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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 90,000 | $683.1 萬 | 0.10% | +19,000+26.8% | 加碼 |
| Keywise Capital Management (HK) Ltd | 89,150 | $676.6 萬 | 1.54% | −11,700−11.6% | 減碼 |
| Torq Capital Management (HK) Ltd | 87,100 | $661.0 萬 | 8.40% | +87,100 | 新進 |
| Citadel Advisors LLC | 85,460 | $648.6 萬 | 0.01% | −205,571−70.6% | 減碼 |
| Orland Properties Ltd | 85,000 | $645.1 萬 | 3.39% | 00.0% | 不變 |
| Cutler Group LP | 80,800 | $613.2 萬 | 0.96% | +80,800 | 新進 |
| Nomura Asset Management Co Ltd | 80,407 | $610.3 萬 | 0.03% | +10,194+14.5% | 加碼 |
| CIBC Asset Management Inc | 76,287 | $579.0 萬 | 0.02% | +13,665+21.8% | 加碼 |
| Jupiter Asset Management Ltd | 76,215 | $578.4 萬 | 0.08% | +55,732+272.1% | 加碼 |
| Voya Investment Management LLC | 75,368 | $572.0 萬 | 0.01% | +4,515+6.4% | 加碼 |
| Wolverine Asset Management LLC | 75,000 | $569.3 萬 | 0.10% | +75,000 | 新進 |
| AlpInvest Partners B.V. | 74,337 | $564.2 萬 | 1.49% | −8,260−10.0% | 減碼 |
| Hel Ved Capital Management Ltd | 73,464 | $557.6 萬 | 2.97% | −73,213−49.9% | 減碼 |
| Shell Asset Management Co | 73,270 | $556.1 萬 | 0.23% | +700+1.0% | 加碼 |
| Twenty Acre Capital LP | 72,400 | $549.5 萬 | 6.27% | −2,000−2.7% | 減碼 |
| La Banque Postale Asset Management SA | 71,449 | $542.3 萬 | 0.14% | −67,912−48.7% | 減碼 |
| Kames Capital plc | 69,387 | $526.6 萬 | 0.09% | −7,213−9.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 69,109 | $524.5 萬 | 0.25% | −3,079−4.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 65,186 | $494.8 萬 | 0.05% | −190,113−74.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 65,100 | $494.1 萬 | 0.05% | −74,300−53.3% | 減碼 |
| Thrivent Financial for Lutherans | 62,488 | $474.3 萬 | 0.01% | −1,515−2.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 61,972 | $470.3 萬 | 0.10% | −20,628−25.0% | 減碼 |
| Qtron Investments LLC | 59,174 | $449.1 萬 | 0.92% | −15,235−20.5% | 減碼 |
| Profund Advisors LLC | 57,773 | $438.5 萬 | 0.27% | +6,994+13.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 57,480 | $436.3 萬 | 0.07% | +9,286+19.3% | 加碼 |
| Rafferty Asset Management, LLC | 56,669 | $430.1 萬 | 0.03% | +5,545+10.8% | 加碼 |
| PEAK6 Investments LLC | 55,122 | $418.4 萬 | 0.27% | −31,164−36.1% | 減碼 |
| Natixis | 53,840 | $408.6 萬 | 0.04% | +50,829+1,688.1% | 加碼 |
| Ensign Peak Advisors, Inc | 51,350 | $389.7 萬 | 0.01% | +14,900+40.9% | 加碼 |
| IMC-Chicago, LLC | 51,198 | $388.6 萬 | 0.66% | +51,198 | 新進 |
| Leonteq Securities AG | 51,149 | $388.2 萬 | 0.36% | +27,389+115.3% | 加碼 |
| ING Groep NV | 48,768 | $370.1 萬 | 0.04% | +6,474+15.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 48,676 | $369.5 萬 | 0.10% | −14,589−23.1% | 減碼 |
