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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 563,651 | $4,278 萬 | 0.02% | −168,875−23.1% | 減碼 |
| ProShare Advisors LLC | 560,341 | $4,253 萬 | 0.13% | +115,258+25.9% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 554,545 | $4,209 萬 | 23.49% | +138,628+33.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 521,030 | $3,954 萬 | 8.70% | +65,298+14.3% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 519,730 | $3,945 萬 | 22.11% | +519,730 | 新進 |
| Pinpoint Asset Management Ltd | 907,764 | $3,867 萬 | 10.45% | −36,446−3.9% | 減碼 |
| AXA S.A. | 485,038 | $3,681 萬 | 0.13% | +168,486+53.2% | 加碼 |
| Neuberger Berman Group LLC | 456,377 | $3,471 萬 | 0.03% | +422,543+1,248.9% | 加碼 |
| Qube Research & Technologies Ltd | 455,104 | $3,454 萬 | 0.20% | −131,729−22.4% | 減碼 |
| Penserra Capital Management LLC | 439,720 | $3,337 萬 | 0.69% | −13,361−2.9% | 減碼 |
| Oxbow Capital Management (HK) Ltd | 435,000 | $3,302 萬 | 12.33% | +435,000 | 新進 |
| Citigroup Inc | 430,636 | $3,269 萬 | 0.04% | +6,240+1.5% | 加碼 |
| Blue Creek Capital Management Ltd | 410,500 | $3,116 萬 | 20.67% | −4,500−1.1% | 減碼 |
| USS Investment Management Ltd | 405,676 | $3,079 萬 | 0.42% | −57,318−12.4% | 減碼 |
| Dimensional Fund Advisors LP | 403,967 | $3,067 萬 | 0.01% | −4,151−1.0% | 減碼 |
| Korea Investment CORP | 389,187 | $2,954 萬 | 0.09% | −3,600−0.9% | 減碼 |
| Man Group plc | – | $2,947 萬 | 0.11% | – | – |
| DekaBank Deutsche Girozentrale | 374,472 | $2,808 萬 | 0.07% | −14,019−3.6% | 減碼 |
| Platinum Investment Management Ltd | 369,628 | $2,805 萬 | 0.97% | +369,628 | 新進 |
| Library Research Ltd | 357,302 | $2,712 萬 | 42.64% | 00.0% | 不變 |
| KBC Group NV | 338,020 | $2,566 萬 | 0.11% | −91,179−21.2% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 328,000 | $2,490 萬 | 5.59% | −487,000−59.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 319,278 | $2,423 萬 | 1.22% | +43,341+15.7% | 加碼 |
| Standard Life Aberdeen plc | 318,725 | $2,419 萬 | 0.06% | +109,293+52.2% | 加碼 |
| Swedbank AB | 315,215 | $2,392 萬 | 0.05% | −45,000−12.5% | 減碼 |
| Jane Street Group, LLC | 314,580 | $2,388 萬 | 0.04% | −4,449−1.4% | 減碼 |
| Simplex Trading, LLC | 312,591 | $2,373 萬 | 1.07% | +312,391+156,195.5% | 加碼 |
| Storebrand Asset Management AS | 312,518 | $2,372 萬 | 0.12% | +74,195+31.1% | 加碼 |
| Aviva PLC | 301,615 | $2,289 萬 | 0.10% | +6,100+2.1% | 加碼 |
| Snow Lake Management LP | 300,000 | $2,277 萬 | 13.52% | +300,000 | 新進 |
| Royal Bank of Canada | 295,661 | $2,244 萬 | 0.01% | +209,077+241.5% | 加碼 |
| Apeiron Capital Ltd | 291,688 | $2,214 萬 | 12.36% | +291,688 | 新進 |
| Jennison Associates LLC | 289,480 | $2,197 萬 | 0.02% | −279,127−49.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 310,940 | $2,172 萬 | 0.15% | +86,940+38.8% | 加碼 |
