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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 10,256 | $119.2 萬 | 0.01% | −1,296−11.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 10,256 | $119.2 萬 | 0.01% | −1,296−11.2% | 減碼 |
| Churchill Management Corp | 10,375 | $120.6 萬 | 0.02% | −908−8.0% | 減碼 |
| Employees Retirement System of Texas | 10,436 | $121.3 萬 | 0.01% | −26,409−71.7% | 減碼 |
| Pathstone Holdings, LLC | 10,524 | $122.3 萬 | 0.01% | −270−2.5% | 減碼 |
| State of Wyoming | 10,600 | $123.2 萬 | 0.21% | +900+9.3% | 加碼 |
| Abn Amro Investment Solutions | 11,020 | $128.1 萬 | 0.02% | +790+7.7% | 加碼 |
| STF Management LP | 11,142 | $129.5 萬 | 0.56% | −104−0.9% | 減碼 |
| Atomi Financial Group, Inc. | 11,188 | $130.1 萬 | 0.12% | −128−1.1% | 減碼 |
| Caption Management, LLC | 11,400 | $132.5 萬 | 0.15% | +7,996+234.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 11,400 | $132.5 萬 | 0.02% | +8,300+267.7% | 加碼 |
| Cigna Investments Inc | 11,591 | $134.7 萬 | 0.26% | −115−1.0% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 11,740 | $136.5 萬 | 0.01% | +11,740 | 新進 |
| JustInvest LLC | 11,828 | $137.5 萬 | 0.03% | +608+5.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 12,069 | $140.3 萬 | 0.03% | −1,799−13.0% | 減碼 |
| Agf Management Ltd | 12,501 | $145.3 萬 | 0.01% | −1,409−10.1% | 減碼 |
| Aperture Investors, LLC | 12,607 | $146.6 萬 | 0.19% | +1,512+13.6% | 加碼 |
| Ritholtz Wealth Management | 13,042 | $151.6 萬 | 0.05% | +853+7.0% | 加碼 |
| Wetherby Asset Management Inc | 13,053 | $151.7 萬 | 0.07% | −167−1.3% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 13,327 | $154.9 萬 | 0.11% | −62−0.5% | 減碼 |
| Anthracite Investment Company, Inc. | 13,425 | $156.1 萬 | 0.79% | +13,425 | 新進 |
| Hershey Trust Co | 13,541 | $157.4 萬 | 0.01% | +13,541 | 新進 |
| Solstein Capital, LLC | 13,670 | $158.9 萬 | 1.10% | +490+3.7% | 加碼 |
| GWM Advisors LLC | 13,903 | $161.6 萬 | 0.01% | +7,089+104.0% | 加碼 |
| LPL Financial LLC | 13,970 | $162.4 萬 | 0.00% | −4,714−25.2% | 減碼 |
| Oppenheimer & Co Inc | 14,010 | $162.9 萬 | 0.03% | +168+1.2% | 加碼 |
| Cerity Partners LLC | 14,144 | $164.4 萬 | 0.00% | +2,874+25.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 14,245 | $165.6 萬 | 0.00% | +14,245 | 新進 |
| Copperwynd Financial, LLC | 14,260 | $165.8 萬 | 0.60% | +1,181+9.0% | 加碼 |
| Oberweis Asset Management Inc | 14,500 | $168.6 萬 | 0.12% | −10,500−42.0% | 減碼 |
| TCW Group Inc | 14,586 | $169.6 萬 | 0.02% | +112+0.8% | 加碼 |
| QRG Capital Management, Inc. | 14,735 | $171.3 萬 | 0.02% | +331+2.3% | 加碼 |
| AustralianSuper Pty Ltd | 14,503 | $172.8 萬 | 0.01% | 00.0% | 不變 |
