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 |
|---|---|---|---|---|---|
| Public Investment Fund | 1,703,275 | $2.26 億 | 1.29% | 00.0% | 不變 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,714,185 | $2.28 億 | 3.39% | −53,746−3.0% | 減碼 |
| UBS Group AG | 1,800,235 | $2.39 億 | 0.07% | −345,805−16.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,822,432 | $2.42 億 | 0.07% | +1,500+0.1% | 加碼 |
| William Blair Investment Management, LLC | 1,869,782 | $2.49 億 | 0.65% | +7,564+0.4% | 加碼 |
| Deutsche Bank AG | 1,911,517 | $2.54 億 | 0.11% | +586,757+44.3% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,940,000 | $2.58 億 | 4.18% | −160,000−7.6% | 減碼 |
| Millennium Management LLC | 1,946,934 | $2.59 億 | 0.21% | +378,779+24.2% | 加碼 |
| Schroder Investment Management Group | 1,958,591 | $2.60 億 | 0.29% | −59,185−2.9% | 減碼 |
| Barclays PLC | 1,962,561 | $2.61 億 | 0.12% | +628,550+47.1% | 加碼 |
| Marshall Wace, LLP | 2,105,335 | $2.80 億 | 0.40% | −487,551−18.8% | 減碼 |
| Dimensional Fund Advisors LP | 2,317,795 | $3.08 億 | 0.08% | +190,199+8.9% | 加碼 |
| Oceanlink Management Ltd. | 2,393,265 | $3.18 億 | 47.64% | +23,377+1.0% | 加碼 |
| Dragoneer Investment Group, LLC | 2,620,838 | $3.48 億 | 6.66% | +1,540,346+142.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,642,373 | $3.51 億 | 0.76% | +171,541+6.9% | 加碼 |
| First Beijing Investment Ltd | 2,784,180 | $3.70 億 | 40.05% | +957,984+52.5% | 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 |
| Krane Funds Advisors LLC | 3,496,056 | $4.65 億 | 19.61% | +201,437+6.1% | 加碼 |
| SRS Investment Management, LLC | 3,647,247 | $4.85 億 | 6.60% | 00.0% | 不變 |
| Acadian Asset Management LLC | 3,670,799 | $4.88 億 | 1.50% | +1,904,155+107.8% | 加碼 |
| Bank of America Corp | 3,679,127 | $4.89 億 | 0.05% | −400,843−9.8% | 減碼 |
| Legal & General Group Plc | 3,815,652 | $5.07 億 | 0.14% | +42,803+1.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,878,677 | $5.16 億 | 0.56% | +962,585+33.0% | 加碼 |
| HSBC Holdings PLC | 3,914,151 | $5.22 億 | 0.34% | +228,475+6.2% | 加碼 |
| Geode Capital Management, LLC | 4,173,257 | $5.52 億 | 0.05% | +144,201+3.6% | 加碼 |
| E Fund Management Co., Ltd. | 4,619,649 | $6.14 億 | 33.96% | +58,370+1.3% | 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 |
| FIL Ltd | 5,296,350 | $7.04 億 | 0.70% | +2,161,489+69.0% | 加碼 |
| Tairen Capital Ltd | 5,378,376 | $7.15 億 | 25.66% | +1,788,076+49.8% | 加碼 |
| Invesco Ltd. | 5,421,030 | $7.21 億 | 0.15% | +394,251+7.8% | 加碼 |
| Assenagon Asset Management S.A. | 5,913,780 | $7.86 億 | 1.96% | +826,525+16.2% | 加碼 |
| Price T Rowe Associates Inc | 6,799,131 | $9.04 億 | 0.11% | +2,094,867+44.5% | 加碼 |
| JPMorgan Chase & Co | 8,279,801 | $11.0 億 | 0.09% | +3,191,419+62.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 8,359,920 | $11.1 億 | 0.98% | +1,127,702+15.6% | 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 |
| Norges Bank | 10,331,273 | $13.7 億 | 0.21% | +3,192,553+44.7% | 加碼 |
| State Street Corp | 10,800,839 | $14.4 億 | 0.06% | +315,766+3.0% | 加碼 |
| GQG Partners LLC | 10,807,761 | $14.4 億 | 2.18% | +10,807,761 | 新進 |
| Goldman Sachs Group Inc | 11,194,224 | $14.9 億 | 0.29% | +190,700+1.7% | 加碼 |
| Morgan Stanley | 11,976,774 | $15.9 億 | 0.12% | −545,134−4.4% | 減碼 |
| SC US (TTGP), Ltd. | 12,695,617 | $16.9 億 | 13.62% | 00.0% | 不變 |
| SC China Holding Ltd | 16,295,432 | $21.3 億 | 78.64% | +14,895,988+1,064.4% | 加碼 |
| FMR LLC | 19,275,397 | $25.6 億 | 0.16% | +4,656,721+31.9% | 加碼 |
| Vanguard Group Inc | 28,245,417 | $37.6 億 | 0.07% | +3,983,842+16.4% | 加碼 |
| BlackRock Inc. | 29,116,363 | $38.7 億 | 0.09% | +973,502+3.5% | 加碼 |
| Baillie Gifford & Co | 35,128,410 | $46.7 億 | 3.64% | +348,130+1.0% | 加碼 |
| Newlands Management Operations LLC | 0 | $0 | 0.00% | −1,955,653−100.0% | 清倉 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −120,994−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −114,848−100.0% | 清倉 |
| Portman Ltd | 0 | $0 | 0.00% | −99,219−100.0% | 清倉 |
| Breakout Capital Partners, LP | 0 | $0 | 0.00% | −96,818−100.0% | 清倉 |
| Kames Capital plc | 0 | $0 | 0.00% | −92,973−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −91,643−100.0% | 清倉 |
| Coalescence Partners Investment Management, LP | 0 | $0 | 0.00% | −87,474−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −54,000−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −53,293−100.0% | 清倉 |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −51,200−100.0% | 清倉 |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −41,392−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −34,436−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −32,371−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,800−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −22,512−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −19,540−100.0% | 清倉 |
| Hershey Trust Co | 0 | $0 | 0.00% | −13,541−100.0% | 清倉 |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −13,425−100.0% | 清倉 |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −12,069−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −9,315−100.0% | 清倉 |
| Hongkou Capital LP | 0 | $0 | 0.00% | −9,795−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −9,326−100.0% | 清倉 |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −8,146−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7,546−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −7,176−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −7,063−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,899−100.0% | 清倉 |
| Balentine LLC | 0 | $0 | 0.00% | −6,717−100.0% | 清倉 |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −6,350−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −5,532−100.0% | 清倉 |
| Investment House LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −2,999−100.0% | 清倉 |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −2,820−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,729−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,549−100.0% | 清倉 |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,419−100.0% | 清倉 |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −2,475−100.0% | 清倉 |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −2,192−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −2,071−100.0% | 清倉 |
| HC Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | 清倉 |
| Ostrum Asset Management | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −1,678−100.0% | 清倉 |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −1,513−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,128−100.0% | 清倉 |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |