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 |
|---|---|---|---|---|---|
| Kadensa Capital Ltd | 150,209 | $1,140 萬 | 2.28% | +150,209 | 新進 |
| State of New Jersey Common Pension Fund D | 153,839 | $1,168 萬 | 0.04% | +28,800+23.0% | 加碼 |
| Massachusetts Financial Services Co | 155,047 | $1,177 萬 | 0.00% | −10,488−6.3% | 減碼 |
| La Financiere de L'Echiquier | 166,000 | $1,260 萬 | 0.66% | +11,000+7.1% | 加碼 |
| Aubrey Capital Management Ltd | 166,700 | $1,265 萬 | 7.34% | −40,900−19.7% | 減碼 |
| M&G Investment Management Ltd | 169,786 | $1,290 萬 | 0.09% | +60,742+55.7% | 加碼 |
| Asset Management One Co.,Ltd. | 173,474 | $1,317 萬 | 0.06% | −10,908−5.9% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 175,000 | $1,328 萬 | 2.63% | −25,000−12.5% | 減碼 |
| Nordea Investment Management AB | 179,991 | $1,342 萬 | 0.02% | +46,286+34.6% | 加碼 |
| Tiger Pacific Capital LP | 179,600 | $1,363 萬 | 2.90% | +179,600 | 新進 |
| American Century Companies Inc | 181,344 | $1,376 萬 | 0.01% | −32,395−15.2% | 減碼 |
| Andra AP-fonden | 190,700 | $1,447 萬 | 0.38% | +29,900+18.6% | 加碼 |
| Lazard Asset Management LLC | 196,450 | $1,491 萬 | 0.02% | −167,596−46.0% | 減碼 |
| Twinbeech Capital LP | 201,877 | $1,532 萬 | 0.31% | −594−0.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 202,926 | $1,540 萬 | 0.07% | −11,661−5.4% | 減碼 |
| Brilliance Asset Management Ltd | 203,081 | $1,541 萬 | 4.62% | +203,081 | 新進 |
| British Columbia Investment Management Corp | 205,600 | $1,561 萬 | 0.16% | +600+0.3% | 加碼 |
| Ci Investments Inc. | 213,123 | $1,618 萬 | 0.08% | +202,842+1,973.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 213,457 | $1,620 萬 | 0.09% | −87,015−29.0% | 減碼 |
| Wellington Management Group LLP | 216,006 | $1,639 萬 | 0.00% | −1,425−0.7% | 減碼 |
| Hidden Lake Asset Management LP | 219,010 | $1,662 萬 | 14.06% | +202,723+1,244.7% | 加碼 |
| Putnam Investments LLC | 221,456 | $1,681 萬 | 0.03% | +12,034+5.7% | 加碼 |
| Point72 Asset Management, L.P. | 222,112 | $1,686 萬 | 0.06% | −214,231−49.1% | 減碼 |
| Prudential Financial Inc | 230,017 | $1,746 萬 | 0.03% | −2,717−1.2% | 減碼 |
| Alberta Investment Management Corp | 237,156 | $1,800 萬 | 0.17% | +371+0.2% | 加碼 |
| Voloridge Investment Management, LLC | 241,893 | $1,836 萬 | 0.09% | −160,734−39.9% | 減碼 |
| Rheos Capital Works Inc. | 243,000 | $1,844 萬 | 1.03% | +243,000 | 新進 |
| Driehaus Capital Management LLC | 248,187 | $1,884 萬 | 0.26% | +20,985+9.2% | 加碼 |
| Franklin Resources Inc | 250,082 | $1,898 萬 | 0.01% | −62,558−20.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 262,014 | $1,989 萬 | 0.05% | +23,612+9.9% | 加碼 |
| SEI Investments Co | 268,308 | $2,036 萬 | 0.04% | +209,237+354.2% | 加碼 |
| Kora Management LP | 272,750 | $2,070 萬 | 4.76% | −136,000−33.3% | 減碼 |
