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 |
|---|---|---|---|---|---|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 140,177 | $1,375 萬 | 0.60% | +6,120+4.6% | 加碼 |
| Jupiter Asset Management Ltd | 141,752 | $1,390 萬 | 0.15% | +114,246+415.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 144,858 | $1,421 萬 | 0.05% | +19,819+15.9% | 加碼 |
| Guggenheim Capital LLC | 146,714 | $1,439 萬 | 0.12% | +26,705+22.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 150,000 | $1,471 萬 | 0.08% | +66,235+79.1% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 150,000 | $1,471 萬 | 0.11% | +150,000 | 新進 |
| Contrarius Investment Management Ltd | 150,603 | $1,477 萬 | 0.83% | +96,844+180.1% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 153,300 | $1,503 萬 | 2.71% | +153,300 | 新進 |
| Teacher Retirement System of Texas | 158,766 | $1,557 萬 | 0.10% | +12,865+8.8% | 加碼 |
| National Pension Service | 176,241 | $1,655 萬 | 0.03% | −3,445−1.9% | 減碼 |
| Mane Global Capital Management LP | 169,756 | $1,665 萬 | 1.49% | +169,756 | 新進 |
| Ci Investments Inc. | 172,036 | $1,687 萬 | 0.09% | −52,470−23.4% | 減碼 |
| La Financiere de L'Echiquier | 178,000 | $1,746 萬 | 0.90% | −24,000−11.9% | 減碼 |
| Two Sigma Advisers, LP | 185,100 | $1,815 萬 | 0.05% | −196,800−51.5% | 減碼 |
| Jennison Associates LLC | 186,712 | $1,831 萬 | 0.02% | −20,850−10.0% | 減碼 |
| Franklin Resources Inc | 198,857 | $1,950 萬 | 0.01% | −48,079−19.5% | 減碼 |
| RV Capital GmbH | 199,100 | $1,953 萬 | 5.96% | +199,100 | 新進 |
| M&G Investment Management Ltd | 200,926 | $1,969 萬 | 0.14% | +31,140+18.3% | 加碼 |
| KBC Group NV | 202,229 | $1,983 萬 | 0.08% | −71,219−26.0% | 減碼 |
| 3G Capital Partners LP | 205,000 | $2,010 萬 | 11.18% | +155,000+310.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,242 | $2,023 萬 | 0.09% | −12,947−5.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 214,300 | $2,102 萬 | 0.10% | +214,300 | 新進 |
| British Columbia Investment Management Corp | 238,000 | $2,334 萬 | 0.22% | +35,600+17.6% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 238,818 | $2,342 萬 | 8.26% | +40,300+20.3% | 加碼 |
| DnB Asset Management AS | 244,394 | $2,397 萬 | 0.14% | +11,409+4.9% | 加碼 |
| Wellington Management Group LLP | 247,957 | $2,432 萬 | 0.00% | −12,642−4.9% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 250,000 | $2,452 萬 | 6.36% | −750,000−75.0% | 減碼 |
| Citadel Advisors LLC | 251,999 | $2,471 萬 | 0.03% | +96,951+62.5% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 260,000 | $2,550 萬 | 10.87% | +260,000 | 新進 |
| Yong Rong (HK) Asset Management Ltd | 260,300 | $2,553 萬 | 23.60% | +260,300 | 新進 |
| Moore Capital Management, LP | 262,805 | $2,577 萬 | 0.70% | +262,805 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 268,936 | $2,637 萬 | 1.21% | −17,332−6.1% | 減碼 |
