PDD Holdings Inc.

PDD

交易所: Nasdaq
產業: Services-Business Services, NEC
SEC CIK: 0001737806

SEC 申報列表（在新分頁開啟）

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 季與 2023 年第 4 季比較

持有 PDD Holdings Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

PDD 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	584	10	577	+3
股數	3.82 億	78.4 萬	3.80 億	−113.5 萬 (−0.3%)
市值	$558.5 億	$1.12 億	$441.8 億	−$115.6 億 (−20.7%)

10 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（99 家）

2024 年第 1 季季末持有 PDD Holdings Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 PDD 的機構
機構	股數	市值	佔組合 %
Alpine Investment Management Ltd	575,000	$6,684 萬	21.99%
Cat Rock Capital Management LP	503,500	$5,853 萬	6.70%
IMC-Chicago, LLC	310,275	$3,607 萬	1.26%
Oxbow Capital Management (HK) Ltd	257,000	$2,988 萬	11.93%
Walleye Trading LLC	234,436	$2,725 萬	0.45%
Vontobel Asset Management Inc	232,802	$2,675 萬	0.15%
M&G Plc	201,892	$2,342 萬	0.14%
Resona Asset Management Co.,Ltd.	173,428	$2,016 萬	0.12%
Danske Bank A/S	165,278	$1,921 萬	0.06%
Panview Asian Equity Master Fund	151,000	$1,755 萬	5.51%
Tudor Investment Corp Et Al	138,596	$1,611 萬	0.20%
Dymon Asia Capital (Singapore) Pte. Ltd.	135,934	$1,580 萬	17.77%
PEAK6 Investments LLC	120,994	$1,407 萬	0.68%
H&H International Investment, LLC大師H&H 國際投資	110,000	$1,279 萬	0.09%
Portman Ltd	99,219	$1,153 萬	15.46%
Owl Creek Asset Management, L.P.	91,643	$1,065 萬	1.51%
CMT Capital Markets Trading GmbH	65,250	$758.5 萬	3.46%
CTC LLC	54,175	$629.8 萬	0.10%
Strategic Vision Investment Ltd	54,000	$627.8 萬	4.53%
STRS Ohio	53,599	$623.1 萬	0.02%
Taika Capital, LP	47,135	$547.9 萬	2.84%
Walleye Capital LLC	40,285	$468.3 萬	0.05%
Janney Capital Management LLC	37,264	$433.2 萬	0.29%
Eschler Asset Management LLP	35,764	$415.8 萬	2.69%
Optimas Capital Ltd	35,634	$414.2 萬	3.62%
Cetera Investment Advisers	34,299	$398.7 萬	0.01%
Wexford Capital LP	32,371	$376.3 萬	0.77%
Y-Intercept (Hong Kong) Ltd	31,575	$367.1 萬	0.28%
Mediolanum International Funds Ltd	31,030	$362.0 萬	0.06%
Centiva Capital, LP	28,974	$336.8 萬	0.19%
Jefferies Financial Group Inc.	25,800	$299.9 萬	0.06%
AMF Pensionsforsakring AB	24,466	$284.4 萬	0.02%
Adviser Investments LLC	22,512	$261.7 萬	0.04%
AnglePoint Asset Management Ltd	21,838	$253.9 萬	4.77%
New Thinking (Hong Kong) Investment Management Co. Ltd	19,566	$227.5 萬	22.81%
Holocene Advisors, LP	19,540	$227.2 萬	0.01%
Maytus Capital Management, LLC	18,000	$209.3 萬	0.89%
Nipun Capital, L.P.	16,900	$196.5 萬	1.74%
Virtu Financial LLC	16,554	$192.4 萬	0.15%
Allspring Global Investments Holdings, LLC	14,245	$165.6 萬	0.00%
Hershey Trust Co	13,541	$157.4 萬	0.01%
Anthracite Investment Company, Inc.	13,425	$156.1 萬	0.79%
