Equity Services, LLC | 17,007 | $129.0 萬 | 0.00% | −34,937−67.3% | 減碼 |
| Janney Montgomery Scott LLC | 17,308 | $131.4 萬 | 0.01% | +17,308 | 新進 |
| Desjardins Global Asset Management Inc. | 17,353 | $131.7 萬 | 0.17% | −2,941−14.5% | 減碼 |
| Tekne Capital Management, LLC | 17,891 | $135.8 萬 | 0.37% | +17,891 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,082 | $137.2 萬 | 0.02% | +3,716+25.9% | 加碼 |
| TT International Asset Management LTD | 18,729 | $142.1 萬 | 0.16% | −32,735−63.6% | 減碼 |
| Baader Bank INC | 19,713 | $144.8 萬 | 0.11% | −15,087−43.4% | 減碼 |
| Eos Management, L.P. | 19,266 | $146.2 萬 | 0.77% | +4,744+32.7% | 加碼 |
| Banque Cantonale Vaudoise | 20,186 | $153.3 萬 | 0.08% | −51,993−72.0% | 減碼 |
| Morningstar Investment Management LLC | 20,338 | $154.4 萬 | 0.23% | −1,072−5.0% | 減碼 |
| Intech Investment Management LLC | 20,721 | $157.3 萬 | 0.01% | +3,681+21.6% | 加碼 |
| Handelsinvest Investeringsforvaltning | 21,126 | $160.3 萬 | 0.26% | −2,874−12.0% | 減碼 |
| Harvest Volatility Management LLC | 21,046 | $160.9 萬 | 0.32% | +1,661+8.6% | 加碼 |
| Solstein Capital, LLC | 21,948 | $166.6 萬 | 1.45% | +7,432+51.2% | 加碼 |
| Two Sigma Investments, LP | 22,600 | $171.5 萬 | 0.01% | −1,160,863−98.1% | 減碼 |
| XR Securities LLC | 22,831 | $173.3 萬 | 2.45% | +22,831 | 新進 |
| TD Asset Management Inc | 22,900 | $173.8 萬 | 0.00% | +4,700+25.8% | 加碼 |
| Artisan Partners Limited Partnership | 24,148 | $183.3 萬 | 0.00% | −133,722−84.7% | 減碼 |
| Itau Unibanco Holding S.A. | 24,552 | $186.3 萬 | 0.09% | +24,552 | 新進 |
| Oberweis Asset Management Inc | 25,000 | $189.8 萬 | 0.29% | −10,000−28.6% | 減碼 |
| IFM Investors Pty Ltd | 25,092 | $190.4 萬 | 0.03% | +1,637+7.0% | 加碼 |
| Envestnet Asset Management Inc | 1,089,183 | $190.5 萬 | 0.00% | +1,053,796+2,977.9% | 加碼 |