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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 371,755 | $4,942 萬 | 0.05% | −224,541−37.7% | 減碼 |
| Simplex Trading, LLC | 374,085 | $4,973 萬 | 1.60% | +374,085 | 新進 |
| Oxbow Capital Management (HK) Ltd | 377,372 | $5,017 萬 | 16.96% | +120,372+46.8% | 加碼 |
| Storebrand Asset Management AS | 380,618 | $5,060 萬 | 0.17% | +5,176+1.4% | 加碼 |
| New York State Common Retirement Fund | 385,241 | $5,122 萬 | 0.07% | +259,256+205.8% | 加碼 |
| Artisan Partners Limited Partnership | 399,137 | $5,307 萬 | 0.08% | +344,973+636.9% | 加碼 |
| Clark Capital Management Group, Inc. | 406,975 | $5,411 萬 | 0.40% | +406,975 | 新進 |
| Massachusetts Financial Services Co | 409,668 | $5,447 萬 | 0.02% | +76,380+22.9% | 加碼 |
| Korea Investment CORP | 413,687 | $5,500 萬 | 0.14% | +5,500+1.3% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 418,892 | $5,569 萬 | 8.65% | −48,945−10.5% | 減碼 |
| Parallax Volatility Advisers, L.P. | 420,980 | $5,597 萬 | 1.42% | +420,980 | 新進 |
| DekaBank Deutsche Girozentrale | 416,619 | $5,604 萬 | 0.10% | +7,963+1.9% | 加碼 |
| USS Investment Management Ltd | 423,791 | $5,633 萬 | 0.45% | −51,492−10.8% | 減碼 |
| Swedbank AB | 451,115 | $5,998 萬 | 0.08% | −12,600−2.7% | 減碼 |
| American Century Companies Inc | 452,117 | $6,011 萬 | 0.04% | +21,382+5.0% | 加碼 |
| Matthews International Capital Management LLC | 455,484 | $6,056 萬 | 13.18% | +94,791+26.3% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 468,000 | $6,222 萬 | 1.05% | +468,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 486,204 | $6,464 萬 | 0.08% | +41,665+9.4% | 加碼 |
| Kora Management LP | 495,250 | $6,584 萬 | 11.57% | 00.0% | 不變 |
| E Fund Management (Hong Kong) Co., Ltd. | 497,693 | $6,617 萬 | 40.55% | +24,938+5.3% | 加碼 |
| SEI Investments Co | 498,237 | $6,624 萬 | 0.09% | +282,199+130.6% | 加碼 |
| Polar Capital Holdings Plc | 501,389 | $6,666 萬 | 0.39% | +158,182+46.1% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 503,300 | $6,691 萬 | 23.12% | +186,400+58.8% | 加碼 |
| Bank of Montreal | 448,442 | $6,728 萬 | 0.03% | +448,442 | 新進 |
| Mane Global Capital Management LP | 516,927 | $6,873 萬 | 4.82% | +252,823+95.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 523,000 | $6,953 萬 | 0.86% | +446,000+579.2% | 加碼 |
| Keywise Capital Management (HK) Ltd | 543,900 | $7,231 萬 | 8.74% | +305,400+128.1% | 加碼 |
| Fullerton Fund Management Co Ltd. | 547,165 | $7,275 萬 | 3.26% | +417,175+320.9% | 加碼 |
| Aviva PLC | 568,185 | $7,554 萬 | 0.21% | +4,331+0.8% | 加碼 |
| Wellington Management Group LLP | 569,820 | $7,576 萬 | 0.01% | +74,099+14.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 572,321 | $7,609 萬 | 0.23% | −513,679−47.3% | 減碼 |
