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 13F 持有人
PDD Holdings Inc. 在 2023/12/31 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
- 584
- 較 2023 年第 3 季 +119 家
- 持有股數
- 3.82 億
- 較 2023 年第 3 季 +1,521 萬 (+4.1%)
- 總市值
- $558.5 億
- 較 2023 年第 3 季 +$201.6 億 (+56.5%)
- 新進機構
- 158
- 另有 217 家加碼
- 清倉機構
- 39
- 另有 155 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 24,189 | $477.4 萬 | 0.04% | +115+0.5% | 加碼 |
| Point72 Middle East FZE | 32,703 | $478.5 萬 | 0.33% | +32,703 | 新進 |
| Shell Asset Management Co | 33,117 | $484.5 萬 | 0.22% | −4,267−11.4% | 減碼 |
| Yousif Capital Management, LLC | 33,804 | $494.6 萬 | 0.06% | +2,090+6.6% | 加碼 |
| IFM Investors Pty Ltd | 34,489 | $504.6 萬 | 0.06% | −1,022−2.9% | 減碼 |
| Capital Fund Management S.A. | 34,922 | $510.9 萬 | 0.07% | +13,358+61.9% | 加碼 |
| Perpetual Ltd | 36,511 | $534.2 萬 | 0.06% | +36,511 | 新進 |
| Employees Retirement System of Texas | 36,845 | $539.1 萬 | 0.06% | +29,808+423.6% | 加碼 |
| ExodusPoint Capital Management, LP | 37,570 | $549.7 萬 | 0.07% | +8,371+28.7% | 加碼 |
| Verition Fund Management LLC | 37,947 | $555.2 萬 | 0.06% | +30,644+419.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 38,005 | $556.1 萬 | 0.07% | +4,354+12.9% | 加碼 |
| Rockefeller Capital Management L.P. | 38,675 | $565.9 萬 | 0.02% | +730+1.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 39,139 | $572.6 萬 | 0.05% | +20,400+108.9% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 40,000 | $585.2 萬 | 0.11% | +40,000 | 新進 |
| State of New Jersey Common Pension Fund D | 40,513 | $592.7 萬 | 0.02% | −104,345−72.0% | 減碼 |
| Maxi Investments CY Ltd | 41,485 | $607.0 萬 | 1.71% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 43,063 | $630.1 萬 | 0.02% | +43,063 | 新進 |
| Tower Research Capital LLC (TRC) | 43,228 | $632.5 萬 | 0.08% | +19,130+79.4% | 加碼 |
| CIBC World Markets Inc. | 43,301 | $633.5 萬 | 0.02% | +22,067+103.9% | 加碼 |
| Daiwa Securities Group Inc. | 46,803 | $684.8 萬 | 0.04% | −127−0.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 47,142 | $689.7 萬 | 0.19% | −2,398−4.8% | 減碼 |
| Seldon Capital LP | 48,226 | $705.6 萬 | 5.41% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 48,551 | $710.4 萬 | 0.22% | −14,587−23.1% | 減碼 |
| Banque Cantonale Vaudoise | 48,571 | $710.6 萬 | 0.31% | −1,441−2.9% | 減碼 |
| Mackenzie Financial Corp | 48,923 | $715.8 萬 | 0.01% | +18,844+62.6% | 加碼 |
| Artisan Partners Limited Partnership | 48,941 | $716.1 萬 | 0.01% | +28,941+144.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 50,223 | $734.8 萬 | 1.43% | +7,628+17.9% | 加碼 |
| Qtron Investments LLC | 51,550 | $754.2 萬 | 1.24% | −11,015−17.6% | 減碼 |
| Liontrust Investment Partners LLP | 52,648 | $770.3 萬 | 0.11% | +7,648+17.0% | 加碼 |
| Louisiana State Employees Retirement System | 53,100 | $776.9 萬 | 0.16% | +1,600+3.1% | 加碼 |
