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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 77,791 | $1,034 萬 | 0.19% | +77,791 | 新進 |
| Shelton Capital Management | 80,236 | $1,067 萬 | 0.29% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 82,121 | $1,092 萬 | 0.02% | +5,136+6.7% | 加碼 |
| Profund Advisors LLC | 83,299 | $1,107 萬 | 0.41% | −4,568−5.2% | 減碼 |
| La Financiere de L'Echiquier | 83,500 | $1,110 萬 | 0.48% | −16,000−16.1% | 減碼 |
| Orland Properties Ltd | 85,000 | $1,130 萬 | 8.59% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 86,362 | $1,148 萬 | 0.04% | −14,284−14.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 87,236 | $1,160 萬 | 3.30% | +21,986+33.7% | 加碼 |
| Rhumbline Advisers | 91,002 | $1,210 萬 | 0.01% | −11,248−11.0% | 減碼 |
| Polymer Capital Management (HK) LTD | 92,218 | $1,226 萬 | 2.49% | −28,423−23.6% | 減碼 |
| Panagora Asset Management Inc | 93,891 | $1,248 萬 | 0.06% | −29,964−24.2% | 減碼 |
| Envestnet Asset Management Inc | 102,006 | $1,356 萬 | 0.00% | +73,908+263.0% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 103,000 | $1,369 萬 | 0.08% | −7,000−6.4% | 減碼 |
| Nomura Asset Management Co Ltd | 104,707 | $1,392 萬 | 0.05% | +15,229+17.0% | 加碼 |
| Ci Investments Inc. | 109,171 | $1,451 萬 | 0.06% | −6,453−5.6% | 減碼 |
| Carrhae Capital LLP | 113,079 | $1,503 萬 | 2.46% | +17,848+18.7% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 114,500 | $1,522 萬 | 3.28% | −38,800−25.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 115,300 | $1,533 萬 | 0.14% | +115,300 | 新進 |
| CIBC Asset Management Inc | 120,141 | $1,597 萬 | 0.06% | +3,197+2.7% | 加碼 |
| Aubrey Capital Management Ltd | 122,000 | $1,604 萬 | 6.41% | +4,300+3.7% | 加碼 |
| Beck Bode, LLC | 121,194 | $1,611 萬 | 3.24% | +121,194 | 新進 |
| HRT Financial LP | 121,625 | $1,617 萬 | 0.09% | +121,625 | 新進 |
| Kadensa Capital Ltd | 123,015 | $1,635 萬 | 3.86% | −25,321−17.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 123,024 | $1,636 萬 | 0.02% | −4,070−3.2% | 減碼 |
| GTS Securities LLC | 123,752 | $1,645 萬 | 0.34% | +114,286+1,207.3% | 加碼 |
| Neuberger Berman Group LLC | 124,472 | $1,655 萬 | 0.01% | −176,070−58.6% | 減碼 |
| Apeiron Capital Ltd | 124,985 | $1,662 萬 | 5.80% | +124,985 | 新進 |
| TD Asset Management Inc | 125,476 | $1,668 萬 | 0.02% | −14,540−10.4% | 減碼 |
| Pinebridge Investments, L.P. | 126,050 | $1,676 萬 | 0.14% | −9,843−7.2% | 減碼 |
| FACT Capital, LP | 126,357 | $1,680 萬 | 5.99% | +4,160+3.4% | 加碼 |
| CastleKnight Management LP | 126,600 | $1,683 萬 | 2.25% | +75,500+147.7% | 加碼 |
| All-Stars Investment Ltd | 127,000 | $1,688 萬 | 6.03% | 00.0% | 不變 |
| Bright Valley Capital Ltd | 127,500 | $1,695 萬 | 19.12% | −155,900−55.0% | 減碼 |
