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 |
|---|---|---|---|---|---|
| Origin Asset Management LLP | 860,547 | $8,439 萬 | 28.09% | +292,000+51.4% | 加碼 |
| Coatue Management LLC大師Coatue | 876,210 | $8,593 萬 | 0.44% | +64,687+8.0% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 897,636 | $8,803 萬 | 45.94% | +92,400+11.5% | 加碼 |
| Voloridge Investment Management, LLC | 907,834 | $8,903 萬 | 0.44% | +399,741+78.7% | 加碼 |
| First Manhattan Co | 911,290 | $8,937 萬 | 0.33% | 00.0% | 不變 |
| Barclays PLC | 953,323 | $9,349 萬 | 0.06% | +188,054+24.6% | 加碼 |
| Credit Suisse AG | 960,144 | $9,417 萬 | 0.10% | +1,382+0.1% | 加碼 |
| 1832 Asset Management L.P. | 1,080,200 | $1.06 億 | 0.22% | +1,068,200+8,901.7% | 加碼 |
| Matthews International Capital Management LLC | 1,096,238 | $1.08 億 | 13.00% | +107,359+10.9% | 加碼 |
| California Public Employees Retirement System | 1,114,733 | $1.09 億 | 0.09% | +325,367+41.2% | 加碼 |
| Perseverance Asset Management International | 1,116,305 | $1.09 億 | 28.33% | −574,363−34.0% | 減碼 |
| Aspex Management (HK) Ltd | 1,134,411 | $1.11 億 | 3.42% | +1,134,411 | 新進 |
| First Trust Advisors LP | 1,141,430 | $1.12 億 | 0.13% | +100,231+9.6% | 加碼 |
| Vontobel Holding Ltd. | 1,224,331 | $1.20 億 | 1.11% | −688,152−36.0% | 減碼 |
| Allianz Asset Management GmbH | 1,268,463 | $1.24 億 | 0.25% | +468,282+58.5% | 加碼 |
| Trivest Advisors Ltd | 1,269,900 | $1.25 億 | 9.19% | +214,500+20.3% | 加碼 |
| Ameriprise Financial Inc | 1,337,345 | $1.31 億 | 0.04% | +417,002+45.3% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 1,368,400 | $1.34 億 | 0.99% | +1,368,400 | 新進 |
| Deutsche Bank AG | 1,368,474 | $1.34 億 | 0.09% | −246,349−15.3% | 減碼 |
| Swiss National Bank | 1,392,040 | $1.37 億 | 0.11% | +110,903+8.7% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,400,000 | $1.37 億 | 2.71% | +650,000+86.7% | 加碼 |
| Cederberg Capital Ltd | 1,403,700 | $1.38 億 | 38.56% | +42,200+3.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,446,606 | $1.42 億 | 0.12% | +99,379+7.4% | 加碼 |
| Platinum Investment Management Ltd | 1,481,370 | $1.45 億 | 5.66% | +393,344+36.2% | 加碼 |
| SC China Holding Ltd | 1,592,510 | $1.56 億 | 16.75% | 00.0% | 不變 |
| WT Asset Management Ltd | 1,659,378 | $1.63 億 | 18.07% | +480,036+40.7% | 加碼 |
| Whale Rock Capital Management LLC | 1,670,900 | $1.64 億 | 3.31% | +828,958+98.5% | 加碼 |
| Bank of New York Mellon Corp | 1,679,760 | $1.65 億 | 0.04% | +301,141+21.8% | 加碼 |
| Public Investment Fund | 1,703,275 | $1.67 億 | 0.46% | +531,705+45.4% | 加碼 |
| Pictet Asset Management Holding SA | 1,736,401 | $1.70 億 | 0.21% | +1,736,401 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 1,787,604 | $1.71 億 | 0.38% | −52,308−2.8% | 減碼 |
| Great West Life Assurance Co | 4,372,665 | $1.72 億 | 0.41% | +3,591,932+460.1% | 加碼 |
| Fisher Asset Management, LLC | 1,816,925 | $1.78 億 | 0.10% | −17,104−0.9% | 減碼 |
| RWC Asset Advisors (US) LLC | 1,883,709 | $1.85 億 | 17.70% | +58,953+3.2% | 加碼 |
| UBS Group AG | 1,884,968 | $1.85 億 | 0.08% | +399,996+26.9% | 加碼 |
| Genesis Investment Management, LLP | 1,901,410 | $1.86 億 | 26.04% | −536,177−22.0% | 減碼 |
| HSBC Holdings PLC | 1,917,523 | $1.88 億 | 0.21% | −2,599,554−57.5% | 減碼 |
| Newlands Management Operations LLC | 1,949,040 | $1.91 億 | 2.04% | 00.0% | 不變 |
| CoreView Capital Management Ltd | 1,962,451 | $1.92 億 | 21.27% | +517,509+35.8% | 加碼 |
| Northern Trust Corp | 2,008,627 | $1.97 億 | 0.04% | +237,956+13.4% | 加碼 |
| First Beijing Investment Ltd | 2,221,947 | $2.18 億 | 41.96% | +147,647+7.1% | 加碼 |
| Nuveen Asset Management, LLC | 2,305,176 | $2.26 億 | 0.08% | +584,213+33.9% | 加碼 |
| Bank of America Corp | 2,414,295 | $2.37 億 | 0.03% | +321,930+15.4% | 加碼 |
| Capital Today Evergreen Fund, L.P. | 2,453,900 | $2.41 億 | 76.30% | +2,453,900 | 新進 |
| Arrowstreet Capital, Limited Partnership | 2,636,270 | $2.59 億 | 0.31% | +49,111+1.9% | 加碼 |