| American International Group, Inc. | 53,219 | $778.6 萬 | 0.03% | +2,026+4.0% | 加碼 |
| Coalescence Partners Investment Management, LP | 53,323 | $780.2 萬 | 7.01% | +53,323 | 新進 |
| Woodline Partners LP | 53,398 | $781.3 萬 | 0.09% | +53,398 | 新進 |
| Varma Mutual Pension Insurance Co | 53,400 | $781.3 萬 | 0.09% | +53,400 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 53,515 | $783.0 萬 | 0.10% | +21,833+68.9% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 71,104 | $806.2 萬 | 0.11% | +71,104 | 新進 |
| Twenty Acre Capital LP | 55,200 | $807.6 萬 | 7.68% | −9,800−15.1% | 減碼 |
| La Banque Postale Asset Management SA | 56,725 | $829.9 萬 | 0.18% | −4,500−7.3% | 減碼 |
| Old Well Partners, LLC | 57,939 | $847.7 萬 | 7.89% | −38,061−39.6% | 減碼 |
| Ensign Peak Advisors, Inc | 58,000 | $848.6 萬 | 0.02% | +6,550+12.7% | 加碼 |
| Old Mission Capital LLC | 58,969 | $862.8 萬 | 0.24% | +58,969 | 新進 |
| Apeiron Capital Ltd | 59,970 | $877.4 萬 | 12.90% | −62,000−50.8% | 減碼 |
| Ardmore Road Asset Management LP | 60,000 | $877.9 萬 | 2.00% | +60,000 | 新進 |
| Thrivent Financial for Lutherans | 61,096 | $893.9 萬 | 0.02% | −2,517−4.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 61,161 | $894.8 萬 | 0.19% | +11,184+22.4% | 加碼 |
| Jupiter Asset Management Ltd | 63,283 | $925.9 萬 | 0.09% | −78,469−55.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 64,012 | $936.6 萬 | 0.17% | −19,785−23.6% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 64,400 | $942.2 萬 | 0.73% | +14,400+28.8% | 加碼 |
| Ogborne Capital Management, LLC | 65,000 | $951.0 萬 | 2.91% | +65,000 | 新進 |
| iA Global Asset Management Inc. | 68,593 | $1,004 萬 | 0.23% | +6,676+10.8% | 加碼 |
| Rafferty Asset Management, LLC | 72,931 | $1,067 萬 | 0.04% | −11,836−14.0% | 減碼 |
| Shelton Capital Management | 78,282 | $1,145 萬 | 0.37% | +12,857+19.7% | 加碼 |
| Atika Capital Management LLC | 80,000 | $1,170 萬 | 1.66% | +80,000 | 新進 |
| Portolan Capital Management, LLC | 80,844 | $1,183 萬 | 1.03% | +80,844 | 新進 |
| Tiger Pacific Capital LP | 81,535 | $1,193 萬 | 2.54% | −55,763−40.6% | 減碼 |
| Capitolis Liquid Global Markets LLC | 83,000 | $1,214 萬 | 0.50% | +83,000 | 新進 |
| Ramirez Asset Management, Inc. | 83,587 | $1,223 萬 | 2.48% | −4,951−5.6% | 減碼 |
| Orland Properties Ltd | 85,000 | $1,244 萬 | 6.07% | 00.0% | 不變 |
| TB Alternative Assets Ltd. | 87,000 | $1,273 萬 | 3.39% | −207,000−70.4% | 減碼 |
| Light Street Capital Management, LLC | 87,000 | $1,273 萬 | 3.81% | +48,765+127.5% | 加碼 |
| Nomura Asset Management Co Ltd | 88,347 | $1,293 萬 | 0.05% | +3,904+4.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 90,546 | $1,325 萬 | 0.16% | +53,738+146.0% | 加碼 |
| Carrhae Capital LLP | 91,974 | $1,346 萬 | 2.66% | +91,974 | 新進 |
| Profund Advisors LLC | 94,854 | $1,388 萬 | 0.60% | +16,871+21.6% | 加碼 |
| CIBC World Markets Corp | 95,860 | $1,403 萬 | 0.08% | +95,860 | 新進 |