| National Bank of Canada | 579,602 | $7,708 萬 | 0.12% | −691,913−54.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 584,945 | $7,774 萬 | 5.62% | +11,761+2.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 588,097 | $7,819 萬 | 0.19% | −77,022−11.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 595,882 | $7,922 萬 | 0.19% | +595,882 | 新進 |
| Alpine Investment Management Ltd | 605,000 | $8,043 萬 | 30.90% | +30,000+5.2% | 加碼 |
| First Manhattan Co | 610,670 | $8,119 萬 | 0.26% | +10,028+1.7% | 加碼 |
| Fisher Asset Management, LLC | 612,966 | $8,149 萬 | 0.04% | −55,544−8.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 694,272 | $8,427 萬 | 0.42% | −576,040−45.3% | 減碼 |
| Point72 Asset Management, L.P. | 633,970 | $8,429 萬 | 0.27% | −178,763−22.0% | 減碼 |
| ProShare Advisors LLC | 650,602 | $8,650 萬 | 0.23% | −88,279−11.9% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 651,000 | $8,655 萬 | 28.98% | +651,000 | 新進 |
| Lazard Asset Management LLC | 657,357 | $8,740 萬 | 0.11% | +109,476+20.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657,817 | $8,746 萬 | 0.23% | +157,962+31.6% | 加碼 |
| Quadrature Capital Ltd | 667,469 | $8,871 萬 | 1.49% | +667,469 | 新進 |
| 1832 Asset Management L.P. | 673,900 | $8,960 萬 | 0.16% | −165,300−19.7% | 減碼 |
| Cat Rock Capital Management LP | 674,159 | $8,963 萬 | 10.04% | +170,659+33.9% | 加碼 |
| Russell Investments Group, Ltd. | 690,124 | $9,142 萬 | 0.15% | +93,833+15.7% | 加碼 |
| Barings LLC | 689,810 | $9,171 萬 | 2.23% | +85,506+14.1% | 加碼 |
| Bamco Inc | 706,102 | $9,388 萬 | 0.27% | +143,502+25.5% | 加碼 |
| Causeway Capital Management LLC | 744,603 | $9,899 萬 | 2.70% | +62,230+9.1% | 加碼 |
| Citigroup Inc | 759,207 | $1.01 億 | 0.10% | +80,471+11.9% | 加碼 |
| Coronation Fund Managers Ltd. | 762,647 | $1.01 億 | 5.85% | −591,644−43.7% | 減碼 |
| AQR Capital Management LLC | 785,155 | $1.04 億 | 0.16% | −16,784−2.1% | 減碼 |
| Jane Street Group, LLC | 783,931 | $1.04 億 | 0.11% | +105,492+15.5% | 加碼 |
| Allianz Asset Management GmbH | 803,869 | $1.07 億 | 0.17% | −159,311−16.5% | 減碼 |
| Great West Life Assurance Co | 827,904 | $1.10 億 | 0.21% | −76,170−8.4% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 845,336 | $1.12 億 | 47.88% | +166,700+24.6% | 加碼 |
| IMC-Chicago, LLC | 846,216 | $1.13 億 | 3.61% | +535,941+172.7% | 加碼 |
| RWC Asset Advisors (US) LLC | 863,584 | $1.15 億 | 11.71% | +140,387+19.4% | 加碼 |
| Platinum Investment Management Ltd | 867,447 | $1.15 億 | 4.67% | +309,614+55.5% | 加碼 |
| Principal Financial Group Inc | 868,495 | $1.15 億 | 0.07% | −19,436−2.2% | 減碼 |
| Standard Life Aberdeen plc | 874,272 | $1.16 億 | 0.22% | +219,931+33.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 874,604 | $1.16 億 | 0.11% | +362,084+70.6% | 加碼 |
| Charles Schwab Investment Management Inc | 881,697 | $1.17 億 | 0.02% | +135,152+18.1% | 加碼 |
| Franklin Resources Inc | 884,952 | $1.18 億 | 0.04% | +198,473+28.9% | 加碼 |
