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 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 −$26.7 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 | $328.7 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 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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 4,781 | $33.1 萬 | 0.04% | −466−8.9% | 減碼 |
| Cerity Partners LLC | 5,136 | $35.5 萬 | 0.00% | +389+8.2% | 加碼 |
| Connective Portfolio Management, LLC | 5,000 | $35.6 萬 | 0.88% | +5,000 | 新進 |
| Aj Wealth Strategies, LLC | 5,390 | $37.3 萬 | 0.02% | +119+2.3% | 加碼 |
| Whittier Trust Co | 5,577 | $38.6 萬 | 0.01% | −300−5.1% | 減碼 |
| Formula Growth Ltd | 5,600 | $38.7 萬 | 0.12% | +100+1.8% | 加碼 |
| US Bancorp | 5,651 | $39.1 萬 | 0.00% | −1,063−15.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,760 | $39.8 萬 | 0.01% | +5,760 | 新進 |
| Insight Advisors, LLC | 5,770 | $39.9 萬 | 0.09% | +1,500+35.1% | 加碼 |
| HighVista Strategies LLC | 5,831 | $40.3 萬 | 0.18% | +5,831 | 新進 |
| Cutler Group LP | 6,082 | $42.0 萬 | 0.10% | −74,718−92.5% | 減碼 |
| Quadrant Capital Group LLC | 6,113 | $42.3 萬 | 0.04% | +40+0.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 6,217 | $43.0 萬 | 0.00% | +6,217 | 新進 |
| Banque Pictet & Cie SA | 6,355 | $43.9 萬 | 0.00% | +6,355 | 新進 |
| Rock Creek Group, LP | 6,399 | $44.2 萬 | 0.06% | −24,877−79.5% | 減碼 |
| Nissay Asset Management Corp | 6,555 | $45.3 萬 | 0.00% | +2,036+45.1% | 加碼 |
| Cresset Asset Management, LLC | 6,586 | $45.5 萬 | 0.00% | +6,586 | 新進 |
| CI Private Wealth, LLC | 6,665 | $46.1 萬 | 0.00% | −468−6.6% | 減碼 |
| Caxton Associates LP | 6,785 | $46.9 萬 | 0.07% | +1,047+18.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 7,290 | $50.4 萬 | 0.06% | +7,290 | 新進 |
| Brinker Capital Investments, LLC | 7,301 | $50.5 萬 | 0.01% | −5,923−44.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,301 | $50.5 萬 | 0.01% | −5,923−44.8% | 減碼 |
| Tybourne Capital Management (HK) Ltd | 7,359 | $50.9 萬 | 0.05% | +7,359 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 7,500 | $51.9 萬 | 0.06% | 00.0% | 不變 |
| Norinchukin Bank, The | 7,749 | $53.6 萬 | 0.01% | +42+0.5% | 加碼 |
| Altfest L J & Co Inc | 7,760 | $53.7 萬 | 0.08% | −65−0.8% | 減碼 |
| Mercer Global Advisors Inc | 7,807 | $54.0 萬 | 0.00% | +466+6.3% | 加碼 |
| Paragon Capital Management Inc | 8,038 | $55.6 萬 | 0.47% | +1,408+21.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,135 | $56.2 萬 | 0.00% | +337+4.3% | 加碼 |
| Henry James International Management, Inc. | 8,605 | $59.5 萬 | 0.26% | 00.0% | 不變 |
| Ritholtz Wealth Management | 8,630 | $59.7 萬 | 0.03% | −29−0.3% | 減碼 |