| Bridgewater Associates, LP | 2,708,921 | $2.66 億 | 1.61% | −22,591−0.8% | 減碼 |
| GQG Partners LLC | 2,869,409 | $2.81 億 | 0.65% | +2,869,409 | 新進 |
| BNP Paribas Arbitrage, SA | 2,909,805 | $2.85 億 | 0.63% | +709,589+32.3% | 加碼 |
| Dragoneer Investment Group, LLC | 3,035,418 | $2.98 億 | 6.85% | +437,684+16.8% | 加碼 |
| Oceanlink Management Ltd. | 3,325,602 | $3.26 億 | 62.32% | +353,060+11.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 3,351,915 | $3.29 億 | 0.88% | +34,943+1.1% | 加碼 |
| Geode Capital Management, LLC | 3,581,249 | $3.50 億 | 0.04% | +587,450+19.6% | 加碼 |
| Legal & General Group Plc | 3,670,768 | $3.60 億 | 0.13% | −170,486−4.4% | 減碼 |
| Price T Rowe Associates Inc | 4,016,680 | $3.94 億 | 0.06% | +498,897+14.2% | 加碼 |
| SRS Investment Management, LLC | 4,290,513 | $4.21 億 | 6.07% | +1,844,111+75.4% | 加碼 |
| E Fund Management Co., Ltd. | 4,654,443 | $4.56 億 | 34.73% | +87,270+1.9% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 5,158,616 | $5.06 億 | 19.84% | +456,950+9.7% | 加碼 |
| Goldman Sachs Group Inc | 5,277,407 | $5.18 億 | 0.13% | −2,278,819−30.2% | 減碼 |
| JPMorgan Chase & Co | 5,334,449 | $5.23 億 | 0.06% | +543,440+11.3% | 加碼 |
| FIL Ltd | 5,496,719 | $5.39 億 | 0.63% | +2,337,672+74.0% | 加碼 |
| Krane Funds Advisors LLC | 5,837,572 | $5.72 億 | 23.49% | +710,439+13.9% | 加碼 |
| Norges Bank | 7,164,807 | $7.03 億 | 0.14% | +1,134,697+18.8% | 加碼 |
| Invesco Ltd. | 7,349,430 | $7.21 億 | 0.19% | +376,947+5.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 7,350,847 | $7.21 億 | 16.10% | −821,400−10.1% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 7,705,545 | $7.56 億 | 98.71% | −477,969−5.8% | 減碼 |
| Morgan Stanley | 9,072,397 | $8.90 億 | 0.09% | −6,358,891−41.2% | 減碼 |
| State Street Corp | 10,383,459 | $10.2 億 | 0.06% | +520,437+5.3% | 加碼 |
| UBS Asset Management Americas Inc | 12,551,449 | $12.3 億 | 0.55% | +1,527,286+13.9% | 加碼 |
| SC US (TTGP), Ltd. | 14,447,097 | $14.2 億 | 13.05% | +11,262,075+353.6% | 加碼 |
| FMR LLC | 17,635,104 | $17.3 億 | 0.15% | +4,334,186+32.6% | 加碼 |
| Vanguard Group Inc | 24,101,615 | $23.6 億 | 0.06% | +6,637,418+38.0% | 加碼 |
| BlackRock Inc. | 27,875,109 | $27.3 億 | 0.08% | +3,737,855+15.5% | 加碼 |
| Baillie Gifford & Co | 35,668,170 | $35.0 億 | 3.19% | +4,501,126+14.4% | 加碼 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,962,806−100.0% | 清倉 |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,513,241−100.0% | 清倉 |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −925,000−100.0% | 清倉 |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −324,000−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −220,400−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −213,508−100.0% | 清倉 |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Snow Lake Management LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −141,000−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −135,900−100.0% | 清倉 |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −106,143−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,000−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −95,204−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −67,180−100.0% | 清倉 |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −66,065−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −59,140−100.0% | 清倉 |
| Dantai Capital Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −40,224−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −33,798−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −23,509−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,136−100.0% | 清倉 |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −19,364−100.0% | 清倉 |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −18,529−100.0% | 清倉 |
| Tekne Capital Management, LLC | 0 | $0 | 0.00% | −17,577−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,510−100.0% | 清倉 |