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 3 季 13F 持有人
PDD Holdings Inc. 在 2023/9/30 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
- 473
- 較 2023 年第 2 季 +25 家
- 持有股數
- 3.68 億
- 較 2023 年第 2 季 +3,291 萬 (+9.8%)
- 總市值
- $357.7 億
- 較 2023 年第 2 季 +$126.3 億 (+54.6%)
- 新進機構
- 88
- 另有 212 家加碼
- 清倉機構
- 63
- 另有 123 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 24,257 | $237.9 萬 | 0.01% | −4,214−14.8% | 減碼 |
| Oberweis Asset Management Inc | 25,000 | $245.2 萬 | 0.26% | +9,000+56.3% | 加碼 |
| Tudor Investment Corp Et Al | 25,049 | $245.7 萬 | 0.04% | −73,840−74.7% | 減碼 |
| Octahedron Capital Management L.P. | 25,500 | $250.1 萬 | 3.45% | −32,600−56.1% | 減碼 |
| Abn Amro Investment Solutions | 25,600 | $251.1 萬 | 0.05% | −2,300−8.2% | 減碼 |
| Camarda Financial Advisors, LLC | 25,680 | $251.8 萬 | 1.63% | +25,680 | 新進 |
| Gsa Capital Partners LLP | 25,855 | $253.6 萬 | 0.22% | +8,659+50.4% | 加碼 |
| Eaton Financial Holdings Company, LLC | 26,100 | $256.0 萬 | 0.69% | +26,100 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 26,233 | $257.3 萬 | 0.13% | +26,233 | 新進 |
| Pacer Advisors, Inc. | 26,862 | $263.4 萬 | 0.01% | +8,776+48.5% | 加碼 |
| Quaero Capital S.A. | 28,482 | $279.3 萬 | 2.66% | +12,948+83.4% | 加碼 |
| ExodusPoint Capital Management, LP | 29,199 | $286.4 萬 | 0.04% | +24,815+566.0% | 加碼 |
| Mackenzie Financial Corp | 30,079 | $294.5 萬 | 0.00% | +14,954+98.9% | 加碼 |
| TD Asset Management Inc | 30,700 | $301.1 萬 | 0.00% | +7,500+32.3% | 加碼 |
| UBS Oconnor LLC | 30,964 | $303.7 萬 | 0.05% | −23,675−43.3% | 減碼 |
| UniSuper Management Pty Ltd | 31,200 | $306.0 萬 | 0.04% | +31,200 | 新進 |
| Van Eck Associates Corp | 31,337 | $307.3 萬 | 0.01% | −1,443−4.4% | 減碼 |
| Twinbeech Capital LP | 31,477 | $308.7 萬 | 0.06% | −190,817−85.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 31,682 | $310.7 萬 | 0.05% | −18,710−37.1% | 減碼 |
| Yousif Capital Management, LLC | 31,714 | $311.0 萬 | 0.04% | +1,800+6.0% | 加碼 |
| Eschler Asset Management LLP | 32,849 | $322.2 萬 | 3.76% | +1,349+4.3% | 加碼 |
| TD Waterhouse Canada Inc. | 24,074 | $328.2 萬 | 0.03% | +24,073+2,407,300.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 33,651 | $330.0 萬 | 0.05% | +7,086+26.7% | 加碼 |
| AMS Capital Ltda | 34,031 | $333.7 萬 | 3.70% | 00.0% | 不變 |
| QVT Financial LP | 34,861 | $341.9 萬 | 0.20% | 00.0% | 不變 |
| Alps Advisors Inc | 35,256 | $345.8 萬 | 0.03% | −3,568−9.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 31,788 | $348.2 萬 | 0.08% | +4,543+16.7% | 加碼 |
| IFM Investors Pty Ltd | 35,511 | $348.3 萬 | 0.05% | +10,447+41.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 36,364 | $356.6 萬 | 0.05% | +36,364 | 新進 |
| Cubist Systematic Strategies, LLC | 36,808 | $361.0 萬 | 0.04% | +6,760+22.5% | 加碼 |
| SG Americas Securities, LLC | 36,899 | $361.9 萬 | 0.05% | −60,050−61.9% | 減碼 |
