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 |
|---|---|---|---|---|---|
| Yong Rong (HK) Asset Management Ltd | 119,200 | $1,607 萬 | 4.70% | −384,100−76.3% | 減碼 |
| Aubrey Capital Management Ltd | 120,900 | $1,630 萬 | 6.29% | −1,100−0.9% | 減碼 |
| Van Eck Associates Corp | 135,139 | $1,653 萬 | 0.02% | +63,961+89.9% | 加碼 |
| Neuberger Berman Group LLC | 124,464 | $1,678 萬 | 0.01% | −80.0% | 減碼 |
| Apeiron Capital Ltd | 124,985 | $1,685 萬 | 6.01% | 00.0% | 不變 |
| CIBC Asset Management Inc | 125,519 | $1,692 萬 | 0.05% | +5,378+4.5% | 加碼 |
| Danske Bank A/S | 126,803 | $1,709 萬 | 0.06% | −900−0.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 127,055 | $1,713 萬 | 3.96% | +34,837+37.8% | 加碼 |
| Carmignac Gestion | 129,355 | $1,744 萬 | 0.29% | +129,355 | 新進 |
| Schonfeld Strategic Advisors LLC | 132,498 | $1,786 萬 | 0.15% | +112,709+569.6% | 加碼 |
| Old Mission Capital LLC | 133,458 | $1,799 萬 | 0.39% | +133,458 | 新進 |
| FACT Capital, LP | 135,083 | $1,821 萬 | 7.06% | +8,726+6.9% | 加碼 |
| Teacher Retirement System of Texas | 135,808 | $1,831 萬 | 0.09% | −96,681−41.6% | 減碼 |
| Orland Properties Ltd | 138,835 | $1,872 萬 | 12.54% | +53,835+63.3% | 加碼 |
| Point72 Hong Kong Ltd | 141,603 | $1,909 萬 | 1.37% | −103,501−42.2% | 減碼 |
| Asset Management One Co.,Ltd. | 142,309 | $1,918 萬 | 0.07% | −6,586−4.4% | 減碼 |
| Blue Creek Capital Management Ltd | 146,721 | $1,978 萬 | 18.72% | +146,721 | 新進 |
| Brilliance Asset Management Ltd | 155,352 | $2,094 萬 | 5.36% | +26,232+20.3% | 加碼 |
| Global X Japan Co., Ltd. | 155,482 | $2,096 萬 | 2.68% | +26,356+20.4% | 加碼 |
| Penserra Capital Management LLC | 157,950 | $2,129 萬 | 0.46% | −36,472−18.8% | 減碼 |
| Guggenheim Capital LLC | 158,865 | $2,142 萬 | 0.15% | −8,866−5.3% | 減碼 |
| Moore Capital Management, LP | 160,608 | $2,165 萬 | 0.63% | +160,608 | 新進 |
| Alberta Investment Management Corp | 168,758 | $2,275 萬 | 0.20% | −173,566−50.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 172,500 | $2,325 萬 | 0.13% | −90,820−34.5% | 減碼 |
| TB Alternative Assets Ltd. | 173,148 | $2,334 萬 | 5.54% | +43,648+33.7% | 加碼 |
| Prudential Financial Inc | 177,649 | $2,395 萬 | 0.03% | −89,256−33.4% | 減碼 |
| AlpInvest Partners B.V. | 178,068 | $2,401 萬 | 14.20% | −183,938−50.8% | 減碼 |
| Monolith Management Ltd | 179,401 | $2,419 萬 | 14.13% | −152,067−45.9% | 減碼 |
| National Pension Service | 180,367 | $2,432 萬 | 0.02% | +6,354+3.7% | 加碼 |
| Todd Asset Management LLC | 181,989 | $2,453 萬 | 0.57% | +2,473+1.4% | 加碼 |
| Ardmore Road Asset Management LP | 182,000 | $2,454 萬 | 3.16% | −19,000−9.5% | 減碼 |
| Bamco Inc | 185,362 | $2,499 萬 | 0.07% | −520,740−73.7% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 186,000 | $2,507 萬 | 3.50% | +186,000 | 新進 |
