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 |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 166,135 | $2,209 萬 | 0.21% | +166,135 | 新進 |
| Resona Asset Management Co.,Ltd. | 164,315 | $2,183 萬 | 0.13% | −9,113−5.3% | 減碼 |
| Sylebra Capital LLC | 159,955 | $2,127 萬 | 0.79% | −193,247−54.7% | 減碼 |
| Asset Management One Co.,Ltd. | 148,895 | $1,980 萬 | 0.08% | +1,101+0.7% | 加碼 |
| Mackenzie Financial Corp | 143,597 | $1,909 萬 | 0.03% | +6,370+4.6% | 加碼 |
| Two Sigma Advisers, LP | 141,500 | $1,881 萬 | 0.04% | +141,500 | 新進 |
| Jennison Associates LLC | 134,596 | $1,789 萬 | 0.01% | −23,496−14.9% | 減碼 |
| Group One Trading, L.P. | 133,445 | $1,774 萬 | 0.56% | +133,445 | 新進 |
| Marathon Trading Investment Management LLC | 130,174 | $1,731 萬 | 4.63% | +130,174 | 新進 |
| TB Alternative Assets Ltd. | 129,500 | $1,722 萬 | 4.01% | +42,500+48.9% | 加碼 |
| Global X Japan Co., Ltd. | 129,126 | $1,717 萬 | 2.43% | +37,950+41.6% | 加碼 |
| Brilliance Asset Management Ltd | 129,120 | $1,717 萬 | 4.31% | +129,120 | 新進 |
| Danske Bank A/S | 127,703 | $1,698 萬 | 0.06% | −37,575−22.7% | 減碼 |
| Bright Valley Capital Ltd | 127,500 | $1,695 萬 | 19.12% | −155,900−55.0% | 減碼 |
| All-Stars Investment Ltd | 127,000 | $1,688 萬 | 6.03% | 00.0% | 不變 |
| CastleKnight Management LP | 126,600 | $1,683 萬 | 2.25% | +75,500+147.7% | 加碼 |
| FACT Capital, LP | 126,357 | $1,680 萬 | 5.99% | +4,160+3.4% | 加碼 |
| Pinebridge Investments, L.P. | 126,050 | $1,676 萬 | 0.14% | −9,843−7.2% | 減碼 |
| TD Asset Management Inc | 125,476 | $1,668 萬 | 0.02% | −14,540−10.4% | 減碼 |
| Apeiron Capital Ltd | 124,985 | $1,662 萬 | 5.80% | +124,985 | 新進 |
| Neuberger Berman Group LLC | 124,472 | $1,655 萬 | 0.01% | −176,070−58.6% | 減碼 |
| GTS Securities LLC | 123,752 | $1,645 萬 | 0.34% | +114,286+1,207.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 123,024 | $1,636 萬 | 0.02% | −4,070−3.2% | 減碼 |
| Kadensa Capital Ltd | 123,015 | $1,635 萬 | 3.86% | −25,321−17.1% | 減碼 |
| HRT Financial LP | 121,625 | $1,617 萬 | 0.09% | +121,625 | 新進 |
| Beck Bode, LLC | 121,194 | $1,611 萬 | 3.24% | +121,194 | 新進 |
| Aubrey Capital Management Ltd | 122,000 | $1,604 萬 | 6.41% | +4,300+3.7% | 加碼 |
| CIBC Asset Management Inc | 120,141 | $1,597 萬 | 0.06% | +3,197+2.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 115,300 | $1,533 萬 | 0.14% | +115,300 | 新進 |
| Nan Fung Trinity (HK) Ltd | 114,500 | $1,522 萬 | 3.28% | −38,800−25.3% | 減碼 |
| Carrhae Capital LLP | 113,079 | $1,503 萬 | 2.46% | +17,848+18.7% | 加碼 |
| Ci Investments Inc. | 109,171 | $1,451 萬 | 0.06% | −6,453−5.6% | 減碼 |
| Nomura Asset Management Co Ltd | 104,707 | $1,392 萬 | 0.05% | +15,229+17.0% | 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 |