| Trexquant Investment LP | 96,728 | $1,415 萬 | 0.32% | +96,728 | 新進 |
| Aubrey Capital Management Ltd | 97,200 | $1,422 萬 | 6.05% | +93,900+2,845.5% | 加碼 |
| Honeycomb Asset Management LP | 100,000 | $1,463 萬 | 3.55% | +100,000 | 新進 |
| Polymer Capital Management (HK) LTD | 100,262 | $1,467 萬 | 5.13% | +100,262 | 新進 |
| Advisor Group Holdings, Inc. | 100,389 | $1,469 萬 | 0.03% | +10,430+11.6% | 加碼 |
| Kadensa Capital Ltd | 100,685 | $1,473 萬 | 3.71% | +100,685 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,446 | $1,499 萬 | 0.20% | −330.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 103,241 | $1,511 萬 | 0.02% | +28,048+37.3% | 加碼 |
| Rhumbline Advisers | 103,517 | $1,515 萬 | 0.02% | +1,386+1.4% | 加碼 |
| 3G Capital Partners LP | 105,000 | $1,536 萬 | 9.37% | −100,000−48.8% | 減碼 |
| Moore Capital Management, LP | 107,715 | $1,576 萬 | 0.38% | −155,090−59.0% | 減碼 |
| CIBC Asset Management Inc | 109,074 | $1,596 萬 | 0.06% | +6,192+6.0% | 加碼 |
| Kames Capital plc | 113,535 | $1,661 萬 | 0.26% | +113,535 | 新進 |
| FACT Capital, LP | 116,332 | $1,702 萬 | 6.82% | −12,127−9.4% | 減碼 |
| Wolverine Asset Management LLC | 116,993 | $1,712 萬 | 0.27% | +116,993 | 新進 |
| Wells Fargo & Company | 117,903 | $1,725 萬 | 0.00% | +70,662+149.6% | 加碼 |
| Los Angeles Capital Management LLC | 119,186 | $1,744 萬 | 0.07% | +8,566+7.7% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 120,000 | $1,756 萬 | 1.30% | 00.0% | 不變 |
| Panagora Asset Management Inc | 120,639 | $1,765 萬 | 0.10% | +59,046+95.9% | 加碼 |
| AlpInvest Partners B.V. | 122,616 | $1,794 萬 | 4.10% | 00.0% | 不變 |
| Putnam Investments LLC | 124,492 | $1,821 萬 | 0.02% | +48,889+64.7% | 加碼 |
| Breakout Capital Partners, LP | 125,498 | $1,836 萬 | 13.47% | +125,498 | 新進 |
| All-Stars Investment Ltd | 127,000 | $1,858 萬 | 7.52% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 133,037 | $1,946 萬 | 0.01% | +23,429+21.4% | 加碼 |
| Twinbeech Capital LP | 135,350 | $1,980 萬 | 0.32% | +103,873+330.0% | 加碼 |
| Janus Henderson Group PLC | 135,899 | $1,988 萬 | 0.01% | +29,256+27.4% | 加碼 |
| Quadrature Capital Ltd | 143,466 | $2,099 萬 | 0.38% | +143,466 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 143,514 | $2,100 萬 | 0.80% | +3,337+2.4% | 加碼 |
| Susquehanna International Group, LLP | 147,641 | $2,160 萬 | 0.04% | +96,694+189.8% | 加碼 |
| AI-Squared Management Ltd | 150,735 | $2,205 萬 | 28.11% | +150,735 | 新進 |
| Asset Management One Co.,Ltd. | 152,865 | $2,222 萬 | 0.09% | +25,023+19.6% | 加碼 |
| Macquarie Group Ltd | 151,878 | $2,222 萬 | 0.03% | +20,907+16.0% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 153,300 | $2,243 萬 | 4.65% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 154,500 | $2,260 萬 | 1.04% | −23,500−13.2% | 減碼 |
| Teacher Retirement System of Texas | 156,643 | $2,292 萬 | 0.16% | −2,123−1.3% | 減碼 |