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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 23,738 | $347.3 萬 | 0.46% | +2,251+10.5% | 加碼 |
| Janney Montgomery Scott LLC | 23,518 | $344.1 萬 | 0.01% | −739−3.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 22,986 | $336.3 萬 | 0.03% | +6,993+43.7% | 加碼 |
| Henry James International Management, Inc. | 22,861 | $334.5 萬 | 1.26% | +9,063+65.7% | 加碼 |
| Bayesian Capital Management, LP | 22,414 | $327.9 萬 | 0.35% | −586−2.5% | 減碼 |
| Veritas Asset Management LLP | 22,377 | $327.4 萬 | 0.02% | −29,673−57.0% | 減碼 |
| NEOS Investment Management LLC | 21,999 | $321.9 萬 | 0.30% | +987+4.7% | 加碼 |
| AMS Capital Ltda | 21,351 | $312.4 萬 | 1.17% | −12,680−37.3% | 減碼 |
| Envestnet Asset Management Inc | 21,061 | $308.1 萬 | 0.00% | +2,000+10.5% | 加碼 |
| Prospera Financial Services Inc | 20,676 | $302.5 萬 | 0.10% | +11,844+134.1% | 加碼 |
| Morningstar Investment Management LLC | 19,859 | $290.6 萬 | 0.33% | −1,888−8.7% | 減碼 |
| Mariner, LLC | 19,771 | $289.3 萬 | 0.01% | +6,424+48.1% | 加碼 |
| AE Wealth Management LLC | 20,048 | $284.2 萬 | 0.01% | +14,521+262.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 19,373 | $283.4 萬 | 0.10% | +1,335+7.4% | 加碼 |
| Quaero Capital S.A. | 19,336 | $282.9 萬 | 2.93% | −9,146−32.1% | 減碼 |
| Redwood Investments, LLC | 18,797 | $275.0 萬 | 0.72% | +18,797 | 新進 |
| LPL Financial LLC | 18,684 | $273.4 萬 | 0.00% | +6,802+57.2% | 加碼 |
| Camarda Financial Advisors, LLC | 18,588 | $272.0 萬 | 1.17% | −7,092−27.6% | 減碼 |
| Affinity Wealth Management LLC | 18,308 | $267.9 萬 | 0.55% | +18,308 | 新進 |
| Nissay Asset Management Corp | 17,864 | $261.4 萬 | 0.02% | +6,509+57.3% | 加碼 |
| Gsa Capital Partners LLP | 17,674 | $258.6 萬 | 0.22% | −8,181−31.6% | 減碼 |
| Advisory Services Network, LLC | 17,161 | $251.1 萬 | 0.06% | +1,484+9.5% | 加碼 |
| Dantai Capital Ltd | 17,090 | $250.0 萬 | 3.16% | +17,090 | 新進 |
| Intech Investment Management LLC | 16,452 | $240.7 萬 | 0.04% | −12−0.1% | 減碼 |
| Grand Alliance Asset Management Ltd | 16,150 | $236.3 萬 | 1.26% | +16,150 | 新進 |
| Van Eck Associates Corp | 16,115 | $235.8 萬 | 0.00% | −15,222−48.6% | 減碼 |
| Cetera Advisors LLC | 15,315 | $224.1 萬 | 0.03% | −3,244−17.5% | 減碼 |
| O'Neil Global Advisors, Inc. | 15,139 | $221.5 萬 | 1.29% | +6,864+82.9% | 加碼 |
| RBF Capital, LLC | 15,000 | $219.5 萬 | 0.14% | +15,000 | 新進 |
| Erste Asset Management GmbH | 15,000 | $218.0 萬 | 0.03% | 00.0% | 不變 |
| AustralianSuper Pty Ltd | 14,503 | $212.2 萬 | 0.01% | 00.0% | 不變 |
| TCW Group Inc | 14,474 | $211.8 萬 | 0.02% | −526−3.5% | 減碼 |