| Resona Asset Management Co.,Ltd. | 189,839 | $2,560 萬 | 0.15% | +25,524+15.5% | 加碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $2,696 萬 | 9.83% | +200,000 | 新進 |
| Contrarius Investment Management Ltd | 201,718 | $2,719 萬 | 1.55% | +179,613+812.5% | 加碼 |
| Mackenzie Financial Corp | 203,877 | $2,748 萬 | 0.04% | +60,280+42.0% | 加碼 |
| Point72 Asset Management, L.P. | 213,242 | $2,875 萬 | 0.10% | −420,728−66.4% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 220,000 | $2,966 萬 | 2.06% | 00.0% | 不變 |
| Credit Agricole S A | 226,013 | $3,047 萬 | 0.16% | +200,706+793.1% | 加碼 |
| Parus Finance (UK) Ltd | 229,368 | $3,092 萬 | 9.94% | +31,365+15.8% | 加碼 |
| Vontobel Holding Ltd. | 234,325 | $3,159 萬 | 0.10% | +27,567+13.3% | 加碼 |
| SEI Investments Co | 235,479 | $3,174 萬 | 0.04% | −262,758−52.7% | 減碼 |
| Oxbow Capital Management (HK) Ltd | 247,000 | $3,330 萬 | 14.20% | −130,372−34.5% | 減碼 |
| M&G Plc | 247,417 | $3,340 萬 | 0.17% | +30,817+14.2% | 加碼 |
| AnglePoint Asset Management Ltd | 259,392 | $3,497 萬 | 68.32% | +7,448+3.0% | 加碼 |
| Panview Asian Equity Master Fund | 262,000 | $3,532 萬 | 8.22% | −19,000−6.8% | 減碼 |
| Fullerton Fund Management Co Ltd. | 265,821 | $3,584 萬 | 1.51% | −281,344−51.4% | 減碼 |
| Jane Street Group, LLC | 267,898 | $3,612 萬 | 0.06% | −516,033−65.8% | 減碼 |
| Wim Investment Management Ltd | 272,968 | $3,680 萬 | 15.47% | +272,968 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 274,895 | $3,698 萬 | 1.04% | +48,007+21.2% | 加碼 |
| AXA S.A. | 277,255 | $3,738 萬 | 0.11% | +23,670+9.3% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 283,267 | $3,819 萬 | 0.64% | +283,267 | 新進 |
| Nomura Holdings Inc | 290,592 | $3,917 萬 | 0.30% | −31,968−9.9% | 減碼 |
| KBC Group NV | 301,687 | $4,067 萬 | 0.12% | −5,314−1.7% | 減碼 |
| California State Teachers Retirement System | 302,847 | $4,083 萬 | 0.05% | +57,554+23.5% | 加碼 |
| Wasatch Advisors Inc | 303,329 | $4,089 萬 | 0.20% | +59,592+24.4% | 加碼 |
| Wells Fargo & Company | 318,412 | $4,293 萬 | 0.01% | +117,166+58.2% | 加碼 |
| British Columbia Investment Management Corp | 318,900 | $4,299 萬 | 0.26% | −48,900−13.3% | 減碼 |
| RV Capital GmbH | 319,389 | $4,306 萬 | 8.88% | +1,700+0.5% | 加碼 |
| Tiger Pacific Capital LP | 325,172 | $4,384 萬 | 8.94% | +325,172 | 新進 |
| Public Employees Retirement System of Ohio | 325,522 | $4,388 萬 | 0.19% | +325,522 | 新進 |
| Royal Bank of Canada | 331,166 | $4,464 萬 | 0.01% | −28,804−8.0% | 減碼 |
| Public Sector Pension Investment Board | 343,994 | $4,637 萬 | 0.25% | +22,300+6.9% | 加碼 |
| Bank of Montreal | 343,484 | $4,650 萬 | 0.02% | −104,958−23.4% | 減碼 |
| Shengqi Capital (Hong Kong) Ltd | 360,000 | $4,853 萬 | 47.14% | +360,000 | 新進 |