| Public Sector Pension Investment Board | 285,074 | $2,164 萬 | 0.16% | −2,300−0.8% | 減碼 |
| Squarepoint Ops LLC | 284,823 | $2,162 萬 | 0.15% | +146,634+106.1% | 加碼 |
| Kora Management LP | 272,750 | $2,070 萬 | 4.76% | −136,000−33.3% | 減碼 |
| SEI Investments Co | 268,308 | $2,036 萬 | 0.04% | +209,237+354.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 262,014 | $1,989 萬 | 0.05% | +23,612+9.9% | 加碼 |
| Franklin Resources Inc | 250,082 | $1,898 萬 | 0.01% | −62,558−20.0% | 減碼 |
| Driehaus Capital Management LLC | 248,187 | $1,884 萬 | 0.26% | +20,985+9.2% | 加碼 |
| Rheos Capital Works Inc. | 243,000 | $1,844 萬 | 1.03% | +243,000 | 新進 |
| Voloridge Investment Management, LLC | 241,893 | $1,836 萬 | 0.09% | −160,734−39.9% | 減碼 |
| Alberta Investment Management Corp | 237,156 | $1,800 萬 | 0.17% | +371+0.2% | 加碼 |
| Prudential Financial Inc | 230,017 | $1,746 萬 | 0.03% | −2,717−1.2% | 減碼 |
| Point72 Asset Management, L.P. | 222,112 | $1,686 萬 | 0.06% | −214,231−49.1% | 減碼 |
| Putnam Investments LLC | 221,456 | $1,681 萬 | 0.03% | +12,034+5.7% | 加碼 |
| Hidden Lake Asset Management LP | 219,010 | $1,662 萬 | 14.06% | +202,723+1,244.7% | 加碼 |
| Wellington Management Group LLP | 216,006 | $1,639 萬 | 0.00% | −1,425−0.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 213,457 | $1,620 萬 | 0.09% | −87,015−29.0% | 減碼 |
| Ci Investments Inc. | 213,123 | $1,618 萬 | 0.08% | +202,842+1,973.0% | 加碼 |
| British Columbia Investment Management Corp | 205,600 | $1,561 萬 | 0.16% | +600+0.3% | 加碼 |
| Brilliance Asset Management Ltd | 203,081 | $1,541 萬 | 4.62% | +203,081 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 202,926 | $1,540 萬 | 0.07% | −11,661−5.4% | 減碼 |
| Twinbeech Capital LP | 201,877 | $1,532 萬 | 0.31% | −594−0.3% | 減碼 |
| Lazard Asset Management LLC | 196,450 | $1,491 萬 | 0.02% | −167,596−46.0% | 減碼 |
| Andra AP-fonden | 190,700 | $1,447 萬 | 0.38% | +29,900+18.6% | 加碼 |
| American Century Companies Inc | 181,344 | $1,376 萬 | 0.01% | −32,395−15.2% | 減碼 |
| Tiger Pacific Capital LP | 179,600 | $1,363 萬 | 2.90% | +179,600 | 新進 |
| Nordea Investment Management AB | 179,991 | $1,342 萬 | 0.02% | +46,286+34.6% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 175,000 | $1,328 萬 | 2.63% | −25,000−12.5% | 減碼 |
| Asset Management One Co.,Ltd. | 173,474 | $1,317 萬 | 0.06% | −10,908−5.9% | 減碼 |
| M&G Investment Management Ltd | 169,786 | $1,290 萬 | 0.09% | +60,742+55.7% | 加碼 |
| Aubrey Capital Management Ltd | 166,700 | $1,265 萬 | 7.34% | −40,900−19.7% | 減碼 |
| La Financiere de L'Echiquier | 166,000 | $1,260 萬 | 0.66% | +11,000+7.1% | 加碼 |
| Massachusetts Financial Services Co | 155,047 | $1,177 萬 | 0.00% | −10,488−6.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 153,839 | $1,168 萬 | 0.04% | +28,800+23.0% | 加碼 |