| Squarepoint Ops LLC | 284,823 | $2,162 萬 | 0.15% | +146,634+106.1% | 加碼 |
| Public Sector Pension Investment Board | 285,074 | $2,164 萬 | 0.16% | −2,300−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 310,940 | $2,172 萬 | 0.15% | +86,940+38.8% | 加碼 |
| Jennison Associates LLC | 289,480 | $2,197 萬 | 0.02% | −279,127−49.1% | 減碼 |
| Apeiron Capital Ltd | 291,688 | $2,214 萬 | 12.36% | +291,688 | 新進 |
| Royal Bank of Canada | 295,661 | $2,244 萬 | 0.01% | +209,077+241.5% | 加碼 |
| Snow Lake Management LP | 300,000 | $2,277 萬 | 13.52% | +300,000 | 新進 |
| Aviva PLC | 301,615 | $2,289 萬 | 0.10% | +6,100+2.1% | 加碼 |
| Storebrand Asset Management AS | 312,518 | $2,372 萬 | 0.12% | +74,195+31.1% | 加碼 |
| Simplex Trading, LLC | 312,591 | $2,373 萬 | 1.07% | +312,391+156,195.5% | 加碼 |
| Jane Street Group, LLC | 314,580 | $2,388 萬 | 0.04% | −4,449−1.4% | 減碼 |
| Swedbank AB | 315,215 | $2,392 萬 | 0.05% | −45,000−12.5% | 減碼 |
| Standard Life Aberdeen plc | 318,725 | $2,419 萬 | 0.06% | +109,293+52.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 319,278 | $2,423 萬 | 1.22% | +43,341+15.7% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 328,000 | $2,490 萬 | 5.59% | −487,000−59.8% | 減碼 |
| KBC Group NV | 338,020 | $2,566 萬 | 0.11% | −91,179−21.2% | 減碼 |
| Library Research Ltd | 357,302 | $2,712 萬 | 42.64% | 00.0% | 不變 |
| Platinum Investment Management Ltd | 369,628 | $2,805 萬 | 0.97% | +369,628 | 新進 |
| DekaBank Deutsche Girozentrale | 374,472 | $2,808 萬 | 0.07% | −14,019−3.6% | 減碼 |
| Man Group plc | – | $2,947 萬 | 0.11% | – | – |
| Korea Investment CORP | 389,187 | $2,954 萬 | 0.09% | −3,600−0.9% | 減碼 |
| Dimensional Fund Advisors LP | 403,967 | $3,067 萬 | 0.01% | −4,151−1.0% | 減碼 |
| USS Investment Management Ltd | 405,676 | $3,079 萬 | 0.42% | −57,318−12.4% | 減碼 |
| Blue Creek Capital Management Ltd | 410,500 | $3,116 萬 | 20.67% | −4,500−1.1% | 減碼 |
| Citigroup Inc | 430,636 | $3,269 萬 | 0.04% | +6,240+1.5% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 435,000 | $3,302 萬 | 12.33% | +435,000 | 新進 |
| Penserra Capital Management LLC | 439,720 | $3,337 萬 | 0.69% | −13,361−2.9% | 減碼 |
| Qube Research & Technologies Ltd | 455,104 | $3,454 萬 | 0.20% | −131,729−22.4% | 減碼 |
| Neuberger Berman Group LLC | 456,377 | $3,471 萬 | 0.03% | +422,543+1,248.9% | 加碼 |
| AXA S.A. | 485,038 | $3,681 萬 | 0.13% | +168,486+53.2% | 加碼 |
| Pinpoint Asset Management Ltd | 907,764 | $3,867 萬 | 10.45% | −36,446−3.9% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 519,730 | $3,945 萬 | 22.11% | +519,730 | 新進 |
| Harvest Fund Management Co., Ltd | 521,030 | $3,954 萬 | 8.70% | +65,298+14.3% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 554,545 | $4,209 萬 | 23.49% | +138,628+33.3% | 加碼 |