| QRG Capital Management, Inc. | 14,404 | $210.7 萬 | 0.03% | +1,986+16.0% | 加碼 |
| Raymond James & Associates | 14,362 | $210.1 萬 | 0.00% | +5,626+64.4% | 加碼 |
| Creative Planning | 14,257 | $208.6 萬 | 0.00% | +1,715+13.7% | 加碼 |
| Natixis Investment Managers International | 14,050 | $205.6 萬 | 0.15% | +14,050 | 新進 |
| Agf Management Ltd | 13,910 | $203.5 萬 | 0.01% | +9,189+194.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,868 | $202.9 萬 | 0.04% | +836+6.4% | 加碼 |
| Oppenheimer & Co Inc | 13,842 | $202.5 萬 | 0.04% | +4,468+47.7% | 加碼 |
| Capstone Investment Advisors, LLC | 13,742 | $201.1 萬 | 0.03% | +2,431+21.5% | 加碼 |
| HAP Trading, LLC | 13,391 | $195.9 萬 | 0.57% | +13,391 | 新進 |
| Knights of Columbus Asset Advisors LLC | 13,389 | $195.9 萬 | 0.13% | −4,346−24.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,300 | $194.6 萬 | 0.21% | +13,300 | 新進 |
| Wetherby Asset Management Inc | 13,220 | $193.4 萬 | 0.10% | +445+3.5% | 加碼 |
| Solstein Capital, LLC | 13,180 | $192.8 萬 | 1.43% | +13,180 | 新進 |
| Desjardins Global Asset Management Inc. | 13,244 | $192.6 萬 | 0.21% | −696−5.0% | 減碼 |
| Degroof Petercam Asset Management | 13,100 | $191.7 萬 | 0.03% | +13,100 | 新進 |
| Copperwynd Financial, LLC | 13,079 | $191.4 萬 | 0.76% | +13,079 | 新進 |
| Wolverine Trading, LLC | 12,997 | $190.2 萬 | 0.01% | +12,997 | 新進 |
| Goldstream Capital Management Ltd | 12,780 | $187.0 萬 | 1.27% | +12,530+5,012.0% | 加碼 |
| Triasima Portfolio Management inc. | 12,391 | $181.3 萬 | 0.15% | +12,391 | 新進 |
| Ritholtz Wealth Management | 12,189 | $178.3 萬 | 0.07% | +174+1.4% | 加碼 |
| UBS Oconnor LLC | 11,795 | $172.6 萬 | 0.05% | −19,169−61.9% | 減碼 |
| Commonwealth Equity Services, LLC | 11,737 | $171.7 萬 | 0.00% | −4,103−25.9% | 減碼 |
| Cigna Investments Inc | 11,706 | $171.3 萬 | 0.35% | −197−1.7% | 減碼 |
| Brinker Capital Investments, LLC | 11,552 | $170.4 萬 | 0.02% | −221−1.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,552 | $170.4 萬 | 0.02% | −221−1.9% | 減碼 |
| Global X Japan Co., Ltd. | 11,447 | $167.5 萬 | 0.95% | +11,447 | 新進 |
| Capital Wealth Planning, LLC | 11,447 | $167.5 萬 | 0.02% | +11,447 | 新進 |
| Atomi Financial Group, Inc. | 11,316 | $165.6 萬 | 0.23% | +8,365+283.5% | 加碼 |
| Churchill Management Corp | 11,283 | $165.1 萬 | 0.03% | −2,212−16.4% | 減碼 |
| Cerity Partners LLC | 11,270 | $164.9 萬 | 0.01% | +735+7.0% | 加碼 |
| STF Management LP | 11,246 | $164.5 萬 | 0.77% | +604+5.7% | 加碼 |
| JustInvest LLC | 11,220 | $164.2 萬 | 0.04% | +921+8.9% | 加碼 |
| Aperture Investors, LLC | 11,095 | $162.3 萬 | 0.29% | +946+9.3% | 加碼 |
