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 |
|---|---|---|---|---|---|
| Eschler Asset Management LLP | 31,500 | $217.8 萬 | 3.09% | −88,426−73.7% | 減碼 |
| Van Eck Associates Corp | 32,780 | $226.6 萬 | 0.00% | +32,780 | 新進 |
| Northwest & Ethical Investments L.P. | 33,443 | $231.2 萬 | 0.07% | −11,860−26.2% | 減碼 |
| Marathon Trading Investment Management LLC | 33,798 | $233.7 萬 | 1.45% | +33,798 | 新進 |
| AMS Capital Ltda | 34,031 | $235.3 萬 | 2.77% | +34,031 | 新進 |
| QVT Financial LP | 34,861 | $241.0 萬 | 0.14% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 27,245 | $243.5 萬 | 0.05% | +209+0.8% | 加碼 |
| Shell Asset Management Co | 36,464 | $252.1 萬 | 0.10% | −36,806−50.2% | 減碼 |
| Louisiana State Employees Retirement System | 38,200 | $264.1 萬 | 0.06% | +8,600+29.1% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,737 | $267.8 萬 | 3.73% | +29,403+315.0% | 加碼 |
| Alps Advisors Inc | 38,824 | $268.4 萬 | 0.02% | +695+1.8% | 加碼 |
| Engineers Gate Manager LP | 39,006 | $269.7 萬 | 0.10% | +2,819+7.8% | 加碼 |
| Capstone Investment Advisors, LLC | 39,119 | $270.5 萬 | 0.08% | +33,369+580.3% | 加碼 |
| American International Group, Inc. | 39,710 | $274.6 萬 | 0.02% | +861+2.2% | 加碼 |
| Wealth High Governance Capital Ltda | 40,000 | $276.6 萬 | 1.16% | +40,000 | 新進 |
| Daiwa Securities Group Inc. | 40,094 | $277.2 萬 | 0.02% | −818−2.0% | 減碼 |
| PEAK6 Investments LLC | 40,224 | $278.1 萬 | 0.24% | −14,898−27.0% | 減碼 |
| ING Groep NV | 41,077 | $284.0 萬 | 0.02% | −7,691−15.8% | 減碼 |
| Maxi Investments CY Ltd | 41,485 | $286.8 萬 | 2.05% | 00.0% | 不變 |
| Wells Fargo & Company | 43,005 | $297.3 萬 | 0.00% | +38,817+926.9% | 加碼 |
| Los Angeles Capital Management LLC | 43,872 | $303.3 萬 | 0.01% | +13,317+43.6% | 加碼 |
| Maytus Capital Management, LLC | 46,000 | $318.0 萬 | 1.57% | +46,000 | 新進 |
| Gulf International Bank (UK) Ltd | 46,461 | $321.2 萬 | 0.08% | −15,511−25.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 46,571 | $322.0 萬 | 0.08% | −2,105−4.3% | 減碼 |
| iA Global Asset Management Inc. | 47,002 | $325.0 萬 | 0.09% | +47,002 | 新進 |
| Seldon Capital LP | 48,226 | $333.4 萬 | 3.56% | 00.0% | 不變 |
| Voya Investment Management LLC | 48,893 | $338.0 萬 | 0.00% | −26,475−35.1% | 減碼 |
| Shelton Capital Management | 48,974 | $338.6 萬 | 0.12% | +1,932+4.1% | 加碼 |
| Dantai Capital Ltd | 50,000 | $345.7 萬 | 5.53% | +24,700+97.6% | 加碼 |
| 3G Capital Partners LP | 50,000 | $345.7 萬 | 3.49% | +50,000 | 新進 |
| Banque Cantonale Vaudoise | 50,102 | $346.4 萬 | 0.16% | +29,916+148.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 50,392 | $348.4 萬 | 0.05% | −7,088−12.3% | 減碼 |
| Nishkama Capital, LLC | 50,637 | $350.1 萬 | 0.64% | +50,637 | 新進 |
| Qtron Investments LLC | 51,234 | $354.2 萬 | 0.67% | −7,940−13.4% | 減碼 |
