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 $328.9 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2024 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2024/6/30 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
- 646
- 較 2024 年第 1 季 +77 家
- 持有股數
- 4.34 億
- 較 2024 年第 1 季 +5,495 萬 (+14.5%)
- 總市值
- $575.9 億
- 較 2024 年第 1 季 +$135.8 億 (+30.9%)
- 新進機構
- 146
- 另有 284 家加碼
- 清倉機構
- 69
- 另有 171 家減碼
另有 8 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | $328.9 億 |
| 2026 年第 1 季 | 568 | $436.8 億 |
| 2025 年第 4 季 | 574 | $502.0 億 |
| 2025 年第 3 季 | 559 | $546.6 億 |
| 2025 年第 2 季 | 537 | $429.9 億 |
| 2025 年第 1 季 | 584 | $491.7 億 |
| 2024 年第 4 季 | 587 | $395.6 億 |
| 2024 年第 3 季 | 602 | $568.1 億 |
| 2024 年第 2 季 | 646 | $587.3 億 |
| 2024 年第 1 季 | 577 | $476.9 億 |
| 2023 年第 4 季 | 584 | $587.2 億 |
| 2023 年第 3 季 | 473 | $358.2 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $266.9 億 |
| 2022 年第 4 季 | 451 | $266.4 億 |
| 2022 年第 3 季 | 411 | $193.3 億 |
| 2022 年第 2 季 | 394 | $178.0 億 |
| 2022 年第 1 季 | 353 | $110.4 億 |
| 2021 年第 4 季 | 362 | $159.6 億 |
| 2021 年第 3 季 | 396 | $247.4 億 |
| 2021 年第 2 季 | 415 | $319.2 億 |
| 2021 年第 1 季 | 442 | $388.1 億 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 35,128,410 | $46.7 億 | 3.64% | +348,130+1.0% | 加碼 |
| BlackRock Inc. | 29,116,363 | $38.7 億 | 0.09% | +973,502+3.5% | 加碼 |
| Vanguard Group Inc | 28,245,417 | $37.6 億 | 0.07% | +3,983,842+16.4% | 加碼 |
| FMR LLC | 19,275,397 | $25.6 億 | 0.16% | +4,656,721+31.9% | 加碼 |
| SC China Holding Ltd | 16,295,432 | $21.3 億 | 78.64% | +14,895,988+1,064.4% | 加碼 |
| SC US (TTGP), Ltd. | 12,695,617 | $16.9 億 | 13.62% | 00.0% | 不變 |
| Morgan Stanley | 11,976,774 | $15.9 億 | 0.12% | −545,134−4.4% | 減碼 |
| Goldman Sachs Group Inc | 11,194,224 | $14.9 億 | 0.29% | +190,700+1.7% | 加碼 |
| GQG Partners LLC | 10,807,761 | $14.4 億 | 2.18% | +10,807,761 | 新進 |
| State Street Corp | 10,800,839 | $14.4 億 | 0.06% | +315,766+3.0% | 加碼 |
| Norges Bank | 10,331,273 | $13.7 億 | 0.21% | +3,192,553+44.7% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 8,892,447 | $11.8 億 | 29.16% | −2,899,100−24.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 8,359,920 | $11.1 億 | 0.98% | +1,127,702+15.6% | 加碼 |
| JPMorgan Chase & Co | 8,279,801 | $11.0 億 | 0.09% | +3,191,419+62.7% | 加碼 |
| Price T Rowe Associates Inc | 6,799,131 | $9.04 億 | 0.11% | +2,094,867+44.5% | 加碼 |
| Assenagon Asset Management S.A. | 5,913,780 | $7.86 億 | 1.96% | +826,525+16.2% | 加碼 |
| Invesco Ltd. | 5,421,030 | $7.21 億 | 0.15% | +394,251+7.8% | 加碼 |
| Tairen Capital Ltd | 5,378,376 | $7.15 億 | 25.66% | +1,788,076+49.8% | 加碼 |
| FIL Ltd | 5,296,350 | $7.04 億 | 0.70% | +2,161,489+69.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 5,206,948 | $6.92 億 | 18.24% | +1,572,281+43.3% | 加碼 |
| E Fund Management Co., Ltd. | 4,619,649 | $6.14 億 | 33.96% | +58,370+1.3% | 加碼 |
| Geode Capital Management, LLC | 4,173,257 | $5.52 億 | 0.05% | +144,201+3.6% | 加碼 |
| HSBC Holdings PLC | 3,914,151 | $5.22 億 | 0.34% | +228,475+6.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,878,677 | $5.16 億 | 0.56% | +962,585+33.0% | 加碼 |
