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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 673,900 | $8,960 萬 | 0.16% | −165,300−19.7% | 減碼 |
| Quadrature Capital Ltd | 667,469 | $8,871 萬 | 1.49% | +667,469 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657,817 | $8,746 萬 | 0.23% | +157,962+31.6% | 加碼 |
| Lazard Asset Management LLC | 657,357 | $8,740 萬 | 0.11% | +109,476+20.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 651,000 | $8,655 萬 | 28.98% | +651,000 | 新進 |
| ProShare Advisors LLC | 650,602 | $8,650 萬 | 0.23% | −88,279−11.9% | 減碼 |
| Point72 Asset Management, L.P. | 633,970 | $8,429 萬 | 0.27% | −178,763−22.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 694,272 | $8,427 萬 | 0.42% | −576,040−45.3% | 減碼 |
| Fisher Asset Management, LLC | 612,966 | $8,149 萬 | 0.04% | −55,544−8.3% | 減碼 |
| First Manhattan Co | 610,670 | $8,119 萬 | 0.26% | +10,028+1.7% | 加碼 |
| Alpine Investment Management Ltd | 605,000 | $8,043 萬 | 30.90% | +30,000+5.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 595,882 | $7,922 萬 | 0.19% | +595,882 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 588,097 | $7,819 萬 | 0.19% | −77,022−11.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 584,945 | $7,774 萬 | 5.62% | +11,761+2.1% | 加碼 |
| National Bank of Canada | 579,602 | $7,708 萬 | 0.12% | −691,913−54.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 572,321 | $7,609 萬 | 0.23% | −513,679−47.3% | 減碼 |
| Wellington Management Group LLP | 569,820 | $7,576 萬 | 0.01% | +74,099+14.9% | 加碼 |
| Aviva PLC | 568,185 | $7,554 萬 | 0.21% | +4,331+0.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 547,165 | $7,275 萬 | 3.26% | +417,175+320.9% | 加碼 |
| Keywise Capital Management (HK) Ltd | 543,900 | $7,231 萬 | 8.74% | +305,400+128.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 523,000 | $6,953 萬 | 0.86% | +446,000+579.2% | 加碼 |
| Mane Global Capital Management LP | 516,927 | $6,873 萬 | 4.82% | +252,823+95.7% | 加碼 |
| Bank of Montreal | 448,442 | $6,728 萬 | 0.03% | +448,442 | 新進 |
| Yong Rong (HK) Asset Management Ltd | 503,300 | $6,691 萬 | 23.12% | +186,400+58.8% | 加碼 |
| Polar Capital Holdings Plc | 501,389 | $6,666 萬 | 0.39% | +158,182+46.1% | 加碼 |
| SEI Investments Co | 498,237 | $6,624 萬 | 0.09% | +282,199+130.6% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 497,693 | $6,617 萬 | 40.55% | +24,938+5.3% | 加碼 |
| Kora Management LP | 495,250 | $6,584 萬 | 11.57% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 486,204 | $6,464 萬 | 0.08% | +41,665+9.4% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 468,000 | $6,222 萬 | 1.05% | +468,000 | 新進 |
| Matthews International Capital Management LLC | 455,484 | $6,056 萬 | 13.18% | +94,791+26.3% | 加碼 |
| American Century Companies Inc | 452,117 | $6,011 萬 | 0.04% | +21,382+5.0% | 加碼 |
| Swedbank AB | 451,115 | $5,998 萬 | 0.08% | −12,600−2.7% | 減碼 |
| USS Investment Management Ltd | 423,791 | $5,633 萬 | 0.45% | −51,492−10.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 416,619 | $5,604 萬 | 0.10% | +7,963+1.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 420,980 | $5,597 萬 | 1.42% | +420,980 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 418,892 | $5,569 萬 | 8.65% | −48,945−10.5% | 減碼 |
| Korea Investment CORP | 413,687 | $5,500 萬 | 0.14% | +5,500+1.3% | 加碼 |
| Massachusetts Financial Services Co | 409,668 | $5,447 萬 | 0.02% | +76,380+22.9% | 加碼 |
| Clark Capital Management Group, Inc. | 406,975 | $5,411 萬 | 0.40% | +406,975 | 新進 |
| Artisan Partners Limited Partnership | 399,137 | $5,307 萬 | 0.08% | +344,973+636.9% | 加碼 |
| New York State Common Retirement Fund | 385,241 | $5,122 萬 | 0.07% | +259,256+205.8% | 加碼 |
| Storebrand Asset Management AS | 380,618 | $5,060 萬 | 0.17% | +5,176+1.4% | 加碼 |
| Oxbow Capital Management (HK) Ltd | 377,372 | $5,017 萬 | 16.96% | +120,372+46.8% | 加碼 |
| Simplex Trading, LLC | 374,085 | $4,973 萬 | 1.60% | +374,085 | 新進 |
| Citadel Advisors LLC | 371,755 | $4,942 萬 | 0.05% | −224,541−37.7% | 減碼 |
| Handelsbanken Fonder AB | 371,530 | $4,940 萬 | 0.21% | −12,839−3.3% | 減碼 |
| British Columbia Investment Management Corp | 367,800 | $4,890 萬 | 0.30% | −33,300−8.3% | 減碼 |
| AlpInvest Partners B.V. | 362,006 | $4,813 萬 | 17.26% | +239,390+195.2% | 加碼 |
