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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 84,443 | $828.1 萬 | 0.04% | +12,986+18.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 83,797 | $821.8 萬 | 0.17% | −22,522−21.2% | 減碼 |
| Profund Advisors LLC | 77,983 | $764.8 萬 | 0.42% | +18,062+30.1% | 加碼 |
| Putnam Investments LLC | 75,603 | $741.4 萬 | 0.01% | −59,971−44.2% | 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 |
| CMT Capital Markets Trading GmbH | 75,000 | $735.5 萬 | 4.19% | −25,000−25.0% | 減碼 |
| Voya Investment Management LLC | 70,951 | $695.8 萬 | 0.01% | +22,058+45.1% | 加碼 |
| ING Groep NV | 70,153 | $688.0 萬 | 0.06% | +29,076+70.8% | 加碼 |
| Armistice Capital, LLC | 68,000 | $666.9 萬 | 0.20% | +68,000 | 新進 |
| Shelton Capital Management | 65,425 | $641.6 萬 | 0.24% | +16,451+33.6% | 加碼 |
| Twenty Acre Capital LP | 65,000 | $637.5 萬 | 6.93% | −32,400−33.3% | 減碼 |
| Pinebridge Investments, L.P. | 64,251 | $630.1 萬 | 0.07% | +8,829+15.9% | 加碼 |
| Thrivent Financial for Lutherans | 63,613 | $623.9 萬 | 0.01% | −4,077−6.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 63,138 | $619.2 萬 | 0.21% | +29,695+88.8% | 加碼 |
| Qtron Investments LLC | 62,565 | $613.6 萬 | 1.17% | +11,331+22.1% | 加碼 |
| iA Global Asset Management Inc. | 61,917 | $607.2 萬 | 0.16% | +14,915+31.7% | 加碼 |
| Panagora Asset Management Inc | 61,593 | $604.0 萬 | 0.04% | +70+0.1% | 加碼 |
| La Banque Postale Asset Management SA | 61,225 | $600.4 萬 | 0.13% | −28,705−31.9% | 減碼 |
| Optimas Capital Ltd | 60,600 | $594.3 萬 | 4.08% | +60,600 | 新進 |
| New Silk Road Investment Pte Ltd | 58,300 | $571.7 萬 | 11.35% | +58,300 | 新進 |
| Boussard & Gavaudan Investment Management LLP | 53,705 | $529.4 萬 | 0.62% | +53,705 | 新進 |
| Veritas Asset Management LLP | 52,050 | $510.5 萬 | 0.04% | −249,250−82.7% | 減碼 |
| Louisiana State Employees Retirement System | 51,500 | $505.1 萬 | 0.12% | +13,300+34.8% | 加碼 |
| Ensign Peak Advisors, Inc | 51,450 | $504.6 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 51,193 | $502.0 萬 | 0.03% | +11,483+28.9% | 加碼 |
| Susquehanna International Group, LLP | 50,947 | $499.6 萬 | 0.01% | −975,268−95.0% | 減碼 |
| Point72 Hong Kong Ltd | 50,509 | $495.3 萬 | 1.38% | −172,872−77.4% | 減碼 |
| Banque Cantonale Vaudoise | 50,012 | $490.5 萬 | 0.25% | −90−0.2% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 50,000 | $490.4 萬 | 0.26% | +50,000 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,977 | $490.1 萬 | 0.11% | +3,406+7.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 49,540 | $485.8 萬 | 0.14% | +3,079+6.6% | 加碼 |
| Seldon Capital LP | 48,226 | $473.0 萬 | 4.40% | 00.0% | 不變 |
| Wells Fargo & Company | 47,241 | $463.3 萬 | 0.00% | +4,236+9.9% | 加碼 |
| Daiwa Securities Group Inc. | 46,930 | $460.2 萬 | 0.03% | +6,836+17.0% | 加碼 |
| Liontrust Investment Partners LLP | 45,000 | $441.3 萬 | 0.07% | +45,000 | 新進 |
| China Universal Asset Management Co., Ltd. | 42,595 | $417.7 萬 | 1.21% | +16,266+61.8% | 加碼 |
| Growth Interface Management LLC | 42,000 | $411.9 萬 | 6.44% | −63,000−60.0% | 減碼 |
| Maxi Investments CY Ltd | 41,485 | $406.8 萬 | 1.88% | 00.0% | 不變 |
| Parametrica Management Ltd | 41,400 | $406.0 萬 | 6.83% | +16,700+67.6% | 加碼 |
| Light Street Capital Management, LLC | 38,235 | $375.0 萬 | 1.10% | +38,235 | 新進 |
| Rockefeller Capital Management L.P. | 37,945 | $372.1 萬 | 0.01% | +22,297+142.5% | 加碼 |
| Shell Asset Management Co | 37,384 | $366.6 萬 | 0.15% | +920+2.5% | 加碼 |
| SG Americas Securities, LLC | 36,899 | $361.9 萬 | 0.05% | −60,050−61.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 36,808 | $361.0 萬 | 0.04% | +6,760+22.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 36,364 | $356.6 萬 | 0.05% | +36,364 | 新進 |
| IFM Investors Pty Ltd | 35,511 | $348.3 萬 | 0.05% | +10,447+41.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 31,788 | $348.2 萬 | 0.08% | +4,543+16.7% | 加碼 |
| Alps Advisors Inc | 35,256 | $345.8 萬 | 0.03% | −3,568−9.2% | 減碼 |
| QVT Financial LP | 34,861 | $341.9 萬 | 0.20% | 00.0% | 不變 |
