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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 923,503 | $7,009 萬 | 0.15% | +755,559+449.9% | 加碼 |
| Credit Suisse AG | 962,497 | $7,306 萬 | 0.08% | +28,255+3.0% | 加碼 |
| Marshall Wace, LLP | 972,997 | $7,385 萬 | 0.18% | −1,910,500−66.3% | 減碼 |
| Nuveen Asset Management, LLC | 991,019 | $7,522 萬 | 0.03% | −981,426−49.8% | 減碼 |
| Ameriprise Financial Inc | 1,067,210 | $8,100 萬 | 0.03% | +107,343+11.2% | 加碼 |
| Whale Rock Capital Management LLC | 1,087,729 | $8,256 萬 | 1.82% | +425,871+64.3% | 加碼 |
| Perseverance Asset Management International | 1,137,698 | $8,635 萬 | 28.61% | +111,578+10.9% | 加碼 |
| Public Investment Fund | 1,171,570 | $8,892 萬 | 0.25% | −367,823−23.9% | 減碼 |
| Oceanlink Management Ltd. | 1,180,041 | $8,957 萬 | 21.26% | +343,197+41.0% | 加碼 |
| Renaissance Technologies LLC | 1,206,400 | $9,157 萬 | 0.12% | −2,153,700−64.1% | 減碼 |
| Alpine Investment Management Ltd | 1,250,000 | $9,488 萬 | 19.86% | +1,250,000 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,341,322 | $1.02 億 | 0.08% | −4,774−0.4% | 減碼 |
| Bank of New York Mellon Corp | 1,354,413 | $1.03 億 | 0.02% | +43,337+3.3% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $1.03 億 | 35.12% | 00.0% | 不變 |
| Swiss National Bank | 1,368,895 | $1.04 億 | 0.07% | +1,900+0.1% | 加碼 |
| SC China Holding Ltd | 1,592,510 | $1.21 億 | 12.70% | 00.0% | 不變 |
| UBS Group AG | 1,598,608 | $1.21 億 | 0.06% | −266,008−14.3% | 減碼 |
| Principal Financial Group Inc | 1,659,791 | $1.26 億 | 0.09% | −92,479−5.3% | 減碼 |
| Pictet Asset Management SA | 1,723,889 | $1.31 億 | 0.16% | +377,228+28.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,727,269 | $1.31 億 | 0.31% | +206,602+13.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,743,936 | $1.32 億 | 0.17% | −97,537−5.3% | 減碼 |
| National Bank of Canada | 1,764,912 | $1.34 億 | 0.36% | +1,567,307+793.2% | 加碼 |
| Franchise Capital Ltd | 1,804,054 | $1.37 億 | 35.70% | +170,941+10.5% | 加碼 |
| Susquehanna International Group, LLP | 1,831,731 | $1.39 億 | 0.22% | +1,761,580+2,511.1% | 加碼 |
| Fisher Asset Management, LLC | 1,844,111 | $1.40 億 | 0.09% | −138,280−7.0% | 減碼 |
| Vontobel Holding Ltd. | 1,867,281 | $1.42 億 | 1.32% | −476,563−20.3% | 減碼 |
| Matthews International Capital Management LLC | 1,966,678 | $1.49 億 | 14.89% | −420,270−17.6% | 減碼 |
| CoreView Capital Management Ltd | 1,962,451 | $1.51 億 | 19.27% | 00.0% | 不變 |
| Tairen Capital Ltd | 1,999,581 | $1.52 億 | 22.97% | −659,553−24.8% | 減碼 |
| Northern Trust Corp | 2,081,228 | $1.58 億 | 0.03% | +386,301+22.8% | 加碼 |
| Alliancebernstein L.P. | 2,115,971 | $1.61 億 | 0.07% | −729,038−25.6% | 減碼 |
| Bridgewater Associates, LP | 2,142,397 | $1.63 億 | 0.99% | −1,503,433−41.2% | 減碼 |
| Invesco Ltd. | 2,249,102 | $1.71 億 | 0.05% | +74,188+3.4% | 加碼 |
| Genesis Investment Management, LLP | 2,251,103 | $1.71 億 | 18.56% | +109,694+5.1% | 加碼 |
| RWC Asset Advisors (US) LLC | 2,261,496 | $1.72 億 | 13.06% | −1,173,286−34.2% | 減碼 |
| Trivest Advisors Ltd | 2,275,700 | $1.73 億 | 13.43% | −2,152,200−48.6% | 減碼 |
| Veritas Asset Management LLP | 2,325,200 | $1.76 億 | 1.30% | +564,200+32.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 2,716,081 | $2.06 億 | 1.22% | 00.0% | 不變 |
| Geode Capital Management, LLC | 2,837,963 | $2.14 億 | 0.03% | +172,903+6.5% | 加碼 |
| Deutsche Bank AG | 2,884,487 | $2.19 億 | 0.12% | +1,052,758+57.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,012,554 | $2.29 億 | 0.37% | −2,726,647−47.5% | 減碼 |
| Alkeon Capital Management LLC | 3,141,339 | $2.38 億 | 1.53% | +1,861,339+145.4% | 加碼 |
| Bank of America Corp | 3,182,134 | $2.42 億 | 0.03% | +1,307,458+69.7% | 加碼 |
| SC US (TTGP), Ltd. | 3,185,022 | $2.42 億 | 2.85% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 3,226,154 | $2.45 億 | 0.67% | +223,323+7.4% | 加碼 |
