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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 2 季與 2023 年第 1 季比較

持有 PDD Holdings Inc. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

PDD 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數4681452−15
股數3.44 億3,0863.36 億−740.6 萬 (−2.2%)
市值$259.2 億$23.4 萬$232.5 億−$26.7 億 (−10.3%)

1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（60 家）

2023 年第 2 季季末持有 PDD Holdings Inc.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 PDD 的機構
機構股數市值佔組合 %
Dragoneer Investment Group, LLC2,597,734$1.80 億3.71%
First Beijing Investment Ltd2,074,300$1.43 億43.29%
Newlands Management Operations LLC1,949,040$1.35 億1.44%
Fullerton Fund Management Co Ltd.1,118,031$7,730 萬5.40%
Appaloosa LP大師阿帕盧薩750,000$5,186 萬0.96%
Pictet & Cie (Europe) SA324,000$2,240 萬0.76%
DnB Asset Management AS232,985$1,611 萬0.09%
Yunqi Capital Ltd150,000$1,037 萬7.57%
CMT Capital Markets Trading GmbH100,000$691.4 萬2.86%
Ardmore Road Asset Management LP100,000$691.4 萬2.08%
Kingdon Capital Management, L.L.C.97,000$670.7 萬1.17%
Rhumbline Advisers79,818$551.9 萬0.01%
Jessup Wealth Management, Inc66,065$456.8 萬2.44%
Contrarius Investment Management Ltd53,759$371.7 萬0.20%
Nishkama Capital, LLC50,637$350.1 萬0.64%
3G Capital Partners LP50,000$345.7 萬3.49%
iA Global Asset Management Inc.47,002$325.0 萬0.09%
Maytus Capital Management, LLC46,000$318.0 萬1.57%
Wealth High Governance Capital Ltda40,000$276.6 萬1.16%
AMS Capital Ltda34,031$235.3 萬2.77%
Marathon Trading Investment Management LLC33,798$233.7 萬1.45%
Van Eck Associates Corp32,780$226.6 萬0.00%
Banco Santander, S.A.23,509$162.5 萬0.02%
Bayesian Capital Management, LP21,900$151.4 萬0.16%
Group One Trading, L.P.20,136$139.2 萬0.06%
Y-Intercept (Hong Kong) Ltd17,510$121.1 萬0.13%
Oppenheimer & Co Inc16,628$115.0 萬0.02%
Rockefeller Capital Management L.P.15,648$108.2 萬0.00%
Quaero Capital S.A.15,534$107.4 萬0.83%
AustralianSuper Pty Ltd13,787$95.3 萬0.01%
Wolverine Trading, LLC13,117$90.4 萬0.01%
CTC LLC12,588$87.0 萬0.01%
XY Capital Ltd9,210$63.7 萬1.23%
Tybourne Capital Management (HK) Ltd7,359$50.9 萬0.05%
Dynamic Technology Lab Private Ltd7,290$50.4 萬0.06%
Cresset Asset Management, LLC6,586$45.5 萬0.00%
Banque Pictet & Cie SA6,355$43.9 萬0.00%
Raymond James Financial Services Advisors, Inc.6,217$43.0 萬0.00%
HighVista Strategies LLC5,831$40.3 萬0.18%
Banco Bilbao Vizcaya Argentaria, S.A.5,760$39.8 萬0.01%
Connective Portfolio Management, LLC5,000$35.6 萬0.88%
Balentine LLC4,506$31.2 萬0.01%
Fred Alger Management, LLC4,487$31.0 萬0.00%
QCM Cayman, Ltd.4,265$29.5 萬1.73%
Polar Capital Holdings Plc4,181$28.9 萬0.00%
Pathstone Family Office, LLC3,867$26.7 萬0.00%
U S Global Investors Inc3,550$24.5 萬0.01%
Prelude Capital Management, LLC3,200$22.1 萬0.02%
DRW Securities, LLC3,149$21.8 萬0.02%
Boothbay Fund Management, LLC3,150$21.8 萬0.01%
Advisor Partners II, LLC3,094$21.4 萬0.01%
Key Financial Inc82$5,6690.00%
Impact Partnership Wealth, LLC26$1,7980.00%
Sofos Investments, Inc.69$1,2300.01%
Motco14$9680.00%
Gradient Investments LLC12$8300.00%
Abound Wealth Management10$6920.00%
Harbour Investments, Inc.6$4150.00%
Elequin Capital LP6$4150.00%
AdvisorNet Financial, Inc4$2770.00%

