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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 202,400 | $1,399 萬 | 0.13% | −3,200−1.6% | 減碼 |
| Jennison Associates LLC | 207,562 | $1,435 萬 | 0.01% | −81,918−28.3% | 減碼 |
| Driehaus Capital Management LLC | 213,508 | $1,476 萬 | 0.19% | −34,679−14.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 219,189 | $1,515 萬 | 0.07% | +16,263+8.0% | 加碼 |
| Andra AP-fonden | 220,400 | $1,524 萬 | 0.39% | +29,700+15.6% | 加碼 |
| Twinbeech Capital LP | 222,294 | $1,537 萬 | 0.30% | +20,417+10.1% | 加碼 |
| Point72 Hong Kong Ltd | 223,381 | $1,544 萬 | 4.61% | +88,981+66.2% | 加碼 |
| Ci Investments Inc. | 224,506 | $1,552 萬 | 0.08% | +11,383+5.3% | 加碼 |
| DnB Asset Management AS | 232,985 | $1,611 萬 | 0.09% | +232,985 | 新進 |
| D. E. Shaw & Co., Inc. | 236,615 | $1,636 萬 | 0.03% | −2,775,939−92.1% | 減碼 |
| Nordea Investment Management AB | 235,153 | $1,637 萬 | 0.02% | +55,162+30.6% | 加碼 |
| American Century Companies Inc | 237,812 | $1,644 萬 | 0.01% | +56,468+31.1% | 加碼 |
| Franklin Resources Inc | 246,936 | $1,707 萬 | 0.01% | −3,146−1.3% | 減碼 |
| Prudential Financial Inc | 253,481 | $1,753 萬 | 0.03% | +23,464+10.2% | 加碼 |
| Apeiron Capital Ltd | 260,395 | $1,800 萬 | 10.88% | −31,293−10.7% | 減碼 |
| Wellington Management Group LLP | 260,599 | $1,802 萬 | 0.00% | +44,593+20.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 271,801 | $1,879 萬 | 0.04% | +9,787+3.7% | 加碼 |
| Kora Management LP | 272,750 | $1,886 萬 | 5.08% | 00.0% | 不變 |
| KBC Group NV | 273,448 | $1,891 萬 | 0.08% | −64,572−19.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 276,800 | $1,914 萬 | 0.14% | −34,140−11.0% | 減碼 |
| Pinpoint Asset Management Ltd | 280,605 | $1,940 萬 | 0.02% | −627,159−69.1% | 減碼 |
| Public Sector Pension Investment Board | 284,374 | $1,966 萬 | 0.14% | −700−0.2% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 286,268 | $1,979 萬 | 0.96% | −33,010−10.3% | 減碼 |
| Swedbank AB | 286,415 | $1,980 萬 | 0.03% | −28,800−9.1% | 減碼 |
| Brilliance Asset Management Ltd | 296,018 | $2,047 萬 | 5.28% | +92,937+45.8% | 加碼 |
| Veritas Asset Management LLP | 301,300 | $2,083 萬 | 0.14% | −2,023,900−87.0% | 減碼 |
| Aviva PLC | 311,815 | $2,156 萬 | 0.09% | +10,200+3.4% | 加碼 |
| Alberta Investment Management Corp | 315,772 | $2,183 萬 | 0.21% | +78,616+33.1% | 加碼 |
| Pictet & Cie (Europe) SA | 324,000 | $2,240 萬 | 0.76% | +324,000 | 新進 |
| Storebrand Asset Management AS | 351,019 | $2,427 萬 | 0.11% | +38,501+12.3% | 加碼 |
| Library Research Ltd | 357,302 | $2,470 萬 | 40.73% | 00.0% | 不變 |
| Korea Investment CORP | 365,387 | $2,526 萬 | 0.07% | −23,800−6.1% | 減碼 |
| Blue Creek Capital Management Ltd | 365,500 | $2,527 萬 | 20.83% | −45,000−11.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 368,545 | $2,565 萬 | 0.06% | −5,927−1.6% | 減碼 |
