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 $328.9 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2023 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2023/6/30 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
- 452
- 較 2023 年第 1 季 −15 家
- 持有股數
- 3.36 億
- 較 2023 年第 1 季 −740.6 萬 (−2.2%)
- 總市值
- $232.5 億
- 較 2023 年第 1 季 −$26.6 億 (−10.3%)
- 新進機構
- 60
- 另有 153 家加碼
- 清倉機構
- 75
- 另有 187 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | $328.9 億 |
| 2026 年第 1 季 | 568 | $436.8 億 |
| 2025 年第 4 季 | 574 | $502.0 億 |
| 2025 年第 3 季 | 559 | $546.6 億 |
| 2025 年第 2 季 | 537 | $429.9 億 |
| 2025 年第 1 季 | 584 | $491.7 億 |
| 2024 年第 4 季 | 587 | $395.6 億 |
| 2024 年第 3 季 | 602 | $568.1 億 |
| 2024 年第 2 季 | 646 | $587.3 億 |
| 2024 年第 1 季 | 577 | $476.9 億 |
| 2023 年第 4 季 | 584 | $587.2 億 |
| 2023 年第 3 季 | 473 | $358.2 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $266.9 億 |
| 2022 年第 4 季 | 451 | $266.4 億 |
| 2022 年第 3 季 | 411 | $193.3 億 |
| 2022 年第 2 季 | 394 | $178.0 億 |
| 2022 年第 1 季 | 353 | $110.4 億 |
| 2021 年第 4 季 | 362 | $159.6 億 |
| 2021 年第 3 季 | 396 | $247.4 億 |
| 2021 年第 2 季 | 415 | $319.2 億 |
| 2021 年第 1 季 | 442 | $388.1 億 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 31,167,044 | $21.5 億 | 1.83% | +2,975,800+10.6% | 加碼 |
| BlackRock Inc. | 24,137,254 | $16.7 億 | 0.05% | −736,765−3.0% | 減碼 |
| Vanguard Group Inc | 17,464,197 | $12.1 億 | 0.03% | +114,072+0.7% | 加碼 |
| Morgan Stanley | 15,431,288 | $10.7 億 | 0.11% | −173,138−1.1% | 減碼 |
| FMR LLC | 13,300,918 | $9.20 億 | 0.08% | +4,013,712+43.2% | 加碼 |
| UBS Asset Management Americas Inc | 11,024,163 | $8.37 億 | 0.41% | 00.0% | 不變 |
| State Street Corp | 9,863,022 | $6.82 億 | 0.04% | −2,192,246−18.2% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,183,514 | $5.66 億 | 98.05% | −140,430−1.7% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 8,172,247 | $5.65 億 | 12.03% | −2,470,600−23.2% | 減碼 |
| Goldman Sachs Group Inc | 7,556,226 | $5.22 億 | 0.13% | −3,727,633−33.0% | 減碼 |
| Invesco Ltd. | 6,972,483 | $4.82 億 | 0.13% | +4,723,381+210.0% | 加碼 |
| Norges Bank | 6,030,110 | $4.17 億 | 0.08% | −441,653−6.8% | 減碼 |
| Assenagon Asset Management S.A. | 5,420,578 | $3.75 億 | 1.47% | +789,935+17.1% | 加碼 |
| Krane Funds Advisors LLC | 5,127,133 | $3.54 億 | 18.68% | +760,327+17.4% | 加碼 |
| Canada Pension Plan Investment Board | 4,962,806 | $3.43 億 | 0.52% | +1,089,700+28.1% | 加碼 |
| JPMorgan Chase & Co | 4,791,009 | $3.31 億 | 0.04% | +875,253+22.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,701,666 | $3.25 億 | 15.71% | +462,580+10.9% | 加碼 |
| E Fund Management Co., Ltd. | 4,567,173 | $3.16 億 | 24.97% | +754,604+19.8% | 加碼 |
| HSBC Holdings PLC | 4,517,077 | $3.12 億 | 0.33% | −522,907−10.4% | 減碼 |
| Legal & General Group Plc | 3,841,254 | $2.66 億 | 0.09% | +10,084+0.3% | 加碼 |
| Price T Rowe Associates Inc | 3,517,783 | $2.43 億 | 0.03% | +140,203+4.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,316,972 | $2.29 億 | 0.60% | +90,818+2.8% | 加碼 |
| SC US (TTGP), Ltd. | 3,185,022 | $2.20 億 | 2.07% | 00.0% | 不變 |
| FIL Ltd | 3,159,047 | $2.18 億 | 0.25% | −1,285,487−28.9% | 減碼 |
| Geode Capital Management, LLC | 2,993,799 | $2.06 億 | 0.02% | +155,836+5.5% | 加碼 |