| Natixis | 14,897 | $173.2 萬 | 0.01% | +12,629+556.8% | 加碼 |
| Intech Investment Management LLC | 14,922 | $173.5 萬 | 0.02% | −1,530−9.3% | 減碼 |
| RBF Capital, LLC | 15,000 | $174.4 萬 | 0.10% | 00.0% | 不變 |
| Erste Asset Management GmbH | 15,155 | $176.8 萬 | 0.02% | +155+1.0% | 加碼 |
| Raymond James & Associates | 15,493 | $180.1 萬 | 0.00% | +1,131+7.9% | 加碼 |
| Dantai Capital Ltd | 15,600 | $181.3 萬 | 2.10% | −1,490−8.7% | 減碼 |
| NewEdge Wealth, LLC | 13,189 | $181.4 萬 | 0.04% | +11,171+553.6% | 加碼 |
| Triasima Portfolio Management inc. | 15,760 | $183.2 萬 | 0.15% | +3,369+27.2% | 加碼 |
| Creative Planning | 15,945 | $185.4 萬 | 0.00% | +1,688+11.8% | 加碼 |
| Virtu Financial LLC | 16,554 | $192.4 萬 | 0.15% | +16,554 | 新進 |
| Nipun Capital, L.P. | 16,900 | $196.5 萬 | 1.74% | +16,900 | 新進 |
| ClariVest Asset Management LLC | 16,907 | $196.5 萬 | 0.20% | +16,807+16,807.0% | 加碼 |
| Capital Wealth Planning, LLC | 16,993 | $197.5 萬 | 0.02% | +5,546+48.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 17,053 | $198.2 萬 | 0.17% | +14,560+584.0% | 加碼 |
| Gsa Capital Partners LLP | 17,457 | $202.9 萬 | 0.16% | −217−1.2% | 減碼 |
| Jump Financial, LLC | 17,693 | $205.7 萬 | 0.06% | +15,832+850.7% | 加碼 |
| Leonteq Securities AG | 17,706 | $205.8 萬 | 0.28% | +9,915+127.3% | 加碼 |
| Maytus Capital Management, LLC | 18,000 | $209.3 萬 | 0.89% | +18,000 | 新進 |
| Mariner, LLC | 18,233 | $212.0 萬 | 0.00% | −1,538−7.8% | 減碼 |
| Commonwealth Equity Services, LLC | 18,566 | $215.8 萬 | 0.00% | +6,829+58.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 19,373 | $225.2 萬 | 0.08% | 00.0% | 不變 |
| Holocene Advisors, LP | 19,540 | $227.2 萬 | 0.01% | +19,540 | 新進 |
| New Thinking (Hong Kong) Investment Management Co. Ltd | 19,566 | $227.5 萬 | 22.81% | +19,566 | 新進 |
| Morningstar Investment Management LLC | 19,859 | $230.9 萬 | 0.25% | 00.0% | 不變 |
| CenterBook Partners LP | 19,974 | $232.2 萬 | 0.16% | +9,234+86.0% | 加碼 |
| Goldstream Capital Management Ltd | 20,914 | $243.1 萬 | 1.37% | +8,134+63.6% | 加碼 |
| Janney Montgomery Scott LLC | 21,074 | $245.0 萬 | 0.01% | −2,444−10.4% | 減碼 |
| Degroof Petercam Asset Management | 21,300 | $247.6 萬 | 0.03% | +8,200+62.6% | 加碼 |
| AnglePoint Asset Management Ltd | 21,838 | $253.9 萬 | 4.77% | +21,838 | 新進 |
| NEOS Investment Management LLC | 22,311 | $259.4 萬 | 0.16% | +312+1.4% | 加碼 |
| Adviser Investments LLC | 22,512 | $261.7 萬 | 0.04% | +22,512 | 新進 |
| Advisory Services Network, LLC | 22,648 | $263.3 萬 | 0.06% | +5,487+32.0% | 加碼 |
| UBS Oconnor LLC | 22,895 | $266.2 萬 | 0.08% | +11,100+94.1% | 加碼 |
| Contrarius Investment Management Ltd | 24,002 | $279.0 萬 | 0.16% | −197,551−89.2% | 減碼 |