| Neuberger Berman Group LLC | 374,174 | $2,581 萬 | 0.02% | −82,203−18.0% | 減碼 |
| Two Sigma Advisers, LP | 381,900 | $2,640 萬 | 0.07% | −392,000−50.7% | 減碼 |
| Keystone Investors Pte Ltd | 393,522 | $2,721 萬 | 4.72% | −259,111−39.7% | 減碼 |
| Squarepoint Ops LLC | 400,980 | $2,772 萬 | 0.15% | +116,157+40.8% | 加碼 |
| Dimensional Fund Advisors LP | 404,537 | $2,797 萬 | 0.01% | +570+0.1% | 加碼 |
| USS Investment Management Ltd | 405,676 | $2,804 萬 | 0.33% | 00.0% | 不變 |
| AXA S.A. | 405,707 | $2,805 萬 | 0.09% | −79,331−16.4% | 減碼 |
| Lazard Asset Management LLC | 410,995 | $2,842 萬 | 0.03% | +214,545+109.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 416,629 | $2,881 萬 | 0.02% | −147,022−26.1% | 減碼 |
| Royal Bank of Canada | 444,780 | $3,075 萬 | 0.01% | +149,119+50.4% | 加碼 |
| Standard Life Aberdeen plc | 446,707 | $3,089 萬 | 0.07% | +127,982+40.2% | 加碼 |
| Handelsbanken Fonder AB | 454,609 | $3,143 萬 | 0.17% | −127,180−21.9% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 475,393 | $3,287 萬 | 24.47% | −79,152−14.3% | 減碼 |
| Man Group plc | 506,944 | $3,505 萬 | 0.11% | – | – |
| Voloridge Investment Management, LLC | 508,093 | $3,513 萬 | 0.17% | +266,200+110.0% | 加碼 |
| Barings LLC | 517,941 | $3,581 萬 | 1.21% | −146,325−22.0% | 減碼 |
| Russell Investments Group, Ltd. | 544,914 | $3,766 萬 | 0.07% | −286,096−34.4% | 減碼 |
| ProShare Advisors LLC | 556,018 | $3,844 萬 | 0.11% | −4,323−0.8% | 減碼 |
| Tiger Pacific Capital LP | 563,248 | $3,894 萬 | 10.62% | +383,648+213.6% | 加碼 |
| Origin Asset Management LLP | 568,547 | $3,931 萬 | 15.40% | −242,900−29.9% | 減碼 |
| Penserra Capital Management LLC | 587,782 | $4,064 萬 | 0.80% | +148,062+33.7% | 加碼 |
| Charles Schwab Investment Management Inc | 588,563 | $4,069 萬 | 0.01% | −17,934−3.0% | 減碼 |
| RWC Asset Management LLP | 599,962 | $4,148 萬 | 2.00% | −107,990−15.3% | 減碼 |
| Prudential PLC | 618,442 | $4,276 萬 | 0.50% | −103,542−14.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 621,468 | $4,296 萬 | 8.64% | +100,438+19.3% | 加碼 |
| Jane Street Group, LLC | 621,615 | $4,298 萬 | 0.06% | +307,035+97.6% | 加碼 |
| Sylebra Capital Ltd | 633,705 | $4,381 萬 | 1.80% | −276,173−30.4% | 減碼 |
| TB Alternative Assets Ltd. | 656,600 | $4,540 萬 | 11.30% | −94,800−12.6% | 減碼 |
| Citigroup Inc | 663,596 | $4,588 萬 | 0.06% | +232,960+54.1% | 加碼 |
| Acadian Asset Management LLC | 664,936 | $4,596 萬 | 0.19% | −81,046−10.9% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 696,962 | $4,819 萬 | 1.76% | −67,923−8.9% | 減碼 |
| AQR Capital Management LLC | 698,734 | $4,831 萬 | 0.10% | −57,007−7.5% | 減碼 |
| Schroder Investment Management Group | 704,779 | $4,873 萬 | 0.07% | −2,896,756−80.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 727,034 | $5,027 萬 | 0.12% | −69,969−8.8% | 減碼 |
