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 |
|---|---|---|---|---|---|
| IvyRock Asset Management (HK) Ltd | 639,686 | $9,359 萬 | 46.64% | −257,950−28.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 634,503 | $9,283 萬 | 0.43% | +484,503+323.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 625,300 | $9,149 萬 | 0.65% | −743,100−54.3% | 減碼 |
| SG Americas Securities, LLC | 615,610 | $9,007 萬 | 0.99% | +578,711+1,568.4% | 加碼 |
| Russell Investments Group, Ltd. | 602,590 | $8,800 萬 | 0.16% | +188,276+45.4% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 591,700 | $8,657 萬 | 32.50% | +331,400+127.3% | 加碼 |
| ProShare Advisors LLC | 588,902 | $8,616 萬 | 0.26% | −78,687−11.8% | 減碼 |
| Bright Valley Capital Ltd | 587,750 | $8,599 萬 | 68.34% | +587,750 | 新進 |
| Royal Bank of Canada | 574,244 | $8,402 萬 | 0.02% | +52,312+10.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 576,415 | $8,384 萬 | 13.06% | −203,474−26.1% | 減碼 |
| Citigroup Inc | 564,657 | $8,261 萬 | 0.11% | +94,214+20.0% | 加碼 |
| Standard Life Aberdeen plc | 562,509 | $8,230 萬 | 0.18% | +24,230+4.5% | 加碼 |
| Kora Management LP | 561,750 | $8,219 萬 | 20.25% | −117,500−17.3% | 減碼 |
| Alliancebernstein L.P. | 553,626 | $8,100 萬 | 0.03% | +273,954+98.0% | 加碼 |
| Lazard Asset Management LLC | 553,620 | $8,100 萬 | 0.10% | +42,019+8.2% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 544,064 | $7,960 萬 | 42.62% | −15,789−2.8% | 減碼 |
| Aviva PLC | 533,638 | $7,808 萬 | 0.28% | +161,623+43.4% | 加碼 |
| RWC Asset Management LLP | 531,391 | $7,775 萬 | 4.70% | −26,910−4.8% | 減碼 |
| Bamco Inc | 504,774 | $7,385 萬 | 0.20% | +504,774 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 500,000 | $7,316 萬 | 15.25% | +250,000+100.0% | 加碼 |
| Citadel Advisors LLC | 496,985 | $7,271 萬 | 0.07% | +244,986+97.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 495,928 | $7,256 萬 | 0.04% | +45,823+10.2% | 加碼 |
| Squarepoint Ops LLC | 481,256 | $7,041 萬 | 0.29% | +473,260+5,918.7% | 加碼 |
| Keywise Capital Management (HK) Ltd | 474,600 | $6,944 萬 | 11.40% | +134,900+39.7% | 加碼 |
| Driehaus Capital Management LLC | 463,956 | $6,788 萬 | 0.82% | +463,956 | 新進 |
| Sylebra Capital LLC | 450,963 | $6,598 萬 | 2.50% | −185,758−29.2% | 減碼 |
| Mane Global Capital Management LP | 445,899 | $6,524 萬 | 6.30% | +276,143+162.7% | 加碼 |
| USS Investment Management Ltd | 439,962 | $6,437 萬 | 0.58% | 00.0% | 不變 |
| Franklin Resources Inc | 428,624 | $6,271 萬 | 0.03% | +229,767+115.5% | 加碼 |
| Swedbank AB | 424,115 | $6,205 萬 | 0.10% | +96,300+29.4% | 加碼 |
| Handelsbanken Fonder AB | 416,331 | $6,091 萬 | 0.30% | −35,811−7.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 413,600 | $6,051 萬 | 0.21% | +199,300+93.0% | 加碼 |
| Korea Investment CORP | 410,287 | $6,003 萬 | 0.16% | −2,500−0.6% | 減碼 |
