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 3 季 13F 持有人
PDD Holdings Inc. 在 2024/9/30 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
- 602
- 較 2024 年第 2 季 −38 家
- 持有股數
- 4.24 億
- 較 2024 年第 2 季 +2,046 萬 (+5.1%)
- 總市值
- $557.7 億
- 較 2024 年第 2 季 +$21.5 億 (+4.0%)
- 新進機構
- 100
- 另有 238 家加碼
- 清倉機構
- 138
- 另有 222 家減碼
另有 6 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 36,116,452 | $48.7 億 | 3.64% | +988,042+2.8% | 加碼 |
| BlackRock, Inc. | 33,011,134 | $44.5 億 | 0.09% | +33,011,134 | 新進 |
| Vanguard Group Inc | 28,393,947 | $38.3 億 | 0.07% | +148,530+0.5% | 加碼 |
| FMR LLC | 20,930,161 | $28.2 億 | 0.17% | +1,654,764+8.6% | 加碼 |
| SC China Holding Ltd | 15,444,770 | $19.3 億 | 74.66% | −850,662−5.2% | 減碼 |
| UBS Asset Management Americas Inc | 13,145,211 | $17.7 億 | 0.46% | +12,253,589+1,374.3% | 加碼 |
| SC US (TTGP), Ltd. | 12,032,996 | $16.2 億 | 11.84% | −662,621−5.2% | 減碼 |
| State Street Corp | 11,664,707 | $15.7 億 | 0.06% | +863,868+8.0% | 加碼 |
| Morgan Stanley | 10,544,435 | $14.2 億 | 0.10% | −1,432,339−12.0% | 減碼 |
| Norges Bank | 9,358,209 | $12.6 億 | 0.18% | −973,064−9.4% | 減碼 |
| Goldman Sachs Group Inc | 8,598,318 | $11.6 億 | 0.22% | −2,595,906−23.2% | 減碼 |
| JPMorgan Chase & Co | 7,717,419 | $10.4 億 | 0.08% | −562,382−6.8% | 減碼 |
| Assenagon Asset Management S.A. | 5,805,434 | $7.83 億 | 1.61% | −108,346−1.8% | 減碼 |
| Price T Rowe Associates Inc | 5,403,002 | $7.28 億 | 0.08% | −1,396,129−20.5% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 5,301,132 | $7.15 億 | 10.62% | +3,361,132+173.3% | 加碼 |
| Tairen Capital Ltd | 5,515,377 | $6.65 億 | 23.56% | +137,001+2.5% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,766,780 | $6.43 億 | 14.11% | −4,125,667−46.4% | 減碼 |
| Invesco Ltd. | 4,671,736 | $6.30 億 | 0.12% | −749,294−13.8% | 減碼 |
| E Fund Management Co., Ltd. | 4,663,972 | $6.29 億 | 32.31% | +44,323+1.0% | 加碼 |
| Geode Capital Management, LLC | 4,686,505 | $6.27 億 | 0.05% | +513,248+12.3% | 加碼 |
| FIL Ltd | 4,627,995 | $6.24 億 | 0.57% | −668,355−12.6% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,517,786 | $6.09 億 | 19.33% | −689,162−13.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 4,392,674 | $5.92 億 | 0.58% | +513,997+13.3% | 加碼 |
| HSBC Holdings PLC | 4,362,049 | $5.90 億 | 0.37% | +447,898+11.4% | 加碼 |
| SRS Investment Management, LLC | 4,351,517 | $5.87 億 | 8.74% | +704,270+19.3% | 加碼 |
| Legal & General Group Plc | 4,154,927 | $5.60 億 | 0.15% | +339,275+8.9% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 3,907,600 | $5.27 億 | 3.18% | +3,804,600+3,693.8% | 加碼 |
| Dragoneer Investment Group, LLC | 3,744,241 | $5.05 億 | 8.78% | +1,123,403+42.9% | 加碼 |
| Deutsche Bank AG | 3,565,252 | $4.81 億 | 0.20% | +1,653,735+86.5% | 加碼 |
| First Beijing Investment Ltd | 3,554,719 | $4.79 億 | 35.19% | +770,539+27.7% | 加碼 |
| Krane Funds Advisors LLC | 3,308,100 | $4.46 億 | 16.03% | −187,956−5.4% | 減碼 |
