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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 35,852 | $416.8 萬 | 0.01% | −2,823−7.3% | 減碼 |
| Capstone Investment Advisors, LLC | 36,436 | $423.6 萬 | 0.08% | +22,694+165.1% | 加碼 |
| Vontobel Holding Ltd. | 36,676 | $426.4 萬 | 0.03% | −731,518−95.2% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 37,210 | $432.6 萬 | 0.54% | −152,190−80.4% | 減碼 |
| Janney Capital Management LLC | 37,264 | $433.2 萬 | 0.29% | +37,264 | 新進 |
| Chiron Investment Management, LLC | 37,599 | $437.1 萬 | 1.90% | +36,840+4,853.8% | 加碼 |
| ABS Direct Equity Fund LLC | 37,700 | $438.3 萬 | 4.29% | +13,700+57.1% | 加碼 |
| Walleye Capital LLC | 40,285 | $468.3 萬 | 0.05% | +40,285 | 新進 |
| Engineers Gate Manager LP | 41,195 | $478.9 萬 | 0.13% | +17,445+73.5% | 加碼 |
| Eisler Capital (UK) Ltd. | 41,392 | $481.2 萬 | 0.60% | +12,133+41.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 43,039 | $500.3 萬 | 0.04% | +3,900+10.0% | 加碼 |
| CIBC World Markets Corp | 43,981 | $511.3 萬 | 0.03% | −51,879−54.1% | 減碼 |
| Qtron Investments LLC | 45,223 | $525.7 萬 | 0.74% | −6,327−12.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 45,342 | $527.1 萬 | 0.06% | +7,337+19.3% | 加碼 |
| Nissay Asset Management Corp | 45,490 | $528.8 萬 | 0.04% | +27,626+154.6% | 加碼 |
| Maxi Investments CY Ltd | 46,065 | $535.5 萬 | 1.44% | +4,580+11.0% | 加碼 |
| Unigestion Holding SA | 46,077 | $535.6 萬 | 0.26% | +19,870+75.8% | 加碼 |
| Taika Capital, LP | 47,135 | $547.9 萬 | 2.84% | +47,135 | 新進 |
| Gulf International Bank (UK) Ltd | 47,142 | $548.0 萬 | 0.14% | 00.0% | 不變 |
| Seldon Capital LP | 48,226 | $560.6 萬 | 3.39% | 00.0% | 不變 |
| SPX Equities Gestao de Recursos Ltda | 50,000 | $581.3 萬 | 0.51% | −14,400−22.4% | 減碼 |
| Daiwa Securities Group Inc. | 50,977 | $592.6 萬 | 0.03% | +4,174+8.9% | 加碼 |
| CastleKnight Management LP | 51,100 | $594.0 萬 | 0.87% | +41,900+455.4% | 加碼 |
| Tiger Pacific Capital LP | 51,200 | $595.2 萬 | 1.38% | −30,335−37.2% | 減碼 |
| Twenty Acre Capital LP | 51,500 | $598.7 萬 | 5.84% | −3,700−6.7% | 減碼 |
| Louisiana State Employees Retirement System | 52,400 | $609.1 萬 | 0.12% | −700−1.3% | 減碼 |
| Verition Fund Management LLC | 52,739 | $613.1 萬 | 0.06% | +14,792+39.0% | 加碼 |
| American International Group, Inc. | 53,293 | $619.5 萬 | 0.02% | +74+0.1% | 加碼 |
| STRS Ohio | 53,599 | $623.1 萬 | 0.02% | +53,599 | 新進 |
| Strategic Vision Investment Ltd | 54,000 | $627.8 萬 | 4.53% | +54,000 | 新進 |
| Artisan Partners Limited Partnership | 54,164 | $629.7 萬 | 0.01% | +5,223+10.7% | 加碼 |
| CTC LLC | 54,175 | $629.8 萬 | 0.10% | +54,175 | 新進 |
| Artal Group S.A. | 56,500 | $656.8 萬 | 0.17% | +24,000+73.8% | 加碼 |
