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 |
|---|---|---|---|---|---|
| CTC LLC | 12,588 | $87.0 萬 | 0.01% | +12,588 | 新進 |
| Wetherby Asset Management Inc | 12,434 | $86.0 萬 | 0.05% | −908−6.8% | 減碼 |
| 1832 Asset Management L.P. | 12,000 | $83.0 萬 | 0.00% | +6,000+100.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 11,890 | $82.2 萬 | 0.09% | −5,463−31.5% | 減碼 |
| Hongkou Capital LP | 11,225 | $77.6 萬 | 2.45% | −3,450−23.5% | 減碼 |
| 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 |
| CastleKnight Management LP | 10,800 | $74.7 萬 | 0.15% | +5,400+100.0% | 加碼 |
| Creative Planning | 10,778 | $74.5 萬 | 0.00% | +3,809+54.7% | 加碼 |
| Jefferies Financial Group Inc. | 10,523 | $72.8 萬 | 0.02% | +3,523+50.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 9,840 | $68.4 萬 | 0.02% | −4,400−30.9% | 減碼 |
| Signaturefd, LLC | 9,871 | $68.2 萬 | 0.02% | −332−3.3% | 減碼 |
| LPL Financial LLC | 9,729 | $67.3 萬 | 0.00% | +5,298+119.6% | 加碼 |
| Cigna Investments Inc | 9,679 | $66.9 萬 | 0.12% | 00.0% | 不變 |
| Connectus Wealth, LLC | 9,511 | $65.8 萬 | 0.02% | +553+6.2% | 加碼 |
| Headlands Technologies LLC | 9,353 | $64.7 萬 | 0.21% | +5,628+151.1% | 加碼 |
| Advisory Services Network, LLC | 9,280 | $64.2 萬 | 0.02% | −1,611−14.8% | 減碼 |
| XY Capital Ltd | 9,210 | $63.7 萬 | 1.23% | +9,210 | 新進 |
| Siemens Fonds Invest GmbH | 9,084 | $62.5 萬 | 0.06% | 00.0% | 不變 |
| JustInvest LLC | 9,036 | $62.5 萬 | 0.02% | +305+3.5% | 加碼 |
| Mariner, LLC | 8,801 | $60.8 萬 | 0.00% | +1,003+12.9% | 加碼 |
| Ritholtz Wealth Management | 8,630 | $59.7 萬 | 0.03% | −29−0.3% | 減碼 |
| Henry James International Management, Inc. | 8,605 | $59.5 萬 | 0.26% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,135 | $56.2 萬 | 0.00% | +337+4.3% | 加碼 |
| Paragon Capital Management Inc | 8,038 | $55.6 萬 | 0.47% | +1,408+21.2% | 加碼 |
| Mercer Global Advisors Inc | 7,807 | $54.0 萬 | 0.00% | +466+6.3% | 加碼 |
| Altfest L J & Co Inc | 7,760 | $53.7 萬 | 0.08% | −65−0.8% | 減碼 |
| Norinchukin Bank, The | 7,749 | $53.6 萬 | 0.01% | +42+0.5% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 7,500 | $51.9 萬 | 0.06% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 7,359 | $50.9 萬 | 0.05% | +7,359 | 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 |
| Dynamic Technology Lab Private Ltd | 7,290 | $50.4 萬 | 0.06% | +7,290 | 新進 |
| Caxton Associates LP | 6,785 | $46.9 萬 | 0.07% | +1,047+18.2% | 加碼 |
| CI Private Wealth, LLC | 6,665 | $46.1 萬 | 0.00% | −468−6.6% | 減碼 |
| Cresset Asset Management, LLC | 6,586 | $45.5 萬 | 0.00% | +6,586 | 新進 |
| Nissay Asset Management Corp | 6,555 | $45.3 萬 | 0.00% | +2,036+45.1% | 加碼 |
| Rock Creek Group, LP | 6,399 | $44.2 萬 | 0.06% | −24,877−79.5% | 減碼 |
| Banque Pictet & Cie SA | 6,355 | $43.9 萬 | 0.00% | +6,355 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 6,217 | $43.0 萬 | 0.00% | +6,217 | 新進 |
| Quadrant Capital Group LLC | 6,113 | $42.3 萬 | 0.04% | +40+0.7% | 加碼 |
| Cutler Group LP | 6,082 | $42.0 萬 | 0.10% | −74,718−92.5% | 減碼 |
| HighVista Strategies LLC | 5,831 | $40.3 萬 | 0.18% | +5,831 | 新進 |
| Insight Advisors, LLC | 5,770 | $39.9 萬 | 0.09% | +1,500+35.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,760 | $39.8 萬 | 0.01% | +5,760 | 新進 |
| US Bancorp | 5,651 | $39.1 萬 | 0.00% | −1,063−15.8% | 減碼 |
| Formula Growth Ltd | 5,600 | $38.7 萬 | 0.12% | +100+1.8% | 加碼 |
| Whittier Trust Co | 5,577 | $38.6 萬 | 0.01% | −300−5.1% | 減碼 |
| Aj Wealth Strategies, LLC | 5,390 | $37.3 萬 | 0.02% | +119+2.3% | 加碼 |
| Connective Portfolio Management, LLC | 5,000 | $35.6 萬 | 0.88% | +5,000 | 新進 |
| Cerity Partners LLC | 5,136 | $35.5 萬 | 0.00% | +389+8.2% | 加碼 |