| Bank of America Corp | 3,293,460 | $4.44 億 | 0.04% | −385,667−10.5% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 3,087,730 | $4.16 億 | 99.21% | −149,314−4.6% | 減碼 |
| UBS Group AG | 3,045,877 | $4.11 億 | 0.12% | +1,245,642+69.2% | 加碼 |
| Nuveen Asset Management, LLC | 2,701,254 | $3.64 億 | 0.10% | +878,822+48.2% | 加碼 |
| Coatue Management LLC大師Coatue | 2,587,536 | $3.49 億 | 1.30% | +2,279,835+740.9% | 加碼 |
| Dimensional Fund Advisors LP | 2,486,877 | $3.36 億 | 0.08% | +169,082+7.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,235,475 | $3.01 億 | 0.60% | −406,898−15.4% | 減碼 |
| Marshall Wace, LLP | 1,788,512 | $2.41 億 | 0.31% | −316,823−15.0% | 減碼 |
| Barclays PLC | 1,758,358 | $2.37 億 | 0.10% | −204,203−10.4% | 減碼 |
| Perseverance Asset Management International | 1,757,906 | $2.37 億 | 27.31% | +172,800+10.9% | 加碼 |
| Public Investment Fund | 1,703,275 | $2.30 億 | 1.18% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,680,380 | $2.27 億 | 0.16% | +232,181+16.0% | 加碼 |
| Schroder Investment Management Group | 1,634,631 | $2.21 億 | 0.23% | −323,960−16.5% | 減碼 |
| Alliancebernstein L.P. | 1,625,523 | $2.19 億 | 0.07% | +83,988+5.4% | 加碼 |
| Pictet Asset Management Holding SA | 1,590,073 | $2.14 億 | 0.24% | +311,347+24.3% | 加碼 |
| Swiss National Bank | 1,575,744 | $2.12 億 | 0.14% | +229,135+17.0% | 加碼 |
| Capital Today Evergreen Fund, L.P. | 1,557,732 | $2.10 億 | 82.87% | +103,832+7.1% | 加碼 |
| Bank of New York Mellon Corp | 1,542,809 | $2.08 億 | 0.04% | +38,310+2.5% | 加碼 |
| Whale Rock Capital Management LLC | 1,527,323 | $2.06 億 | 2.89% | +322,629+26.8% | 加碼 |
| Macquarie Group Ltd | 1,505,570 | $2.03 億 | 0.22% | +1,307,621+660.6% | 加碼 |
| National Bank of Canada | 1,452,075 | $1.96 億 | 0.27% | +872,473+150.5% | 加碼 |
| Prudential PLC | 1,417,842 | $1.91 億 | 0.97% | +428,685+43.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 9,477,455 | $1.82 億 | 0.16% | +1,117,535+13.4% | 加碼 |
| Keystone Investors Pte Ltd | 1,271,145 | $1.71 億 | 12.53% | +960,101+308.7% | 加碼 |
| Bridgewater Associates, LP | 1,251,860 | $1.69 億 | 0.96% | −3,006−0.2% | 減碼 |
| Trivest Advisors Ltd | 1,233,700 | $1.66 億 | 9.45% | −430,460−25.9% | 減碼 |
| Standard Life Aberdeen plc | 1,240,220 | $1.65 億 | 0.30% | +365,948+41.9% | 加碼 |
| Ameriprise Financial Inc | 1,176,889 | $1.59 億 | 0.04% | −15,905−1.3% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,147,200 | $1.55 億 | 15.42% | +603,300+110.9% | 加碼 |
| Northern Trust Corp | 1,144,526 | $1.54 億 | 0.03% | −27,634−2.4% | 減碼 |
| First Trust Advisors LP | 1,132,285 | $1.53 億 | 0.15% | +228,044+25.2% | 加碼 |
| Platinum Investment Management Ltd | 1,092,662 | $1.47 億 | 6.67% | +225,215+26.0% | 加碼 |
| California Public Employees Retirement System | 1,082,668 | $1.46 億 | 0.10% | −104,575−8.8% | 減碼 |
| SG Americas Securities, LLC | 964,618 | $1.30 億 | 0.50% | +738,813+327.2% | 加碼 |