| Nordea Investment Management AB | 277,045 | $2,718 萬 | 0.04% | +41,892+17.8% | 加碼 |
| Alliancebernstein L.P. | 279,672 | $2,743 萬 | 0.01% | +263,981+1,682.4% | 加碼 |
| Blue Creek Capital Management Ltd | 287,500 | $2,820 萬 | 21.93% | −78,000−21.3% | 減碼 |
| Prudential Financial Inc | 288,411 | $2,828 萬 | 0.04% | +34,930+13.8% | 加碼 |
| Brilliance Asset Management Ltd | 293,018 | $2,874 萬 | 7.25% | −3,000−1.0% | 減碼 |
| TB Alternative Assets Ltd. | 294,000 | $2,883 萬 | 7.83% | −362,600−55.2% | 減碼 |
| Neuberger Berman Group LLC | 296,485 | $2,906 萬 | 0.03% | −77,689−20.8% | 減碼 |
| Adams Street Partners LLC | 298,150 | $2,924 萬 | 10.21% | +298,150 | 新進 |
| AXA S.A. | 312,304 | $3,063 萬 | 0.11% | −93,403−23.0% | 減碼 |
| Public Sector Pension Investment Board | 315,774 | $3,097 萬 | 0.23% | +31,400+11.0% | 加碼 |
| American Century Companies Inc | 316,668 | $3,106 萬 | 0.02% | +78,856+33.2% | 加碼 |
| National Bank of Canada | 316,899 | $3,159 萬 | 0.06% | −611,580−65.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 326,000 | $3,197 萬 | 0.26% | +49,200+17.8% | 加碼 |
| Swedbank AB | 327,815 | $3,215 萬 | 0.06% | +41,400+14.5% | 加碼 |
| Keywise Capital Management (HK) Ltd | 339,700 | $3,331 萬 | 5.52% | +258,900+320.4% | 加碼 |
| Hel Ved Capital Management Ltd | 342,000 | $3,354 萬 | 11.19% | +322,400+1,644.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 346,100 | $3,394 萬 | 0.07% | +74,299+27.3% | 加碼 |
| Lord, Abbett & Co. LLC | 355,430 | $3,486 萬 | 0.13% | +351,671+9,355.4% | 加碼 |
| Library Research Ltd | 357,302 | $3,504 萬 | 50.64% | 00.0% | 不變 |
| Storebrand Asset Management AS | 365,449 | $3,584 萬 | 0.17% | +14,430+4.1% | 加碼 |
| Aviva PLC | 372,015 | $3,648 萬 | 0.15% | +60,200+19.3% | 加碼 |
| Pinpoint Asset Management Ltd | 373,189 | $3,660 萬 | 8.57% | +92,584+33.0% | 加碼 |
| Alberta Investment Management Corp | 380,852 | $3,735 萬 | 0.40% | +65,080+20.6% | 加碼 |
| Man Group plc | – | $3,788 萬 | 0.12% | – | – |
| DekaBank Deutsche Girozentrale | 391,459 | $3,896 萬 | 0.09% | +22,914+6.2% | 加碼 |
| Russell Investments Group, Ltd. | 414,314 | $4,043 萬 | 0.08% | −130,600−24.0% | 減碼 |
| Korea Investment CORP | 412,787 | $4,048 萬 | 0.12% | +47,400+13.0% | 加碼 |
| USS Investment Management Ltd | 439,962 | $4,316 萬 | 0.47% | +34,286+8.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 450,105 | $4,414 萬 | 0.03% | +33,476+8.0% | 加碼 |
| Handelsbanken Fonder AB | 452,142 | $4,434 萬 | 0.25% | −2,467−0.5% | 減碼 |
| Polar Capital Holdings Plc | 457,248 | $4,484 萬 | 0.33% | +453,067+10,836.3% | 加碼 |
| Citigroup Inc | 470,443 | $4,614 萬 | 0.07% | −193,153−29.1% | 減碼 |
| Marshall Wace, LLP | 477,366 | $4,682 萬 | 0.10% | −1,056,422−68.9% | 減碼 |
| Nomura Holdings Inc | 481,456 | $4,722 萬 | 0.51% | −415,765−46.3% | 減碼 |