| Legal & General Group Plc | 3,815,652 | $5.07 億 | 0.14% | +42,803+1.1% | 加碼 |
| Bank of America Corp | 3,679,127 | $4.89 億 | 0.05% | −400,843−9.8% | 減碼 |
| Acadian Asset Management LLC | 3,670,799 | $4.88 億 | 1.50% | +1,904,155+107.8% | 加碼 |
| SRS Investment Management, LLC | 3,647,247 | $4.85 億 | 6.60% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 3,496,056 | $4.65 億 | 19.61% | +201,437+6.1% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 3,237,044 | $4.30 億 | 98.57% | −519,823−13.8% | 減碼 |
| First Beijing Investment Ltd | 2,784,180 | $3.70 億 | 40.05% | +957,984+52.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,642,373 | $3.51 億 | 0.76% | +171,541+6.9% | 加碼 |
| Dragoneer Investment Group, LLC | 2,620,838 | $3.48 億 | 6.66% | +1,540,346+142.6% | 加碼 |
| Oceanlink Management Ltd. | 2,393,265 | $3.18 億 | 47.64% | +23,377+1.0% | 加碼 |
| Dimensional Fund Advisors LP | 2,317,795 | $3.08 億 | 0.08% | +190,199+8.9% | 加碼 |
| Marshall Wace, LLP | 2,105,335 | $2.80 億 | 0.40% | −487,551−18.8% | 減碼 |
| Barclays PLC | 1,962,561 | $2.61 億 | 0.12% | +628,550+47.1% | 加碼 |
| Schroder Investment Management Group | 1,958,591 | $2.60 億 | 0.29% | −59,185−2.9% | 減碼 |
| Millennium Management LLC | 1,946,934 | $2.59 億 | 0.21% | +378,779+24.2% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,940,000 | $2.58 億 | 4.18% | −160,000−7.6% | 減碼 |
| Deutsche Bank AG | 1,911,517 | $2.54 億 | 0.11% | +586,757+44.3% | 加碼 |
| William Blair Investment Management, LLC | 1,869,782 | $2.49 億 | 0.65% | +7,564+0.4% | 加碼 |
| Nuveen Asset Management, LLC | 1,822,432 | $2.42 億 | 0.07% | +1,500+0.1% | 加碼 |
| UBS Group AG | 1,800,235 | $2.39 億 | 0.07% | −345,805−16.1% | 減碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,714,185 | $2.28 億 | 3.39% | −53,746−3.0% | 減碼 |
| Public Investment Fund | 1,703,275 | $2.26 億 | 1.29% | 00.0% | 不變 |
| Trivest Advisors Ltd | 1,664,160 | $2.21 億 | 11.47% | +87,460+5.5% | 加碼 |
| Perseverance Asset Management International | 1,585,106 | $2.11 億 | 27.64% | +447,154+39.3% | 加碼 |
| CoreView Capital Management Ltd | 1,572,451 | $2.09 億 | 32.82% | −390,000−19.9% | 減碼 |
| Alliancebernstein L.P. | 1,541,535 | $2.05 億 | 0.07% | +379,274+32.6% | 加碼 |
| Aspex Management (HK) Ltd | 1,531,867 | $2.04 億 | 4.35% | +881,502+135.5% | 加碼 |
| Bank of New York Mellon Corp | 1,504,499 | $2.00 億 | 0.04% | +172,515+13.0% | 加碼 |
| Capital Today Evergreen Fund, L.P. | 1,453,900 | $1.93 億 | 88.55% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,448,199 | $1.93 億 | 0.14% | −7,611−0.5% | 減碼 |
| Voloridge Investment Management, LLC | 1,405,825 | $1.87 億 | 0.69% | +1,405,825 | 新進 |
| APG Asset Management N.V. | 1,467,928 | $1.82 億 | 0.32% | −258,076−15.0% | 減碼 |
| Swiss National Bank | 1,346,609 | $1.79 億 | 0.12% | −3,100−0.2% | 減碼 |
| Renaissance Technologies LLC | 1,326,300 | $1.76 億 | 0.30% | +1,326,300 | 新進 |
| Pictet Asset Management Holding SA | 1,278,726 | $1.70 億 | 0.19% | +47,390+3.8% | 加碼 |
| Scge Management, L.P. | 1,276,000 | $1.70 億 | 3.31% | 00.0% | 不變 |
| Squarepoint Ops LLC | 1,259,953 | $1.68 億 | 0.63% | −433,813−25.6% | 減碼 |
| Bridgewater Associates, LP | 1,254,866 | $1.67 億 | 0.87% | −289,631−18.8% | 減碼 |