| Oceanlink Management Ltd. | 2,972,542 | $2.06 億 | 48.13% | +1,792,501+151.9% | 加碼 |
| Bridgewater Associates, LP | 2,731,512 | $1.89 億 | 1.17% | +589,115+27.5% | 加碼 |
| Genesis Investment Management, LLP | 2,437,587 | $1.84 億 | 19.92% | +186,484+8.3% | 加碼 |
| Dragoneer Investment Group, LLC | 2,597,734 | $1.80 億 | 3.71% | +2,597,734 | 新進 |
| Arrowstreet Capital, Limited Partnership | 2,587,159 | $1.79 億 | 0.22% | +843,223+48.4% | 加碼 |
| Tairen Capital Ltd | 2,553,749 | $1.77 億 | 5.56% | +554,168+27.7% | 加碼 |
| SRS Investment Management, LLC | 2,446,402 | $1.69 億 | 1.94% | +2,342,119+2,245.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,200,216 | $1.52 億 | 0.30% | −1,283,668−36.8% | 減碼 |
| Bank of America Corp | 2,092,365 | $1.45 億 | 0.02% | −1,089,769−34.2% | 減碼 |
| First Beijing Investment Ltd | 2,074,300 | $1.43 億 | 43.29% | +2,074,300 | 新進 |
| Newlands Management Operations LLC | 1,949,040 | $1.35 億 | 1.44% | +1,949,040 | 新進 |
| Vontobel Holding Ltd. | 1,912,483 | $1.32 億 | 1.16% | +45,202+2.4% | 加碼 |
| Fisher Asset Management, LLC | 1,834,029 | $1.27 億 | 0.07% | −10,082−0.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,839,912 | $1.27 億 | 0.27% | +112,643+6.5% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,824,756 | $1.26 億 | 12.06% | −436,740−19.3% | 減碼 |
| Northern Trust Corp | 1,770,671 | $1.22 億 | 0.02% | −310,557−14.9% | 減碼 |
| Nuveen Asset Management, LLC | 1,720,963 | $1.19 億 | 0.04% | +729,944+73.7% | 加碼 |
| Perseverance Asset Management International | 1,690,668 | $1.17 億 | 35.32% | +552,970+48.6% | 加碼 |
| Deutsche Bank AG | 1,614,823 | $1.12 億 | 0.06% | −1,269,664−44.0% | 減碼 |
| SC China Holding Ltd | 1,592,510 | $1.10 億 | 12.59% | 00.0% | 不變 |
| Marshall Wace, LLP | 1,533,788 | $1.06 億 | 0.23% | +560,791+57.6% | 加碼 |
| Alkeon Capital Management LLC | 1,513,241 | $1.05 億 | 0.63% | −1,628,098−51.8% | 減碼 |
| UBS Group AG | 1,484,972 | $1.03 億 | 0.04% | −113,636−7.1% | 減碼 |
| Pictet Asset Management SA | 1,463,958 | $1.01 億 | 0.12% | −259,931−15.1% | 減碼 |
| CoreView Capital Management Ltd | 1,444,942 | $9,990 萬 | 12.98% | −517,509−26.4% | 減碼 |
| Parallax Volatility Advisers, L.P. | 1,408,620 | $9,739 萬 | 3.35% | +1,272,929+938.1% | 加碼 |
| Bank of New York Mellon Corp | 1,378,619 | $9,532 萬 | 0.02% | +24,206+1.8% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $9,413 萬 | 41.06% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,347,227 | $9,315 萬 | 0.07% | +5,905+0.4% | 加碼 |
| Swiss National Bank | 1,281,137 | $8,858 萬 | 0.06% | −87,758−6.4% | 減碼 |
| Principal Financial Group Inc | 1,249,615 | $8,640 萬 | 0.06% | −410,176−24.7% | 減碼 |
| Millennium Management LLC | 1,194,842 | $8,261 萬 | 0.09% | +1,058,382+775.6% | 加碼 |
| WT Asset Management Ltd | 1,179,342 | $8,154 萬 | 24.89% | +559,411+90.2% | 加碼 |
| Public Investment Fund | 1,171,570 | $8,100 萬 | 0.21% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 1,118,031 | $7,730 萬 | 5.40% | +1,118,031 | 新進 |
| Platinum Investment Management Ltd | 1,088,026 | $7,523 萬 | 2.61% | +718,398+194.4% | 加碼 |
| Trivest Advisors Ltd | 1,055,400 | $7,297 萬 | 2.51% | −1,220,300−53.6% | 減碼 |
