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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 1,378,619 | $9,532 萬 | 0.02% | +24,206+1.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 1,408,620 | $9,739 萬 | 3.35% | +1,272,929+938.1% | 加碼 |
| CoreView Capital Management Ltd | 1,444,942 | $9,990 萬 | 12.98% | −517,509−26.4% | 減碼 |
| Pictet Asset Management SA | 1,463,958 | $1.01 億 | 0.12% | −259,931−15.1% | 減碼 |
| UBS Group AG | 1,484,972 | $1.03 億 | 0.04% | −113,636−7.1% | 減碼 |
| Alkeon Capital Management LLC | 1,513,241 | $1.05 億 | 0.63% | −1,628,098−51.8% | 減碼 |
| Marshall Wace, LLP | 1,533,788 | $1.06 億 | 0.23% | +560,791+57.6% | 加碼 |
| SC China Holding Ltd | 1,592,510 | $1.10 億 | 12.59% | 00.0% | 不變 |
| Deutsche Bank AG | 1,614,823 | $1.12 億 | 0.06% | −1,269,664−44.0% | 減碼 |
| Perseverance Asset Management International | 1,690,668 | $1.17 億 | 35.32% | +552,970+48.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,720,963 | $1.19 億 | 0.04% | +729,944+73.7% | 加碼 |
| Northern Trust Corp | 1,770,671 | $1.22 億 | 0.02% | −310,557−14.9% | 減碼 |
| RWC Asset Advisors (US) LLC | 1,824,756 | $1.26 億 | 12.06% | −436,740−19.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,839,912 | $1.27 億 | 0.27% | +112,643+6.5% | 加碼 |
| Fisher Asset Management, LLC | 1,834,029 | $1.27 億 | 0.07% | −10,082−0.5% | 減碼 |
| Vontobel Holding Ltd. | 1,912,483 | $1.32 億 | 1.16% | +45,202+2.4% | 加碼 |
| Newlands Management Operations LLC | 1,949,040 | $1.35 億 | 1.44% | +1,949,040 | 新進 |
| First Beijing Investment Ltd | 2,074,300 | $1.43 億 | 43.29% | +2,074,300 | 新進 |
| Bank of America Corp | 2,092,365 | $1.45 億 | 0.02% | −1,089,769−34.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,200,216 | $1.52 億 | 0.30% | −1,283,668−36.8% | 減碼 |
| SRS Investment Management, LLC | 2,446,402 | $1.69 億 | 1.94% | +2,342,119+2,245.9% | 加碼 |
| Tairen Capital Ltd | 2,553,749 | $1.77 億 | 5.56% | +554,168+27.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,587,159 | $1.79 億 | 0.22% | +843,223+48.4% | 加碼 |
| Dragoneer Investment Group, LLC | 2,597,734 | $1.80 億 | 3.71% | +2,597,734 | 新進 |
| Genesis Investment Management, LLP | 2,437,587 | $1.84 億 | 19.92% | +186,484+8.3% | 加碼 |
| Bridgewater Associates, LP | 2,731,512 | $1.89 億 | 1.17% | +589,115+27.5% | 加碼 |
| Oceanlink Management Ltd. | 2,972,542 | $2.06 億 | 48.13% | +1,792,501+151.9% | 加碼 |
| Geode Capital Management, LLC | 2,993,799 | $2.06 億 | 0.02% | +155,836+5.5% | 加碼 |
| FIL Ltd | 3,159,047 | $2.18 億 | 0.25% | −1,285,487−28.9% | 減碼 |
| SC US (TTGP), Ltd. | 3,185,022 | $2.20 億 | 2.07% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 3,316,972 | $2.29 億 | 0.60% | +90,818+2.8% | 加碼 |
| Price T Rowe Associates Inc | 3,517,783 | $2.43 億 | 0.03% | +140,203+4.2% | 加碼 |
| Legal & General Group Plc | 3,841,254 | $2.66 億 | 0.09% | +10,084+0.3% | 加碼 |
| HSBC Holdings PLC | 4,517,077 | $3.12 億 | 0.33% | −522,907−10.4% | 減碼 |
| E Fund Management Co., Ltd. | 4,567,173 | $3.16 億 | 24.97% | +754,604+19.8% | 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 |
| JPMorgan Chase & Co | 4,791,009 | $3.31 億 | 0.04% | +875,253+22.4% | 加碼 |
| Canada Pension Plan Investment Board | 4,962,806 | $3.43 億 | 0.52% | +1,089,700+28.1% | 加碼 |
| Krane Funds Advisors LLC | 5,127,133 | $3.54 億 | 18.68% | +760,327+17.4% | 加碼 |
| Assenagon Asset Management S.A. | 5,420,578 | $3.75 億 | 1.47% | +789,935+17.1% | 加碼 |
| Norges Bank | 6,030,110 | $4.17 億 | 0.08% | −441,653−6.8% | 減碼 |
| Invesco Ltd. | 6,972,483 | $4.82 億 | 0.13% | +4,723,381+210.0% | 加碼 |
| Goldman Sachs Group Inc | 7,556,226 | $5.22 億 | 0.13% | −3,727,633−33.0% | 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 |
| IDG China Venture Capital Fund IV Associates L.P. | 8,183,514 | $5.66 億 | 98.05% | −140,430−1.7% | 減碼 |
| State Street Corp | 9,863,022 | $6.82 億 | 0.04% | −2,192,246−18.2% | 減碼 |
| UBS Asset Management Americas Inc | 11,024,163 | $8.37 億 | 0.41% | 00.0% | 不變 |
| FMR LLC | 13,300,918 | $9.20 億 | 0.08% | +4,013,712+43.2% | 加碼 |
| Morgan Stanley | 15,431,288 | $10.7 億 | 0.11% | −173,138−1.1% | 減碼 |
| Vanguard Group Inc | 17,464,197 | $12.1 億 | 0.03% | +114,072+0.7% | 加碼 |
| BlackRock Inc. | 24,137,254 | $16.7 億 | 0.05% | −736,765−3.0% | 減碼 |
| Baillie Gifford & Co | 31,167,044 | $21.5 億 | 1.83% | +2,975,800+10.6% | 加碼 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −775,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −762,400−100.0% | 清倉 |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −519,730−100.0% | 清倉 |
| Oxbow Capital Management (HK) Ltd | 0 | $0 | 0.00% | −435,000−100.0% | 清倉 |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −328,000−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −312,591−100.0% | 清倉 |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −243,000−100.0% | 清倉 |
| Kaizen Capital Partners Ltd | 0 | $0 | 0.00% | −135,900−100.0% | 清倉 |
| Calixto Global Investors, LP | 0 | $0 | 0.00% | −97,912−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −97,227−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −93,839−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Torq Capital Management (HK) Ltd | 0 | $0 | 0.00% | −87,100−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Kames Capital plc | 0 | $0 | 0.00% | −69,387−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −51,198−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −41,200−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −40,884−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −39,892−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −32,700−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −31,437−100.0% | 清倉 |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −29,366−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −24,552−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −24,148−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,600−100.0% | 清倉 |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −21,948−100.0% | 清倉 |
| Eos Management, L.P. | 0 | $0 | 0.00% | −19,266−100.0% | 清倉 |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −18,729−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,814−100.0% | 清倉 |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −11,411−100.0% | 清倉 |
| Ocean Arete Ltd | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,124−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −8,751−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −8,479−100.0% | 清倉 |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −8,437−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −8,220−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,809−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −7,590−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −7,141−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −7,556−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,868−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,256−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,215−100.0% | 清倉 |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −4,640−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,640−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,548−100.0% | 清倉 |