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 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 | $328.7 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 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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 20,100 | $267.2 萬 | 0.01% | +20,100 | 新進 |
| LPL Financial LLC | 20,174 | $268.2 萬 | 0.00% | +6,204+44.4% | 加碼 |
| Rockefeller Capital Management L.P. | 20,462 | $272.0 萬 | 0.01% | −15,390−42.9% | 減碼 |
| Creative Planning | 20,625 | $274.2 萬 | 0.00% | +4,680+29.4% | 加碼 |
| Freemont Capital Pte Ltd | 21,000 | $279.2 萬 | 6.53% | +14,000+200.0% | 加碼 |
| Triasima Portfolio Management inc. | 21,007 | $279.3 萬 | 0.26% | +5,247+33.3% | 加碼 |
| Commonwealth Equity Services, LLC | 21,008 | $279.3 萬 | 0.00% | +2,442+13.2% | 加碼 |
| Wolverine Trading, LLC | 21,903 | $291.2 萬 | 0.05% | +21,903 | 新進 |
| Contrarius Investment Management Ltd | 22,105 | $293.9 萬 | 0.18% | −1,897−7.9% | 減碼 |
| ClariVest Asset Management LLC | 22,539 | $299.7 萬 | 0.31% | +5,632+33.3% | 加碼 |
| Dantai Capital Ltd | 22,690 | $301.7 萬 | 3.39% | +7,090+45.4% | 加碼 |
| Alps Advisors Inc | 22,756 | $302.5 萬 | 0.02% | −8,305−26.7% | 減碼 |
| Oppenheimer & Co Inc | 23,031 | $306.2 萬 | 0.05% | +9,021+64.4% | 加碼 |
| Maven Securities LTD | 23,258 | $309.2 萬 | 0.48% | +23,258 | 新進 |
| Sierra Summit Advisors LLC | 23,298 | $309.7 萬 | 0.77% | +23,298 | 新進 |
| Lord, Abbett & Co. LLC | 23,330 | $310.1 萬 | 0.01% | −3,890−14.3% | 減碼 |
| Capital Wealth Planning, LLC | 24,025 | $319.4 萬 | 0.03% | +7,032+41.4% | 加碼 |
| Colony Group, LLC | 24,140 | $321.0 萬 | 0.01% | +15,234+171.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,573 | $326.7 萬 | 0.06% | −7,911−24.4% | 減碼 |
| Credit Agricole S A | 25,307 | $336.5 萬 | 0.02% | +20,635+441.7% | 加碼 |
| Gsa Capital Partners LLP | 25,351 | $337.0 萬 | 0.24% | +7,894+45.2% | 加碼 |
| Banque Cantonale Vaudoise | 25,833 | $343.4 萬 | 0.14% | −1,118−4.1% | 減碼 |
| Dnca Finance | 26,320 | $349.9 萬 | 0.30% | +26,320 | 新進 |
| Centiva Capital, LP | 26,432 | $351.4 萬 | 0.17% | −2,542−8.8% | 減碼 |
| Insight Wealth Strategies, LLC | 26,701 | $355.0 萬 | 0.51% | +26,701 | 新進 |
| Scotia Capital Inc. | 27,002 | $359.0 萬 | 0.02% | +27,002 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 27,187 | $361.5 萬 | 0.20% | −4,388−13.9% | 減碼 |
| Capstone Investment Advisors, LLC | 27,599 | $366.9 萬 | 0.08% | −8,837−24.3% | 減碼 |
| New Thinking (Hong Kong) Investment Management Co. Ltd | 28,050 | $372.8 萬 | 16.06% | +8,484+43.4% | 加碼 |
| Mediolanum International Funds Ltd | 31,030 | $382.2 萬 | 0.06% | 00.0% | 不變 |
