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 |
|---|---|---|---|---|---|
| Franchise Capital Ltd | 765,196 | $1.12 億 | 28.03% | +49,560+6.9% | 加碼 |
| Vontobel Holding Ltd. | 768,194 | $1.12 億 | 0.94% | −456,137−37.3% | 減碼 |
| Millennium Management LLC | 771,067 | $1.13 億 | 0.11% | +66,591+9.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 773,302 | $1.13 億 | 0.27% | +67,333+9.5% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 775,000 | $1.13 億 | 2.00% | −625,000−44.6% | 減碼 |
| AQR Capital Management LLC | 777,678 | $1.13 億 | 0.21% | −30,911−3.8% | 減碼 |
| First Manhattan Co | 811,295 | $1.19 億 | 0.41% | −99,995−11.0% | 減碼 |
| First Trust Advisors LP | 856,274 | $1.25 億 | 0.14% | −285,156−25.0% | 減碼 |
| Lord, Abbett & Co. LLC | 880,356 | $1.29 億 | 0.45% | +524,926+147.7% | 加碼 |
| 1832 Asset Management L.P. | 909,900 | $1.33 億 | 0.25% | −170,300−15.8% | 減碼 |
| Great West Life Assurance Co | 914,858 | $1.33 億 | 0.29% | −3,457,807−79.1% | 減碼 |
| Victory Capital Management Inc | 921,380 | $1.35 億 | 0.14% | +60,991+7.1% | 加碼 |
| Genesis Investment Management, LLP | 943,058 | $1.38 億 | 27.04% | −958,352−50.4% | 減碼 |
| Credit Suisse AG | 958,202 | $1.40 億 | 0.14% | −1,942−0.2% | 減碼 |
| Origin Asset Management LLP | 980,548 | $1.43 億 | 38.41% | +120,001+13.9% | 加碼 |
| Trivest Advisors Ltd | 1,045,000 | $1.53 億 | 6.95% | −224,900−17.7% | 減碼 |
| Allianz Asset Management GmbH | 1,073,917 | $1.57 億 | 0.29% | −194,546−15.3% | 減碼 |
| California Public Employees Retirement System | 1,084,423 | $1.59 億 | 0.12% | −30,310−2.7% | 減碼 |
| Northern Trust Corp | 1,139,272 | $1.67 億 | 0.03% | −869,355−43.3% | 減碼 |
| Barclays PLC | 1,149,190 | $1.68 億 | 0.09% | +195,867+20.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,149,408 | $1.68 億 | 0.24% | +1,125,501+4,707.8% | 加碼 |
| Bank of America Corp | 1,167,188 | $1.71 億 | 0.02% | −1,247,107−51.7% | 減碼 |
| Platinum Investment Management Ltd | 1,261,721 | $1.85 億 | 7.50% | −219,649−14.8% | 減碼 |
| Scge Management, L.P. | 1,276,000 | $1.87 億 | 4.17% | +1,153,182+938.9% | 加碼 |
| Ameriprise Financial Inc | 1,292,196 | $1.89 億 | 0.06% | −45,149−3.4% | 減碼 |
| Deutsche Bank AG | 1,332,264 | $1.95 億 | 0.10% | −36,210−2.6% | 減碼 |
| APG Asset Management N.V. | 1,477,604 | $1.96 億 | 0.38% | +712,576+93.1% | 加碼 |
| Swiss National Bank | 1,338,940 | $1.96 億 | 0.14% | −53,100−3.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,380,673 | $2.02 億 | 0.22% | −355,728−20.5% | 減碼 |
| Cederberg Capital Ltd | 1,400,300 | $2.05 億 | 47.15% | −3,400−0.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,468,849 | $2.15 億 | 0.16% | +22,243+1.5% | 加碼 |
| Aspex Management (HK) Ltd | 1,484,411 | $2.17 億 | 6.37% | +350,000+30.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,523,156 | $2.23 億 | 0.45% | −264,448−14.8% | 減碼 |
| SC China Holding Ltd | 1,592,510 | $2.23 億 | 25.64% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,555,438 | $2.28 億 | 0.05% | −124,322−7.4% | 減碼 |
| Ninety One UK Ltd | 1,610,734 | $2.36 億 | 0.70% | +1,610,734 | 新進 |
| Dimensional Fund Advisors LP | 1,619,706 | $2.37 億 | 0.07% | +897,853+124.4% | 加碼 |
| Public Investment Fund | 1,703,275 | $2.49 億 | 0.71% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 1,719,272 | $2.52 億 | 4.50% | +48,372+2.9% | 加碼 |
| Fisher Asset Management, LLC | 1,726,913 | $2.53 億 | 0.13% | −90,012−5.0% | 減碼 |
| First Beijing Investment Ltd | 1,819,393 | $2.66 億 | 44.04% | −402,554−18.1% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,882,770 | $2.75 億 | 4.57% | +1,236,490+191.3% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,923,791 | $2.81 億 | 22.28% | +40,082+2.1% | 加碼 |
| UBS Group AG | 1,938,390 | $2.84 億 | 0.11% | +53,422+2.8% | 加碼 |
| Newlands Management Operations LLC | 1,949,040 | $2.85 億 | 2.62% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,958,800 | $2.87 億 | 1.11% | +1,257,571+179.3% | 加碼 |
| CoreView Capital Management Ltd | 1,962,451 | $2.87 億 | 33.36% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 2,097,452 | $3.07 億 | 6.66% | −937,966−30.9% | 減碼 |
| Nuveen Asset Management, LLC | 2,102,567 | $3.08 億 | 0.10% | −202,609−8.8% | 減碼 |
| Tairen Capital Ltd | 2,263,437 | $3.31 億 | 23.19% | +1,478,149+188.2% | 加碼 |
| William Blair Investment Management, LLC | 2,300,793 | $3.36 億 | 0.98% | +2,300,793 | 新進 |
| Bridgewater Associates, LP | 2,436,655 | $3.57 億 | 2.00% | −272,266−10.1% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 2,453,900 | $3.59 億 | 95.27% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 2,507,536 | $3.67 億 | 0.89% | −844,379−25.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,546,700 | $3.73 億 | 0.68% | −363,105−12.5% | 減碼 |
| Marshall Wace, LLP | 2,700,506 | $3.95 億 | 0.75% | +2,223,140+465.7% | 加碼 |
| Jane Street Group, LLC | 2,712,623 | $3.97 億 | 0.48% | +1,989,378+275.1% | 加碼 |
| Schroder Investment Management Group | 2,738,377 | $4.01 億 | 0.52% | +2,072,548+311.3% | 加碼 |
| GQG Partners LLC | 2,874,179 | $4.21 億 | 0.89% | +4,770+0.2% | 加碼 |
| HSBC Holdings PLC | 2,873,474 | $4.22 億 | 0.39% | +955,951+49.9% | 加碼 |
| Oceanlink Management Ltd. | 3,041,881 | $4.45 億 | 68.42% | −283,721−8.5% | 減碼 |
| Krane Funds Advisors LLC | 3,199,674 | $4.68 億 | 19.52% | −2,637,898−45.2% | 減碼 |
| Legal & General Group Plc | 3,789,953 | $5.55 億 | 0.17% | +119,185+3.2% | 加碼 |
| Geode Capital Management, LLC | 3,837,848 | $5.58 億 | 0.06% | +256,599+7.2% | 加碼 |
| FIL Ltd | 4,058,748 | $5.94 億 | 0.62% | −1,437,971−26.2% | 減碼 |
| SRS Investment Management, LLC | 4,290,513 | $6.28 億 | 7.60% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 4,581,940 | $6.70 億 | 42.48% | −72,503−1.6% | 減碼 |
| Invesco Ltd. | 4,659,986 | $6.82 億 | 0.16% | −2,689,444−36.6% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 4,688,400 | $6.86 億 | 98.79% | −3,017,145−39.2% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,735,369 | $6.93 億 | 24.73% | −423,247−8.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 4,851,225 | $7.10 億 | 0.74% | +2,214,955+84.0% | 加碼 |
| Price T Rowe Associates Inc | 4,917,070 | $7.19 億 | 0.10% | +900,390+22.4% | 加碼 |
| Goldman Sachs Group Inc | 5,456,213 | $7.98 億 | 0.18% | +178,806+3.4% | 加碼 |
| JPMorgan Chase & Co | 5,891,380 | $8.62 億 | 0.09% | +556,931+10.4% | 加碼 |
| Norges Bank | 7,348,592 | $10.8 億 | 0.19% | +183,785+2.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 10,110,947 | $14.8 億 | 29.81% | +2,760,100+37.5% | 加碼 |
| State Street Corp | 10,400,251 | $15.2 億 | 0.07% | +16,792+0.2% | 加碼 |
| Morgan Stanley | 11,853,673 | $17.3 億 | 0.15% | +2,781,276+30.7% | 加碼 |
| UBS Asset Management Americas Inc | 12,127,075 | $17.7 億 | 0.70% | −424,374−3.4% | 減碼 |
| SC US (TTGP), Ltd. | 14,447,097 | $21.1 億 | 17.43% | 00.0% | 不變 |
| FMR LLC | 18,094,445 | $26.5 億 | 0.20% | +459,341+2.6% | 加碼 |
| Vanguard Group Inc | 24,163,927 | $35.4 億 | 0.08% | +62,312+0.3% | 加碼 |
| BlackRock Inc. | 27,403,219 | $40.1 億 | 0.10% | −471,890−1.7% | 減碼 |
| Baillie Gifford & Co | 37,960,238 | $55.5 億 | 4.40% | +2,292,068+6.4% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −696,962−100.0% | 清倉 |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −298,150−100.0% | 清倉 |
| Brilliance Asset Management Ltd | 0 | $0 | 0.00% | −293,018−100.0% | 清倉 |
| H&H International Investment, LLC大師H&H 國際投資 | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −94,013−100.0% | 清倉 |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −68,000−100.0% | 清倉 |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −60,600−100.0% | 清倉 |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −53,705−100.0% | 清倉 |
| Growth Interface Management LLC | 0 | $0 | 0.00% | −42,000−100.0% | 清倉 |
| QVT Financial LP | 0 | $0 | 0.00% | −34,861−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −32,849−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −31,200−100.0% | 清倉 |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −26,233−100.0% | 清倉 |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −25,500−100.0% | 清倉 |