| Royal Bank of Canada | 359,970 | $4,786 萬 | 0.01% | −161,176−30.9% | 減碼 |
| AI-Squared Management Ltd | 347,151 | $4,615 萬 | 42.12% | −61,627−15.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 342,610 | $4,555 萬 | 0.15% | −7,331−2.1% | 減碼 |
| Alberta Investment Management Corp | 342,324 | $4,551 萬 | 0.48% | +4,145+1.2% | 加碼 |
| Monolith Management Ltd | 331,468 | $4,407 萬 | 20.31% | +86,968+35.6% | 加碼 |
| Nordea Investment Management AB | 326,532 | $4,362 萬 | 0.05% | +33,023+11.3% | 加碼 |
| Nomura Holdings Inc | 322,560 | $4,288 萬 | 0.27% | +204,992+174.4% | 加碼 |
| Public Sector Pension Investment Board | 321,694 | $4,277 萬 | 0.27% | +3,300+1.0% | 加碼 |
| RV Capital GmbH | 317,689 | $4,224 萬 | 10.16% | +27,289+9.4% | 加碼 |
| Keystone Investors Pte Ltd | 311,044 | $4,135 萬 | 3.48% | +278,859+866.4% | 加碼 |
| Adams Street Partners LLC | 310,488 | $4,128 萬 | 17.01% | +310,488 | 新進 |
| Coatue Management LLC大師Coatue | 307,701 | $4,091 萬 | 0.16% | −594,677−65.9% | 減碼 |
| KBC Group NV | 307,001 | $4,082 萬 | 0.12% | −3,867−1.2% | 減碼 |
| Los Angeles Capital Management LLC | 306,606 | $4,076 萬 | 0.15% | +9,820+3.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 299,766 | $3,985 萬 | 0.69% | +113,698+61.1% | 加碼 |
| Janus Henderson Group PLC | 282,441 | $3,754 萬 | 0.02% | +159,402+129.6% | 加碼 |
| Panview Asian Equity Master Fund | 281,000 | $3,736 萬 | 9.43% | +130,000+86.1% | 加碼 |
| Value Star Asset Management (Hong Kong) Ltd | 278,968 | $3,709 萬 | 13.75% | +42,000+17.7% | 加碼 |
| Walleye Trading LLC | 277,939 | $3,695 萬 | 0.73% | +43,503+18.6% | 加碼 |
| Prudential Financial Inc | 266,905 | $3,549 萬 | 0.05% | +16,873+6.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 263,320 | $3,501 萬 | 0.21% | +18,920+7.7% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 262,978 | $3,496 萬 | 13.17% | +31,859+13.8% | 加碼 |
| 3G Capital Partners LP | 255,000 | $3,390 萬 | 13.04% | −40,000−13.6% | 減碼 |
| Thunderbird Partners LLP | 254,238 | $3,380 萬 | 8.03% | −75,936−23.0% | 減碼 |
| AXA S.A. | 253,585 | $3,371 萬 | 0.10% | +17,672+7.5% | 加碼 |
| AnglePoint Asset Management Ltd | 251,944 | $3,350 萬 | 35.23% | +230,106+1,053.7% | 加碼 |
| Steadfast Capital Management LP | 246,400 | $3,276 萬 | 0.78% | +246,400 | 新進 |
| California State Teachers Retirement System | 245,293 | $3,261 萬 | 0.04% | +27,974+12.9% | 加碼 |
| Point72 Hong Kong Ltd | 245,104 | $3,259 萬 | 1.98% | −477,993−66.1% | 減碼 |
| Wasatch Advisors Inc | 243,737 | $3,240 萬 | 0.17% | +243,737 | 新進 |
| Ninety One North America, Inc. | 235,328 | $3,129 萬 | 1.58% | −6,654−2.7% | 減碼 |
| Teacher Retirement System of Texas | 232,489 | $3,091 萬 | 0.18% | +10,667+4.8% | 加碼 |
| Jupiter Asset Management Ltd | 230,917 | $3,070 萬 | 0.29% | +89,853+63.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 226,888 | $3,018 萬 | 0.91% | +29,994+15.2% | 加碼 |
| SG Americas Securities, LLC | 225,805 | $3,002 萬 | 0.19% | −79,812−26.1% | 減碼 |
| RWC Asset Management LLP | 220,683 | $2,934 萬 | 2.07% | +36,894+20.1% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 220,000 | $2,925 萬 | 1.83% | +20,000+10.0% | 加碼 |
| M&G Plc | 216,600 | $2,881 萬 | 0.17% | +14,708+7.3% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 210,500 | $2,799 萬 | 3.90% | +173,290+465.7% | 加碼 |
| Vontobel Holding Ltd. | 206,758 | $2,749 萬 | 0.09% | +170,082+463.7% | 加碼 |
| Wells Fargo & Company | 201,246 | $2,676 萬 | 0.01% | +169,978+543.6% | 加碼 |
| Ardmore Road Asset Management LP | 201,000 | $2,672 萬 | 4.12% | +51,000+34.0% | 加碼 |
| LMR Partners LLP | 199,309 | $2,650 萬 | 0.57% | +199,309 | 新進 |
| Parus Finance (UK) Ltd | 198,003 | $2,632 萬 | 7.61% | +73,596+59.2% | 加碼 |
| Macquarie Group Ltd | 197,949 | $2,632 萬 | 0.03% | +33,006+20.0% | 加碼 |
| Penserra Capital Management LLC | 194,422 | $2,585 萬 | 0.33% | −25,259−11.5% | 減碼 |
| Thornburg Investment Management Inc | 182,419 | $2,427 萬 | 0.34% | +1,682+0.9% | 加碼 |
| Grand Alliance Asset Management Ltd | 182,460 | $2,426 萬 | 11.59% | +35,000+23.7% | 加碼 |
| Todd Asset Management LLC | 179,516 | $2,387 萬 | 0.50% | +179,516 | 新進 |
| National Pension Service | 174,013 | $2,314 萬 | 0.03% | 00.0% | 不變 |
| Guggenheim Capital LLC | 167,731 | $2,230 萬 | 0.16% | +5,647+3.5% | 加碼 |