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。
2024 年第 1 季 13F 持有人
PDD Holdings Inc. 在 2024/3/31 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
- 577
- 較 2023 年第 4 季 +3 家
- 持有股數
- 3.80 億
- 較 2023 年第 4 季 −113.5 萬 (−0.3%)
- 總市值
- $441.8 億
- 較 2023 年第 4 季 −$115.6 億 (−20.7%)
- 新進機構
- 99
- 另有 226 家加碼
- 清倉機構
- 96
- 另有 201 家減碼
另有 10 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 34,780,280 | $40.4 億 | 3.14% | −3,179,958−8.4% | 減碼 |
| BlackRock Inc. | 28,142,861 | $32.7 億 | 0.08% | +739,642+2.7% | 加碼 |
| Vanguard Group Inc | 24,261,575 | $28.2 億 | 0.06% | +97,648+0.4% | 加碼 |
| FMR LLC | 14,618,676 | $17.0 億 | 0.11% | −3,475,769−19.2% | 減碼 |
| SC US (TTGP), Ltd. | 12,695,617 | $14.8 億 | 10.91% | −1,751,480−12.1% | 減碼 |
| Morgan Stanley | 12,521,908 | $14.6 億 | 0.12% | +668,235+5.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 11,791,547 | $13.7 億 | 29.77% | +1,680,600+16.6% | 加碼 |
| UBS Asset Management Americas Inc | 11,227,796 | $13.1 億 | 0.46% | −899,279−7.4% | 減碼 |
| Goldman Sachs Group Inc | 11,003,524 | $12.8 億 | 0.27% | +5,547,311+101.7% | 加碼 |
| State Street Corp | 10,485,073 | $12.2 億 | 0.05% | +84,822+0.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 7,232,218 | $8.41 億 | 0.78% | +2,380,993+49.1% | 加碼 |
| Norges Bank | 7,138,720 | $8.30 億 | 0.13% | −209,872−2.9% | 減碼 |
| JPMorgan Chase & Co | 5,088,382 | $5.92 億 | 0.05% | −802,998−13.6% | 減碼 |
| Assenagon Asset Management S.A. | 5,087,255 | $5.91 億 | 1.57% | +5,055,169+15,755.1% | 加碼 |
| Invesco Ltd. | 5,026,779 | $5.84 億 | 0.13% | +366,793+7.9% | 加碼 |
| Price T Rowe Associates Inc | 4,704,264 | $5.47 億 | 0.07% | −212,806−4.3% | 減碼 |
| E Fund Management Co., Ltd. | 4,561,279 | $5.30 億 | 32.84% | −20,661−0.5% | 減碼 |
| Bank of America Corp | 4,079,970 | $4.74 億 | 0.05% | +2,912,782+249.6% | 加碼 |
| Geode Capital Management, LLC | 4,029,056 | $4.66 億 | 0.04% | +191,208+5.0% | 加碼 |
| Legal & General Group Plc | 3,772,849 | $4.39 億 | 0.13% | −17,104−0.5% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 3,756,867 | $4.37 億 | 98.63% | −931,533−19.9% | 減碼 |
| HSBC Holdings PLC | 3,685,676 | $4.30 億 | 0.31% | +812,202+28.3% | 加碼 |
| SRS Investment Management, LLC | 3,647,247 | $4.24 億 | 5.86% | −643,266−15.0% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,634,667 | $4.23 億 | 13.10% | −1,100,702−23.2% | 減碼 |
| Tairen Capital Ltd | 3,590,300 | $4.17 億 | 25.53% | +1,326,863+58.6% | 加碼 |
| Krane Funds Advisors LLC | 3,294,619 | $3.90 億 | 16.04% | +94,945+3.0% | 加碼 |
| FIL Ltd | 3,134,861 | $3.64 億 | 0.36% | −923,887−22.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,916,092 | $3.39 億 | 0.42% | +369,392+14.5% | 加碼 |
| Marshall Wace, LLP | 2,592,886 | $3.01 億 | 0.50% | −107,620−4.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,470,832 | $2.87 億 | 0.62% | −36,704−1.5% | 減碼 |
| Oceanlink Management Ltd. | 2,369,888 | $2.75 億 | 44.17% | −671,993−22.1% | 減碼 |