| Price T Rowe Associates Inc | 3,377,580 | $2.56 億 | 0.04% | −116,593−3.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 3,483,884 | $2.64 億 | 0.57% | +857,606+32.7% | 加碼 |
| Schroder Investment Management Group | 3,601,535 | $2.73 億 | 0.41% | +3,248,695+920.7% | 加碼 |
| E Fund Management Co., Ltd. | 3,812,569 | $2.89 億 | 21.12% | +177,675+4.9% | 加碼 |
| Legal & General Group Plc | 3,831,170 | $2.91 億 | 0.10% | +175,775+4.8% | 加碼 |
| Canada Pension Plan Investment Board | 3,873,106 | $2.94 億 | 0.47% | −178,400−4.4% | 減碼 |
| JPMorgan Chase & Co | 3,915,756 | $2.97 億 | 0.04% | −2,158,164−35.5% | 減碼 |
| Krane Funds Advisors LLC | 4,366,806 | $3.09 億 | 14.11% | −444,745−9.2% | 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 |
| FIL Ltd | 4,444,534 | $3.37 億 | 0.39% | −50,497−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 4,630,643 | $3.51 億 | 1.38% | +4,506,101+3,618.1% | 加碼 |
| HSBC Holdings PLC | 5,039,984 | $3.82 億 | 0.49% | +265,158+5.6% | 加碼 |
| Norges Bank | 6,471,763 | $4.91 億 | 0.11% | +327,205+5.3% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,323,944 | $6.32 億 | 98.09% | 00.0% | 不變 |
| FMR LLC | 9,287,206 | $7.05 億 | 0.06% | −4,842,107−34.3% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 10,642,847 | $8.08 億 | 14.32% | +7,739,047+266.5% | 加碼 |
| UBS Asset Management Americas Inc | 11,024,163 | $8.37 億 | 0.41% | +4,427,842+67.1% | 加碼 |
| Goldman Sachs Group Inc | 11,283,859 | $8.56 億 | 0.23% | +3,081,971+37.6% | 加碼 |
| State Street Corp | 12,055,268 | $9.15 億 | 0.05% | +1,066,720+9.7% | 加碼 |
| Morgan Stanley | 15,604,426 | $11.8 億 | 0.13% | +8,523,055+120.4% | 加碼 |
| Vanguard Group Inc | 17,350,125 | $13.2 億 | 0.03% | +2,570,501+17.4% | 加碼 |
| BlackRock Inc. | 24,874,019 | $18.9 億 | 0.06% | −834,455−3.2% | 減碼 |
| Baillie Gifford & Co | 28,191,244 | $21.4 億 | 1.93% | −434,736−1.5% | 減碼 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,804,119−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,122,700−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −772,940−100.0% | 清倉 |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −470,494−100.0% | 清倉 |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −414,000−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −360,830−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −295,979−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −221,403−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −162,492−100.0% | 清倉 |
| Snow Lake Capital (HK) Ltd | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −134,000−100.0% | 清倉 |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −127,260−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −110,249−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −109,626−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −82,601−100.0% | 清倉 |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −77,500−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −60,873−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −58,321−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −47,791−100.0% | 清倉 |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −41,470−100.0% | 清倉 |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −38,253−100.0% | 清倉 |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −37,000−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| New Silk Road Investment Pte Ltd | 0 | $0 | 0.00% | −31,088−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −28,100−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | 清倉 |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −25,009−100.0% | 清倉 |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −21,600−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −19,996−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,584−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,526−100.0% | 清倉 |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −19,330−100.0% | 清倉 |