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 |
|---|---|---|---|---|---|
| Dymon Asia Capital (Singapore) Pte. Ltd. | 13,973 | $137.0 萬 | 2.36% | −24,764−63.9% | 減碼 |
| Colony Group LLC | 13,954 | $136.8 萬 | 0.02% | +822+6.3% | 加碼 |
| Desjardins Global Asset Management Inc. | 13,940 | $136.7 萬 | 0.15% | +2,050+17.2% | 加碼 |
| Henry James International Management, Inc. | 13,798 | $135.3 萬 | 0.59% | +5,193+60.3% | 加碼 |
| Churchill Management Corp | 13,495 | $132.3 萬 | 0.02% | +13,495 | 新進 |
| Mariner, LLC | 13,347 | $130.9 萬 | 0.00% | +4,546+51.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,032 | $127.8 萬 | 0.03% | −2,320−15.1% | 減碼 |
| CastleKnight Management LP | 13,000 | $127.5 萬 | 0.22% | +2,200+20.4% | 加碼 |
| Wetherby Asset Management Inc | 12,775 | $125.3 萬 | 0.07% | +341+2.7% | 加碼 |
| Creative Planning | 12,542 | $123.0 萬 | 0.00% | +1,764+16.4% | 加碼 |
| QRG Capital Management, Inc. | 12,418 | $121.8 萬 | 0.02% | +12,418 | 新進 |
| Ritholtz Wealth Management | 12,015 | $117.8 萬 | 0.05% | +3,385+39.2% | 加碼 |
| Cigna Investments Inc | 11,903 | $116.7 萬 | 0.27% | +2,224+23.0% | 加碼 |
| LPL Financial LLC | 11,882 | $116.5 萬 | 0.00% | +2,153+22.1% | 加碼 |
| Brinker Capital Investments, LLC | 11,773 | $115.5 萬 | 0.01% | +4,472+61.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,773 | $115.5 萬 | 0.01% | +4,472+61.3% | 加碼 |
| AnglePoint Asset Management Ltd | 11,400 | $111.8 萬 | 1.43% | −107,090−90.4% | 減碼 |
| Nissay Asset Management Corp | 11,355 | $111.4 萬 | 0.01% | +4,800+73.2% | 加碼 |
| Capstone Investment Advisors, LLC | 11,311 | $110.9 萬 | 0.03% | −27,808−71.1% | 減碼 |
| Engineers Gate Manager LP | 10,690 | $104.8 萬 | 0.04% | −28,316−72.6% | 減碼 |
| STF Management LP | 10,642 | $104.4 萬 | 0.55% | +6,622+164.7% | 加碼 |
| Cerity Partners LLC | 10,535 | $103.3 萬 | 0.01% | +5,399+105.1% | 加碼 |
| Altfest L J & Co Inc | 10,432 | $102.3 萬 | 0.16% | +2,672+34.4% | 加碼 |
| JustInvest LLC | 10,299 | $101.0 萬 | 0.03% | +1,263+14.0% | 加碼 |
| Aigen Investment Management, LP | 10,183 | $99.9 萬 | 0.19% | +10,183 | 新進 |
| Aperture Investors, LLC | 10,149 | $99.5 萬 | 0.16% | −15,838−60.9% | 減碼 |
| Signaturefd, LLC | 9,868 | $96.8 萬 | 0.03% | −30.0% | 減碼 |
| Oppenheimer & Co Inc | 9,374 | $91.9 萬 | 0.02% | −7,254−43.6% | 減碼 |
| Prospera Financial Services Inc | 8,832 | $86.6 萬 | 0.03% | +8,832 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 9,000 | $85.8 萬 | 0.02% | −840−8.5% | 減碼 |
| Cutler Group LP | 8,755 | $85.8 萬 | 0.14% | +2,673+43.9% | 加碼 |
| Mercer Global Advisors Inc | 8,736 | $85.7 萬 | 0.00% | +929+11.9% | 加碼 |
| Raymond James & Associates | 8,736 | $85.7 萬 | 0.00% | +5,330+156.5% | 加碼 |
| Itau Unibanco Holding S.A. | 8,700 | $85.3 萬 | 0.04% | +8,700 | 新進 |
| State of Wyoming | 8,500 | $83.4 萬 | 0.18% | +8,500 | 新進 |
| Sicart Associates LLC | 8,417 | $82.5 萬 | 0.32% | −4,200−33.3% | 減碼 |
| O'Neil Global Advisors, Inc. | 8,275 | $81.2 萬 | 0.74% | +8,275 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,135 | $79.8 萬 | 0.00% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 8,068 | $79.1 萬 | 0.69% | +3,497+76.5% | 加碼 |
| Squarepoint Ops LLC | 7,996 | $78.4 萬 | 0.00% | −392,984−98.0% | 減碼 |
| Fred Alger Management, LLC | 7,500 | $73.6 萬 | 0.00% | +3,013+67.1% | 加碼 |
| Verition Fund Management LLC | 7,303 | $71.6 萬 | 0.01% | −19,500−72.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 7,210 | $70.7 萬 | 0.00% | +3,052+73.4% | 加碼 |
| Vident Advisory, LLC | 7,061 | $69.2 萬 | 0.02% | +7,061 | 新進 |
| Employees Retirement System of Texas | 7,037 | $69.0 萬 | 0.01% | −6,868−49.4% | 減碼 |
| Norinchukin Bank, The | 7,015 | $68.8 萬 | 0.02% | −734−9.5% | 減碼 |
| MML Investors Services, LLC | 6,961 | $68.3 萬 | 0.00% | +6,961 | 新進 |
| Quadrant Capital Group LLC | 6,958 | $68.2 萬 | 0.07% | +845+13.8% | 加碼 |