Vaughan Nelson Investment Management, L.P.	11,740	$136.5 萬	0.01%
Landscape Capital Management, L.L.C.	10,200	$118.6 萬	0.10%
Greenland Capital Management LP	10,000	$116.3 萬	0.19%
SageView Advisory Group, LLC	9,315	$114.4 萬	0.07%
Naviter Wealth, LLC	9,616	$111.8 萬	0.18%
GTS Securities LLC	9,466	$110.0 萬	0.03%
Caas Capital Management LP	9,326	$108.4 萬	0.46%
Caxton Associates LP	8,350	$97.1 萬	0.07%
Ground Swell Capital, LLC	8,146	$94.7 萬	0.99%
Garda Capital Partners LP	8,121	$94.4 萬	0.44%
Eos Management, L.P.	7,565	$87.9 萬	0.36%
Alpha DNA Investment Management LLC	7,063	$82.1 萬	0.45%
Freemont Capital Pte Ltd	7,000	$81.4 萬	2.41%
Fox Run Management, L.L.C.	6,899	$80.2 萬	0.17%
Rakuten Investment Management, Inc.	6,405	$74.5 萬	0.01%
XTX Topco Ltd	5,694	$66.2 萬	0.09%
Avanda Investment Management Pte. Ltd.	5,686	$66.1 萬	0.09%
PFG Investments, LLC	5,201	$60.5 萬	0.04%
Simplicity Wealth,LLC	4,969	$57.8 萬	0.01%
Banco Santander, S.A.	4,800	$55.8 萬	0.01%
Credit Agricole S A	4,672	$53.1 萬	0.01%
Prelude Capital Management, LLC	4,135	$48.1 萬	0.03%
Lombard Odier Asset Management (USA) Corp	4,000	$46.5 萬	0.07%
MBB Public Markets I LLC	3,872	$45.0 萬	0.03%
Fiera Capital Corp	3,662	$42.6 萬	0.00%
FNY Investment Advisers, LLC	3,500	$40.6 萬	0.26%
Keystone Financial Group	3,099	$36.0 萬	0.05%
Grey Street Capital, LLC	2,963	$34.4 萬	0.05%
Tuttle Tactical Management	2,750	$32.0 萬	2.47%
Bridgefront Capital, LLC	2,549	$29.6 萬	0.23%
Summit Global Investments	2,544	$29.6 萬	0.02%
Integrated Wealth Concepts LLC	2,203	$25.6 萬	0.00%
QCM Cayman, Ltd.	2,071	$24.1 萬	3.24%
Ostrum Asset Management	1,700	$19.8 萬	0.02%
Verdad Advisers, LP	1,678	$19.5 萬	0.21%
Virtus Fund Advisers, LLC	1,513	$17.6 萬	0.62%
CIBC Private Wealth Group, LLC	1,175	$14.0 萬	0.00%
Point72 Asia (Singapore) Pte. Ltd.	1,128	$13.1 萬	0.03%
Future Financial Wealth Managment LLC	250	$2.91 萬	0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	201	$2.34 萬	0.00%
CoreCap Advisors, LLC	129	$1.50 萬	0.00%
Hazlett, Burt & Watson, Inc.	100	$1.20 萬	0.01%
Elequin Capital LP	66	$7,673	0.00%
Macroview Investment Management LLC	65	$7,557	0.01%
Mather Group, LLC.	32	$4,682	0.00%
Smartleaf Asset Management LLC	39	$4,549	0.00%
Capital Analysts, LLC	30	$3,000	0.00%
Eagle Bay Advisors LLC	22	$2,558	0.00%
Cape Investment Advisory, Inc.	20	$2,325	0.00%
Archer Investment Corp	17	$1,976	0.00%
Smithfield Trust Co	12	$1,000	0.00%
Continuum Advisory, LLC	7	$955	0.00%
Richardson Financial Services Inc.	6	$698	0.00%
South State Corp.	4	$465	0.00%
Global Assets Advisory, LLC	15,491	$130	0.01%
Mine & Arao Wealth Creation & Management, LLC.	1	$117	0.00%
Assetmark, Inc	0	$22	0.00%