| UBS Group AG | 2,146,040 | $2.49 億 | 0.08% | +207,650+10.7% | 加碼 |
| Dimensional Fund Advisors LP | 2,127,596 | $2.47 億 | 0.07% | +507,890+31.4% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 2,100,000 | $2.44 億 | 3.65% | +1,325,000+171.0% | 加碼 |
| Schroder Investment Management Group | 2,017,776 | $2.35 億 | 0.28% | −720,601−26.3% | 減碼 |
| CoreView Capital Management Ltd | 1,962,451 | $2.28 億 | 31.89% | 00.0% | 不變 |
| Newlands Management Operations LLC | 1,955,653 | $2.27 億 | 1.83% | +6,613+0.3% | 加碼 |
| William Blair Investment Management, LLC | 1,862,218 | $2.16 億 | 0.56% | −438,575−19.1% | 減碼 |
| First Beijing Investment Ltd | 1,826,196 | $2.12 億 | 40.87% | +6,803+0.4% | 加碼 |
| Nuveen Asset Management, LLC | 1,820,932 | $2.12 億 | 0.06% | −281,635−13.4% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,767,931 | $2.06 億 | 3.16% | −114,839−6.1% | 減碼 |
| Acadian Asset Management LLC | 1,766,644 | $2.05 億 | 0.72% | −192,156−9.8% | 減碼 |
| Public Investment Fund | 1,703,275 | $1.98 億 | 1.10% | 00.0% | 不變 |
| Squarepoint Ops LLC | 1,693,766 | $1.97 億 | 0.81% | +1,212,510+251.9% | 加碼 |
| APG Asset Management N.V. | 1,726,004 | $1.86 億 | 0.33% | +248,400+16.8% | 加碼 |
| Trivest Advisors Ltd | 1,576,700 | $1.83 億 | 6.44% | +531,700+50.9% | 加碼 |
| Millennium Management LLC | 1,568,155 | $1.82 億 | 0.15% | +797,088+103.4% | 加碼 |
| Bridgewater Associates, LP | 1,544,497 | $1.80 億 | 0.91% | −892,158−36.6% | 減碼 |
| SC China Holding Ltd | 1,399,444 | $1.79 億 | 16.58% | −193,066−12.1% | 減碼 |
| National Bank of Canada | 1,271,515 | $1.73 億 | 0.30% | +971,560+323.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,455,810 | $1.69 億 | 0.12% | −13,039−0.9% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,453,900 | $1.69 億 | 91.48% | −1,000,000−40.8% | 減碼 |
| Coronation Fund Managers Ltd. | 1,354,291 | $1.57 億 | 4.28% | +648,140+91.8% | 加碼 |
| Swiss National Bank | 1,349,709 | $1.57 億 | 0.11% | +10,769+0.8% | 加碼 |
| Barclays PLC | 1,334,011 | $1.55 億 | 0.07% | +184,821+16.1% | 加碼 |
| Bank of New York Mellon Corp | 1,331,984 | $1.55 億 | 0.03% | −223,454−14.4% | 減碼 |
| Deutsche Bank AG | 1,324,760 | $1.54 億 | 0.07% | −7,504−0.6% | 減碼 |
| Scge Management, L.P. | 1,276,000 | $1.48 億 | 2.81% | 00.0% | 不變 |
| Whale Rock Capital Management LLC | 1,238,584 | $1.44 億 | 2.14% | −480,688−28.0% | 減碼 |
| Pictet Asset Management Holding SA | 1,231,336 | $1.43 億 | 0.16% | −149,337−10.8% | 減碼 |
| Ameriprise Financial Inc | 1,197,404 | $1.39 億 | 0.04% | −94,792−7.3% | 減碼 |
| Alliancebernstein L.P. | 1,162,261 | $1.35 億 | 0.05% | +608,635+109.9% | 加碼 |
| Northern Trust Corp | 1,161,777 | $1.35 億 | 0.02% | +22,505+2.0% | 加碼 |
| Perseverance Asset Management International | 1,137,952 | $1.32 億 | 23.89% | +488,196+75.1% | 加碼 |
| Cederberg Capital Ltd | 1,132,700 | $1.32 億 | 36.51% | −267,600−19.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,086,000 | $1.26 億 | 0.44% | +672,400+162.6% | 加碼 |