| William Blair Investment Management, LLC | 949,976 | $1.28 億 | 0.32% | −919,806−49.2% | 減碼 |
| Pinpoint Asset Management Ltd | 914,797 | $1.27 億 | 27.22% | +71,040+8.4% | 加碼 |
| Great West Life Assurance Co | 925,660 | $1.25 億 | 0.22% | +97,756+11.8% | 加碼 |
| Coronation Fund Managers Ltd. | 912,484 | $1.23 億 | 6.82% | +149,837+19.6% | 加碼 |
| Charles Schwab Investment Management Inc | 904,016 | $1.22 億 | 0.02% | +22,319+2.5% | 加碼 |
| Wellington Management Group LLP | 888,438 | $1.20 億 | 0.02% | +318,618+55.9% | 加碼 |
| Genesis Investment Management, LLP | 887,951 | $1.20 億 | 23.14% | −68,515−7.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 883,973 | $1.19 億 | 0.16% | +874,386+9,120.5% | 加碼 |
| AQR Capital Management LLC | 849,046 | $1.14 億 | 0.16% | +63,891+8.1% | 加碼 |
| Franchise Capital Ltd | 846,224 | $1.14 億 | 41.12% | −291,997−25.7% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 838,536 | $1.13 億 | 49.53% | −6,800−0.8% | 減碼 |
| Scge Management, L.P. | 830,000 | $1.12 億 | 2.44% | −446,000−35.0% | 減碼 |
| Citigroup Inc | 826,565 | $1.11 億 | 0.10% | +67,358+8.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 813,038 | $1.10 億 | 0.10% | −61,566−7.0% | 減碼 |
| Citadel Advisors LLC | 798,091 | $1.08 億 | 0.11% | +426,336+114.7% | 加碼 |
| Matthews International Capital Management LLC | 786,119 | $1.06 億 | 17.45% | +330,635+72.6% | 加碼 |
| Allianz Asset Management GmbH | 784,529 | $1.06 億 | 0.16% | −19,340−2.4% | 減碼 |
| Causeway Capital Management LLC | 768,777 | $1.04 億 | 2.55% | +24,174+3.2% | 加碼 |
| Lazard Asset Management LLC | 737,148 | $9,937 萬 | 0.13% | +79,791+12.1% | 加碼 |
| Barings LLC | 717,945 | $9,679 萬 | 2.26% | +28,135+4.1% | 加碼 |
| Simplex Trading, LLC | 710,095 | $9,573 萬 | 3.23% | +336,010+89.8% | 加碼 |
| ProShare Advisors LLC | 703,412 | $9,483 萬 | 0.23% | +52,810+8.1% | 加碼 |
| Fisher Asset Management, LLC | 697,867 | $9,408 萬 | 0.04% | +84,901+13.9% | 加碼 |
| Cat Rock Capital Management LP | 690,159 | $9,304 萬 | 10.54% | +16,000+2.4% | 加碼 |
| Squarepoint Ops LLC | 680,538 | $9,174 萬 | 0.30% | −579,415−46.0% | 減碼 |
| Man Group plc | 677,888 | $9,139 萬 | 0.26% | −257,394−27.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 676,655 | $9,122 萬 | 0.23% | +18,838+2.9% | 加碼 |
| Principal Financial Group Inc | 672,654 | $9,068 萬 | 0.05% | −195,841−22.5% | 減碼 |
| Massachusetts Financial Services Co | 669,605 | $9,027 萬 | 0.03% | +259,937+63.5% | 加碼 |
| Artisan Partners Limited Partnership | 665,858 | $8,976 萬 | 0.13% | +266,721+66.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 653,896 | $8,815 萬 | 0.43% | −348,617−34.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 617,989 | $8,331 萬 | 0.09% | +131,785+27.1% | 加碼 |
| APG Asset Management N.V. | 680,128 | $8,215 萬 | 0.55% | −787,800−53.7% | 減碼 |
| Aviva PLC | 608,945 | $8,209 萬 | 0.21% | +40,760+7.2% | 加碼 |
| Renaissance Technologies LLC | 606,200 | $8,172 萬 | 0.12% | −720,100−54.3% | 減碼 |