| Veriti Management LLC | 4,781 | $33.1 萬 | 0.04% | −466−8.9% | 減碼 |
| Capital Markets Trading UK LLP | 4,571 | $31.6 萬 | 0.23% | −8,805−65.8% | 減碼 |
| Cardiff Park Advisors, LLC | 4,556 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Balentine LLC | 4,506 | $31.2 萬 | 0.01% | +4,506 | 新進 |
| Fred Alger Management, LLC | 4,487 | $31.0 萬 | 0.00% | +4,487 | 新進 |
| Capula Management Ltd | 4,486 | $31.0 萬 | 0.04% | −7,292−61.9% | 減碼 |
| XR Securities LLC | 4,409 | $30.5 萬 | 0.47% | −18,422−80.7% | 減碼 |
| Ieq Capital, LLC | 4,389 | $30.3 萬 | 0.01% | −1,869−29.9% | 減碼 |
| ExodusPoint Capital Management, LP | 4,384 | $30.3 萬 | 0.00% | −3,532−44.6% | 減碼 |
| QCM Cayman, Ltd. | 4,265 | $29.5 萬 | 1.73% | +4,265 | 新進 |
| Polar Capital Holdings Plc | 4,181 | $28.9 萬 | 0.00% | +4,181 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,158 | $28.7 萬 | 0.00% | −1,215−22.6% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 4,151 | $28.7 萬 | 0.04% | +340+8.9% | 加碼 |
| CIBC World Markets Inc. | 4,087 | $28.3 萬 | 0.00% | −9,674−70.3% | 減碼 |
| Merit Financial Group, LLC | 4,034 | $27.9 萬 | 0.01% | −29−0.7% | 減碼 |
| STF Management LP | 4,020 | $27.8 萬 | 0.30% | −2,729−40.4% | 減碼 |
| Commerce Bank | 4,014 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| L & S Advisors Inc | 4,000 | $27.7 萬 | 0.04% | −9,603−70.6% | 減碼 |
| Centiva Capital, LP | 3,934 | $27.2 萬 | 0.01% | +3,648+1,275.5% | 加碼 |
| Pathstone Family Office, LLC | 3,867 | $26.7 萬 | 0.00% | +3,867 | 新進 |
| Accuvest Global Advisors | 3,831 | $26.5 萬 | 0.14% | +666+21.0% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 480,266 | $26.0 萬 | 7.74% | +17,332+3.7% | 加碼 |
| Lord, Abbett & Co. LLC | 3,759 | $26.0 萬 | 0.00% | −846,564−99.6% | 減碼 |
| Boston Private Wealth LLC | 3,633 | $25.1 萬 | 0.00% | +143+4.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,578 | $24.7 萬 | 0.00% | −83−2.3% | 減碼 |
| U S Global Investors Inc | 3,550 | $24.5 萬 | 0.01% | +3,550 | 新進 |
| The PNC Financial Services Group, Inc. | 3,495 | $24.2 萬 | 0.00% | +636+22.2% | 加碼 |
| Marex Group plc | 3,480 | $24.1 萬 | 0.04% | −7,093−67.1% | 減碼 |
| Ofi Invest Asset Management | 3,470 | $24.0 萬 | 0.01% | −259,903−98.7% | 減碼 |
| Raymond James & Associates | 3,406 | $23.5 萬 | 0.00% | −6,742−66.4% | 減碼 |
| Wahed Invest LLC | 3,370 | $23.3 萬 | 0.08% | +306+10.0% | 加碼 |
| Credit Agricole S A | 3,357 | $23.2 萬 | 0.01% | −106−3.1% | 減碼 |
| Aubrey Capital Management Ltd | 3,300 | $22.8 萬 | 0.15% | −163,400−98.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,290 | $22.7 萬 | 0.01% | −2,702−45.1% | 減碼 |
| Johnson Investment Counsel Inc | 3,200 | $22.1 萬 | 0.00% | −26−0.8% | 減碼 |
| Prelude Capital Management, LLC | 3,200 | $22.1 萬 | 0.02% | +3,200 | 新進 |
| DRW Securities, LLC | 3,149 | $21.8 萬 | 0.02% | +3,149 | 新進 |
| Boothbay Fund Management, LLC | 3,150 | $21.8 萬 | 0.01% | +3,150 | 新進 |
| Advisor Partners II, LLC | 3,094 | $21.4 萬 | 0.01% | +3,094 | 新進 |
| Clear Street Markets LLC | 3,040 | $21.0 萬 | 0.09% | −910−23.0% | 減碼 |
| West Family Investments, Inc. | 3,003 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,002 | $20.8 萬 | 0.02% | +76+2.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,468 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,768 | $12.2 萬 | 0.01% | −362−17.0% | 減碼 |
| Toronto Dominion Bank | 1,739 | $12.0 萬 | 0.00% | −341−16.4% | 減碼 |
| Parallel Advisors, LLC | 1,681 | $11.6 萬 | 0.00% | −76−4.3% | 減碼 |
| Advisors Asset Management, Inc. | 1,610 | $11.1 萬 | 0.00% | −854−34.7% | 減碼 |
| EMC Capital Management | 16,677 | $10.3 萬 | 0.21% | +13,677+455.9% | 加碼 |
| GWM Advisors LLC | 1,361 | $9.41 萬 | 0.00% | −996−42.3% | 減碼 |