| Shell Asset Management Co | 37,384 | $366.6 萬 | 0.15% | +920+2.5% | 加碼 |
| Rockefeller Capital Management L.P. | 37,945 | $372.1 萬 | 0.01% | +22,297+142.5% | 加碼 |
| Light Street Capital Management, LLC | 38,235 | $375.0 萬 | 1.10% | +38,235 | 新進 |
| Parametrica Management Ltd | 41,400 | $406.0 萬 | 6.83% | +16,700+67.6% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $406.8 萬 | 1.88% | 00.0% | 不變 |
| Growth Interface Management LLC | 42,000 | $411.9 萬 | 6.44% | −63,000−60.0% | 減碼 |
| China Universal Asset Management Co., Ltd. | 42,595 | $417.7 萬 | 1.21% | +16,266+61.8% | 加碼 |
| Liontrust Investment Partners LLP | 45,000 | $441.3 萬 | 0.07% | +45,000 | 新進 |
| Daiwa Securities Group Inc. | 46,930 | $460.2 萬 | 0.03% | +6,836+17.0% | 加碼 |
| Wells Fargo & Company | 47,241 | $463.3 萬 | 0.00% | +4,236+9.9% | 加碼 |
| Seldon Capital LP | 48,226 | $473.0 萬 | 4.40% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 49,540 | $485.8 萬 | 0.14% | +3,079+6.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,977 | $490.1 萬 | 0.11% | +3,406+7.3% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 50,000 | $490.4 萬 | 0.26% | +50,000 | 新進 |
| Banque Cantonale Vaudoise | 50,012 | $490.5 萬 | 0.25% | −90−0.2% | 減碼 |
| Point72 Hong Kong Ltd | 50,509 | $495.3 萬 | 1.38% | −172,872−77.4% | 減碼 |
| Susquehanna International Group, LLP | 50,947 | $499.6 萬 | 0.01% | −975,268−95.0% | 減碼 |
| American International Group, Inc. | 51,193 | $502.0 萬 | 0.03% | +11,483+28.9% | 加碼 |
| Ensign Peak Advisors, Inc | 51,450 | $504.6 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 51,500 | $505.1 萬 | 0.12% | +13,300+34.8% | 加碼 |
| Veritas Asset Management LLP | 52,050 | $510.5 萬 | 0.04% | −249,250−82.7% | 減碼 |
| Boussard & Gavaudan Investment Management LLP | 53,705 | $529.4 萬 | 0.62% | +53,705 | 新進 |
| New Silk Road Investment Pte Ltd | 58,300 | $571.7 萬 | 11.35% | +58,300 | 新進 |
| Optimas Capital Ltd | 60,600 | $594.3 萬 | 4.08% | +60,600 | 新進 |
| La Banque Postale Asset Management SA | 61,225 | $600.4 萬 | 0.13% | −28,705−31.9% | 減碼 |
| Panagora Asset Management Inc | 61,593 | $604.0 萬 | 0.04% | +70+0.1% | 加碼 |
| iA Global Asset Management Inc. | 61,917 | $607.2 萬 | 0.16% | +14,915+31.7% | 加碼 |
| Qtron Investments LLC | 62,565 | $613.6 萬 | 1.17% | +11,331+22.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 63,138 | $619.2 萬 | 0.21% | +29,695+88.8% | 加碼 |
| Thrivent Financial for Lutherans | 63,613 | $623.9 萬 | 0.01% | −4,077−6.0% | 減碼 |
| Pinebridge Investments, L.P. | 64,251 | $630.1 萬 | 0.07% | +8,829+15.9% | 加碼 |
| Twenty Acre Capital LP | 65,000 | $637.5 萬 | 6.93% | −32,400−33.3% | 減碼 |
| Shelton Capital Management | 65,425 | $641.6 萬 | 0.24% | +16,451+33.6% | 加碼 |
| Armistice Capital, LLC | 68,000 | $666.9 萬 | 0.20% | +68,000 | 新進 |
