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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 559,853 | $5,491 萬 | 34.55% | +84,460+17.8% | 加碼 |
| RWC Asset Management LLP | 558,301 | $5,475 萬 | 3.57% | −41,661−6.9% | 減碼 |
| Standard Life Aberdeen plc | 538,279 | $5,279 萬 | 0.13% | +91,572+20.5% | 加碼 |
| Royal Bank of Canada | 521,932 | $5,119 萬 | 0.01% | +77,152+17.3% | 加碼 |
| Barings LLC | 517,941 | $5,079 萬 | 1.73% | 00.0% | 不變 |
| Lazard Asset Management LLC | 511,601 | $5,017 萬 | 0.07% | +100,606+24.5% | 加碼 |
| Thunderbird Partners LLP | 487,660 | $4,782 萬 | 11.98% | +487,660 | 新進 |
| Nomura Holdings Inc | 481,456 | $4,722 萬 | 0.51% | −415,765−46.3% | 減碼 |
| Marshall Wace, LLP | 477,366 | $4,682 萬 | 0.10% | −1,056,422−68.9% | 減碼 |
| Citigroup Inc | 470,443 | $4,614 萬 | 0.07% | −193,153−29.1% | 減碼 |
| Polar Capital Holdings Plc | 457,248 | $4,484 萬 | 0.33% | +453,067+10,836.3% | 加碼 |
| Handelsbanken Fonder AB | 452,142 | $4,434 萬 | 0.25% | −2,467−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 450,105 | $4,414 萬 | 0.03% | +33,476+8.0% | 加碼 |
| USS Investment Management Ltd | 439,962 | $4,316 萬 | 0.47% | +34,286+8.5% | 加碼 |
| Korea Investment CORP | 412,787 | $4,048 萬 | 0.12% | +47,400+13.0% | 加碼 |
| Russell Investments Group, Ltd. | 414,314 | $4,043 萬 | 0.08% | −130,600−24.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 391,459 | $3,896 萬 | 0.09% | +22,914+6.2% | 加碼 |
| Man Group plc | – | $3,788 萬 | 0.12% | – | – |
| Alberta Investment Management Corp | 380,852 | $3,735 萬 | 0.40% | +65,080+20.6% | 加碼 |
| Pinpoint Asset Management Ltd | 373,189 | $3,660 萬 | 8.57% | +92,584+33.0% | 加碼 |
| Aviva PLC | 372,015 | $3,648 萬 | 0.15% | +60,200+19.3% | 加碼 |
| Storebrand Asset Management AS | 365,449 | $3,584 萬 | 0.17% | +14,430+4.1% | 加碼 |
| Library Research Ltd | 357,302 | $3,504 萬 | 50.64% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 355,430 | $3,486 萬 | 0.13% | +351,671+9,355.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 346,100 | $3,394 萬 | 0.07% | +74,299+27.3% | 加碼 |
| Hel Ved Capital Management Ltd | 342,000 | $3,354 萬 | 11.19% | +322,400+1,644.9% | 加碼 |
| Keywise Capital Management (HK) Ltd | 339,700 | $3,331 萬 | 5.52% | +258,900+320.4% | 加碼 |
| Swedbank AB | 327,815 | $3,215 萬 | 0.06% | +41,400+14.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 326,000 | $3,197 萬 | 0.26% | +49,200+17.8% | 加碼 |
| National Bank of Canada | 316,899 | $3,159 萬 | 0.06% | −611,580−65.9% | 減碼 |
| American Century Companies Inc | 316,668 | $3,106 萬 | 0.02% | +78,856+33.2% | 加碼 |
| Public Sector Pension Investment Board | 315,774 | $3,097 萬 | 0.23% | +31,400+11.0% | 加碼 |
| AXA S.A. | 312,304 | $3,063 萬 | 0.11% | −93,403−23.0% | 減碼 |
| Adams Street Partners LLC | 298,150 | $2,924 萬 | 10.21% | +298,150 | 新進 |
| Neuberger Berman Group LLC | 296,485 | $2,906 萬 | 0.03% | −77,689−20.8% | 減碼 |
| TB Alternative Assets Ltd. | 294,000 | $2,883 萬 | 7.83% | −362,600−55.2% | 減碼 |
| Brilliance Asset Management Ltd | 293,018 | $2,874 萬 | 7.25% | −3,000−1.0% | 減碼 |
| Prudential Financial Inc | 288,411 | $2,828 萬 | 0.04% | +34,930+13.8% | 加碼 |
| Blue Creek Capital Management Ltd | 287,500 | $2,820 萬 | 21.93% | −78,000−21.3% | 減碼 |
| Alliancebernstein L.P. | 279,672 | $2,743 萬 | 0.01% | +263,981+1,682.4% | 加碼 |
| Nordea Investment Management AB | 277,045 | $2,718 萬 | 0.04% | +41,892+17.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 268,936 | $2,637 萬 | 1.21% | −17,332−6.1% | 減碼 |
| Moore Capital Management, LP | 262,805 | $2,577 萬 | 0.70% | +262,805 | 新進 |
| Yong Rong (HK) Asset Management Ltd | 260,300 | $2,553 萬 | 23.60% | +260,300 | 新進 |
| Tree Line Advisors (Hong Kong) Ltd. | 260,000 | $2,550 萬 | 10.87% | +260,000 | 新進 |
| Citadel Advisors LLC | 251,999 | $2,471 萬 | 0.03% | +96,951+62.5% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 250,000 | $2,452 萬 | 6.36% | −750,000−75.0% | 減碼 |
| Wellington Management Group LLP | 247,957 | $2,432 萬 | 0.00% | −12,642−4.9% | 減碼 |