| Dragoneer Investment Group, LLC | 1,080,492 | $1.26 億 | 2.91% | −1,016,960−48.5% | 減碼 |
| First Trust Advisors LP | 1,064,404 | $1.24 億 | 0.13% | +208,130+24.3% | 加碼 |
| California Public Employees Retirement System | 1,050,396 | $1.22 億 | 0.09% | −34,027−3.1% | 減碼 |
| Ninety One UK Ltd | 1,022,986 | $1.19 億 | 0.33% | −587,748−36.5% | 減碼 |
| WT Asset Management Ltd | 1,011,226 | $1.18 億 | 11.84% | +736,096+267.5% | 加碼 |
| Qube Research & Technologies Ltd | 996,090 | $1.16 億 | 0.21% | +639,457+179.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,270,312 | $1.14 億 | 0.25% | −252,844−16.6% | 減碼 |
| Victory Capital Management Inc | 971,030 | $1.13 億 | 0.11% | +49,650+5.4% | 加碼 |
| Allianz Asset Management GmbH | 963,180 | $1.12 億 | 0.19% | −110,737−10.3% | 減碼 |
| Origin Asset Management LLP | 957,918 | $1.11 億 | 30.66% | −22,630−2.3% | 減碼 |
| Credit Suisse AG | 943,951 | $1.10 億 | 0.11% | −14,251−1.5% | 減碼 |
| Genesis Investment Management, LLP | 929,858 | $1.08 億 | 22.56% | −13,200−1.4% | 減碼 |
| Great West Life Assurance Co | 904,074 | $1.05 億 | 0.21% | −10,784−1.2% | 減碼 |
| Franchise Capital Ltd | 902,426 | $1.05 億 | 19.51% | +137,230+17.9% | 加碼 |
| Coatue Management LLC大師Coatue | 902,378 | $1.05 億 | 0.41% | +163,958+22.2% | 加碼 |
| Principal Financial Group Inc | 887,931 | $1.03 億 | 0.06% | +161,175+22.2% | 加碼 |
| 1832 Asset Management L.P. | 839,200 | $9,756 萬 | 0.18% | −70,700−7.8% | 減碼 |
| Man Group plc | 836,448 | $9,724 萬 | 0.26% | +426,621+104.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 818,783 | $9,518 萬 | 0.41% | +184,280+29.0% | 加碼 |
| Point72 Asset Management, L.P. | 812,733 | $9,448 萬 | 0.27% | +523,733+181.2% | 加碼 |
| Prudential PLC | 804,908 | $9,357 萬 | 0.77% | +130,254+19.3% | 加碼 |
| AQR Capital Management LLC | 801,939 | $9,323 萬 | 0.16% | +24,261+3.1% | 加碼 |
| Pinpoint Asset Management Ltd | 779,986 | $9,118 萬 | 14.70% | +106,996+15.9% | 加碼 |
| Charles Schwab Investment Management Inc | 746,545 | $8,679 萬 | 0.02% | −11,943−1.6% | 減碼 |
| ProShare Advisors LLC | 738,881 | $8,589 萬 | 0.23% | +149,979+25.5% | 加碼 |
| RWC Asset Advisors (US) LLC | 723,197 | $8,407 萬 | 6.60% | −1,200,594−62.4% | 減碼 |
| Point72 Hong Kong Ltd | 723,097 | $8,406 萬 | 4.24% | +415,586+135.1% | 加碼 |
| Franklin Resources Inc | 686,479 | $7,980 萬 | 0.03% | +257,855+60.2% | 加碼 |
| Causeway Capital Management LLC | 682,373 | $7,933 萬 | 2.07% | +24,856+3.8% | 加碼 |
| Citigroup Inc | 678,736 | $7,890 萬 | 0.09% | +114,079+20.2% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 678,636 | $7,889 萬 | 36.70% | +38,950+6.1% | 加碼 |
| Jane Street Group, LLC | 678,439 | $7,887 萬 | 0.10% | −2,034,184−75.0% | 減碼 |
| Fisher Asset Management, LLC | 668,510 | $7,771 萬 | 0.04% | −1,058,403−61.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 665,119 | $7,747 萬 | 0.18% | −108,183−14.0% | 減碼 |