| CI Private Wealth, LLC | 6,798 | $66.7 萬 | 0.00% | +133+2.0% | 加碼 |
| Cresset Asset Management, LLC | 6,570 | $64.4 萬 | 0.00% | −16−0.2% | 減碼 |
| Banque Pictet & Cie SA | 6,355 | $62.3 萬 | 0.01% | 00.0% | 不變 |
| Handelsinvest Investeringsforvaltning | 6,298 | $61.8 萬 | 0.21% | −10,988−63.6% | 減碼 |
| Connectus Wealth, LLC | 6,262 | $61.4 萬 | 0.01% | −3,249−34.2% | 減碼 |
| Advisor Partners II, LLC | 6,044 | $59.3 萬 | 0.02% | +2,950+95.3% | 加碼 |
| Edgestream Partners, L.P. | 5,966 | $58.5 萬 | 0.05% | +5,966 | 新進 |
| Whittier Trust Co | 5,882 | $57.7 萬 | 0.01% | +305+5.5% | 加碼 |
| Siemens Fonds Invest GmbH | 5,866 | $57.5 萬 | 0.06% | −3,218−35.4% | 減碼 |
| Pathstone Family Office, LLC | 5,827 | $57.1 萬 | 0.00% | +1,960+50.7% | 加碼 |
| Insight Advisors, LLC | 5,825 | $57.1 萬 | 0.13% | +55+1.0% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 5,797 | $56.9 萬 | 0.07% | +1,646+39.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,774 | $56.6 萬 | 0.04% | +5,774 | 新進 |
| LifePro Asset Management | 5,665 | $55.6 萬 | 0.46% | +5,665 | 新進 |
| Formula Growth Ltd | 5,600 | $54.9 萬 | 0.19% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 5,576 | $54.7 萬 | 0.22% | +5,576 | 新進 |
| AE Wealth Management LLC | 5,527 | $54.2 萬 | 0.00% | +5,527 | 新進 |
| Ieq Capital, LLC | 5,259 | $51.6 萬 | 0.01% | +870+19.8% | 加碼 |
| Deuterium Capital Management, LLC | 5,000 | $49.0 萬 | 1.18% | +5,000 | 新進 |
| Balentine LLC | 4,982 | $48.9 萬 | 0.02% | +476+10.6% | 加碼 |
| Veriti Management LLC | 4,962 | $48.7 萬 | 0.06% | +181+3.8% | 加碼 |
| Hongkou Capital LP | 4,925 | $48.3 萬 | 2.04% | −6,300−56.1% | 減碼 |
| Wahed Invest LLC | 4,893 | $48.0 萬 | 0.16% | +1,523+45.2% | 加碼 |
| Agf Management Ltd | 4,721 | $46.3 萬 | 0.00% | +4,721 | 新進 |
| US Bancorp | 4,587 | $45.0 萬 | 0.00% | −1,064−18.8% | 減碼 |
| Cardiff Park Advisors, LLC | 4,556 | $44.7 萬 | 0.06% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 550,981 | $42.3 萬 | 12.34% | +70,715+14.7% | 加碼 |
| Marex Group plc | 4,237 | $41.6 萬 | 0.06% | +757+21.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 4,181 | $41.0 萬 | 0.10% | +4,181 | 新進 |
| Toronto Dominion Bank | 4,126 | $40.5 萬 | 0.00% | +2,387+137.3% | 加碼 |
| Merit Financial Group, LLC | 4,047 | $39.7 萬 | 0.01% | +13+0.3% | 加碼 |
| Toroso Investments, LLC | 4,047 | $39.7 萬 | 0.01% | +4,047 | 新進 |
| Commerce Bank | 4,014 | $39.4 萬 | 0.00% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 4,000 | $39.2 萬 | 0.04% | +4,000 | 新進 |
| Qube Research & Technologies Ltd | 3,989 | $39.1 萬 | 0.00% | −152,892−97.5% | 減碼 |
| Himension Fund | 3,842 | $37.7 萬 | 0.04% | +3,842 | 新進 |
| Sequoia Financial Advisors, LLC | 3,806 | $37.3 萬 | 0.01% | +228+6.4% | 加碼 |
| HighVista Strategies LLC | 3,631 | $35.6 萬 | 0.16% | −2,200−37.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,581 | $35.1 萬 | 0.00% | +86+2.5% | 加碼 |
| Boston Private Wealth LLC | 3,543 | $34.7 萬 | 0.01% | −90−2.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,290 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 3,288 | $32.2 萬 | 0.03% | −50,894−93.9% | 減碼 |
| Johnson Investment Counsel Inc | 3,200 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 3,147 | $30.9 萬 | 0.01% | +3,147 | 新進 |
| Accuvest Global Advisors | 3,127 | $30.7 萬 | 0.17% | −704−18.4% | 減碼 |
| Boothbay Fund Management, LLC | 3,051 | $29.9 萬 | 0.01% | −99−3.1% | 減碼 |
| EMC Capital Management | 3,000 | $29.8 萬 | 0.22% | −13,677−82.0% | 減碼 |
| Checchi Capital Advisers, LLC | 3,029 | $29.7 萬 | 0.03% | +27+0.9% | 加碼 |
| West Family Investments, Inc. | 3,003 | $29.5 萬 | 0.10% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 2,951 | $28.9 萬 | 0.10% | +2,951 | 新進 |
| Concentric Capital Strategies, LP | 2,917 | $28.6 萬 | 0.03% | +2,917 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,905 | $28.5 萬 | 0.00% | +2,905 | 新進 |