| Old Well Partners, LLC | 57,639 | $670.1 萬 | 5.97% | −300−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 58,900 | $684.7 萬 | 0.01% | +900+1.6% | 加碼 |
| Liontrust Investment Partners LLP | 59,119 | $687.3 萬 | 0.10% | +6,471+12.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 54,496 | $697.4 萬 | 0.05% | +31,510+137.1% | 加碼 |
| CMT Capital Markets Trading GmbH | 65,250 | $758.5 萬 | 3.46% | +65,250 | 新進 |
| Ramirez Asset Management, Inc. | 66,521 | $773.3 萬 | 1.56% | −17,066−20.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 68,400 | $795.1 萬 | 0.07% | +15,000+28.1% | 加碼 |
| Voya Investment Management LLC | 69,039 | $802.6 萬 | 0.01% | −247,622−78.2% | 減碼 |
| iA Global Asset Management Inc. | 73,060 | $849.3 萬 | 0.17% | +4,467+6.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 75,321 | $875.6 萬 | 0.11% | −27,125−26.5% | 減碼 |
| Thrivent Financial for Lutherans | 76,985 | $894.9 萬 | 0.02% | +15,889+26.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 77,000 | $895.1 萬 | 0.14% | −6,000−7.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 78,893 | $917.1 萬 | 1.17% | +28,670+57.1% | 加碼 |
| Shelton Capital Management | 80,236 | $932.7 萬 | 0.27% | +1,954+2.5% | 加碼 |
| Advisor Group Holdings, Inc. | 83,835 | $974.8 萬 | 0.02% | −16,554−16.5% | 減碼 |
| Orland Properties Ltd | 85,000 | $988.1 萬 | 5.58% | 00.0% | 不變 |
| TB Alternative Assets Ltd. | 87,000 | $1,011 萬 | 2.53% | 00.0% | 不變 |
| Coalescence Partners Investment Management, LP | 87,474 | $1,017 萬 | 8.29% | +34,151+64.0% | 加碼 |
| Profund Advisors LLC | 87,867 | $1,021 萬 | 0.40% | −6,987−7.4% | 減碼 |
| Trexquant Investment LP | 88,649 | $1,031 萬 | 0.21% | −8,079−8.4% | 減碼 |
| Nomura Asset Management Co Ltd | 89,478 | $1,040 萬 | 0.04% | +1,131+1.3% | 加碼 |
| Global X Japan Co., Ltd. | 91,176 | $1,060 萬 | 2.25% | +79,729+696.5% | 加碼 |
| Owl Creek Asset Management, L.P. | 91,643 | $1,065 萬 | 1.51% | +91,643 | 新進 |
| Kames Capital plc | 92,973 | $1,081 萬 | 0.16% | −20,562−18.1% | 減碼 |
| Carrhae Capital LLP | 95,231 | $1,107 萬 | 2.17% | +3,257+3.5% | 加碼 |
| DnB Asset Management AS | 95,335 | $1,108 萬 | 0.06% | −158,649−62.5% | 減碼 |
| Breakout Capital Partners, LP | 96,818 | $1,126 萬 | 7.53% | −28,680−22.9% | 減碼 |
| Portman Ltd | 99,219 | $1,153 萬 | 15.46% | +99,219 | 新進 |
| La Financiere de L'Echiquier | 99,500 | $1,157 萬 | 0.50% | −55,000−35.6% | 減碼 |
| Rafferty Asset Management, LLC | 100,646 | $1,170 萬 | 0.04% | +27,715+38.0% | 加碼 |
| Rhumbline Advisers | 102,250 | $1,189 萬 | 0.01% | −1,267−1.2% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 110,000 | $1,279 萬 | 0.09% | +110,000 | 新進 |
| Twinbeech Capital LP | 114,848 | $1,335 萬 | 0.28% | −20,502−15.1% | 減碼 |
| Ci Investments Inc. | 115,624 | $1,344 萬 | 0.05% | −55,748−32.5% | 減碼 |