清倉機構（75 家）

2023 年第 1 季季末持有 PDD Holdings Inc.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 PDD 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Aspex Management (HK) Ltd775,000$5,882 萬
Healthcare of Ontario Pension Plan Trust Fund762,400$5,787 萬
Yong Rong (HK) Asset Management Ltd519,730$3,945 萬
Oxbow Capital Management (HK) Ltd435,000$3,302 萬
FengHe Fund Management Pte. Ltd.328,000$2,490 萬
Simplex Trading, LLC312,591$2,373 萬
Rheos Capital Works Inc.243,000$1,844 萬
Kaizen Capital Partners Ltd135,900$1,031 萬
Calixto Global Investors, LP97,912$743.2 萬
Beck Bode, LLC97,227$738.0 萬
Trexquant Investment LP93,839$712.2 萬
Liontrust Investment Partners LLP90,000$683.1 萬
Torq Capital Management (HK) Ltd87,100$661.0 萬
Wolverine Asset Management LLC75,000$569.3 萬
Kames Capital plc69,387$526.6 萬
IMC-Chicago, LLC51,198$388.6 萬
Optimas Capital Ltd41,200$312.7 萬
Industrial Alliance Investment Management Inc.40,884$310.3 萬
Prospera Financial Services Inc39,892$302.8 萬
One01 Capital, LP32,700$248.2 萬
CenterBook Partners LP31,437$238.6 萬
Dorsey Wright & Associates29,366$222.9 萬
Itau Unibanco Holding S.A.24,552$186.3 萬
Artisan Partners Limited Partnership24,148$183.3 萬
Two Sigma Investments, LP22,600$171.5 萬
Solstein Capital, LLC21,948$166.6 萬
Eos Management, L.P.19,266$146.2 萬
TT International Asset Management LTD18,729$142.1 萬
Empowered Funds, LLC16,814$127.6 萬
Donaldson Capital Management, LLC11,411$86.6 萬
Ocean Arete Ltd11,000$83.5 萬
Stifel Financial Corp10,124$76.8 萬
Shellback Capital, LP10,000$75.9 萬
Lynwood Capital Management Inc.25,000$74.5 萬
Jackson Wealth Management, LLC8,751$66.4 萬
Cetera Advisors LLC8,479$64.4 萬
Malaga Cove Capital, LLC8,437$64.0 萬
Gladstone Institutional Advisory LLC8,220$62.4 萬
Winton Group Ltd7,809$59.3 萬
Castleark Management LLC7,590$57.6 萬
CIBC World Markets Corp7,141$54.2 萬
Banco BTG Pactual S.A.7,556$47.6 萬
MML Investors Services, LLC5,868$44.5 萬
Cetera Advisor Networks LLC5,256$39.9 萬
Campbell & CO Investment Adviser LLC5,215$39.6 萬
Sawtooth Solutions, LLC4,640$35.2 萬
Bleakley Financial Group, LLC4,640$35.2 萬
TownSquare Capital, LLC4,548$34.5 萬
Prime Capital Investment Advisors, LLC4,500$34.2 萬
Truist Financial Corp4,219$32.0 萬
Garden State Investment Advisory Services LLC4,032$30.6 萬
Fox Run Management, L.L.C.3,931$29.8 萬
Kingsview Wealth Management, LLC3,572$27.1 萬
Central Asset Investments & Management Holdings (HK) Ltd3,500$26.6 萬
Strategic Global Advisors, LLC3,403$25.8 萬
Allen Investment Management LLC3,070$23.3 萬
Two Sigma Securities, LLC2,783$21.1 萬
HighTower Advisors, LLC2,666$20.3 萬
Elite Wealth Management, Inc.2,651$20.1 萬
Harel Insurance Investments & Financial Services Ltd.1,516$11.6 萬
Caisse de Depot Et Placement du Quebec1,138$8.64 萬
Belpointe Asset Management LLC195$1.48 萬
Bokf, NA182$1.38 萬
Activest Wealth Management103$7,911
Contravisory Investment Management, Inc.100$7,590
Syverson Strege & Co61$4,630
GPS Wealth Strategies Group, LLC55$4,175
Ameritas Advisory Services, LLC41$2,737
Thomas J. Herzfeld Advisors, Inc.27$2,049
Schubert & Co24$1,822
Grove Bank & Trust14$1,063
Berkshire Capital Holdings Inc10$759
TCI Wealth Advisors, Inc.10$759
Bellwether Advisors, LLC5$379
WR Wealth Planners, LLC2$152

尚未申報 2023 年第 2 季的機構（1 家）

2023 年第 1 季季末持有 PDD Holdings Inc.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 PDD、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Brainard Capital Management LLC3,086$23.4 萬