| Envestnet Asset Management Inc | 102,006 | $1,356 萬 | 0.00% | +73,908+263.0% | 加碼 |
| Panagora Asset Management Inc | 93,891 | $1,248 萬 | 0.06% | −29,964−24.2% | 減碼 |
| Polymer Capital Management (HK) LTD | 92,218 | $1,226 萬 | 2.49% | −28,423−23.6% | 減碼 |
| Rhumbline Advisers | 91,002 | $1,210 萬 | 0.01% | −11,248−11.0% | 減碼 |
| CMT Capital Markets Trading GmbH | 87,236 | $1,160 萬 | 3.30% | +21,986+33.7% | 加碼 |
| Rafferty Asset Management, LLC | 86,362 | $1,148 萬 | 0.04% | −14,284−14.2% | 減碼 |
| Orland Properties Ltd | 85,000 | $1,130 萬 | 8.59% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 83,500 | $1,110 萬 | 0.48% | −16,000−16.1% | 減碼 |
| Profund Advisors LLC | 83,299 | $1,107 萬 | 0.41% | −4,568−5.2% | 減碼 |
| Thrivent Financial for Lutherans | 82,121 | $1,092 萬 | 0.02% | +5,136+6.7% | 加碼 |
| Shelton Capital Management | 80,236 | $1,067 萬 | 0.29% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 77,791 | $1,034 萬 | 0.19% | +77,791 | 新進 |
| iA Global Asset Management Inc. | 77,337 | $1,028 萬 | 0.20% | +4,277+5.9% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 74,909 | $995.9 萬 | 0.33% | −51,809−40.9% | 減碼 |
| DnB Asset Management AS | 74,790 | $994.3 萬 | 0.05% | −20,545−21.6% | 減碼 |
| Balyasny Asset Management LLC | 73,656 | $979.3 萬 | 0.03% | −116,772−61.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,472 | $963.5 萬 | 0.11% | −2,849−3.8% | 減碼 |
| Van Eck Associates Corp | 71,178 | $946.3 萬 | 0.01% | +36,885+107.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 68,400 | $909.4 萬 | 0.07% | 00.0% | 不變 |
| Voya Investment Management LLC | 67,676 | $899.8 萬 | 0.01% | −1,363−2.0% | 減碼 |
| Walleye Capital LLC | 67,261 | $894.2 萬 | 0.09% | +26,976+67.0% | 加碼 |
| STRS Ohio | 66,399 | $882.8 萬 | 0.03% | +12,800+23.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 65,679 | $873.2 萬 | 0.15% | +41,325+169.7% | 加碼 |
| UBS Oconnor LLC | 63,262 | $841.1 萬 | 0.24% | +40,367+176.3% | 加碼 |
| Ramirez Asset Management, Inc. | 62,934 | $836.7 萬 | 1.70% | −3,587−5.4% | 減碼 |
| Hel Ved Capital Management Ltd | 62,378 | $829.3 萬 | 2.92% | −155,722−71.4% | 減碼 |
| Janney Capital Management LLC | 59,643 | $793.0 萬 | 0.56% | +22,379+60.1% | 加碼 |
| CenterBook Partners LP | 59,565 | $791.9 萬 | 0.49% | +39,591+198.2% | 加碼 |
| Trexquant Investment LP | 58,991 | $784.3 萬 | 0.12% | −29,658−33.5% | 減碼 |
| Ensign Peak Advisors, Inc | 58,900 | $783.1 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 58,335 | $775.6 萬 | 0.54% | +41,781+252.4% | 加碼 |
| Nissay Asset Management Corp | 58,032 | $771.5 萬 | 0.05% | +12,542+27.6% | 加碼 |