| Man Group plc | 409,827 | $5,996 萬 | 0.17% | – | – |
| DekaBank Deutsche Girozentrale | 409,459 | $5,871 萬 | 0.12% | +18,000+4.6% | 加碼 |
| Polar Capital Holdings Plc | 391,378 | $5,726 萬 | 0.40% | −65,870−14.4% | 減碼 |
| Wellington Management Group LLP | 386,619 | $5,657 萬 | 0.01% | +138,662+55.9% | 加碼 |
| British Columbia Investment Management Corp | 385,100 | $5,634 萬 | 0.46% | +147,100+61.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,070 | $5,542 萬 | 0.10% | +25,970+7.5% | 加碼 |
| Storebrand Asset Management AS | 373,537 | $5,465 萬 | 0.20% | +8,088+2.2% | 加碼 |
| Thunderbird Partners LLP | 371,234 | $5,432 萬 | 11.72% | −116,426−23.9% | 減碼 |
| Ninety One North America, Inc. | 369,717 | $5,409 萬 | 2.64% | +369,717 | 新進 |
| Monolith Management Ltd | 366,000 | $5,355 萬 | 28.04% | +366,000 | 新進 |
| Library Research Ltd | 357,302 | $5,228 萬 | 89.94% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 356,633 | $5,218 萬 | 0.12% | +352,644+8,840.4% | 加碼 |
| Public Sector Pension Investment Board | 350,465 | $5,128 萬 | 0.39% | +34,691+11.0% | 加碼 |
| Alberta Investment Management Corp | 338,179 | $4,948 萬 | 0.47% | −42,673−11.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 328,772 | $4,810 萬 | 0.18% | +122,530+59.4% | 加碼 |
| Voya Investment Management LLC | 316,661 | $4,633 萬 | 0.05% | +245,710+346.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 312,060 | $4,566 萬 | 0.32% | −13,940−4.3% | 減碼 |
| Axiom Investors LLC | 310,812 | $4,547 萬 | 0.45% | +310,812 | 新進 |
| Point72 Hong Kong Ltd | 307,511 | $4,499 萬 | 2.77% | +257,002+508.8% | 加碼 |
| National Bank of Canada | 299,955 | $4,368 萬 | 0.08% | −16,944−5.3% | 減碼 |
| Nordea Investment Management AB | 297,090 | $4,333 萬 | 0.06% | +20,045+7.2% | 加碼 |
| Hel Ved Capital Management Ltd | 292,600 | $4,281 萬 | 12.67% | −49,400−14.4% | 減碼 |
| Point72 Asset Management, L.P. | 289,000 | $4,228 萬 | 0.13% | +289,000 | 新進 |
| KBC Group NV | 283,172 | $4,143 萬 | 0.15% | +80,943+40.0% | 加碼 |
| WT Asset Management Ltd | 275,130 | $4,025 萬 | 5.06% | −1,384,248−83.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 269,025 | $3,936 萬 | 1.40% | +890.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 265,768 | $3,889 萬 | 0.11% | +257,633+3,167.0% | 加碼 |
| SEI Investments Co | 265,696 | $3,887 萬 | 0.06% | +135,453+104.0% | 加碼 |
| Tree Line Advisors (Hong Kong) Ltd. | 260,000 | $3,804 萬 | 15.80% | 00.0% | 不變 |
| Penserra Capital Management LLC | 255,097 | $3,732 萬 | 0.70% | −308,810−54.8% | 減碼 |
| DnB Asset Management AS | 253,984 | $3,716 萬 | 0.19% | +9,590+3.9% | 加碼 |
| Prudential Financial Inc | 251,856 | $3,685 萬 | 0.06% | −36,555−12.7% | 減碼 |
| Thornburg Investment Management Inc | 242,212 | $3,545 萬 | 0.51% | +242,212 | 新進 |