| Kadensa Capital Ltd | 150,209 | $1,140 萬 | 2.28% | +150,209 | 新進 |
| Pinebridge Investments, L.P. | 150,157 | $1,140 萬 | 0.13% | −117,166−43.8% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 149,018 | $1,131 萬 | 4.42% | +149,018 | 新進 |
| Macquarie Group Ltd | 145,027 | $1,101 萬 | 0.01% | +1,181+0.8% | 加碼 |
| Janus Henderson Group PLC | 144,806 | $1,099 萬 | 0.01% | −60,421−29.4% | 減碼 |
| Millennium Management LLC | 136,460 | $1,036 萬 | 0.01% | +6,242+4.8% | 加碼 |
| Kaizen Capital Partners Ltd | 135,900 | $1,031 萬 | 6.09% | +135,900 | 新進 |
| Parallax Volatility Advisers, L.P. | 135,691 | $1,030 萬 | 0.36% | +135,557+101,161.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 134,556 | $1,021 萬 | 0.02% | +49,095+57.4% | 加碼 |
| National Pension Service | 133,515 | $1,021 萬 | 0.02% | +42,575+46.8% | 加碼 |
| Point72 Hong Kong Ltd | 134,400 | $1,020 萬 | 2.49% | −316,961−70.2% | 減碼 |
| California State Teachers Retirement System | 133,945 | $1,017 萬 | 0.02% | +871+0.7% | 加碼 |
| AnglePoint Asset Management Ltd | 133,700 | $1,015 萬 | 10.88% | +133,700 | 新進 |
| New York State Common Retirement Fund | 129,951 | $986.3 萬 | 0.01% | +2,199+1.7% | 加碼 |
| All-Stars Investment Ltd | 127,000 | $963.9 萬 | 2.76% | +110,000+647.1% | 加碼 |
| Scge Management, L.P. | 122,818 | $932.2 萬 | 0.26% | 00.0% | 不變 |
| Eschler Asset Management LLP | 119,926 | $910.2 萬 | 7.19% | +81,800+214.6% | 加碼 |
| Tudor Investment Corp Et Al | 112,589 | $854.6 萬 | 0.16% | +92,533+461.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 113,185 | $840.1 萬 | 0.10% | −2,135−1.9% | 減碼 |
| Virginia Retirement Systems Et Al | 110,300 | $837.2 萬 | 0.09% | +53,800+95.2% | 加碼 |
| Growth Interface Management LLC | 110,000 | $834.9 萬 | 8.33% | −55,000−33.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 106,004 | $804.6 萬 | 0.18% | +15,830+17.6% | 加碼 |
| Old Well Partners, LLC | 105,900 | $803.8 萬 | 6.36% | −7,200−6.4% | 減碼 |
| Guggenheim Capital LLC | 104,536 | $793.4 萬 | 0.07% | +30,060+40.4% | 加碼 |
| SRS Investment Management, LLC | 104,283 | $791.5 萬 | 0.11% | +104,283 | 新進 |
| Capital Fund Management S.A. | 101,713 | $772.0 萬 | 0.15% | −102,796−50.3% | 減碼 |
| Panagora Asset Management Inc | 100,868 | $765.6 萬 | 0.05% | +2,713+2.8% | 加碼 |
| Thomas White International Ltd | 99,128 | $752.4 萬 | 1.59% | −2,263−2.2% | 減碼 |
| Virtu Financial LLC | 98,336 | $746.4 萬 | 0.79% | +98,336 | 新進 |
| Calixto Global Investors, LP | 97,912 | $743.2 萬 | 6.61% | +22,912+30.5% | 加碼 |
| Beck Bode, LLC | 97,227 | $738.0 萬 | 1.81% | +27,093+38.6% | 加碼 |
| Trexquant Investment LP | 93,839 | $712.2 萬 | 0.20% | −75,141−44.5% | 減碼 |
| Teacher Retirement System of Texas | 91,601 | $695.3 萬 | 0.05% | −342,523−78.9% | 減碼 |