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 |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 180,737 | $2,102 萬 | 0.29% | −61,475−25.4% | 減碼 |
| RWC Asset Management LLP | 183,789 | $2,137 萬 | 1.34% | −347,602−65.4% | 減碼 |
| Ogborne Capital Management, LLC | 185,000 | $2,151 萬 | 5.40% | +120,000+184.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 186,068 | $2,163 萬 | 0.25% | +95,522+105.5% | 加碼 |
| Balyasny Asset Management LLC | 190,428 | $2,214 萬 | 0.06% | +147,365+342.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 196,894 | $2,289 萬 | 0.74% | −72,131−26.8% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $2,325 萬 | 1.57% | +80,000+66.7% | 加碼 |
| M&G Plc | 201,892 | $2,342 萬 | 0.14% | +201,892 | 新進 |
| SEI Investments Co | 216,038 | $2,511 萬 | 0.04% | −49,658−18.7% | 減碼 |
| California State Teachers Retirement System | 217,319 | $2,526 萬 | 0.03% | +36,595+20.2% | 加碼 |
| Hel Ved Capital Management Ltd | 218,100 | $2,535 萬 | 6.29% | −74,500−25.5% | 減碼 |
| Penserra Capital Management LLC | 219,681 | $2,554 萬 | 0.32% | −35,416−13.9% | 減碼 |
| Teacher Retirement System of Texas | 221,822 | $2,579 萬 | 0.16% | +65,179+41.6% | 加碼 |
| Vontobel Asset Management Inc | 232,802 | $2,675 萬 | 0.15% | +232,802 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 231,119 | $2,687 萬 | 10.08% | +55,793+31.8% | 加碼 |
| Blue Creek Capital Management Ltd | 232,221 | $2,700 萬 | 19.95% | +29,000+14.3% | 加碼 |
| Walleye Trading LLC | 234,436 | $2,725 萬 | 0.45% | +234,436 | 新進 |
| AXA S.A. | 235,913 | $2,742 萬 | 0.08% | +52,188+28.4% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 236,968 | $2,755 萬 | 9.50% | −1,850−0.8% | 減碼 |
| Keywise Capital Management (HK) Ltd | 238,500 | $2,773 萬 | 3.76% | −236,100−49.7% | 減碼 |
| Ninety One North America, Inc. | 241,982 | $2,813 萬 | 1.37% | −127,735−34.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 244,400 | $2,841 萬 | 0.18% | −67,660−21.7% | 減碼 |
| Monolith Management Ltd | 244,500 | $2,842 萬 | 11.28% | −121,500−33.2% | 減碼 |
| Prudential Financial Inc | 250,032 | $2,907 萬 | 0.04% | −1,824−0.7% | 減碼 |
| Oxbow Capital Management (HK) Ltd | 257,000 | $2,988 萬 | 11.93% | +257,000 | 新進 |
| Mane Global Capital Management LP | 264,104 | $3,070 萬 | 2.60% | −181,795−40.8% | 減碼 |
| Bright Valley Capital Ltd | 283,400 | $3,295 萬 | 48.78% | −304,350−51.8% | 減碼 |
| RV Capital GmbH | 290,400 | $3,376 萬 | 9.02% | +91,300+45.9% | 加碼 |
| Susquehanna International Group, LLP | 291,550 | $3,389 萬 | 0.05% | +143,909+97.5% | 加碼 |
| Nordea Investment Management AB | 293,509 | $3,425 萬 | 0.04% | −3,581−1.2% | 減碼 |
| 3G Capital Partners LP | 295,000 | $3,429 萬 | 14.41% | +190,000+181.0% | 加碼 |
| Los Angeles Capital Management LLC | 296,786 | $3,450 萬 | 0.12% | +177,600+149.0% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 300,000 | $3,488 萬 | 6.56% | −200,000−40.0% | 減碼 |
