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 |
|---|---|---|---|---|---|
| Kamunting Street Capital Management, L.P. | 37,272 | $495.5 萬 | 4.60% | +37,272 | 新進 |
| Jump Financial, LLC | 36,434 | $484.4 萬 | 0.10% | +18,741+105.9% | 加碼 |
| IFM Investors Pty Ltd | 34,951 | $464.7 萬 | 0.05% | +462+1.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 34,850 | $463.3 萬 | 0.05% | +5,549+18.9% | 加碼 |
| CTC LLC | 33,448 | $444.7 萬 | 0.33% | −20,727−38.3% | 減碼 |
| Railway Pension Investments Ltd | 32,700 | $434.7 萬 | 0.05% | +8,300+34.0% | 加碼 |
| Eschler Asset Management LLP | 32,600 | $433.5 萬 | 3.41% | −3,164−8.8% | 減碼 |
| NEOS Investment Management LLC | 32,355 | $430.2 萬 | 0.18% | +10,044+45.0% | 加碼 |
| Pacer Advisors, Inc. | 32,140 | $427.3 萬 | 0.01% | +540+1.7% | 加碼 |
| Yousif Capital Management, LLC | 32,030 | $425.8 萬 | 0.05% | −1,314−3.9% | 減碼 |
| Old Well Partners, LLC | 31,739 | $422.0 萬 | 4.97% | −25,900−44.9% | 減碼 |
| Optimas Capital Ltd | 31,668 | $415.8 萬 | 4.73% | −3,966−11.1% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 31,000 | $412.1 萬 | 0.62% | −19,000−38.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 30,940 | $411.3 萬 | 0.07% | −20−0.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 29,539 | $392.7 萬 | 0.11% | −5,292−15.2% | 減碼 |
| Unigestion Holding SA | 26,207 | $383.4 萬 | 0.21% | −19,870−43.1% | 減碼 |
| Mediolanum International Funds Ltd | 31,030 | $382.2 萬 | 0.06% | 00.0% | 不變 |
| New Thinking (Hong Kong) Investment Management Co. Ltd | 28,050 | $372.8 萬 | 16.06% | +8,484+43.4% | 加碼 |
| Capstone Investment Advisors, LLC | 27,599 | $366.9 萬 | 0.08% | −8,837−24.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 27,187 | $361.5 萬 | 0.20% | −4,388−13.9% | 減碼 |
| Scotia Capital Inc. | 27,002 | $359.0 萬 | 0.02% | +27,002 | 新進 |
| Insight Wealth Strategies, LLC | 26,701 | $355.0 萬 | 0.51% | +26,701 | 新進 |
| Centiva Capital, LP | 26,432 | $351.4 萬 | 0.17% | −2,542−8.8% | 減碼 |
| Dnca Finance | 26,320 | $349.9 萬 | 0.30% | +26,320 | 新進 |
| Banque Cantonale Vaudoise | 25,833 | $343.4 萬 | 0.14% | −1,118−4.1% | 減碼 |
| Gsa Capital Partners LLP | 25,351 | $337.0 萬 | 0.24% | +7,894+45.2% | 加碼 |
| Credit Agricole S A | 25,307 | $336.5 萬 | 0.02% | +20,635+441.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,573 | $326.7 萬 | 0.06% | −7,911−24.4% | 減碼 |
| Colony Group, LLC | 24,140 | $321.0 萬 | 0.01% | +15,234+171.1% | 加碼 |
| Capital Wealth Planning, LLC | 24,025 | $319.4 萬 | 0.03% | +7,032+41.4% | 加碼 |
| Lord, Abbett & Co. LLC | 23,330 | $310.1 萬 | 0.01% | −3,890−14.3% | 減碼 |
| Sierra Summit Advisors LLC | 23,298 | $309.7 萬 | 0.77% | +23,298 | 新進 |
