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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 4 季與 2023 年第 3 季比較

持有 PDD Holdings Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

PDD 的 13F 持有人：2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數4738584+119
股數3.68 億85.4 萬3.82 億+1,521 萬 (+4.1%)
市值$357.7 億$8,374 萬$558.5 億+$201.6 億 (+56.5%)

8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（158 家）

2023 年第 4 季季末持有 PDD Holdings Inc.、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 158 家。

2023 年第 4 季新進 PDD 的機構
機構股數市值佔組合 %
William Blair Investment Management, LLC2,300,793$3.36 億0.98%
Ninety One UK Ltd1,610,734$2.36 億0.70%
Bright Valley Capital Ltd587,750$8,599 萬68.34%
Bamco Inc504,774$7,385 萬0.20%
Driehaus Capital Management LLC463,956$6,788 萬0.82%
Ninety One North America, Inc.369,717$5,409 萬2.64%
Monolith Management Ltd366,000$5,355 萬28.04%
Axiom Investors LLC310,812$4,547 萬0.45%
Point72 Asset Management, L.P.289,000$4,228 萬0.13%
Thornburg Investment Management Inc242,212$3,545 萬0.51%
FengHe Fund Management Pte. Ltd.189,400$2,771 萬4.86%
MY.Alpha Management HK Advisors Ltd175,326$2,565 萬13.26%
Alyeska Investment Group, L.P.170,000$2,487 萬0.17%
AI-Squared Management Ltd150,735$2,205 萬28.11%
Quadrature Capital Ltd143,466$2,099 萬0.38%
Breakout Capital Partners, LP125,498$1,836 萬13.47%
Wolverine Asset Management LLC116,993$1,712 萬0.27%
Kames Capital plc113,535$1,661 萬0.26%
Kadensa Capital Ltd100,685$1,473 萬3.71%
Polymer Capital Management (HK) LTD100,262$1,467 萬5.13%
Honeycomb Asset Management LP100,000$1,463 萬3.55%
Trexquant Investment LP96,728$1,415 萬0.32%
CIBC World Markets Corp95,860$1,403 萬0.08%
Carrhae Capital LLP91,974$1,346 萬2.66%
Capitolis Liquid Global Markets LLC83,000$1,214 萬0.50%
Portolan Capital Management, LLC80,844$1,183 萬1.03%
Atika Capital Management LLC80,000$1,170 萬1.66%
Ogborne Capital Management, LLC65,000$951.0 萬2.91%
Ardmore Road Asset Management LP60,000$877.9 萬2.00%
Old Mission Capital LLC58,969$862.8 萬0.24%
Aware Super Pty Ltd as trustee of Aware Super71,104$806.2 萬0.11%
Varma Mutual Pension Insurance Co53,400$781.3 萬0.09%
Woodline Partners LP53,398$781.3 萬0.09%
Coalescence Partners Investment Management, LP53,323$780.2 萬7.01%
Balyasny Asset Management LLC43,063$630.1 萬0.02%
Soros Fund Management LLC大師索羅斯基金管理40,000$585.2 萬0.11%
Perpetual Ltd36,511$534.2 萬0.06%
Point72 Middle East FZE32,703$478.5 萬0.33%
Artal Group S.A.32,500$475.5 萬0.16%
Eisler Capital (UK) Ltd.29,259$428.1 萬0.39%
Mirabaud Asset Management Ltd28,750$420.6 萬1.80%
Redwood Investment Management, LLC24,098$352.6 萬0.32%
ABS Direct Equity Fund LLC24,000$351.1 萬3.30%
Redwood Investments, LLC18,797$275.0 萬0.72%
Affinity Wealth Management LLC18,308$267.9 萬0.55%
Dantai Capital Ltd17,090$250.0 萬3.16%
Grand Alliance Asset Management Ltd16,150$236.3 萬1.26%
RBF Capital, LLC15,000$219.5 萬0.14%
Natixis Investment Managers International14,050$205.6 萬0.15%
HAP Trading, LLC13,391$195.9 萬0.57%
Dynamic Technology Lab Private Ltd13,300$194.6 萬0.21%
Solstein Capital, LLC13,180$192.8 萬1.43%
Degroof Petercam Asset Management13,100$191.7 萬0.03%
Copperwynd Financial, LLC13,079$191.4 萬0.76%
Wolverine Trading, LLC12,997$190.2 萬0.01%
Triasima Portfolio Management inc.12,391$181.3 萬0.15%
Global X Japan Co., Ltd.11,447$167.5 萬0.95%
Capital Wealth Planning, LLC11,447$167.5 萬0.02%
Pathstone Holdings, LLC10,794$157.9 萬0.01%
CenterBook Partners LP10,740$157.1 萬0.19%
LGT Group Foundation10,511$152.8 萬0.03%
Colony Group, LLC10,206$149.3 萬0.02%
Tekne Capital Management, LLC9,569$140.0 萬0.51%
Parus Finance (UK) Ltd8,414$123.1 萬0.64%
M&G Investments (USA) Inc.7,983$116.6 萬1.15%
Investment House LLC7,904$115.6 萬0.08%
Banco Bilbao Vizcaya Argentaria, S.A.7,299$106.8 萬0.01%
Virtus Investment Advisers, Inc.7,200$105.3 萬0.79%
Railway Pension Investments Ltd7,100$103.9 萬0.01%
ABN AMRO Bank N.V.6,052$88.9 萬0.01%
Gladstone Institutional Advisory LLC5,962$87.2 萬0.05%
Central Asset Investments & Management Holdings (HK) Ltd5,000$73.2 萬0.78%
Seven Eight Capital, LP4,890$71.5 萬0.08%
Sawtooth Solutions, LLC4,686$68.6 萬0.02%
Bleakley Financial Group, LLC4,686$68.6 萬0.02%
Insigneo Advisory Services, LLC4,638$67.9 萬0.10%
BOCHK Asset Management Ltd4,600$67.3 萬0.41%
Balboa Wealth Partners4,575$66.9 萬0.22%
Dohj, LLC4,342$63.5 萬0.19%
Rathbone Brothers plc4,271$62.5 萬0.00%
Custom Index Systems, LLC4,269$62.5 萬0.39%
Congress Wealth Management LLC4,172$61.0 萬0.01%
XR Securities LLC4,117$60.2 萬0.19%
Calamos Wealth Management LLC3,965$58.0 萬0.04%
Diversified Trust Co3,962$58.0 萬0.02%
National Asset Management, Inc.3,625$53.0 萬0.01%
Harbour Capital Advisors, LLC3,195$47.6 萬0.13%
Parkwood LLC3,157$46.2 萬0.07%
Schusterman Interests, LLC2,820$41.3 萬0.61%
Toth Financial Advisory Corp2,780$40.7 萬0.06%
Campbell & CO Investment Adviser LLC2,493$36.5 萬0.03%
Ballentine Partners, LLC2,417$35.4 萬0.01%
Three Seasons Wealth, LLC2,401$35.1 萬0.31%
Blair William & Co2,304$33.7 萬0.00%
Cetera Advisor Networks LLC2,289$33.5 萬0.00%
Rehmann Capital Advisory Group2,201$32.2 萬0.03%
Advisors Preferred, LLC2,180$31.7 萬0.05%
CAPROCK Group, Inc.2,102$30.8 萬0.02%
Quantbot Technologies LP2,086$30.5 萬0.02%
Range Financial Group LLC2,057$30.1 萬0.18%