| Ensign Peak Advisors, Inc | 51,450 | $355.7 萬 | 0.01% | +100+0.2% | 加碼 |
| Contrarius Investment Management Ltd | 53,759 | $371.7 萬 | 0.20% | +53,759 | 新進 |
| Leonteq Securities AG | 54,182 | $374.6 萬 | 0.38% | +3,033+5.9% | 加碼 |
| UBS Oconnor LLC | 54,639 | $377.8 萬 | 0.08% | +8,160+17.6% | 加碼 |
| Pinebridge Investments, L.P. | 55,422 | $383.2 萬 | 0.04% | −94,735−63.1% | 減碼 |
| Advisor Group Holdings, Inc. | 57,798 | $399.8 萬 | 0.01% | +21,775+60.4% | 加碼 |
| Octahedron Capital Management L.P. | 58,100 | $401.7 萬 | 6.93% | +22,400+62.7% | 加碼 |
| Point72 Asset Management, L.P. | 59,140 | $408.9 萬 | 0.01% | −162,972−73.4% | 減碼 |
| Profund Advisors LLC | 59,921 | $414.3 萬 | 0.22% | +2,148+3.7% | 加碼 |
| Panagora Asset Management Inc | 61,523 | $425.4 萬 | 0.03% | −39,345−39.0% | 減碼 |
| Top Ace Asset Management Ltd | 61,750 | $426.9 萬 | 15.21% | +33,050+115.2% | 加碼 |
| Jessup Wealth Management, Inc | 66,065 | $456.8 萬 | 2.44% | +66,065 | 新進 |
| Hidden Lake Asset Management LP | 67,180 | $464.5 萬 | 6.75% | −151,830−69.3% | 減碼 |
| Thrivent Financial for Lutherans | 67,690 | $468.0 萬 | 0.01% | +5,202+8.3% | 加碼 |
| Nomura Asset Management Co Ltd | 71,457 | $494.1 萬 | 0.02% | −8,950−11.1% | 減碼 |
| AlpInvest Partners B.V. | 74,337 | $514.0 萬 | 1.41% | 00.0% | 不變 |
| CIBC Asset Management Inc | 76,733 | $530.5 萬 | 0.02% | +446+0.6% | 加碼 |
| Rhumbline Advisers | 79,818 | $551.9 萬 | 0.01% | +79,818 | 新進 |
| Keywise Capital Management (HK) Ltd | 80,800 | $558.7 萬 | 1.02% | −8,350−9.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 83,765 | $579.2 萬 | 0.03% | −129,692−60.8% | 減碼 |
| Commonwealth Equity Services, LLC | 84,380 | $583.4 萬 | 0.01% | +67,373+396.1% | 加碼 |
| Orland Properties Ltd | 85,000 | $587.7 萬 | 3.04% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 89,386 | $618.0 萬 | 0.03% | +32,717+57.7% | 加碼 |
| La Banque Postale Asset Management SA | 89,930 | $621.8 萬 | 0.15% | +18,481+25.9% | 加碼 |
| Thomas White International Ltd | 93,696 | $647.8 萬 | 1.35% | −5,432−5.5% | 減碼 |
| Virtu Financial LLC | 95,204 | $658.2 萬 | 0.50% | −3,132−3.2% | 減碼 |
| SG Americas Securities, LLC | 96,949 | $670.3 萬 | 0.06% | −729,071−88.3% | 減碼 |
| Kingdon Capital Management, L.L.C. | 97,000 | $670.7 萬 | 1.17% | +97,000 | 新進 |
| Twenty Acre Capital LP | 97,400 | $673.4 萬 | 7.20% | +25,000+34.5% | 加碼 |
| Virginia Retirement Systems Et Al | 97,900 | $676.9 萬 | 0.06% | −12,400−11.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,379 | $680.2 萬 | 0.10% | +80,297+444.1% | 加碼 |
| Tudor Investment Corp Et Al | 98,889 | $683.7 萬 | 0.11% | −13,700−12.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 100,000 | $691.4 萬 | 2.86% | +100,000 | 新進 |