| Handelsbanken Fonder AB | 362,319 | $4,884 萬 | 0.19% | −9,211−2.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 363,958 | $4,907 萬 | 0.15% | +21,348+6.2% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 368,487 | $4,968 萬 | 17.73% | +105,509+40.1% | 加碼 |
| BIT Capital GmbH | 369,446 | $4,981 萬 | 4.78% | +369,446 | 新進 |
| Balyasny Asset Management LLC | 374,263 | $5,045 萬 | 0.13% | +300,607+408.1% | 加碼 |
| 3G Capital Partners LP | 375,000 | $5,055 萬 | 17.05% | +120,000+47.1% | 加碼 |
| Nordea Investment Management AB | 370,471 | $5,128 萬 | 0.06% | +43,939+13.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 382,472 | $5,156 萬 | 0.13% | −189,849−33.2% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 384,000 | $5,177 萬 | 1.00% | −84,000−17.9% | 減碼 |
| Victory Capital Management Inc | 390,437 | $5,263 萬 | 0.05% | −566,593−59.2% | 減碼 |
| Storebrand Asset Management AS | 405,861 | $5,471 萬 | 0.17% | +25,243+6.6% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 411,041 | $5,541 萬 | 5.84% | −7,851−1.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $5,714 萬 | 0.11% | −8,609−2.1% | 減碼 |
| Swedbank AB | 432,515 | $5,831 萬 | 0.07% | −18,600−4.1% | 減碼 |
| Origin Asset Management LLP | 437,879 | $5,903 萬 | 29.17% | −556,822−56.0% | 減碼 |
| Carrhae Capital LLP | 447,960 | $6,039 萬 | 6.90% | +334,881+296.1% | 加碼 |
| Antipodes Partners Ltd | 467,500 | $6,303 萬 | 2.18% | +460,622+6,697.0% | 加碼 |
| Russell Investments Group, Ltd. | 469,751 | $6,338 萬 | 0.09% | −220,373−31.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 544,594 | $6,543 萬 | 0.29% | −149,678−21.6% | 減碼 |
| USS Investment Management Ltd | 486,775 | $6,563 萬 | 0.48% | +62,984+14.9% | 加碼 |
| Sylebra Capital LLC | 492,166 | $6,635 萬 | 2.19% | +332,211+207.7% | 加碼 |
| Capitolis Liquid Global Markets LLC | 506,500 | $6,828 萬 | 0.72% | −16,500−3.2% | 減碼 |
| American Century Companies Inc | 506,994 | $6,835 萬 | 0.04% | +54,877+12.1% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 512,564 | $6,910 萬 | 41.18% | +14,871+3.0% | 加碼 |
| Polar Capital Holdings Plc | 529,895 | $7,144 萬 | 0.42% | +28,506+5.7% | 加碼 |
| Kora Management LP | 538,250 | $7,256 萬 | 10.55% | +43,000+8.7% | 加碼 |
| Steadfast Capital Management LP | 541,300 | $7,297 萬 | 1.70% | +294,900+119.7% | 加碼 |
| Korea Investment CORP | 541,487 | $7,300 萬 | 0.17% | +127,800+30.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 548,418 | $7,393 萬 | 0.17% | −47,464−8.0% | 減碼 |
| Maple Rock Capital Partners Inc. | 550,560 | $7,422 萬 | 4.22% | +550,560 | 新進 |
| TT International Asset Management LTD | 552,116 | $7,443 萬 | 9.13% | +552,116 | 新進 |
| Acadian Asset Management LLC | 559,269 | $7,538 萬 | 0.23% | −3,111,530−84.8% | 減碼 |
| Cederberg Capital Ltd | 568,300 | $7,661 萬 | 19.85% | −382,700−40.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 580,949 | $7,832 萬 | 4.65% | −3,996−0.7% | 減碼 |