| DnB Asset Management AS | 244,394 | $2,397 萬 | 0.14% | +11,409+4.9% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 238,818 | $2,342 萬 | 8.26% | +40,300+20.3% | 加碼 |
| British Columbia Investment Management Corp | 238,000 | $2,334 萬 | 0.22% | +35,600+17.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 214,300 | $2,102 萬 | 0.10% | +214,300 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,242 | $2,023 萬 | 0.09% | −12,947−5.9% | 減碼 |
| 3G Capital Partners LP | 205,000 | $2,010 萬 | 11.18% | +155,000+310.0% | 加碼 |
| KBC Group NV | 202,229 | $1,983 萬 | 0.08% | −71,219−26.0% | 減碼 |
| M&G Investment Management Ltd | 200,926 | $1,969 萬 | 0.14% | +31,140+18.3% | 加碼 |
| RV Capital GmbH | 199,100 | $1,953 萬 | 5.96% | +199,100 | 新進 |
| Franklin Resources Inc | 198,857 | $1,950 萬 | 0.01% | −48,079−19.5% | 減碼 |
| Jennison Associates LLC | 186,712 | $1,831 萬 | 0.02% | −20,850−10.0% | 減碼 |
| Two Sigma Advisers, LP | 185,100 | $1,815 萬 | 0.05% | −196,800−51.5% | 減碼 |
| La Financiere de L'Echiquier | 178,000 | $1,746 萬 | 0.90% | −24,000−11.9% | 減碼 |
| Ci Investments Inc. | 172,036 | $1,687 萬 | 0.09% | −52,470−23.4% | 減碼 |
| Mane Global Capital Management LP | 169,756 | $1,665 萬 | 1.49% | +169,756 | 新進 |
| National Pension Service | 176,241 | $1,655 萬 | 0.03% | −3,445−1.9% | 減碼 |
| Teacher Retirement System of Texas | 158,766 | $1,557 萬 | 0.10% | +12,865+8.8% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 153,300 | $1,503 萬 | 2.71% | +153,300 | 新進 |
| Contrarius Investment Management Ltd | 150,603 | $1,477 萬 | 0.83% | +96,844+180.1% | 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 |
| Guggenheim Capital LLC | 146,714 | $1,439 萬 | 0.12% | +26,705+22.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 144,858 | $1,421 萬 | 0.05% | +19,819+15.9% | 加碼 |
| Jupiter Asset Management Ltd | 141,752 | $1,390 萬 | 0.15% | +114,246+415.3% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 140,177 | $1,375 萬 | 0.60% | +6,120+4.6% | 加碼 |
| Tiger Pacific Capital LP | 137,298 | $1,346 萬 | 3.51% | −425,950−75.6% | 減碼 |
| New York State Common Retirement Fund | 131,982 | $1,294 萬 | 0.02% | −3,300−2.4% | 減碼 |
| Macquarie Group Ltd | 130,971 | $1,284 萬 | 0.02% | +5,829+4.7% | 加碼 |
| California State Teachers Retirement System | 130,519 | $1,280 萬 | 0.02% | +6,318+5.1% | 加碼 |
| SEI Investments Co | 130,243 | $1,277 萬 | 0.02% | +18,989+17.1% | 加碼 |
| FACT Capital, LP | 128,459 | $1,260 萬 | 5.00% | +128,459 | 新進 |
| Asset Management One Co.,Ltd. | 127,842 | $1,254 萬 | 0.06% | −28,062−18.0% | 減碼 |
| All-Stars Investment Ltd | 127,000 | $1,245 萬 | 4.65% | 00.0% | 不變 |
| Scge Management, L.P. | 122,818 | $1,204 萬 | 0.31% | 00.0% | 不變 |
| AlpInvest Partners B.V. | 122,616 | $1,202 萬 | 3.16% | +48,279+64.9% | 加碼 |
| Apeiron Capital Ltd | 121,970 | $1,196 萬 | 8.01% | −138,425−53.2% | 減碼 |
| 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 |
| Los Angeles Capital Management LLC | 110,620 | $1,085 萬 | 0.05% | +66,748+152.1% | 加碼 |
| Massachusetts Financial Services Co | 109,608 | $1,075 萬 | 0.00% | −23,169−17.4% | 減碼 |
| Virginia Retirement Systems Et Al | 108,800 | $1,067 萬 | 0.11% | +10,900+11.1% | 加碼 |
| Janus Henderson Group PLC | 106,643 | $1,046 萬 | 0.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 102,882 | $1,009 萬 | 0.04% | +26,149+34.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,479 | $1,005 萬 | 0.16% | +4,100+4.2% | 加碼 |
| Rhumbline Advisers | 102,131 | $1,002 萬 | 0.01% | +22,313+28.0% | 加碼 |
| Old Well Partners, LLC | 96,000 | $941.5 萬 | 8.16% | −37,000−27.8% | 減碼 |
| Strategic Vision Investment Ltd | 94,013 | $922.0 萬 | 8.91% | +94,013 | 新進 |
| Advisor Group Holdings, Inc. | 89,959 | $882.2 萬 | 0.01% | +32,161+55.6% | 加碼 |
| Ramirez Asset Management, Inc. | 88,538 | $868.3 萬 | 1.87% | +88,538 | 新進 |
| Compagnie Lombard Odier SCmA | 85,457 | $838.1 萬 | 0.19% | +84,907+15,437.6% | 加碼 |
| Orland Properties Ltd | 85,000 | $833.6 萬 | 4.41% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 84,767 | $831.3 萬 | 0.05% | −4,619−5.2% | 減碼 |