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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 79,818 | $551.9 萬 | 0.01% | +79,818 | 新進 |
| CIBC Asset Management Inc | 76,733 | $530.5 萬 | 0.02% | +446+0.6% | 加碼 |
| AlpInvest Partners B.V. | 74,337 | $514.0 萬 | 1.41% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 71,457 | $494.1 萬 | 0.02% | −8,950−11.1% | 減碼 |
| Thrivent Financial for Lutherans | 67,690 | $468.0 萬 | 0.01% | +5,202+8.3% | 加碼 |
| Hidden Lake Asset Management LP | 67,180 | $464.5 萬 | 6.75% | −151,830−69.3% | 減碼 |
| Jessup Wealth Management, Inc | 66,065 | $456.8 萬 | 2.44% | +66,065 | 新進 |
| Top Ace Asset Management Ltd | 61,750 | $426.9 萬 | 15.21% | +33,050+115.2% | 加碼 |
| Panagora Asset Management Inc | 61,523 | $425.4 萬 | 0.03% | −39,345−39.0% | 減碼 |
| Profund Advisors LLC | 59,921 | $414.3 萬 | 0.22% | +2,148+3.7% | 加碼 |
| Point72 Asset Management, L.P. | 59,140 | $408.9 萬 | 0.01% | −162,972−73.4% | 減碼 |
| Octahedron Capital Management L.P. | 58,100 | $401.7 萬 | 6.93% | +22,400+62.7% | 加碼 |
| Advisor Group Holdings, Inc. | 57,798 | $399.8 萬 | 0.01% | +21,775+60.4% | 加碼 |
| Pinebridge Investments, L.P. | 55,422 | $383.2 萬 | 0.04% | −94,735−63.1% | 減碼 |
| UBS Oconnor LLC | 54,639 | $377.8 萬 | 0.08% | +8,160+17.6% | 加碼 |
| Leonteq Securities AG | 54,182 | $374.6 萬 | 0.38% | +3,033+5.9% | 加碼 |
| Contrarius Investment Management Ltd | 53,759 | $371.7 萬 | 0.20% | +53,759 | 新進 |
| Ensign Peak Advisors, Inc | 51,450 | $355.7 萬 | 0.01% | +100+0.2% | 加碼 |
| Qtron Investments LLC | 51,234 | $354.2 萬 | 0.67% | −7,940−13.4% | 減碼 |
| Nishkama Capital, LLC | 50,637 | $350.1 萬 | 0.64% | +50,637 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 50,392 | $348.4 萬 | 0.05% | −7,088−12.3% | 減碼 |
| Banque Cantonale Vaudoise | 50,102 | $346.4 萬 | 0.16% | +29,916+148.2% | 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 |
| Shelton Capital Management | 48,974 | $338.6 萬 | 0.12% | +1,932+4.1% | 加碼 |
| Voya Investment Management LLC | 48,893 | $338.0 萬 | 0.00% | −26,475−35.1% | 減碼 |
| Seldon Capital LP | 48,226 | $333.4 萬 | 3.56% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 47,002 | $325.0 萬 | 0.09% | +47,002 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 46,571 | $322.0 萬 | 0.08% | −2,105−4.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 46,461 | $321.2 萬 | 0.08% | −15,511−25.0% | 減碼 |
| Maytus Capital Management, LLC | 46,000 | $318.0 萬 | 1.57% | +46,000 | 新進 |
| Los Angeles Capital Management LLC | 43,872 | $303.3 萬 | 0.01% | +13,317+43.6% | 加碼 |
| Wells Fargo & Company | 43,005 | $297.3 萬 | 0.00% | +38,817+926.9% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $286.8 萬 | 2.05% | 00.0% | 不變 |