| APG Asset Management N.V. | 804,128 | $5,096 萬 | 0.10% | 00.0% | 不變 |
| Appaloosa LP大師阿帕盧薩 | 750,000 | $5,186 萬 | 0.96% | +750,000 | 新進 |
| Barclays PLC | 765,269 | $5,291 萬 | 0.03% | −45,138−5.6% | 減碼 |
| Great West Life Assurance Co | 780,733 | $5,412 萬 | 0.13% | +6,977+0.9% | 加碼 |
| California Public Employees Retirement System | 789,366 | $5,458 萬 | 0.05% | −39,619−4.8% | 減碼 |
| Victory Capital Management Inc | 796,160 | $5,505 萬 | 0.06% | +19,475+2.5% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 805,236 | $5,567 萬 | 32.38% | +118,600+17.3% | 加碼 |
| Coatue Management LLC大師Coatue | 811,523 | $5,611 萬 | 0.27% | −110,561−12.0% | 減碼 |
| Causeway Capital Management LLC | 828,195 | $5,726 萬 | 1.51% | +7,277+0.9% | 加碼 |
| Whale Rock Capital Management LLC | 841,942 | $5,821 萬 | 1.00% | −245,787−22.6% | 減碼 |
| Franchise Capital Ltd | 843,636 | $5,833 萬 | 18.26% | −960,418−53.2% | 減碼 |
| Nomura Holdings Inc | 897,221 | $6,203 萬 | 0.63% | +155,082+20.9% | 加碼 |
| First Manhattan Co | 911,290 | $6,301 萬 | 0.23% | +100,196+12.4% | 加碼 |
| Ameriprise Financial Inc | 920,343 | $6,363 萬 | 0.02% | −146,867−13.8% | 減碼 |
| Alpine Investment Management Ltd | 925,000 | $6,395 萬 | 18.81% | −325,000−26.0% | 減碼 |
| Coronation Fund Managers Ltd. | 926,700 | $6,407 萬 | 1.73% | +78,607+9.3% | 加碼 |
| National Bank of Canada | 928,479 | $6,619 萬 | 0.13% | −836,433−47.4% | 減碼 |
| Credit Suisse AG | 958,762 | $6,629 萬 | 0.07% | −3,735−0.4% | 減碼 |
| Matthews International Capital Management LLC | 988,879 | $6,837 萬 | 8.01% | −977,799−49.7% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 1,000,000 | $6,914 萬 | 13.12% | +825,000+471.4% | 加碼 |
| Susquehanna International Group, LLP | 1,026,215 | $7,095 萬 | 0.11% | −805,516−44.0% | 減碼 |
| First Trust Advisors LP | 1,041,199 | $7,199 萬 | 0.08% | +183,867+21.4% | 加碼 |
| Trivest Advisors Ltd | 1,055,400 | $7,297 萬 | 2.51% | −1,220,300−53.6% | 減碼 |
| Platinum Investment Management Ltd | 1,088,026 | $7,523 萬 | 2.61% | +718,398+194.4% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,118,031 | $7,730 萬 | 5.40% | +1,118,031 | 新進 |
| Public Investment Fund | 1,171,570 | $8,100 萬 | 0.21% | 00.0% | 不變 |
| WT Asset Management Ltd | 1,179,342 | $8,154 萬 | 24.89% | +559,411+90.2% | 加碼 |
| Millennium Management LLC | 1,194,842 | $8,261 萬 | 0.09% | +1,058,382+775.6% | 加碼 |
| Principal Financial Group Inc | 1,249,615 | $8,640 萬 | 0.06% | −410,176−24.7% | 減碼 |
| Swiss National Bank | 1,281,137 | $8,858 萬 | 0.06% | −87,758−6.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,347,227 | $9,315 萬 | 0.07% | +5,905+0.4% | 加碼 |
| Cederberg Capital Ltd | 1,361,500 | $9,413 萬 | 41.06% | 00.0% | 不變 |