| Danske Bank A/S | 127,703 | $1,698 萬 | 0.06% | −37,575−22.7% | 減碼 |
| Brilliance Asset Management Ltd | 129,120 | $1,717 萬 | 4.31% | +129,120 | 新進 |
| Global X Japan Co., Ltd. | 129,126 | $1,717 萬 | 2.43% | +37,950+41.6% | 加碼 |
| TB Alternative Assets Ltd. | 129,500 | $1,722 萬 | 4.01% | +42,500+48.9% | 加碼 |
| Marathon Trading Investment Management LLC | 130,174 | $1,731 萬 | 4.63% | +130,174 | 新進 |
| Group One Trading, L.P. | 133,445 | $1,774 萬 | 0.56% | +133,445 | 新進 |
| Jennison Associates LLC | 134,596 | $1,789 萬 | 0.01% | −23,496−14.9% | 減碼 |
| Two Sigma Advisers, LP | 141,500 | $1,881 萬 | 0.04% | +141,500 | 新進 |
| Mackenzie Financial Corp | 143,597 | $1,909 萬 | 0.03% | +6,370+4.6% | 加碼 |
| Asset Management One Co.,Ltd. | 148,895 | $1,980 萬 | 0.08% | +1,101+0.7% | 加碼 |
| Sylebra Capital LLC | 159,955 | $2,127 萬 | 0.79% | −193,247−54.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 164,315 | $2,183 萬 | 0.13% | −9,113−5.3% | 減碼 |
| Driehaus Capital Management LLC | 166,135 | $2,209 萬 | 0.21% | +166,135 | 新進 |
| Guggenheim Capital LLC | 167,731 | $2,230 萬 | 0.16% | +5,647+3.5% | 加碼 |
| National Pension Service | 174,013 | $2,314 萬 | 0.03% | 00.0% | 不變 |
| Todd Asset Management LLC | 179,516 | $2,387 萬 | 0.50% | +179,516 | 新進 |
| Grand Alliance Asset Management Ltd | 182,460 | $2,426 萬 | 11.59% | +35,000+23.7% | 加碼 |
| Thornburg Investment Management Inc | 182,419 | $2,427 萬 | 0.34% | +1,682+0.9% | 加碼 |
| Penserra Capital Management LLC | 194,422 | $2,585 萬 | 0.33% | −25,259−11.5% | 減碼 |
| Macquarie Group Ltd | 197,949 | $2,632 萬 | 0.03% | +33,006+20.0% | 加碼 |
| Parus Finance (UK) Ltd | 198,003 | $2,632 萬 | 7.61% | +73,596+59.2% | 加碼 |
| LMR Partners LLP | 199,309 | $2,650 萬 | 0.57% | +199,309 | 新進 |
| Ardmore Road Asset Management LP | 201,000 | $2,672 萬 | 4.12% | +51,000+34.0% | 加碼 |
| Wells Fargo & Company | 201,246 | $2,676 萬 | 0.01% | +169,978+543.6% | 加碼 |
| Vontobel Holding Ltd. | 206,758 | $2,749 萬 | 0.09% | +170,082+463.7% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 210,500 | $2,799 萬 | 3.90% | +173,290+465.7% | 加碼 |
| M&G Plc | 216,600 | $2,881 萬 | 0.17% | +14,708+7.3% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 220,000 | $2,925 萬 | 1.83% | +20,000+10.0% | 加碼 |
| RWC Asset Management LLP | 220,683 | $2,934 萬 | 2.07% | +36,894+20.1% | 加碼 |
| SG Americas Securities, LLC | 225,805 | $3,002 萬 | 0.19% | −79,812−26.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 226,888 | $3,018 萬 | 0.91% | +29,994+15.2% | 加碼 |
| Jupiter Asset Management Ltd | 230,917 | $3,070 萬 | 0.29% | +89,853+63.7% | 加碼 |
| Teacher Retirement System of Texas | 232,489 | $3,091 萬 | 0.18% | +10,667+4.8% | 加碼 |
| Ninety One North America, Inc. | 235,328 | $3,129 萬 | 1.58% | −6,654−2.7% | 減碼 |