| UBS Asset Management Americas Inc | 891,622 | $1.19 億 | 0.03% | −10,336,174−92.1% | 減碼 |
| First Trust Advisors LP | 904,241 | $1.20 億 | 0.12% | −160,163−15.0% | 減碼 |
| Pinpoint Asset Management Ltd | 843,757 | $1.21 億 | 17.90% | +63,771+8.2% | 加碼 |
| WT Asset Management Ltd | 933,702 | $1.24 億 | 12.09% | −77,524−7.7% | 減碼 |
| Man Group plc | 935,282 | $1.24 億 | 0.33% | +98,834+11.8% | 加碼 |
| Cederberg Capital Ltd | 951,000 | $1.26 億 | 41.56% | −181,700−16.0% | 減碼 |
| Genesis Investment Management, LLP | 956,466 | $1.27 億 | 25.00% | +26,608+2.9% | 加碼 |
| Victory Capital Management Inc | 957,030 | $1.27 億 | 0.13% | −14,000−1.4% | 減碼 |
| Prudential PLC | 989,157 | $1.32 億 | 0.91% | +184,249+22.9% | 加碼 |
| Origin Asset Management LLP | 994,701 | $1.32 億 | 33.06% | +36,783+3.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,002,513 | $1.33 億 | 0.56% | +183,730+22.4% | 加碼 |
| Ninety One UK Ltd | 1,030,354 | $1.37 億 | 0.38% | +7,368+0.7% | 加碼 |
| Qube Research & Technologies Ltd | 1,045,744 | $1.39 億 | 0.26% | +49,654+5.0% | 加碼 |
| Franchise Capital Ltd | 1,138,221 | $1.51 億 | 36.60% | +235,795+26.1% | 加碼 |
| Northern Trust Corp | 1,172,160 | $1.56 億 | 0.03% | +10,383+0.9% | 加碼 |
| California Public Employees Retirement System | 1,187,243 | $1.58 億 | 0.12% | +136,847+13.0% | 加碼 |
| Ameriprise Financial Inc | 1,192,794 | $1.59 億 | 0.04% | −4,610−0.4% | 減碼 |
| Whale Rock Capital Management LLC | 1,204,694 | $1.60 億 | 2.27% | −33,890−2.7% | 減碼 |
| Bridgewater Associates, LP | 1,254,866 | $1.67 億 | 0.87% | −289,631−18.8% | 減碼 |
| Squarepoint Ops LLC | 1,259,953 | $1.68 億 | 0.63% | −433,813−25.6% | 減碼 |
| Scge Management, L.P. | 1,276,000 | $1.70 億 | 3.31% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 1,278,726 | $1.70 億 | 0.19% | +47,390+3.8% | 加碼 |
| Renaissance Technologies LLC | 1,326,300 | $1.76 億 | 0.30% | +1,326,300 | 新進 |
| Swiss National Bank | 1,346,609 | $1.79 億 | 0.12% | −3,100−0.2% | 減碼 |
| APG Asset Management N.V. | 1,467,928 | $1.82 億 | 0.32% | −258,076−15.0% | 減碼 |
| Voloridge Investment Management, LLC | 1,405,825 | $1.87 億 | 0.69% | +1,405,825 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,448,199 | $1.93 億 | 0.14% | −7,611−0.5% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,453,900 | $1.93 億 | 88.55% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,504,499 | $2.00 億 | 0.04% | +172,515+13.0% | 加碼 |
| Aspex Management (HK) Ltd | 1,531,867 | $2.04 億 | 4.35% | +881,502+135.5% | 加碼 |
| Alliancebernstein L.P. | 1,541,535 | $2.05 億 | 0.07% | +379,274+32.6% | 加碼 |
| CoreView Capital Management Ltd | 1,572,451 | $2.09 億 | 32.82% | −390,000−19.9% | 減碼 |
| Perseverance Asset Management International | 1,585,106 | $2.11 億 | 27.64% | +447,154+39.3% | 加碼 |
| Trivest Advisors Ltd | 1,664,160 | $2.21 億 | 11.47% | +87,460+5.5% | 加碼 |