| Verition Fund Management LLC | 57,754 | $767.8 萬 | 0.06% | +5,015+9.5% | 加碼 |
| Maxi Investments CY Ltd | 56,485 | $751.0 萬 | 1.69% | +10,420+22.6% | 加碼 |
| Polen Capital Management LLC | 54,875 | $729.6 萬 | 0.02% | +54,875 | 新進 |
| Taika Capital, LP | 54,835 | $729.0 萬 | 5.81% | +7,700+16.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 54,713 | $725.5 萬 | 0.04% | +217+0.4% | 加碼 |
| Daiwa Securities Group Inc. | 54,512 | $724.7 萬 | 0.04% | +3,535+6.9% | 加碼 |
| AMF Pensionsforsakring AB | 53,466 | $710.8 萬 | 0.05% | +29,000+118.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 53,204 | $707.3 萬 | 0.12% | +28,699+117.1% | 加碼 |
| Louisiana State Employees Retirement System | 53,100 | $706.0 萬 | 0.14% | +700+1.3% | 加碼 |
| Corebridge Financial, Inc. | 51,976 | $691.0 萬 | 0.04% | +51,976 | 新進 |
| E. Ohman J:or Asset Management AB | 50,400 | $670.1 萬 | 0.17% | +50,400 | 新進 |
| Ogborne Capital Management, LLC | 50,000 | $664.8 萬 | 2.05% | −135,000−73.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 48,831 | $649.2 萬 | 0.07% | +3,489+7.7% | 加碼 |
| Headlands Technologies LLC | 48,417 | $643.7 萬 | 0.68% | +48,417 | 新進 |
| ABS Direct Equity Fund LLC | 48,406 | $643.6 萬 | 7.23% | +10,706+28.4% | 加碼 |
| CIBC World Markets Corp | 48,305 | $642.2 萬 | 0.04% | +4,324+9.8% | 加碼 |
| Seldon Capital LP | 48,226 | $641.2 萬 | 3.50% | 00.0% | 不變 |
| Chiron Investment Management, LLC | 46,582 | $619.3 萬 | 2.43% | +8,983+23.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 46,545 | $618.8 萬 | 1.24% | +46,545 | 新進 |
| DRW Securities, LLC | 45,917 | $610.2 萬 | 0.37% | +45,917 | 新進 |
| Artal Group S.A. | 45,500 | $604.9 萬 | 0.16% | −11,000−19.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 45,319 | $602.5 萬 | 0.15% | −1,823−3.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 45,316 | $602.5 萬 | 0.85% | −33,577−42.6% | 減碼 |
| Liontrust Investment Partners LLP | 45,300 | $602.3 萬 | 0.09% | −13,819−23.4% | 減碼 |
| Twenty Acre Capital LP | 48,500 | $584.2 萬 | 5.42% | −3,000−5.8% | 減碼 |
| Yunqi Capital Ltd | 43,500 | $578.3 萬 | 3.66% | +43,500 | 新進 |
| MBB Public Markets I LLC | 42,498 | $565.0 萬 | 0.12% | +38,626+997.6% | 加碼 |
| AMS Capital Ltda | 41,998 | $558.4 萬 | 1.17% | +3,156+8.1% | 加碼 |
| Cetera Investment Advisers | 41,554 | $552.5 萬 | 0.01% | +7,255+21.2% | 加碼 |
| General Equity Holdings LP | 40,000 | $531.8 萬 | 3.25% | +40,000 | 新進 |
| Advisor Group Holdings, Inc. | 38,534 | $512.3 萬 | 0.01% | −45,301−54.0% | 減碼 |
| Two Sigma Securities, LLC | 38,486 | $511.7 萬 | 0.24% | +34,667+907.8% | 加碼 |
| Caxton Associates LP | 38,275 | $508.9 萬 | 0.20% | +29,925+358.4% | 加碼 |
| Numerai GP LLC | 37,318 | $496.1 萬 | 1.80% | +37,318 | 新進 |