| Maven Securities LTD | 23,258 | $309.2 萬 | 0.48% | +23,258 | 新進 |
| Oppenheimer & Co Inc | 23,031 | $306.2 萬 | 0.05% | +9,021+64.4% | 加碼 |
| Alps Advisors Inc | 22,756 | $302.5 萬 | 0.02% | −8,305−26.7% | 減碼 |
| Dantai Capital Ltd | 22,690 | $301.7 萬 | 3.39% | +7,090+45.4% | 加碼 |
| ClariVest Asset Management LLC | 22,539 | $299.7 萬 | 0.31% | +5,632+33.3% | 加碼 |
| Contrarius Investment Management Ltd | 22,105 | $293.9 萬 | 0.18% | −1,897−7.9% | 減碼 |
| Wolverine Trading, LLC | 21,903 | $291.2 萬 | 0.05% | +21,903 | 新進 |
| Commonwealth Equity Services, LLC | 21,008 | $279.3 萬 | 0.00% | +2,442+13.2% | 加碼 |
| Triasima Portfolio Management inc. | 21,007 | $279.3 萬 | 0.26% | +5,247+33.3% | 加碼 |
| Freemont Capital Pte Ltd | 21,000 | $279.2 萬 | 6.53% | +14,000+200.0% | 加碼 |
| Creative Planning | 20,625 | $274.2 萬 | 0.00% | +4,680+29.4% | 加碼 |
| Rockefeller Capital Management L.P. | 20,462 | $272.0 萬 | 0.01% | −15,390−42.9% | 減碼 |
| LPL Financial LLC | 20,174 | $268.2 萬 | 0.00% | +6,204+44.4% | 加碼 |
| Two Sigma Investments, LP | 20,100 | $267.2 萬 | 0.01% | +20,100 | 新進 |
| Janney Montgomery Scott LLC | 19,791 | $263.1 萬 | 0.01% | −1,283−6.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 19,789 | $263.1 萬 | 0.02% | −23,250−54.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,677 | $261.6 萬 | 0.03% | +11,332+135.8% | 加碼 |
| Redwood Investment Management, LLC | 19,659 | $261.4 萬 | 0.23% | −4,439−18.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 19,373 | $257.6 萬 | 0.09% | 00.0% | 不變 |
| Mariner, LLC | 18,837 | $250.4 萬 | 0.00% | +604+3.3% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 18,700 | $248.6 萬 | 3.08% | −117,234−86.2% | 減碼 |
| Henry James International Management, Inc. | 18,470 | $245.6 萬 | 0.87% | −11,973−39.3% | 減碼 |
| Eisler Capital (US) LLC | 18,393 | $244.5 萬 | 0.46% | +18,393 | 新進 |
| Natixis | 18,215 | $242.2 萬 | 0.02% | +3,318+22.3% | 加碼 |
| Qtron Investments LLC | 18,177 | $241.7 萬 | 0.35% | −27,046−59.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 18,076 | $240.3 萬 | 0.01% | −8,653−32.4% | 減碼 |
| Saba Capital Management, L.P. | 18,000 | $239.3 萬 | 0.05% | +18,000 | 新進 |
| TD Waterhouse Canada Inc. | 17,312 | $231.3 萬 | 0.02% | +17,312 | 新進 |
| Nipun Capital, L.P. | 16,900 | $224.7 萬 | 1.60% | 00.0% | 不變 |
| Erste Asset Management GmbH | 16,800 | $222.8 萬 | 0.03% | +1,645+10.9% | 加碼 |
| Ritholtz Wealth Management | 16,560 | $220.2 萬 | 0.07% | +3,518+27.0% | 加碼 |
| AustralianSuper Pty Ltd | 16,430 | $218.4 萬 | 0.01% | +1,927+13.3% | 加碼 |
| Intech Investment Management LLC | 16,397 | $218.0 萬 | 0.03% | +1,475+9.9% | 加碼 |
| Copperwynd Financial, LLC | 16,638 | $214.4 萬 | 0.70% | +2,378+16.7% | 加碼 |