| First Trust Advisors LP | 1,041,199 | $7,199 萬 | 0.08% | +183,867+21.4% | 加碼 |
| Susquehanna International Group, LLP | 1,026,215 | $7,095 萬 | 0.11% | −805,516−44.0% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,000,000 | $6,914 萬 | 13.12% | +825,000+471.4% | 加碼 |
| Matthews International Capital Management LLC | 988,879 | $6,837 萬 | 8.01% | −977,799−49.7% | 減碼 |
| Credit Suisse AG | 958,762 | $6,629 萬 | 0.07% | −3,735−0.4% | 減碼 |
| National Bank of Canada | 928,479 | $6,619 萬 | 0.13% | −836,433−47.4% | 減碼 |
| Coronation Fund Managers Ltd. | 926,700 | $6,407 萬 | 1.73% | +78,607+9.3% | 加碼 |
| Alpine Investment Management Ltd | 925,000 | $6,395 萬 | 18.81% | −325,000−26.0% | 減碼 |
| Ameriprise Financial Inc | 920,343 | $6,363 萬 | 0.02% | −146,867−13.8% | 減碼 |
| First Manhattan Co | 911,290 | $6,301 萬 | 0.23% | +100,196+12.4% | 加碼 |
| Nomura Holdings Inc | 897,221 | $6,203 萬 | 0.63% | +155,082+20.9% | 加碼 |
| Franchise Capital Ltd | 843,636 | $5,833 萬 | 18.26% | −960,418−53.2% | 減碼 |
| Whale Rock Capital Management LLC | 841,942 | $5,821 萬 | 1.00% | −245,787−22.6% | 減碼 |
| Causeway Capital Management LLC | 828,195 | $5,726 萬 | 1.51% | +7,277+0.9% | 加碼 |
| Coatue Management LLC大師Coatue | 811,523 | $5,611 萬 | 0.27% | −110,561−12.0% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 805,236 | $5,567 萬 | 32.38% | +118,600+17.3% | 加碼 |
| Victory Capital Management Inc | 796,160 | $5,505 萬 | 0.06% | +19,475+2.5% | 加碼 |
| California Public Employees Retirement System | 789,366 | $5,458 萬 | 0.05% | −39,619−4.8% | 減碼 |
| Great West Life Assurance Co | 780,733 | $5,412 萬 | 0.13% | +6,977+0.9% | 加碼 |
| Barclays PLC | 765,269 | $5,291 萬 | 0.03% | −45,138−5.6% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 750,000 | $5,186 萬 | 0.96% | +750,000 | 新進 |
| APG Asset Management N.V. | 804,128 | $5,096 萬 | 0.10% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 727,034 | $5,027 萬 | 0.12% | −69,969−8.8% | 減碼 |
| Schroder Investment Management Group | 704,779 | $4,873 萬 | 0.07% | −2,896,756−80.4% | 減碼 |
| AQR Capital Management LLC | 698,734 | $4,831 萬 | 0.10% | −57,007−7.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 696,962 | $4,819 萬 | 1.76% | −67,923−8.9% | 減碼 |
| Acadian Asset Management LLC | 664,936 | $4,596 萬 | 0.19% | −81,046−10.9% | 減碼 |
| Citigroup Inc | 663,596 | $4,588 萬 | 0.06% | +232,960+54.1% | 加碼 |
| TB Alternative Assets Ltd. | 656,600 | $4,540 萬 | 11.30% | −94,800−12.6% | 減碼 |
| Sylebra Capital Ltd | 633,705 | $4,381 萬 | 1.80% | −276,173−30.4% | 減碼 |
| Jane Street Group, LLC | 621,615 | $4,298 萬 | 0.06% | +307,035+97.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 621,468 | $4,296 萬 | 8.64% | +100,438+19.3% | 加碼 |
| Prudential PLC | 618,442 | $4,276 萬 | 0.50% | −103,542−14.3% | 減碼 |
| RWC Asset Management LLP | 599,962 | $4,148 萬 | 2.00% | −107,990−15.3% | 減碼 |
| Charles Schwab Investment Management Inc | 588,563 | $4,069 萬 | 0.01% | −17,934−3.0% | 減碼 |
| Penserra Capital Management LLC | 587,782 | $4,064 萬 | 0.80% | +148,062+33.7% | 加碼 |
| Origin Asset Management LLP | 568,547 | $3,931 萬 | 15.40% | −242,900−29.9% | 減碼 |
| Tiger Pacific Capital LP | 563,248 | $3,894 萬 | 10.62% | +383,648+213.6% | 加碼 |