| Ardmore Road Asset Management LP | 100,000 | $691.4 萬 | 2.08% | +100,000 | 新進 |
| Growth Interface Management LLC | 105,000 | $726.0 萬 | 5.45% | −5,000−4.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 106,143 | $733.7 萬 | 0.08% | −7,042−6.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 106,319 | $735.1 萬 | 0.15% | +315+0.3% | 加碼 |
| Janus Henderson Group PLC | 106,643 | $737.2 萬 | 0.00% | −38,163−26.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 108,398 | $749.5 萬 | 0.01% | −26,158−19.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 111,000 | $767.5 萬 | 0.07% | +45,900+70.5% | 加碼 |
| SEI Investments Co | 111,254 | $769.2 萬 | 0.01% | −157,054−58.5% | 減碼 |
| AnglePoint Asset Management Ltd | 118,490 | $819.2 萬 | 8.28% | −15,210−11.4% | 減碼 |
| Guggenheim Capital LLC | 120,009 | $829.7 萬 | 0.07% | +15,473+14.8% | 加碼 |
| Capital Fund Management S.A. | 121,007 | $836.6 萬 | 0.13% | +19,294+19.0% | 加碼 |
| Scge Management, L.P. | 122,818 | $849.2 萬 | 0.20% | 00.0% | 不變 |
| California State Teachers Retirement System | 124,201 | $858.7 萬 | 0.01% | −9,744−7.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 125,039 | $864.5 萬 | 0.03% | −28,800−18.7% | 減碼 |
| Macquarie Group Ltd | 125,142 | $865.2 萬 | 0.01% | −19,885−13.7% | 減碼 |
| All-Stars Investment Ltd | 127,000 | $878.1 萬 | 3.76% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 132,777 | $918.0 萬 | 0.00% | −22,270−14.4% | 減碼 |
| Old Well Partners, LLC | 133,000 | $919.6 萬 | 8.30% | +27,100+25.6% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 134,057 | $926.9 萬 | 0.40% | +64,948+94.0% | 加碼 |
| New York State Common Retirement Fund | 135,282 | $935.3 萬 | 0.01% | +5,331+4.1% | 加碼 |
| Putnam Investments LLC | 135,574 | $937.4 萬 | 0.01% | −85,882−38.8% | 減碼 |
| Renaissance Technologies LLC | 135,900 | $939.6 萬 | 0.01% | −1,070,500−88.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 141,000 | $974.9 萬 | 0.06% | −2,575,081−94.8% | 減碼 |
| Teacher Retirement System of Texas | 145,901 | $1,009 萬 | 0.07% | +54,300+59.3% | 加碼 |
| Snow Lake Management LP | 150,000 | $1,037 萬 | 8.35% | −150,000−50.0% | 減碼 |
| Yunqi Capital Ltd | 150,000 | $1,037 萬 | 7.57% | +150,000 | 新進 |
| Citadel Advisors LLC | 155,048 | $1,072 萬 | 0.01% | +69,588+81.4% | 加碼 |
| Asset Management One Co.,Ltd. | 155,904 | $1,078 萬 | 0.05% | −17,570−10.1% | 減碼 |
| Qube Research & Technologies Ltd | 156,881 | $1,085 萬 | 0.04% | −298,223−65.5% | 減碼 |
| M&G Investment Management Ltd | 169,786 | $1,172 萬 | 0.07% | 00.0% | 不變 |
| National Pension Service | 179,686 | $1,238 萬 | 0.02% | +46,171+34.6% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 198,518 | $1,373 萬 | 4.06% | +49,500+33.2% | 加碼 |
| La Financiere de L'Echiquier | 202,000 | $1,397 萬 | 0.70% | +36,000+21.7% | 加碼 |