| ING Groep NV | 41,077 | $284.0 萬 | 0.02% | −7,691−15.8% | 減碼 |
| PEAK6 Investments LLC | 40,224 | $278.1 萬 | 0.24% | −14,898−27.0% | 減碼 |
| Daiwa Securities Group Inc. | 40,094 | $277.2 萬 | 0.02% | −818−2.0% | 減碼 |
| Wealth High Governance Capital Ltda | 40,000 | $276.6 萬 | 1.16% | +40,000 | 新進 |
| American International Group, Inc. | 39,710 | $274.6 萬 | 0.02% | +861+2.2% | 加碼 |
| Capstone Investment Advisors, LLC | 39,119 | $270.5 萬 | 0.08% | +33,369+580.3% | 加碼 |
| Engineers Gate Manager LP | 39,006 | $269.7 萬 | 0.10% | +2,819+7.8% | 加碼 |
| Alps Advisors Inc | 38,824 | $268.4 萬 | 0.02% | +695+1.8% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,737 | $267.8 萬 | 3.73% | +29,403+315.0% | 加碼 |
| Louisiana State Employees Retirement System | 38,200 | $264.1 萬 | 0.06% | +8,600+29.1% | 加碼 |
| Shell Asset Management Co | 36,464 | $252.1 萬 | 0.10% | −36,806−50.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,245 | $243.5 萬 | 0.05% | +209+0.8% | 加碼 |
| QVT Financial LP | 34,861 | $241.0 萬 | 0.14% | 00.0% | 不變 |
| AMS Capital Ltda | 34,031 | $235.3 萬 | 2.77% | +34,031 | 新進 |
| Marathon Trading Investment Management LLC | 33,798 | $233.7 萬 | 1.45% | +33,798 | 新進 |
| Northwest & Ethical Investments L.P. | 33,443 | $231.2 萬 | 0.07% | −11,860−26.2% | 減碼 |
| Van Eck Associates Corp | 32,780 | $226.6 萬 | 0.00% | +32,780 | 新進 |
| Eschler Asset Management LLP | 31,500 | $217.8 萬 | 3.09% | −88,426−73.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 30,048 | $207.8 萬 | 0.02% | −35,138−53.9% | 減碼 |
| Yousif Capital Management, LLC | 29,914 | $206.8 萬 | 0.03% | −220−0.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 28,832 | $199.3 萬 | 0.02% | −5,411−15.8% | 減碼 |
| Janney Montgomery Scott LLC | 28,471 | $196.8 萬 | 0.01% | +11,163+64.5% | 加碼 |
| Abn Amro Investment Solutions | 27,900 | $192.9 萬 | 0.04% | −4,370−13.5% | 減碼 |
| Jupiter Asset Management Ltd | 27,506 | $190.1 萬 | 0.02% | −48,709−63.9% | 減碼 |
| Verition Fund Management LLC | 26,803 | $185.3 萬 | 0.03% | +19,500+267.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 26,565 | $183.7 萬 | 0.03% | −1,643−5.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 26,329 | $182.0 萬 | 0.56% | −18,031−40.6% | 減碼 |
| Unigestion Holding SA | 26,346 | $181.5 萬 | 0.10% | −2,580−8.9% | 減碼 |
| Aperture Investors, LLC | 25,987 | $179.7 萬 | 0.22% | +10,287+65.5% | 加碼 |
| IFM Investors Pty Ltd | 25,064 | $173.3 萬 | 0.02% | −28−0.1% | 減碼 |
| RBF Capital, LLC | 25,000 | $172.8 萬 | 0.11% | −5,000−16.7% | 減碼 |
| Parametrica Management Ltd | 24,700 | $170.8 萬 | 3.29% | −18,675−43.1% | 減碼 |