| Marex Group plc | 10,970 | $160.5 萬 | 0.06% | +6,733+158.9% | 加碼 |
| Pathstone Holdings, LLC | 10,794 | $157.9 萬 | 0.01% | +10,794 | 新進 |
| CenterBook Partners LP | 10,740 | $157.1 萬 | 0.19% | +10,740 | 新進 |
| LGT Group Foundation | 10,511 | $152.8 萬 | 0.03% | +10,511 | 新進 |
| Abn Amro Investment Solutions | 10,230 | $149.7 萬 | 0.03% | −15,370−60.0% | 減碼 |
| Colony Group, LLC | 10,206 | $149.3 萬 | 0.02% | +10,206 | 新進 |
| State of Wyoming | 9,700 | $141.9 萬 | 0.26% | +1,200+14.1% | 加碼 |
| Tekne Capital Management, LLC | 9,569 | $140.0 萬 | 0.51% | +9,569 | 新進 |
| Signaturefd, LLC | 9,394 | $137.4 萬 | 0.03% | −474−4.8% | 減碼 |
| Toronto Dominion Bank | 9,324 | $136.4 萬 | 0.00% | +5,198+126.0% | 加碼 |
| Boston Partners | 22,735 | $135.2 萬 | 0.00% | 00.0% | 不變 |
| CastleKnight Management LP | 9,200 | $134.6 萬 | 0.22% | −3,800−29.2% | 減碼 |
| Altfest L J & Co Inc | 9,067 | $132.7 萬 | 0.19% | −1,365−13.1% | 減碼 |
| Sicart Associates LLC | 8,417 | $123.1 萬 | 0.47% | 00.0% | 不變 |
| Parus Finance (UK) Ltd | 8,414 | $123.1 萬 | 0.64% | +8,414 | 新進 |
| Mercer Global Advisors Inc | 8,382 | $122.6 萬 | 0.00% | −354−4.1% | 減碼 |
| USA Financial Portformulas Corp | 8,323 | $121.8 萬 | 0.21% | +6,211+294.1% | 加碼 |
| MML Investors Services, LLC | 8,248 | $120.7 萬 | 0.01% | +1,287+18.5% | 加碼 |
| CI Private Wealth, LLC | 8,148 | $119.2 萬 | 0.00% | +1,350+19.9% | 加碼 |
| M&G Investments (USA) Inc. | 7,983 | $116.6 萬 | 1.15% | +7,983 | 新進 |
| Investment House LLC | 7,904 | $115.6 萬 | 0.08% | +7,904 | 新進 |
| Quadrant Capital Group LLC | 7,798 | $114.1 萬 | 0.10% | +840+12.1% | 加碼 |
| Hongkou Capital LP | 7,795 | $114.0 萬 | 7.91% | +2,870+58.3% | 加碼 |
| Leonteq Securities AG | 7,791 | $114.0 萬 | 0.15% | +4,503+137.0% | 加碼 |
| Itau Unibanco Holding S.A. | 7,600 | $111.2 萬 | 0.04% | −1,100−12.6% | 減碼 |
| US Bancorp | 7,578 | $110.9 萬 | 0.00% | +2,991+65.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,299 | $106.8 萬 | 0.01% | +7,299 | 新進 |
| HighVista Strategies LLC | 7,256 | $106.2 萬 | 0.39% | +3,625+99.8% | 加碼 |
| Virtus Investment Advisers, Inc. | 7,200 | $105.3 萬 | 0.79% | +7,200 | 新進 |
| Railway Pension Investments Ltd | 7,100 | $103.9 萬 | 0.01% | +7,100 | 新進 |
| Vident Advisory, LLC | 6,919 | $101.2 萬 | 0.03% | −142−2.0% | 減碼 |
| Fred Alger Management, LLC | 6,900 | $101.0 萬 | 0.01% | −600−8.0% | 減碼 |
| Connectus Wealth, LLC | 6,852 | $100.3 萬 | 0.02% | +590+9.4% | 加碼 |
| GWM Advisors LLC | 6,814 | $97.8 萬 | 0.01% | +6,515+2,178.9% | 加碼 |
| Whittier Trust Co | 6,656 | $97.4 萬 | 0.02% | +774+13.2% | 加碼 |