| ProShare Advisors LLC | 560,341 | $4,253 萬 | 0.13% | +115,258+25.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 563,651 | $4,278 萬 | 0.02% | −168,875−23.1% | 減碼 |
| Handelsbanken Fonder AB | 581,789 | $4,416 萬 | 0.26% | +21,628+3.9% | 加碼 |
| Charles Schwab Investment Management Inc | 606,497 | $4,603 萬 | 0.01% | +89,471+17.3% | 加碼 |
| WT Asset Management Ltd | 619,931 | $4,705 萬 | 17.12% | −442,358−41.6% | 減碼 |
| Keystone Investors Pte Ltd | 652,633 | $4,953 萬 | 9.91% | +2,354+0.4% | 加碼 |
| Barings LLC | 664,266 | $5,042 萬 | 1.73% | +182,504+37.9% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 686,636 | $5,212 萬 | 26.67% | +390,500+131.9% | 加碼 |
| RWC Asset Management LLP | 707,952 | $5,373 萬 | 1.66% | −352,610−33.2% | 減碼 |
| Prudential PLC | 721,984 | $5,480 萬 | 0.64% | −8,719−1.2% | 減碼 |
| APG Asset Management N.V. | 804,128 | $5,618 萬 | 0.12% | −265,200−24.8% | 減碼 |
| Nomura Holdings Inc | 742,139 | $5,633 萬 | 0.55% | +217,973+41.6% | 加碼 |
| Acadian Asset Management LLC | 745,982 | $5,661 萬 | 0.25% | +659,700+764.6% | 加碼 |
| TB Alternative Assets Ltd. | 751,400 | $5,703 萬 | 14.06% | +612,000+439.0% | 加碼 |
| AQR Capital Management LLC | 755,741 | $5,736 萬 | 0.13% | +21,300+2.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 762,400 | $5,787 萬 | 0.33% | +762,400 | 新進 |
| Susquehanna Fundamental Investments, LLC | 764,885 | $5,805 萬 | 1.35% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 773,900 | $5,874 萬 | 0.15% | −170,200−18.0% | 減碼 |
| Great West Life Assurance Co | 773,756 | $5,878 萬 | 0.15% | +55,635+7.7% | 加碼 |
| Aspex Management (HK) Ltd | 775,000 | $5,882 萬 | 1.44% | +775,000 | 新進 |
| Victory Capital Management Inc | 776,685 | $5,895 萬 | 0.07% | −15,012−1.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 797,003 | $6,049 萬 | 0.15% | −14,865−1.8% | 減碼 |
| Barclays PLC | 810,407 | $6,151 萬 | 0.06% | −2,825,976−77.7% | 減碼 |
| First Manhattan Co | 811,094 | $6,156 萬 | 0.24% | +77,754+10.6% | 加碼 |
| Origin Asset Management LLP | 811,447 | $6,159 萬 | 18.05% | +9,900+1.2% | 加碼 |
| Causeway Capital Management LLC | 820,918 | $6,231 萬 | 1.49% | +7,767+1.0% | 加碼 |
| SG Americas Securities, LLC | 826,020 | $6,270 萬 | 0.84% | +422,230+104.6% | 加碼 |
| California Public Employees Retirement System | 828,985 | $6,292 萬 | 0.06% | +11,190+1.4% | 加碼 |
| Russell Investments Group, Ltd. | 831,010 | $6,313 萬 | 0.12% | −378,745−31.3% | 減碼 |
| Coronation Fund Managers Ltd. | 848,093 | $6,437 萬 | 1.71% | −62,065−6.8% | 減碼 |
| Lord, Abbett & Co. LLC | 850,323 | $6,454 萬 | 0.23% | +125,634+17.3% | 加碼 |
| First Trust Advisors LP | 857,332 | $6,507 萬 | 0.08% | −137,073−13.8% | 減碼 |
| Sylebra Capital Ltd | 909,878 | $6,906 萬 | 3.07% | +3,156+0.3% | 加碼 |
| Coatue Management LLC大師Coatue | 922,084 | $6,999 萬 | 0.47% | +274,943+42.5% | 加碼 |