| Seldon Capital LP | 48,226 | $366.0 萬 | 3.66% | 00.0% | 不變 |
| Shelton Capital Management | 47,042 | $357.0 萬 | 0.15% | +8,561+22.2% | 加碼 |
| UBS Oconnor LLC | 46,479 | $352.8 萬 | 0.08% | +46,479 | 新進 |
| Northwest & Ethical Investments L.P. | 45,303 | $343.9 萬 | 0.11% | +45,303 | 新進 |
| China Universal Asset Management Co., Ltd. | 44,360 | $336.7 萬 | 1.14% | −86,880−66.2% | 減碼 |
| Parametrica Management Ltd | 43,375 | $329.2 萬 | 5.94% | +25,400+141.3% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $314.9 萬 | 2.55% | 00.0% | 不變 |
| Optimas Capital Ltd | 41,200 | $312.7 萬 | 2.62% | −15,221−27.0% | 減碼 |
| Daiwa Securities Group Inc. | 40,912 | $310.5 萬 | 0.02% | +10,108+32.8% | 加碼 |
| Industrial Alliance Investment Management Inc. | 40,884 | $310.3 萬 | 0.09% | +13,774+50.8% | 加碼 |
| Prospera Financial Services Inc | 39,892 | $302.8 萬 | 0.12% | +12,115+43.6% | 加碼 |
| American International Group, Inc. | 38,849 | $294.9 萬 | 0.02% | +6,488+20.0% | 加碼 |
| Alps Advisors Inc | 38,129 | $289.4 萬 | 0.03% | +11,305+42.1% | 加碼 |
| Engineers Gate Manager LP | 36,187 | $274.7 萬 | 0.11% | +7,032+24.1% | 加碼 |
| Advisor Group Holdings, Inc. | 36,023 | $273.3 萬 | 0.01% | +19,968+124.4% | 加碼 |
| Octahedron Capital Management L.P. | 35,700 | $271.0 萬 | 5.81% | +23,950+203.8% | 加碼 |
| QVT Financial LP | 34,861 | $264.6 萬 | 0.16% | +34,861 | 新進 |
| Federation des caisses Desjardins du Quebec | 34,243 | $259.9 萬 | 0.03% | +33,663+5,804.0% | 加碼 |
| Pacer Advisors, Inc. | 33,738 | $256.1 萬 | 0.01% | +20,253+150.2% | 加碼 |
| One01 Capital, LP | 32,700 | $248.2 萬 | 2.95% | +32,700 | 新進 |
| Abn Amro Investment Solutions | 32,270 | $244.9 萬 | 0.05% | +32,270 | 新進 |
| CenterBook Partners LP | 31,437 | $238.6 萬 | 0.34% | +31,437 | 新進 |
| Rock Creek Group, LP | 31,276 | $237.4 萬 | 0.31% | −22,424−41.8% | 減碼 |
| TD Waterhouse Canada Inc. | 23,127 | $232.8 萬 | 0.02% | −425−1.8% | 減碼 |
| Los Angeles Capital Management LLC | 30,555 | $231.9 萬 | 0.01% | −67,536−68.9% | 減碼 |
| Yousif Capital Management, LLC | 30,134 | $228.7 萬 | 0.03% | −100−0.3% | 減碼 |
| RBF Capital, LLC | 30,000 | $227.7 萬 | 0.17% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 29,600 | $224.7 萬 | 0.06% | +6,300+27.0% | 加碼 |
| Dorsey Wright & Associates | 29,366 | $222.9 萬 | 0.68% | +29,366 | 新進 |
| Unigestion Holding SA | 28,926 | $221.1 萬 | 0.12% | 00.0% | 不變 |
| Employees Retirement System of Texas | 28,730 | $218.1 萬 | 0.03% | +28,730 | 新進 |
| Top Ace Asset Management Ltd | 28,700 | $217.8 萬 | 11.39% | −1,300−4.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 28,208 | $214.1 萬 | 0.03% | +320+1.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,036 | $205.2 萬 | 0.05% | +3,600+15.4% | 加碼 |