| Mariner, LLC | 8,801 | $60.8 萬 | 0.00% | +1,003+12.9% | 加碼 |
| JustInvest LLC | 9,036 | $62.5 萬 | 0.02% | +305+3.5% | 加碼 |
| Siemens Fonds Invest GmbH | 9,084 | $62.5 萬 | 0.06% | 00.0% | 不變 |
| XY Capital Ltd | 9,210 | $63.7 萬 | 1.23% | +9,210 | 新進 |
| Advisory Services Network, LLC | 9,280 | $64.2 萬 | 0.02% | −1,611−14.8% | 減碼 |
| Headlands Technologies LLC | 9,353 | $64.7 萬 | 0.21% | +5,628+151.1% | 加碼 |
| Connectus Wealth, LLC | 9,511 | $65.8 萬 | 0.02% | +553+6.2% | 加碼 |
| Cigna Investments Inc | 9,679 | $66.9 萬 | 0.12% | 00.0% | 不變 |
| LPL Financial LLC | 9,729 | $67.3 萬 | 0.00% | +5,298+119.6% | 加碼 |
| Signaturefd, LLC | 9,871 | $68.2 萬 | 0.02% | −332−3.3% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 9,840 | $68.4 萬 | 0.02% | −4,400−30.9% | 減碼 |
| Jefferies Financial Group Inc. | 10,523 | $72.8 萬 | 0.02% | +3,523+50.3% | 加碼 |
| Creative Planning | 10,778 | $74.5 萬 | 0.00% | +3,809+54.7% | 加碼 |
| CastleKnight Management LP | 10,800 | $74.7 萬 | 0.15% | +5,400+100.0% | 加碼 |
| TCW Group Inc | 11,000 | $76.1 萬 | 0.01% | −3,000−21.4% | 減碼 |
| VGI Partners Ltd | 11,000 | $76.1 萬 | 0.16% | +3,000+37.5% | 加碼 |
| Hongkou Capital LP | 11,225 | $77.6 萬 | 2.45% | −3,450−23.5% | 減碼 |
| Desjardins Global Asset Management Inc. | 11,890 | $82.2 萬 | 0.09% | −5,463−31.5% | 減碼 |
| 1832 Asset Management L.P. | 12,000 | $83.0 萬 | 0.00% | +6,000+100.0% | 加碼 |
| Wetherby Asset Management Inc | 12,434 | $86.0 萬 | 0.05% | −908−6.8% | 減碼 |
| CTC LLC | 12,588 | $87.0 萬 | 0.01% | +12,588 | 新進 |
| Sicart Associates LLC | 12,617 | $87.2 萬 | 0.34% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,774 | $88.3 萬 | 0.03% | +744+6.2% | 加碼 |
| Wolverine Trading, LLC | 13,117 | $90.4 萬 | 0.01% | +13,117 | 新進 |
| Colony Group LLC | 13,132 | $90.8 萬 | 0.01% | +1,608+14.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,252 | $91.6 萬 | 0.03% | +504+4.0% | 加碼 |
| AustralianSuper Pty Ltd | 13,787 | $95.3 萬 | 0.01% | +13,787 | 新進 |
| Employees Retirement System of Texas | 13,905 | $96.1 萬 | 0.01% | −14,825−51.6% | 減碼 |
| Vident Investment Advisory, LLC | 15,206 | $105.1 萬 | 0.04% | +255+1.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 15,352 | $106.1 萬 | 0.02% | −1,073−6.5% | 減碼 |
| Quaero Capital S.A. | 15,534 | $107.4 萬 | 0.83% | +15,534 | 新進 |
| Mackenzie Financial Corp | 15,125 | $107.8 萬 | 0.00% | +10,446+223.3% | 加碼 |
| Rockefeller Capital Management L.P. | 15,648 | $108.2 萬 | 0.00% | +15,648 | 新進 |
| Alliancebernstein L.P. | 15,691 | $108.5 萬 | 0.00% | −2,100,280−99.3% | 減碼 |
| Intech Investment Management LLC | 15,875 | $109.8 萬 | 0.01% | −4,846−23.4% | 減碼 |
| Oberweis Asset Management Inc | 16,000 | $110.6 萬 | 0.13% | −9,000−36.0% | 減碼 |