| Neuberger Berman Group LLC | 300,542 | $3,494 萬 | 0.03% | +97,830+48.3% | 加碼 |
| SG Americas Securities, LLC | 305,617 | $3,553 萬 | 0.18% | −309,993−50.4% | 減碼 |
| IMC-Chicago, LLC | 310,275 | $3,607 萬 | 1.26% | +310,275 | 新進 |
| KBC Group NV | 310,868 | $3,614 萬 | 0.11% | +27,696+9.8% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 316,900 | $3,684 萬 | 9.83% | −274,800−46.4% | 減碼 |
| Public Sector Pension Investment Board | 318,394 | $3,701 萬 | 0.27% | −32,071−9.2% | 減碼 |
| Thunderbird Partners LLP | 330,174 | $3,838 萬 | 9.85% | −41,060−11.1% | 減碼 |
| Massachusetts Financial Services Co | 333,288 | $3,874 萬 | 0.01% | +200,251+150.5% | 加碼 |
| Alberta Investment Management Corp | 338,179 | $3,931 萬 | 0.40% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 343,207 | $3,990 萬 | 0.24% | −48,171−12.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 349,941 | $4,068 萬 | 0.14% | +21,169+6.4% | 加碼 |
| Sylebra Capital LLC | 353,202 | $4,106 萬 | 1.36% | −97,761−21.7% | 減碼 |
| Matthews International Capital Management LLC | 360,693 | $4,193 萬 | 8.26% | −347,891−49.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 374,834 | $4,357 萬 | 0.06% | −774,574−67.4% | 減碼 |
| Storebrand Asset Management AS | 375,442 | $4,365 萬 | 0.15% | +1,905+0.5% | 加碼 |
| Handelsbanken Fonder AB | 384,369 | $4,468 萬 | 0.19% | −31,962−7.7% | 減碼 |
| British Columbia Investment Management Corp | 401,100 | $4,663 萬 | 0.32% | +16,000+4.2% | 加碼 |
| Korea Investment CORP | 408,187 | $4,745 萬 | 0.12% | −2,100−0.5% | 減碼 |
| AI-Squared Management Ltd | 408,778 | $4,752 萬 | 43.74% | +258,043+171.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,656 | $4,767 萬 | 0.09% | −803−0.2% | 減碼 |
| American Century Companies Inc | 430,735 | $5,007 萬 | 0.03% | −210,558−32.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 444,539 | $5,168 萬 | 0.07% | +72,469+19.5% | 加碼 |
| Swedbank AB | 463,715 | $5,391 萬 | 0.08% | +39,600+9.3% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 467,837 | $5,439 萬 | 11.46% | −246,967−34.6% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 472,755 | $5,496 萬 | 35.99% | −71,309−13.1% | 減碼 |
| USS Investment Management Ltd | 475,283 | $5,525 萬 | 0.46% | +35,321+8.0% | 加碼 |
| Kora Management LP | 495,250 | $5,757 萬 | 11.92% | −66,500−11.8% | 減碼 |
| Wellington Management Group LLP | 495,721 | $5,763 萬 | 0.01% | +109,102+28.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 499,855 | $5,811 萬 | 0.15% | +234,087+88.1% | 加碼 |
| Cat Rock Capital Management LP | 503,500 | $5,853 萬 | 6.70% | +503,500 | 新進 |
| Manufacturers Life Insurance Company, The | 512,520 | $5,958 萬 | 0.06% | +16,592+3.3% | 加碼 |
| Royal Bank of Canada | 521,146 | $6,058 萬 | 0.01% | −53,098−9.2% | 減碼 |