| AMS Capital Ltda | 34,031 | $333.7 萬 | 3.70% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 33,651 | $330.0 萬 | 0.05% | +7,086+26.7% | 加碼 |
| TD Waterhouse Canada Inc. | 24,074 | $328.2 萬 | 0.03% | +24,073+2,407,300.0% | 加碼 |
| Eschler Asset Management LLP | 32,849 | $322.2 萬 | 3.76% | +1,349+4.3% | 加碼 |
| Yousif Capital Management, LLC | 31,714 | $311.0 萬 | 0.04% | +1,800+6.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 31,682 | $310.7 萬 | 0.05% | −18,710−37.1% | 減碼 |
| Twinbeech Capital LP | 31,477 | $308.7 萬 | 0.06% | −190,817−85.8% | 減碼 |
| Van Eck Associates Corp | 31,337 | $307.3 萬 | 0.01% | −1,443−4.4% | 減碼 |
| UniSuper Management Pty Ltd | 31,200 | $306.0 萬 | 0.04% | +31,200 | 新進 |
| UBS Oconnor LLC | 30,964 | $303.7 萬 | 0.05% | −23,675−43.3% | 減碼 |
| TD Asset Management Inc | 30,700 | $301.1 萬 | 0.00% | +7,500+32.3% | 加碼 |
| Mackenzie Financial Corp | 30,079 | $294.5 萬 | 0.00% | +14,954+98.9% | 加碼 |
| ExodusPoint Capital Management, LP | 29,199 | $286.4 萬 | 0.04% | +24,815+566.0% | 加碼 |
| Quaero Capital S.A. | 28,482 | $279.3 萬 | 2.66% | +12,948+83.4% | 加碼 |
| Pacer Advisors, Inc. | 26,862 | $263.4 萬 | 0.01% | +8,776+48.5% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 26,233 | $257.3 萬 | 0.13% | +26,233 | 新進 |
| Eaton Financial Holdings Company, LLC | 26,100 | $256.0 萬 | 0.69% | +26,100 | 新進 |
| Gsa Capital Partners LLP | 25,855 | $253.6 萬 | 0.22% | +8,659+50.4% | 加碼 |
| Camarda Financial Advisors, LLC | 25,680 | $251.8 萬 | 1.63% | +25,680 | 新進 |
| Abn Amro Investment Solutions | 25,600 | $251.1 萬 | 0.05% | −2,300−8.2% | 減碼 |
| Octahedron Capital Management L.P. | 25,500 | $250.1 萬 | 3.45% | −32,600−56.1% | 減碼 |
| Tudor Investment Corp Et Al | 25,049 | $245.7 萬 | 0.04% | −73,840−74.7% | 減碼 |
| Oberweis Asset Management Inc | 25,000 | $245.2 萬 | 0.26% | +9,000+56.3% | 加碼 |
| Janney Montgomery Scott LLC | 24,257 | $237.9 萬 | 0.01% | −4,214−14.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 24,098 | $236.3 萬 | 0.07% | +11,324+88.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 23,907 | $234.5 萬 | 0.00% | −212,708−89.9% | 減碼 |
| Bayesian Capital Management, LP | 23,000 | $225.6 萬 | 0.26% | +1,100+5.0% | 加碼 |
| Rock Creek Group, LP | 22,893 | $224.5 萬 | 0.29% | +16,494+257.8% | 加碼 |
| Caption Management, LLC | 22,000 | $215.8 萬 | 0.28% | +22,000 | 新進 |
| Top Ace Asset Management Ltd | 21,800 | $213.8 萬 | 8.44% | −39,950−64.7% | 減碼 |
| Morningstar Investment Management LLC | 21,747 | $213.3 萬 | 0.29% | −1,289−5.6% | 減碼 |
| Capital Fund Management S.A. | 21,564 | $211.5 萬 | 0.03% | −99,443−82.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 21,487 | $210.7 萬 | 0.34% | +21,487 | 新進 |
| CIBC World Markets Inc. | 21,234 | $208.2 萬 | 0.01% | +17,147+419.5% | 加碼 |
| NEOS Investment Management LLC | 21,012 | $206.1 萬 | 0.26% | +21,012 | 新進 |
| Artisan Partners Limited Partnership | 20,000 | $196.1 萬 | 0.00% | +20,000 | 新進 |
| Nishkama Capital, LLC | 19,374 | $190.0 萬 | 0.63% | −31,263−61.7% | 減碼 |
| Envestnet Asset Management Inc | 19,061 | $186.9 萬 | 0.00% | −4,710−19.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 18,739 | $183.8 萬 | 0.02% | −92,261−83.1% | 減碼 |
| Cetera Advisors LLC | 18,559 | $182.0 萬 | 0.03% | +18,559 | 新進 |
| Ameritas Investment Partners, Inc. | 18,038 | $176.9 萬 | 0.07% | +4,786+36.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 17,735 | $173.9 萬 | 0.16% | +83+0.5% | 加碼 |
| Intech Investment Management LLC | 16,464 | $161.5 萬 | 0.02% | +589+3.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,993 | $156.8 萬 | 0.02% | −12,839−44.5% | 減碼 |
| Commonwealth Equity Services, LLC | 15,840 | $155.3 萬 | 0.00% | −68,540−81.2% | 減碼 |
| Advisory Services Network, LLC | 15,677 | $153.7 萬 | 0.04% | +6,397+68.9% | 加碼 |
| Maytus Capital Management, LLC | 15,000 | $147.1 萬 | 0.82% | −31,000−67.4% | 減碼 |
| TCW Group Inc | 15,000 | $147.1 萬 | 0.02% | +4,000+36.4% | 加碼 |
| Erste Asset Management GmbH | 15,000 | $143.4 萬 | 0.02% | +15,000 | 新進 |
| AustralianSuper Pty Ltd | 14,503 | $142.2 萬 | 0.01% | +716+5.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 14,322 | $140.5 萬 | 0.05% | −1,394,298−99.0% | 減碼 |