| Unigestion Holding SA | 26,207 | $383.4 萬 | 0.21% | −19,870−43.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 29,539 | $392.7 萬 | 0.11% | −5,292−15.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 30,940 | $411.3 萬 | 0.07% | −20−0.1% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 31,000 | $412.1 萬 | 0.62% | −19,000−38.0% | 減碼 |
| Optimas Capital Ltd | 31,668 | $415.8 萬 | 4.73% | −3,966−11.1% | 減碼 |
| Old Well Partners, LLC | 31,739 | $422.0 萬 | 4.97% | −25,900−44.9% | 減碼 |
| Yousif Capital Management, LLC | 32,030 | $425.8 萬 | 0.05% | −1,314−3.9% | 減碼 |
| Pacer Advisors, Inc. | 32,140 | $427.3 萬 | 0.01% | +540+1.7% | 加碼 |
| NEOS Investment Management LLC | 32,355 | $430.2 萬 | 0.18% | +10,044+45.0% | 加碼 |
| Eschler Asset Management LLP | 32,600 | $433.5 萬 | 3.41% | −3,164−8.8% | 減碼 |
| Railway Pension Investments Ltd | 32,700 | $434.7 萬 | 0.05% | +8,300+34.0% | 加碼 |
| CTC LLC | 33,448 | $444.7 萬 | 0.33% | −20,727−38.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 34,850 | $463.3 萬 | 0.05% | +5,549+18.9% | 加碼 |
| IFM Investors Pty Ltd | 34,951 | $464.7 萬 | 0.05% | +462+1.3% | 加碼 |
| Jump Financial, LLC | 36,434 | $484.4 萬 | 0.10% | +18,741+105.9% | 加碼 |
| Kamunting Street Capital Management, L.P. | 37,272 | $495.5 萬 | 4.60% | +37,272 | 新進 |
| Numerai GP LLC | 37,318 | $496.1 萬 | 1.80% | +37,318 | 新進 |
| Caxton Associates LP | 38,275 | $508.9 萬 | 0.20% | +29,925+358.4% | 加碼 |
| Two Sigma Securities, LLC | 38,486 | $511.7 萬 | 0.24% | +34,667+907.8% | 加碼 |
| Advisor Group Holdings, Inc. | 38,534 | $512.3 萬 | 0.01% | −45,301−54.0% | 減碼 |
| General Equity Holdings LP | 40,000 | $531.8 萬 | 3.25% | +40,000 | 新進 |
| Cetera Investment Advisers | 41,554 | $552.5 萬 | 0.01% | +7,255+21.2% | 加碼 |
| AMS Capital Ltda | 41,998 | $558.4 萬 | 1.17% | +3,156+8.1% | 加碼 |
| MBB Public Markets I LLC | 42,498 | $565.0 萬 | 0.12% | +38,626+997.6% | 加碼 |
| Yunqi Capital Ltd | 43,500 | $578.3 萬 | 3.66% | +43,500 | 新進 |
| Twenty Acre Capital LP | 48,500 | $584.2 萬 | 5.42% | −3,000−5.8% | 減碼 |
| Liontrust Investment Partners LLP | 45,300 | $602.3 萬 | 0.09% | −13,819−23.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 45,316 | $602.5 萬 | 0.85% | −33,577−42.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 45,319 | $602.5 萬 | 0.15% | −1,823−3.9% | 減碼 |
| Artal Group S.A. | 45,500 | $604.9 萬 | 0.16% | −11,000−19.5% | 減碼 |
| DRW Securities, LLC | 45,917 | $610.2 萬 | 0.37% | +45,917 | 新進 |
| Cantor Fitzgerald, L. P. | 46,545 | $618.8 萬 | 1.24% | +46,545 | 新進 |
| Chiron Investment Management, LLC | 46,582 | $619.3 萬 | 2.43% | +8,983+23.9% | 加碼 |
| Seldon Capital LP | 48,226 | $641.2 萬 | 3.50% | 00.0% | 不變 |
| CIBC World Markets Corp | 48,305 | $642.2 萬 | 0.04% | +4,324+9.8% | 加碼 |
| ABS Direct Equity Fund LLC | 48,406 | $643.6 萬 | 7.23% | +10,706+28.4% | 加碼 |