清倉機構（39 家）

2023 年第 3 季季末持有 PDD Holdings Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 PDD 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Susquehanna Fundamental Investments, LLC696,962$6,835 萬
Adams Street Partners LLC298,150$2,924 萬
Brilliance Asset Management Ltd293,018$2,874 萬
H&H International Investment, LLC大師H&H 國際投資150,000$1,471 萬
Wealth High Governance Capital Ltda120,000$1,177 萬
Strategic Vision Investment Ltd94,013$922.0 萬
CMT Capital Markets Trading GmbH75,000$735.5 萬
Armistice Capital, LLC68,000$666.9 萬
Optimas Capital Ltd60,600$594.3 萬
Boussard & Gavaudan Investment Management LLP53,705$529.4 萬
Growth Interface Management LLC42,000$411.9 萬
QVT Financial LP34,861$341.9 萬
Eschler Asset Management LLP32,849$322.2 萬
UniSuper Management Pty Ltd31,200$306.0 萬
Lombard Odier Asset Management (Europe) Ltd26,233$257.3 萬
Octahedron Capital Management L.P.25,500$250.1 萬
Tudor Investment Corp Et Al25,049$245.7 萬
Nishkama Capital, LLC19,374$190.0 萬
Maytus Capital Management, LLC15,000$147.1 萬
Parallax Volatility Advisers, L.P.14,322$140.5 萬
Dymon Asia Capital (Singapore) Pte. Ltd.13,973$137.0 萬
AnglePoint Asset Management Ltd11,400$111.8 萬
Capital Markets Trading UK LLP8,068$79.1 萬
Banque Pictet & Cie SA6,355$62.3 萬
J.W. Cole Advisors, Inc.5,774$56.6 萬
Formula Growth Ltd5,600$54.9 萬
Banco BTG Pactual S.A.5,576$54.7 萬
Deuterium Capital Management, LLC5,000$49.0 萬
Fukoku Mutual Life Insurance Co4,000$39.2 萬
Himension Fund3,842$37.7 萬
McKinley Capital Management LLC /Delaware2,810$27.6 萬
Allspring Global Investments Holdings, LLC2,468$24.2 萬
Shen Neil Nanpeng1,784$17.5 萬
Bessemer Group Inc850$8.30 萬
Turim 21 Investimentos Ltda.561$5.50 萬
Earnest Partners LLC31$3,040
Thomas J. Herzfeld Advisors, Inc.23$2,256
Cary Street Partner Investment Advisory LLC14$1,373
Legacy Financial Group LLC12$1,177

尚未申報 2023 年第 4 季的機構（8 家）

2023 年第 3 季季末持有 PDD Holdings Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 3 季持有 PDD、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Sylebra Capital Ltd636,721$6,244 萬
Virginia Retirement Systems Et Al108,800$1,067 萬
New Silk Road Investment Pte Ltd58,300$571.7 萬
Top Ace Asset Management Ltd21,800$213.8 萬
Colony Group LLC13,954$136.8 萬
Advisor Partners II, LLC6,044$59.3 萬
Pathstone Family Office, LLC5,827$57.1 萬
First Republic Investment Management, Inc.2,429$23.8 萬