| ING Groep NV | 70,153 | $688.0 萬 | 0.06% | +29,076+70.8% | 加碼 |
| Voya Investment Management LLC | 70,951 | $695.8 萬 | 0.01% | +22,058+45.1% | 加碼 |
| CMT Capital Markets Trading GmbH | 75,000 | $735.5 萬 | 4.19% | −25,000−25.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,193 | $737.4 萬 | 0.01% | −33,205−30.6% | 減碼 |
| Putnam Investments LLC | 75,603 | $741.4 萬 | 0.01% | −59,971−44.2% | 減碼 |
| Profund Advisors LLC | 77,983 | $764.8 萬 | 0.42% | +18,062+30.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 83,797 | $821.8 萬 | 0.17% | −22,522−21.2% | 減碼 |
| Nomura Asset Management Co Ltd | 84,443 | $828.1 萬 | 0.04% | +12,986+18.2% | 加碼 |
| Rafferty Asset Management, LLC | 84,767 | $831.3 萬 | 0.05% | −4,619−5.2% | 減碼 |
| Orland Properties Ltd | 85,000 | $833.6 萬 | 4.41% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 85,457 | $838.1 萬 | 0.19% | +84,907+15,437.6% | 加碼 |
| Ramirez Asset Management, Inc. | 88,538 | $868.3 萬 | 1.87% | +88,538 | 新進 |
| Advisor Group Holdings, Inc. | 89,959 | $882.2 萬 | 0.01% | +32,161+55.6% | 加碼 |
| Strategic Vision Investment Ltd | 94,013 | $922.0 萬 | 8.91% | +94,013 | 新進 |
| Old Well Partners, LLC | 96,000 | $941.5 萬 | 8.16% | −37,000−27.8% | 減碼 |
| Rhumbline Advisers | 102,131 | $1,002 萬 | 0.01% | +22,313+28.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,479 | $1,005 萬 | 0.16% | +4,100+4.2% | 加碼 |
| CIBC Asset Management Inc | 102,882 | $1,009 萬 | 0.04% | +26,149+34.1% | 加碼 |
| Janus Henderson Group PLC | 106,643 | $1,046 萬 | 0.01% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 108,800 | $1,067 萬 | 0.11% | +10,900+11.1% | 加碼 |
| Massachusetts Financial Services Co | 109,608 | $1,075 萬 | 0.00% | −23,169−17.4% | 減碼 |
| Los Angeles Capital Management LLC | 110,620 | $1,085 萬 | 0.05% | +66,748+152.1% | 加碼 |
| Wealth High Governance Capital Ltda | 120,000 | $1,177 萬 | 4.09% | +80,000+200.0% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 120,000 | $1,177 萬 | 0.96% | +120,000 | 新進 |
| Apeiron Capital Ltd | 121,970 | $1,196 萬 | 8.01% | −138,425−53.2% | 減碼 |
| AlpInvest Partners B.V. | 122,616 | $1,202 萬 | 3.16% | +48,279+64.9% | 加碼 |
| Scge Management, L.P. | 122,818 | $1,204 萬 | 0.31% | 00.0% | 不變 |
| All-Stars Investment Ltd | 127,000 | $1,245 萬 | 4.65% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 127,842 | $1,254 萬 | 0.06% | −28,062−18.0% | 減碼 |
| FACT Capital, LP | 128,459 | $1,260 萬 | 5.00% | +128,459 | 新進 |
| SEI Investments Co | 130,243 | $1,277 萬 | 0.02% | +18,989+17.1% | 加碼 |
| California State Teachers Retirement System | 130,519 | $1,280 萬 | 0.02% | +6,318+5.1% | 加碼 |
| Macquarie Group Ltd | 130,971 | $1,284 萬 | 0.02% | +5,829+4.7% | 加碼 |
| New York State Common Retirement Fund | 131,982 | $1,294 萬 | 0.02% | −3,300−2.4% | 減碼 |
| Tiger Pacific Capital LP | 137,298 | $1,346 萬 | 3.51% | −425,950−75.6% | 減碼 |