| Value Star Asset Management (Hong Kong) Ltd | 238,818 | $3,494 萬 | 11.95% | 00.0% | 不變 |
| Contrarius Investment Management Ltd | 221,553 | $3,242 萬 | 1.75% | +70,950+47.1% | 加碼 |
| Blue Creek Capital Management Ltd | 203,221 | $2,973 萬 | 21.38% | −84,279−29.3% | 減碼 |
| M&G Investment Management Ltd | 203,440 | $2,970 萬 | 0.18% | +2,514+1.3% | 加碼 |
| Neuberger Berman Group LLC | 202,712 | $2,965 萬 | 0.03% | −93,773−31.6% | 減碼 |
| RV Capital GmbH | 199,100 | $2,913 萬 | 8.43% | 00.0% | 不變 |
| New York State Common Retirement Fund | 197,594 | $2,891 萬 | 0.04% | +65,612+49.7% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 189,400 | $2,771 萬 | 4.86% | +189,400 | 新進 |
| AXA S.A. | 183,725 | $2,688 萬 | 0.09% | −128,579−41.2% | 減碼 |
| Jennison Associates LLC | 180,803 | $2,645 萬 | 0.02% | −5,909−3.2% | 減碼 |
| California State Teachers Retirement System | 180,724 | $2,644 萬 | 0.04% | +50,205+38.5% | 加碼 |
| National Pension Service | 176,241 | $2,579 萬 | 0.04% | 00.0% | 不變 |
| MY.Alpha Management HK Advisors Ltd | 175,326 | $2,565 萬 | 13.26% | +175,326 | 新進 |
| Ci Investments Inc. | 171,372 | $2,507 萬 | 0.13% | −664−0.4% | 減碼 |
| Alyeska Investment Group, L.P. | 170,000 | $2,487 萬 | 0.17% | +170,000 | 新進 |
| Guggenheim Capital LLC | 169,951 | $2,487 萬 | 0.19% | +23,237+15.8% | 加碼 |
| Pinebridge Investments, L.P. | 168,492 | $2,465 萬 | 0.23% | +104,241+162.2% | 加碼 |
| TD Asset Management Inc | 160,476 | $2,348 萬 | 0.02% | +129,776+422.7% | 加碼 |
| Teacher Retirement System of Texas | 156,643 | $2,292 萬 | 0.16% | −2,123−1.3% | 減碼 |
| La Financiere de L'Echiquier | 154,500 | $2,260 萬 | 1.04% | −23,500−13.2% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 153,300 | $2,243 萬 | 4.65% | 00.0% | 不變 |
| Macquarie Group Ltd | 151,878 | $2,222 萬 | 0.03% | +20,907+16.0% | 加碼 |
| Asset Management One Co.,Ltd. | 152,865 | $2,222 萬 | 0.09% | +25,023+19.6% | 加碼 |
| AI-Squared Management Ltd | 150,735 | $2,205 萬 | 28.11% | +150,735 | 新進 |
| Susquehanna International Group, LLP | 147,641 | $2,160 萬 | 0.04% | +96,694+189.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 143,514 | $2,100 萬 | 0.80% | +3,337+2.4% | 加碼 |
| Quadrature Capital Ltd | 143,466 | $2,099 萬 | 0.38% | +143,466 | 新進 |
| Janus Henderson Group PLC | 135,899 | $1,988 萬 | 0.01% | +29,256+27.4% | 加碼 |
| Twinbeech Capital LP | 135,350 | $1,980 萬 | 0.32% | +103,873+330.0% | 加碼 |
| Massachusetts Financial Services Co | 133,037 | $1,946 萬 | 0.01% | +23,429+21.4% | 加碼 |
| All-Stars Investment Ltd | 127,000 | $1,858 萬 | 7.52% | 00.0% | 不變 |
| Breakout Capital Partners, LP | 125,498 | $1,836 萬 | 13.47% | +125,498 | 新進 |
| Putnam Investments LLC | 124,492 | $1,821 萬 | 0.02% | +48,889+64.7% | 加碼 |
| AlpInvest Partners B.V. | 122,616 | $1,794 萬 | 4.10% | 00.0% | 不變 |