| Kadensa Capital Ltd | 16,058 | $111.0 萬 | 0.20% | −134,151−89.3% | 減碼 |
| Garda Capital Partners LP | 16,291 | $112.6 萬 | 0.54% | +9,361+135.1% | 加碼 |
| Baader Bank INC | 16,604 | $113.4 萬 | 0.10% | −3,109−15.8% | 減碼 |
| Oppenheimer & Co Inc | 16,628 | $115.0 萬 | 0.02% | +16,628 | 新進 |
| Gsa Capital Partners LLP | 17,196 | $118.9 萬 | 0.12% | +12,130+239.4% | 加碼 |
| Handelsinvest Investeringsforvaltning | 17,286 | $119.5 萬 | 0.24% | −3,840−18.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,510 | $121.1 萬 | 0.13% | +17,510 | 新進 |
| Tekne Capital Management, LLC | 17,577 | $121.5 萬 | 0.38% | −314−1.8% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 17,652 | $122.0 萬 | 0.11% | +3,322+23.2% | 加碼 |
| Pacer Advisors, Inc. | 18,086 | $125.0 萬 | 0.01% | −15,652−46.4% | 減碼 |
| Harvest Volatility Management LLC | 18,529 | $128.1 萬 | 0.26% | −2,517−12.0% | 減碼 |
| Eisler Capital (US) LLC | 19,364 | $133.9 萬 | 0.73% | +15,420+391.0% | 加碼 |
| Hel Ved Capital Management Ltd | 19,600 | $135.5 萬 | 0.59% | −53,864−73.3% | 減碼 |
| Group One Trading, L.P. | 20,136 | $139.2 萬 | 0.06% | +20,136 | 新進 |
| Bayesian Capital Management, LP | 21,900 | $151.4 萬 | 0.16% | +21,900 | 新進 |
| Morningstar Investment Management LLC | 23,036 | $159.3 萬 | 0.21% | +2,698+13.3% | 加碼 |
| TD Asset Management Inc | 23,200 | $160.4 萬 | 0.00% | +300+1.3% | 加碼 |
| Banco Santander, S.A. | 23,509 | $162.5 萬 | 0.02% | +23,509 | 新進 |
| Envestnet Asset Management Inc | 23,771 | $164.4 萬 | 0.00% | −1,065,412−97.8% | 減碼 |
| Parametrica Management Ltd | 24,700 | $170.8 萬 | 3.29% | −18,675−43.1% | 減碼 |
| RBF Capital, LLC | 25,000 | $172.8 萬 | 0.11% | −5,000−16.7% | 減碼 |
| IFM Investors Pty Ltd | 25,064 | $173.3 萬 | 0.02% | −28−0.1% | 減碼 |
| Aperture Investors, LLC | 25,987 | $179.7 萬 | 0.22% | +10,287+65.5% | 加碼 |
| Unigestion Holding SA | 26,346 | $181.5 萬 | 0.10% | −2,580−8.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 26,329 | $182.0 萬 | 0.56% | −18,031−40.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 26,565 | $183.7 萬 | 0.03% | −1,643−5.8% | 減碼 |
| Verition Fund Management LLC | 26,803 | $185.3 萬 | 0.03% | +19,500+267.0% | 加碼 |
| Jupiter Asset Management Ltd | 27,506 | $190.1 萬 | 0.02% | −48,709−63.9% | 減碼 |
| Abn Amro Investment Solutions | 27,900 | $192.9 萬 | 0.04% | −4,370−13.5% | 減碼 |
| Janney Montgomery Scott LLC | 28,471 | $196.8 萬 | 0.01% | +11,163+64.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,832 | $199.3 萬 | 0.02% | −5,411−15.8% | 減碼 |
| Yousif Capital Management, LLC | 29,914 | $206.8 萬 | 0.03% | −220−0.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 30,048 | $207.8 萬 | 0.02% | −35,138−53.9% | 減碼 |