| Headlands Technologies LLC | 48,417 | $643.7 萬 | 0.68% | +48,417 | 新進 |
| O'Shaughnessy Asset Management, LLC | 48,831 | $649.2 萬 | 0.07% | +3,489+7.7% | 加碼 |
| Ogborne Capital Management, LLC | 50,000 | $664.8 萬 | 2.05% | −135,000−73.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 50,400 | $670.1 萬 | 0.17% | +50,400 | 新進 |
| Corebridge Financial, Inc. | 51,976 | $691.0 萬 | 0.04% | +51,976 | 新進 |
| Louisiana State Employees Retirement System | 53,100 | $706.0 萬 | 0.14% | +700+1.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 53,204 | $707.3 萬 | 0.12% | +28,699+117.1% | 加碼 |
| AMF Pensionsforsakring AB | 53,466 | $710.8 萬 | 0.05% | +29,000+118.5% | 加碼 |
| Daiwa Securities Group Inc. | 54,512 | $724.7 萬 | 0.04% | +3,535+6.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 54,713 | $725.5 萬 | 0.04% | +217+0.4% | 加碼 |
| Taika Capital, LP | 54,835 | $729.0 萬 | 5.81% | +7,700+16.3% | 加碼 |
| Polen Capital Management LLC | 54,875 | $729.6 萬 | 0.02% | +54,875 | 新進 |
| Maxi Investments CY Ltd | 56,485 | $751.0 萬 | 1.69% | +10,420+22.6% | 加碼 |
| Verition Fund Management LLC | 57,754 | $767.8 萬 | 0.06% | +5,015+9.5% | 加碼 |
| Nissay Asset Management Corp | 58,032 | $771.5 萬 | 0.05% | +12,542+27.6% | 加碼 |
| Virtu Financial LLC | 58,335 | $775.6 萬 | 0.54% | +41,781+252.4% | 加碼 |
| Ensign Peak Advisors, Inc | 58,900 | $783.1 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 58,991 | $784.3 萬 | 0.12% | −29,658−33.5% | 減碼 |
| CenterBook Partners LP | 59,565 | $791.9 萬 | 0.49% | +39,591+198.2% | 加碼 |
| Janney Capital Management LLC | 59,643 | $793.0 萬 | 0.56% | +22,379+60.1% | 加碼 |
| Hel Ved Capital Management Ltd | 62,378 | $829.3 萬 | 2.92% | −155,722−71.4% | 減碼 |
| Ramirez Asset Management, Inc. | 62,934 | $836.7 萬 | 1.70% | −3,587−5.4% | 減碼 |
| UBS Oconnor LLC | 63,262 | $841.1 萬 | 0.24% | +40,367+176.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 65,679 | $873.2 萬 | 0.15% | +41,325+169.7% | 加碼 |
| STRS Ohio | 66,399 | $882.8 萬 | 0.03% | +12,800+23.9% | 加碼 |
| Walleye Capital LLC | 67,261 | $894.2 萬 | 0.09% | +26,976+67.0% | 加碼 |
| Voya Investment Management LLC | 67,676 | $899.8 萬 | 0.01% | −1,363−2.0% | 減碼 |
| Varma Mutual Pension Insurance Co | 68,400 | $909.4 萬 | 0.07% | 00.0% | 不變 |
| Van Eck Associates Corp | 71,178 | $946.3 萬 | 0.01% | +36,885+107.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,472 | $963.5 萬 | 0.11% | −2,849−3.8% | 減碼 |
| Balyasny Asset Management LLC | 73,656 | $979.3 萬 | 0.03% | −116,772−61.3% | 減碼 |
| DnB Asset Management AS | 74,790 | $994.3 萬 | 0.05% | −20,545−21.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 74,909 | $995.9 萬 | 0.33% | −51,809−40.9% | 減碼 |
| iA Global Asset Management Inc. | 77,337 | $1,028 萬 | 0.20% | +4,277+5.9% | 加碼 |