| Solstein Capital, LLC | 16,119 | $214.3 萬 | 1.40% | +2,449+17.9% | 加碼 |
| Aigen Investment Management, LP | 16,035 | $213.2 萬 | 0.41% | +16,035 | 新進 |
| Cerity Partners LLC | 15,881 | $211.1 萬 | 0.01% | +1,737+12.3% | 加碼 |
| Naviter Wealth, LLC | 15,506 | $206.2 萬 | 0.31% | +5,890+61.3% | 加碼 |
| QRG Capital Management, Inc. | 15,387 | $204.6 萬 | 0.02% | +652+4.4% | 加碼 |
| GWM Advisors LLC | 15,207 | $202.2 萬 | 0.01% | +1,304+9.4% | 加碼 |
| Advisory Services Network, LLC | 15,191 | $202.0 萬 | 0.04% | −7,457−32.9% | 減碼 |
| Raymond James & Associates | 15,158 | $201.5 萬 | 0.00% | −335−2.2% | 減碼 |
| Morningstar Investment Management LLC | 15,016 | $199.6 萬 | 0.21% | −4,843−24.4% | 減碼 |
| RBF Capital, LLC | 15,000 | $199.4 萬 | 0.12% | 00.0% | 不變 |
| Diversified Trust Co | 14,919 | $198.3 萬 | 0.06% | +6,037+68.0% | 加碼 |
| Aperture Investors, LLC | 14,774 | $196.4 萬 | 0.29% | +2,167+17.2% | 加碼 |
| Donaldson Capital Management, LLC | 14,486 | $192.6 萬 | 0.08% | +14,486 | 新進 |
| Allspring Global Investments Holdings, LLC | 14,220 | $189.1 萬 | 0.00% | −25−0.2% | 減碼 |
| New Millennium Group LLC | 14,064 | $187.0 萬 | 1.22% | +14,064 | 新進 |
| NewEdge Wealth, LLC | 13,909 | $184.9 萬 | 0.04% | +720+5.5% | 加碼 |
| Comgest Global Investors S.A.S. | 13,851 | $184.1 萬 | 0.03% | +13,851 | 新進 |
| Knights of Columbus Asset Advisors LLC | 13,807 | $183.6 萬 | 0.12% | +480+3.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 13,800 | $183.5 萬 | 0.03% | +2,400+21.1% | 加碼 |
| Abn Amro Investment Solutions | 13,250 | $176.2 萬 | 0.03% | +2,230+20.2% | 加碼 |
| Mercer Global Advisors Inc | 13,219 | $175.7 萬 | 0.00% | +4,750+56.1% | 加碼 |
| Wetherby Asset Management Inc | 12,875 | $171.2 萬 | 0.08% | −178−1.4% | 減碼 |
| TCW Group Inc | 12,560 | $167.0 萬 | 0.01% | −2,026−13.9% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 12,155 | $161.6 萬 | 0.01% | +415+3.5% | 加碼 |
| JustInvest LLC | 12,180 | $161.3 萬 | 0.03% | +352+3.0% | 加碼 |
| Oberweis Asset Management Inc | 12,000 | $159.5 萬 | 0.10% | −2,500−17.2% | 減碼 |
| Pathstone Holdings, LLC | 11,744 | $156.1 萬 | 0.01% | +1,220+11.6% | 加碼 |
| Hidden Lake Asset Management LP | 11,650 | $154.9 萬 | 1.32% | +11,650 | 新進 |
| CenterStar Asset Management, LLC | 11,599 | $154.3 萬 | 2.32% | +11,599 | 新進 |
| Brinker Capital Investments, LLC | 11,572 | $153.8 萬 | 0.02% | +1,316+12.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 11,572 | $153.8 萬 | 0.02% | +1,316+12.8% | 加碼 |
| Cigna Investments Inc | 11,454 | $152.3 萬 | 0.28% | −137−1.2% | 減碼 |
| Summit Global Investments | 11,199 | $148.9 萬 | 0.10% | +8,655+340.2% | 加碼 |
| Rakuten Investment Management, Inc. | 10,967 | $144.7 萬 | 0.01% | +4,562+71.2% | 加碼 |