| Thunderbird Partners LLP | 487,660 | $4,782 萬 | 11.98% | +487,660 | 新進 |
| Lazard Asset Management LLC | 511,601 | $5,017 萬 | 0.07% | +100,606+24.5% | 加碼 |
| Barings LLC | 517,941 | $5,079 萬 | 1.73% | 00.0% | 不變 |
| Royal Bank of Canada | 521,932 | $5,119 萬 | 0.01% | +77,152+17.3% | 加碼 |
| Standard Life Aberdeen plc | 538,279 | $5,279 萬 | 0.13% | +91,572+20.5% | 加碼 |
| RWC Asset Management LLP | 558,301 | $5,475 萬 | 3.57% | −41,661−6.9% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 559,853 | $5,491 萬 | 34.55% | +84,460+17.8% | 加碼 |
| Penserra Capital Management LLC | 563,907 | $5,530 萬 | 1.14% | −23,875−4.1% | 減碼 |
| Assenagon Asset Management S.A. | 601,700 | $5,901 萬 | 0.21% | −4,818,878−88.9% | 減碼 |
| Principal Financial Group Inc | 622,684 | $6,107 萬 | 0.04% | −626,931−50.2% | 減碼 |
| Coronation Fund Managers Ltd. | 627,699 | $6,156 萬 | 1.85% | −299,001−32.3% | 減碼 |
| Sylebra Capital Ltd | 636,721 | $6,244 萬 | 3.32% | +3,016+0.5% | 加碼 |
| Sylebra Capital LLC | 636,721 | $6,244 萬 | 3.32% | +636,721 | 新進 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 646,280 | $6,338 萬 | 1.20% | +646,280 | 新進 |
| Prudential PLC | 659,575 | $6,468 萬 | 0.75% | +41,133+6.7% | 加碼 |
| Causeway Capital Management LLC | 663,897 | $6,511 萬 | 1.72% | −164,298−19.8% | 減碼 |
| Schroder Investment Management Group | 665,829 | $6,530 萬 | 0.10% | −38,950−5.5% | 減碼 |
| ProShare Advisors LLC | 667,589 | $6,547 萬 | 0.20% | +111,571+20.1% | 加碼 |
| Kora Management LP | 679,250 | $6,661 萬 | 17.21% | +406,500+149.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 696,962 | $6,835 萬 | 4.44% | 00.0% | 不變 |
| Acadian Asset Management LLC | 701,229 | $6,876 萬 | 0.29% | +36,293+5.5% | 加碼 |
| Millennium Management LLC | 704,476 | $6,909 萬 | 0.07% | −490,366−41.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 705,969 | $6,923 萬 | 0.17% | −21,065−2.9% | 減碼 |
| Franchise Capital Ltd | 715,636 | $7,018 萬 | 25.12% | −128,000−15.2% | 減碼 |
| Dimensional Fund Advisors LP | 721,853 | $7,078 萬 | 0.02% | +317,316+78.4% | 加碼 |
| Jane Street Group, LLC | 723,245 | $7,093 萬 | 0.11% | +101,630+16.3% | 加碼 |
| APG Asset Management N.V. | 765,028 | $7,503 萬 | 0.15% | −39,100−4.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 779,889 | $7,649 萬 | 13.36% | +158,421+25.5% | 加碼 |
| Keystone Investors Pte Ltd | 781,029 | $7,660 萬 | 9.11% | +387,507+98.5% | 加碼 |
| Tairen Capital Ltd | 785,288 | $7,701 萬 | 10.83% | −1,768,461−69.2% | 減碼 |
| Charles Schwab Investment Management Inc | 801,931 | $7,865 萬 | 0.02% | +213,368+36.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 806,419 | $7,909 萬 | 5.54% | −311,612−27.9% | 減碼 |
| AQR Capital Management LLC | 808,589 | $7,930 萬 | 0.16% | +109,855+15.7% | 加碼 |
| Victory Capital Management Inc | 860,389 | $8,438 萬 | 0.10% | +64,229+8.1% | 加碼 |