| Whale Rock Capital Management LLC | 1,204,694 | $1.60 億 | 2.27% | −33,890−2.7% | 減碼 |
| Ameriprise Financial Inc | 1,192,794 | $1.59 億 | 0.04% | −4,610−0.4% | 減碼 |
| California Public Employees Retirement System | 1,187,243 | $1.58 億 | 0.12% | +136,847+13.0% | 加碼 |
| Northern Trust Corp | 1,172,160 | $1.56 億 | 0.03% | +10,383+0.9% | 加碼 |
| Franchise Capital Ltd | 1,138,221 | $1.51 億 | 36.60% | +235,795+26.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,045,744 | $1.39 億 | 0.26% | +49,654+5.0% | 加碼 |
| Ninety One UK Ltd | 1,030,354 | $1.37 億 | 0.38% | +7,368+0.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,002,513 | $1.33 億 | 0.56% | +183,730+22.4% | 加碼 |
| Origin Asset Management LLP | 994,701 | $1.32 億 | 33.06% | +36,783+3.8% | 加碼 |
| Prudential PLC | 989,157 | $1.32 億 | 0.89% | +184,249+22.9% | 加碼 |
| Victory Capital Management Inc | 957,030 | $1.27 億 | 0.13% | −14,000−1.4% | 減碼 |
| Genesis Investment Management, LLP | 956,466 | $1.27 億 | 25.00% | +26,608+2.9% | 加碼 |
| Cederberg Capital Ltd | 951,000 | $1.26 億 | 41.56% | −181,700−16.0% | 減碼 |
| Man Group plc | 935,282 | $1.24 億 | 0.33% | +98,834+11.8% | 加碼 |
| WT Asset Management Ltd | 933,702 | $1.24 億 | 12.09% | −77,524−7.7% | 減碼 |
| Pinpoint Asset Management Ltd | 843,757 | $1.21 億 | 17.08% | +63,771+8.2% | 加碼 |
| First Trust Advisors LP | 904,241 | $1.20 億 | 0.12% | −160,163−15.0% | 減碼 |
| UBS Asset Management Americas Inc | 891,622 | $1.19 億 | 0.03% | −10,336,174−92.1% | 減碼 |
| Franklin Resources Inc | 884,952 | $1.18 億 | 0.04% | +198,473+28.9% | 加碼 |
| Charles Schwab Investment Management Inc | 881,697 | $1.17 億 | 0.02% | +135,152+18.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 874,604 | $1.16 億 | 0.11% | +362,084+70.6% | 加碼 |
| Standard Life Aberdeen plc | 874,272 | $1.16 億 | 0.22% | +219,931+33.6% | 加碼 |
| Principal Financial Group Inc | 868,495 | $1.15 億 | 0.07% | −19,436−2.2% | 減碼 |
| Platinum Investment Management Ltd | 867,447 | $1.15 億 | 4.67% | +309,614+55.5% | 加碼 |
| RWC Asset Advisors (US) LLC | 863,584 | $1.15 億 | 11.71% | +140,387+19.4% | 加碼 |
| IMC-Chicago, LLC | 846,216 | $1.13 億 | 3.61% | +535,941+172.7% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 845,336 | $1.12 億 | 47.88% | +166,700+24.6% | 加碼 |
| Great West Life Assurance Co | 827,904 | $1.10 億 | 0.21% | −76,170−8.4% | 減碼 |
| Allianz Asset Management GmbH | 803,869 | $1.07 億 | 0.17% | −159,311−16.5% | 減碼 |
| Jane Street Group, LLC | 783,931 | $1.04 億 | 0.11% | +105,492+15.5% | 加碼 |
| AQR Capital Management LLC | 785,155 | $1.04 億 | 0.16% | −16,784−2.1% | 減碼 |
| Coronation Fund Managers Ltd. | 762,647 | $1.01 億 | 5.85% | −591,644−43.7% | 減碼 |
| Citigroup Inc | 759,207 | $1.01 億 | 0.10% | +80,471+11.9% | 加碼 |
| Causeway Capital Management LLC | 744,603 | $9,899 萬 | 2.70% | +62,230+9.1% | 加碼 |
| Bamco Inc | 706,102 | $9,388 萬 | 0.27% | +143,502+25.5% | 加碼 |
| Barings LLC | 689,810 | $9,171 萬 | 2.23% | +85,506+14.1% | 加碼 |
| Russell Investments Group, Ltd. | 690,124 | $9,142 萬 | 0.15% | +93,833+15.7% | 加碼 |
| Cat Rock Capital Management LP | 674,159 | $8,963 萬 | 10.04% | +170,659+33.9% | 加碼 |