| Redwood Investment Management, LLC | 24,098 | $280.1 萬 | 0.27% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 24,354 | $283.1 萬 | 0.07% | −18,874−43.7% | 減碼 |
| Railway Pension Investments Ltd | 24,400 | $283.6 萬 | 0.03% | +17,300+243.7% | 加碼 |
| AMF Pensionsforsakring AB | 24,466 | $284.4 萬 | 0.02% | +24,466 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 24,505 | $284.9 萬 | 0.05% | −36,656−59.9% | 減碼 |
| Jefferies Financial Group Inc. | 25,800 | $299.9 萬 | 0.06% | +25,800 | 新進 |
| Prospera Financial Services Inc | 26,202 | $304.6 萬 | 0.09% | +5,526+26.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 26,729 | $310.7 萬 | 0.01% | −13,784−34.0% | 減碼 |
| Banque Cantonale Vaudoise | 26,951 | $313.3 萬 | 0.12% | −21,620−44.5% | 減碼 |
| Lord, Abbett & Co. LLC | 27,220 | $316.5 萬 | 0.01% | −853,136−96.9% | 減碼 |
| Envestnet Asset Management Inc | 28,098 | $326.6 萬 | 0.00% | +7,037+33.4% | 加碼 |
| Centiva Capital, LP | 28,974 | $336.8 萬 | 0.19% | +28,974 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 29,301 | $340.6 萬 | 0.04% | −24,214−45.2% | 減碼 |
| Henry James International Management, Inc. | 30,443 | $353.9 萬 | 1.09% | +7,582+33.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 30,960 | $359.9 萬 | 0.06% | −33,052−51.6% | 減碼 |
| Alps Advisors Inc | 31,061 | $361.1 萬 | 0.03% | +4,564+17.2% | 加碼 |
| Mediolanum International Funds Ltd | 31,030 | $362.0 萬 | 0.06% | +31,030 | 新進 |
| Wells Fargo & Company | 31,268 | $363.5 萬 | 0.00% | −86,635−73.5% | 減碼 |
| AMS Capital Ltda | 38,842 | $365.8 萬 | 1.00% | +17,491+81.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 31,575 | $367.1 萬 | 0.28% | +31,575 | 新進 |
| Pacer Advisors, Inc. | 31,600 | $367.4 萬 | 0.01% | +328+1.0% | 加碼 |
| Keystone Investors Pte Ltd | 32,185 | $374.2 萬 | 0.32% | −689,847−95.5% | 減碼 |
| Wexford Capital LP | 32,371 | $376.3 萬 | 0.77% | +32,371 | 新進 |
| Crossmark Global Holdings, Inc. | 32,484 | $377.7 萬 | 0.07% | +131+0.4% | 加碼 |
| Shell Asset Management Co | 29,127 | $387.2 萬 | 0.18% | −3,990−12.0% | 減碼 |
| Yousif Capital Management, LLC | 33,344 | $387.6 萬 | 0.04% | −460−1.4% | 減碼 |
| Van Eck Associates Corp | 34,293 | $398.7 萬 | 0.01% | +18,178+112.8% | 加碼 |
| Cetera Investment Advisers | 34,299 | $398.7 萬 | 0.01% | +34,299 | 新進 |
| Axiom Investors LLC | 34,436 | $400.3 萬 | 0.04% | −276,376−88.9% | 減碼 |
| IFM Investors Pty Ltd | 34,489 | $400.9 萬 | 0.04% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 34,831 | $404.9 萬 | 0.12% | −13,720−28.3% | 減碼 |
| Optimas Capital Ltd | 35,634 | $414.2 萬 | 3.62% | +35,634 | 新進 |
| Eschler Asset Management LLP | 35,764 | $415.8 萬 | 2.69% | +35,764 | 新進 |