| Dantai Capital Ltd | 25,300 | $192.0 萬 | 2.33% | +25,300 | 新進 |
| Envestnet Asset Management Inc | 1,089,183 | $190.5 萬 | 0.00% | +1,053,796+2,977.9% | 加碼 |
| IFM Investors Pty Ltd | 25,092 | $190.4 萬 | 0.03% | +1,637+7.0% | 加碼 |
| Oberweis Asset Management Inc | 25,000 | $189.8 萬 | 0.29% | −10,000−28.6% | 減碼 |
| Itau Unibanco Holding S.A. | 24,552 | $186.3 萬 | 0.09% | +24,552 | 新進 |
| Artisan Partners Limited Partnership | 24,148 | $183.3 萬 | 0.00% | −133,722−84.7% | 減碼 |
| TD Asset Management Inc | 22,900 | $173.8 萬 | 0.00% | +4,700+25.8% | 加碼 |
| XR Securities LLC | 22,831 | $173.3 萬 | 2.45% | +22,831 | 新進 |
| Two Sigma Investments, LP | 22,600 | $171.5 萬 | 0.01% | −1,160,863−98.1% | 減碼 |
| Solstein Capital, LLC | 21,948 | $166.6 萬 | 1.45% | +7,432+51.2% | 加碼 |
| Harvest Volatility Management LLC | 21,046 | $160.9 萬 | 0.32% | +1,661+8.6% | 加碼 |
| Handelsinvest Investeringsforvaltning | 21,126 | $160.3 萬 | 0.26% | −2,874−12.0% | 減碼 |
| Intech Investment Management LLC | 20,721 | $157.3 萬 | 0.01% | +3,681+21.6% | 加碼 |
| Morningstar Investment Management LLC | 20,338 | $154.4 萬 | 0.23% | −1,072−5.0% | 減碼 |
| Banque Cantonale Vaudoise | 20,186 | $153.3 萬 | 0.08% | −51,993−72.0% | 減碼 |
| Eos Management, L.P. | 19,266 | $146.2 萬 | 0.77% | +4,744+32.7% | 加碼 |
| Baader Bank INC | 19,713 | $144.8 萬 | 0.11% | −15,087−43.4% | 減碼 |
| TT International Asset Management LTD | 18,729 | $142.1 萬 | 0.16% | −32,735−63.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,082 | $137.2 萬 | 0.02% | +3,716+25.9% | 加碼 |
| Tekne Capital Management, LLC | 17,891 | $135.8 萬 | 0.37% | +17,891 | 新進 |
| Desjardins Global Asset Management Inc. | 17,353 | $131.7 萬 | 0.17% | −2,941−14.5% | 減碼 |
| Janney Montgomery Scott LLC | 17,308 | $131.4 萬 | 0.01% | +17,308 | 新進 |
| Commonwealth Equity Services, LLC | 17,007 | $129.0 萬 | 0.00% | −34,937−67.3% | 減碼 |
| Empowered Funds, LLC | 16,814 | $127.6 萬 | 0.08% | −240−1.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 16,425 | $124.7 萬 | 0.03% | −2,208−11.8% | 減碼 |
| Aperture Investors, LLC | 15,700 | $119.2 萬 | 0.17% | +4,314+37.9% | 加碼 |
| Vident Investment Advisory, LLC | 14,951 | $113.5 萬 | 0.04% | −5,246−26.0% | 減碼 |
| Hongkou Capital LP | 14,675 | $111.4 萬 | 3.65% | +14,675 | 新進 |
| Knights of Columbus Asset Advisors LLC | 14,330 | $108.8 萬 | 0.11% | −3,037−17.5% | 減碼 |
| TCW Group Inc | 14,000 | $106.3 萬 | 0.01% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 14,240 | $105.7 萬 | 0.02% | +9,320+189.4% | 加碼 |
| CIBC World Markets Inc. | 13,761 | $104.4 萬 | 0.00% | −33,397−70.8% | 減碼 |
| L & S Advisors Inc | 13,603 | $103.2 萬 | 0.14% | +13,603 | 新進 |