| Wasatch Advisors Inc | 243,737 | $3,240 萬 | 0.17% | +243,737 | 新進 |
| Point72 Hong Kong Ltd | 245,104 | $3,259 萬 | 1.98% | −477,993−66.1% | 減碼 |
| California State Teachers Retirement System | 245,293 | $3,261 萬 | 0.04% | +27,974+12.9% | 加碼 |
| Steadfast Capital Management LP | 246,400 | $3,276 萬 | 0.78% | +246,400 | 新進 |
| AnglePoint Asset Management Ltd | 251,944 | $3,350 萬 | 35.23% | +230,106+1,053.7% | 加碼 |
| AXA S.A. | 253,585 | $3,371 萬 | 0.10% | +17,672+7.5% | 加碼 |
| Thunderbird Partners LLP | 254,238 | $3,380 萬 | 8.03% | −75,936−23.0% | 減碼 |
| 3G Capital Partners LP | 255,000 | $3,390 萬 | 13.04% | −40,000−13.6% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 262,978 | $3,496 萬 | 13.17% | +31,859+13.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 263,320 | $3,501 萬 | 0.21% | +18,920+7.7% | 加碼 |
| Prudential Financial Inc | 266,905 | $3,549 萬 | 0.05% | +16,873+6.7% | 加碼 |
| Walleye Trading LLC | 277,939 | $3,695 萬 | 0.73% | +43,503+18.6% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 278,968 | $3,709 萬 | 13.75% | +42,000+17.7% | 加碼 |
| Panview Asian Equity Master Fund | 281,000 | $3,736 萬 | 9.43% | +130,000+86.1% | 加碼 |
| Janus Henderson Group PLC | 282,441 | $3,754 萬 | 0.02% | +159,402+129.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 299,766 | $3,985 萬 | 0.69% | +113,698+61.1% | 加碼 |
| Los Angeles Capital Management LLC | 306,606 | $4,076 萬 | 0.15% | +9,820+3.3% | 加碼 |
| KBC Group NV | 307,001 | $4,082 萬 | 0.12% | −3,867−1.2% | 減碼 |
| Coatue Management LLC大師Coatue | 307,701 | $4,091 萬 | 0.16% | −594,677−65.9% | 減碼 |
| Adams Street Partners LLC | 310,488 | $4,128 萬 | 17.01% | +310,488 | 新進 |
| Keystone Investors Pte Ltd | 311,044 | $4,135 萬 | 3.48% | +278,859+866.4% | 加碼 |
| RV Capital GmbH | 317,689 | $4,224 萬 | 10.16% | +27,289+9.4% | 加碼 |
| Public Sector Pension Investment Board | 321,694 | $4,277 萬 | 0.27% | +3,300+1.0% | 加碼 |
| Nomura Holdings Inc | 322,560 | $4,288 萬 | 0.27% | +204,992+174.4% | 加碼 |
| Nordea Investment Management AB | 326,532 | $4,362 萬 | 0.05% | +33,023+11.3% | 加碼 |
| Monolith Management Ltd | 331,468 | $4,407 萬 | 20.31% | +86,968+35.6% | 加碼 |
| Alberta Investment Management Corp | 342,324 | $4,551 萬 | 0.48% | +4,145+1.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 342,610 | $4,555 萬 | 0.15% | −7,331−2.1% | 減碼 |
| AI-Squared Management Ltd | 347,151 | $4,615 萬 | 42.12% | −61,627−15.1% | 減碼 |
| Royal Bank of Canada | 359,970 | $4,786 萬 | 0.01% | −161,176−30.9% | 減碼 |
| AlpInvest Partners B.V. | 362,006 | $4,813 萬 | 17.26% | +239,390+195.2% | 加碼 |
| British Columbia Investment Management Corp | 367,800 | $4,890 萬 | 0.30% | −33,300−8.3% | 減碼 |
| Handelsbanken Fonder AB | 371,530 | $4,940 萬 | 0.21% | −12,839−3.3% | 減碼 |