| Aubrey Capital Management Ltd | 117,700 | $1,352 萬 | 4.79% | +20,500+21.1% | 加碼 |
| CIBC Asset Management Inc | 116,944 | $1,359 萬 | 0.05% | +7,870+7.2% | 加碼 |
| Nomura Holdings Inc | 117,568 | $1,367 萬 | 0.11% | −563,224−82.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 120,641 | $1,402 萬 | 3.53% | +20,379+20.3% | 加碼 |
| PEAK6 Investments LLC | 120,994 | $1,407 萬 | 0.68% | +120,994 | 新進 |
| FACT Capital, LP | 122,197 | $1,421 萬 | 5.17% | +5,865+5.0% | 加碼 |
| AlpInvest Partners B.V. | 122,616 | $1,425 萬 | 5.57% | 00.0% | 不變 |
| Janus Henderson Group PLC | 123,039 | $1,430 萬 | 0.01% | −12,860−9.5% | 減碼 |
| Panagora Asset Management Inc | 123,855 | $1,440 萬 | 0.08% | +3,216+2.7% | 加碼 |
| Parus Finance (UK) Ltd | 124,407 | $1,446 萬 | 5.45% | +115,993+1,378.6% | 加碼 |
| New York State Common Retirement Fund | 125,985 | $1,465 萬 | 0.02% | −71,609−36.2% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 126,718 | $1,473 萬 | 0.53% | −16,796−11.7% | 減碼 |
| All-Stars Investment Ltd | 127,000 | $1,476 萬 | 5.89% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 127,094 | $1,477 萬 | 0.02% | +23,853+23.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 129,990 | $1,511 萬 | 0.72% | −515,276−79.9% | 減碼 |
| Pinebridge Investments, L.P. | 135,893 | $1,580 萬 | 0.13% | −32,599−19.3% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 135,934 | $1,580 萬 | 17.77% | +135,934 | 新進 |
| Mackenzie Financial Corp | 137,227 | $1,595 萬 | 0.02% | +88,304+180.5% | 加碼 |
| Tudor Investment Corp Et Al | 138,596 | $1,611 萬 | 0.20% | +138,596 | 新進 |
| TD Asset Management Inc | 140,016 | $1,628 萬 | 0.02% | −20,460−12.7% | 減碼 |
| Jupiter Asset Management Ltd | 141,064 | $1,640 萬 | 0.16% | +77,781+122.9% | 加碼 |
| Grand Alliance Asset Management Ltd | 147,460 | $1,714 萬 | 9.76% | +131,310+813.1% | 加碼 |
| Asset Management One Co.,Ltd. | 147,794 | $1,718 萬 | 0.07% | −5,071−3.3% | 減碼 |
| Kadensa Capital Ltd | 148,336 | $1,724 萬 | 4.68% | +47,651+47.3% | 加碼 |
| Ardmore Road Asset Management LP | 150,000 | $1,744 萬 | 3.07% | +90,000+150.0% | 加碼 |
| Panview Asian Equity Master Fund | 151,000 | $1,755 萬 | 5.51% | +151,000 | 新進 |
| Nan Fung Trinity (HK) Ltd | 153,300 | $1,782 萬 | 4.05% | 00.0% | 不變 |
| Jennison Associates LLC | 158,092 | $1,838 萬 | 0.01% | −22,711−12.6% | 減碼 |
| Guggenheim Capital LLC | 162,084 | $1,884 萬 | 0.13% | −7,867−4.6% | 減碼 |
| Macquarie Group Ltd | 164,943 | $1,918 萬 | 0.02% | +13,065+8.6% | 加碼 |
| Danske Bank A/S | 165,278 | $1,921 萬 | 0.06% | +165,278 | 新進 |
| Resona Asset Management Co.,Ltd. | 173,428 | $2,016 萬 | 0.12% | +173,428 | 新進 |
| National Pension Service | 174,013 | $2,023 萬 | 0.02% | −2,228−1.3% | 減碼 |