| Lazard Asset Management LLC | 547,881 | $6,369 萬 | 0.08% | −5,739−1.0% | 減碼 |
| Platinum Investment Management Ltd | 557,833 | $6,485 萬 | 2.61% | −703,888−55.8% | 減碼 |
| Bamco Inc | 562,600 | $6,540 萬 | 0.17% | +57,826+11.5% | 加碼 |
| Aviva PLC | 563,854 | $6,555 萬 | 0.22% | +30,216+5.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 573,184 | $6,663 萬 | 5.98% | −3,231−0.6% | 減碼 |
| Alpine Investment Management Ltd | 575,000 | $6,684 萬 | 21.99% | +575,000 | 新進 |
| Citadel Advisors LLC | 596,296 | $6,932 萬 | 0.07% | +99,311+20.0% | 加碼 |
| Russell Investments Group, Ltd. | 596,291 | $6,963 萬 | 0.11% | −6,299−1.0% | 減碼 |
| First Manhattan Co | 600,642 | $6,982 萬 | 0.23% | −210,653−26.0% | 減碼 |
| Barings LLC | 604,304 | $7,025 萬 | 1.76% | −99,826−14.2% | 減碼 |
| Aspex Management (HK) Ltd | 650,365 | $7,561 萬 | 2.04% | −834,046−56.2% | 減碼 |
| Standard Life Aberdeen plc | 654,341 | $7,607 萬 | 0.15% | +91,832+16.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 665,119 | $7,747 萬 | 0.18% | −108,183−14.0% | 減碼 |
| Fisher Asset Management, LLC | 668,510 | $7,771 萬 | 0.04% | −1,058,403−61.3% | 減碼 |
| Jane Street Group, LLC | 678,439 | $7,887 萬 | 0.10% | −2,034,184−75.0% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 678,636 | $7,889 萬 | 36.70% | +38,950+6.1% | 加碼 |
| Citigroup Inc | 678,736 | $7,890 萬 | 0.09% | +114,079+20.2% | 加碼 |
| Causeway Capital Management LLC | 682,373 | $7,933 萬 | 2.07% | +24,856+3.8% | 加碼 |
| Franklin Resources Inc | 686,479 | $7,980 萬 | 0.03% | +257,855+60.2% | 加碼 |
| Point72 Hong Kong Ltd | 723,097 | $8,406 萬 | 4.24% | +415,586+135.1% | 加碼 |
| RWC Asset Advisors (US) LLC | 723,197 | $8,407 萬 | 6.60% | −1,200,594−62.4% | 減碼 |
| ProShare Advisors LLC | 738,881 | $8,589 萬 | 0.23% | +149,979+25.5% | 加碼 |
| Charles Schwab Investment Management Inc | 746,545 | $8,679 萬 | 0.02% | −11,943−1.6% | 減碼 |
| Pinpoint Asset Management Ltd | 779,986 | $9,118 萬 | 14.70% | +106,996+15.9% | 加碼 |
| AQR Capital Management LLC | 801,939 | $9,323 萬 | 0.16% | +24,261+3.1% | 加碼 |
| Prudential PLC | 804,908 | $9,357 萬 | 0.77% | +130,254+19.3% | 加碼 |
| Point72 Asset Management, L.P. | 812,733 | $9,448 萬 | 0.27% | +523,733+181.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 818,783 | $9,518 萬 | 0.41% | +184,280+29.0% | 加碼 |
| Man Group plc | 836,448 | $9,724 萬 | 0.26% | +426,621+104.1% | 加碼 |
| 1832 Asset Management L.P. | 839,200 | $9,756 萬 | 0.18% | −70,700−7.8% | 減碼 |
| Principal Financial Group Inc | 887,931 | $1.03 億 | 0.06% | +161,175+22.2% | 加碼 |
| Coatue Management LLC大師Coatue | 902,378 | $1.05 億 | 0.41% | +163,958+22.2% | 加碼 |
| Franchise Capital Ltd | 902,426 | $1.05 億 | 19.51% | +137,230+17.9% | 加碼 |
| Great West Life Assurance Co | 904,074 | $1.05 億 | 0.21% | −10,784−1.2% | 減碼 |
| Genesis Investment Management, LLP | 929,858 | $1.08 億 | 22.56% | −13,200−1.4% | 減碼 |