| Envestnet Asset Management Inc | 23,771 | $164.4 萬 | 0.00% | −1,065,412−97.8% | 減碼 |
| Banco Santander, S.A. | 23,509 | $162.5 萬 | 0.02% | +23,509 | 新進 |
| TD Asset Management Inc | 23,200 | $160.4 萬 | 0.00% | +300+1.3% | 加碼 |
| Morningstar Investment Management LLC | 23,036 | $159.3 萬 | 0.21% | +2,698+13.3% | 加碼 |
| Bayesian Capital Management, LP | 21,900 | $151.4 萬 | 0.16% | +21,900 | 新進 |
| Group One Trading, L.P. | 20,136 | $139.2 萬 | 0.06% | +20,136 | 新進 |
| Hel Ved Capital Management Ltd | 19,600 | $135.5 萬 | 0.59% | −53,864−73.3% | 減碼 |
| Eisler Capital (US) LLC | 19,364 | $133.9 萬 | 0.73% | +15,420+391.0% | 加碼 |
| Harvest Volatility Management LLC | 18,529 | $128.1 萬 | 0.26% | −2,517−12.0% | 減碼 |
| Pacer Advisors, Inc. | 18,086 | $125.0 萬 | 0.01% | −15,652−46.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 17,652 | $122.0 萬 | 0.11% | +3,322+23.2% | 加碼 |
| Tekne Capital Management, LLC | 17,577 | $121.5 萬 | 0.38% | −314−1.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,510 | $121.1 萬 | 0.13% | +17,510 | 新進 |
| Handelsinvest Investeringsforvaltning | 17,286 | $119.5 萬 | 0.24% | −3,840−18.2% | 減碼 |
| Gsa Capital Partners LLP | 17,196 | $118.9 萬 | 0.12% | +12,130+239.4% | 加碼 |
| Oppenheimer & Co Inc | 16,628 | $115.0 萬 | 0.02% | +16,628 | 新進 |
| Baader Bank INC | 16,604 | $113.4 萬 | 0.10% | −3,109−15.8% | 減碼 |
| Garda Capital Partners LP | 16,291 | $112.6 萬 | 0.54% | +9,361+135.1% | 加碼 |
| Kadensa Capital Ltd | 16,058 | $111.0 萬 | 0.20% | −134,151−89.3% | 減碼 |
| Oberweis Asset Management Inc | 16,000 | $110.6 萬 | 0.13% | −9,000−36.0% | 減碼 |
| Intech Investment Management LLC | 15,875 | $109.8 萬 | 0.01% | −4,846−23.4% | 減碼 |
| Alliancebernstein L.P. | 15,691 | $108.5 萬 | 0.00% | −2,100,280−99.3% | 減碼 |
| Rockefeller Capital Management L.P. | 15,648 | $108.2 萬 | 0.00% | +15,648 | 新進 |
| Mackenzie Financial Corp | 15,125 | $107.8 萬 | 0.00% | +10,446+223.3% | 加碼 |
| Quaero Capital S.A. | 15,534 | $107.4 萬 | 0.83% | +15,534 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 15,352 | $106.1 萬 | 0.02% | −1,073−6.5% | 減碼 |
| Vident Investment Advisory, LLC | 15,206 | $105.1 萬 | 0.04% | +255+1.7% | 加碼 |
| Employees Retirement System of Texas | 13,905 | $96.1 萬 | 0.01% | −14,825−51.6% | 減碼 |
| AustralianSuper Pty Ltd | 13,787 | $95.3 萬 | 0.01% | +13,787 | 新進 |
| Ameritas Investment Partners, Inc. | 13,252 | $91.6 萬 | 0.03% | +504+4.0% | 加碼 |
| Colony Group LLC | 13,132 | $90.8 萬 | 0.01% | +1,608+14.0% | 加碼 |
| Wolverine Trading, LLC | 13,117 | $90.4 萬 | 0.01% | +13,117 | 新進 |
| Tower Research Capital LLC (TRC) | 12,774 | $88.3 萬 | 0.03% | +744+6.2% | 加碼 |
| Sicart Associates LLC | 12,617 | $87.2 萬 | 0.34% | 00.0% | 不變 |