清倉機構（96 家）

2023 年第 4 季季末持有 PDD Holdings Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 PDD 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
GQG Partners LLC	2,874,179	$4.21 億
Voloridge Investment Management, LLC	740,657	$1.08 億
Tiger Global Management LLC大師老虎環球	625,300	$9,149 萬
Driehaus Capital Management LLC	463,956	$6,788 萬
Tree Line Advisors (Hong Kong) Ltd.	260,000	$3,804 萬
Alyeska Investment Group, L.P.	170,000	$2,487 萬
Quadrature Capital Ltd	143,466	$2,099 萬
Wolverine Asset Management LLC	116,993	$1,712 萬
Moore Capital Management, LP	107,715	$1,576 萬
Honeycomb Asset Management LP	100,000	$1,463 萬
Light Street Capital Management, LLC	87,000	$1,273 萬
Portolan Capital Management, LLC	80,844	$1,183 萬
Atika Capital Management LLC	80,000	$1,170 萬
Apeiron Capital Ltd	59,970	$877.4 萬
Old Mission Capital LLC	58,969	$862.8 萬
La Banque Postale Asset Management SA	56,725	$829.9 萬
Woodline Partners LP	53,398	$781.3 萬
Soros Fund Management LLC大師索羅斯基金管理	40,000	$585.2 萬
ExodusPoint Capital Management, LP	37,570	$549.7 萬
Perpetual Ltd	36,511	$534.2 萬
Capital Fund Management S.A.	34,922	$510.9 萬
Point72 Middle East FZE	32,703	$478.5 萬
TD Waterhouse Canada Inc.	24,189	$477.4 萬
Atria Wealth Solutions, Inc.	29,493	$431.5 萬
Mirabaud Asset Management Ltd	28,750	$420.6 萬
Eaton Financial Holdings Company, LLC	26,100	$381.9 萬
Parametrica Management Ltd	25,561	$374.0 萬
Lombard Odier Asset Management (Switzerland) SA	23,738	$347.3 萬
Bayesian Capital Management, LP	22,414	$327.9 萬
Veritas Asset Management LLP	22,377	$327.4 萬
AE Wealth Management LLC	20,048	$284.2 萬
Quaero Capital S.A.	19,336	$282.9 萬
Camarda Financial Advisors, LLC	18,588	$272.0 萬
Affinity Wealth Management LLC	18,308	$267.9 萬
Cetera Advisors LLC	15,315	$224.1 萬
O'Neil Global Advisors, Inc.	15,139	$221.5 萬
HAP Trading, LLC	13,391	$195.9 萬
Dynamic Technology Lab Private Ltd	13,300	$194.6 萬
Wolverine Trading, LLC	12,997	$190.2 萬
LGT Group Foundation	10,511	$152.8 萬
Tekne Capital Management, LLC	9,569	$140.0 萬
Boston Partners	22,735	$135.2 萬
Altfest L J & Co Inc	9,067	$132.7 萬
Itau Unibanco Holding S.A.	7,600	$111.2 萬
Virtus Investment Advisers, Inc.	7,200	$105.3 萬
Connectus Wealth, LLC	6,852	$100.3 萬
Boothbay Fund Management, LLC	6,400	$93.6 萬
ABN AMRO Bank N.V.	6,052	$88.9 萬
Central Asset Investments & Management Holdings (HK) Ltd	5,000	$73.2 萬
Calamos Wealth Management LLC	3,965	$58.0 萬
Aigen Investment Management, LP	3,675	$53.8 萬
National Asset Management, Inc.	3,625	$53.0 萬
Two Sigma Advisers, LP	3,500	$51.2 萬
Harbour Capital Advisors, LLC	3,195	$47.6 萬
Commerzbank Aktiengesellschaft	3,147	$46.1 萬
Toth Financial Advisory Corp	2,780	$40.7 萬
Three Seasons Wealth, LLC	2,401	$35.1 萬
Cetera Advisor Networks LLC	2,289	$33.5 萬
Onyx Bridge Wealth Group LLC	2,236	$32.7 萬
Advisors Preferred, LLC	2,180	$31.7 萬
Strategic Global Advisors, LLC	2,170	$31.7 萬
Quantbot Technologies LP	2,086	$30.5 萬
ING Groep NV	2,072	$30.3 萬
Concentric Capital Strategies, LP	1,764	$25.8 萬
CenterStar Asset Management, LLC	1,755	$25.6 萬
Avantax Advisory Services, Inc.	1,702	$24.9 萬
Scientech Research LLC	1,580	$23.1 萬
Wedbush Securities Inc	1,575	$23.0 萬
Headlands Technologies LLC	1,562	$22.9 萬
Hamilton Capital, LLC	1,547	$22.6 萬
Alhambra Investment Partners LLC	1,500	$21.9 萬
Henshaw Capital LLC	1,491	$21.8 萬
Pinnacle Wealth Planning Services, Inc.	1,462	$21.4 萬
Sivia Capital Partners, LLC	1,457	$21.3 萬
Wealth Alliance	1,427	$20.9 萬
Axq Capital, LP	1,400	$20.5 萬
Migdal Insurance & Financial Holdings Ltd.	1,220	$17.7 萬
Tennessee Valley Asset Management Partners	983	$14.4 萬
AJOVista, LLC	707	$10.3 萬
Systematic Alpha Investments, LLC	700	$10.2 萬
Psagot Value Holdings Ltd. / (Israel)	400	$5.80 萬
Glassman Wealth Services	221	$3.23 萬
Private Trust Co NA	210	$3.07 萬
Focused Wealth Management, Inc	130	$1.90 萬
American National Bank	100	$1.46 萬
Clear Street Markets LLC	54	$8,000
Fifth Third Bancorp	39	$5,706
Capula Management Ltd	39	$5,706
Arlington Trust Co LLC	25	$3,658
VitalStone Financial, LLC	18	$3,000
Montag A & Associates Inc	16	$2,402
Gradient Investments LLC	12	$1,756
Bogart Wealth, LLC	10	$1,463
Scarborough Advisors, LLC	5	$732
Kayne Anderson Rudnick Investment Management LLC	3	$439
Delos Wealth Advisors, LLC	2	$293

尚未申報 2024 年第 1 季的機構（10 家）

2023 年第 4 季季末持有 PDD Holdings Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 PDD、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Library Research Ltd	357,302	$5,228 萬
M&G Investment Management Ltd	203,440	$2,970 萬
Putnam Investments LLC	124,492	$1,821 萬
Aware Super Pty Ltd as trustee of Aware Super	71,104	$806.2 萬
Desjardins Global Asset Management Inc.	13,244	$192.6 萬
M&G Investments (USA) Inc.	7,983	$116.6 萬
Sawtooth Solutions, LLC	4,686	$68.6 萬
NinePointTwo Capital	1,467	$21.4 萬
DB Wealth Management Group, LLC	626	$9.16 萬
Baystate Wealth Management LLC	2	$293