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 |
|---|---|---|---|---|---|
| Aubrey Capital Management Ltd | 120,900 | $1,630 萬 | 6.29% | −1,100−0.9% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 119,200 | $1,607 萬 | 4.70% | −384,100−76.3% | 減碼 |
| Rafferty Asset Management, LLC | 117,482 | $1,584 萬 | 0.05% | +31,120+36.0% | 加碼 |
| TD Asset Management Inc | 114,432 | $1,549 萬 | 0.01% | −11,044−8.8% | 減碼 |
| Temasek Holdings (Private) Ltd | 111,061 | $1,497 萬 | 0.06% | +111,061 | 新進 |
| New York State Common Retirement Fund | 108,730 | $1,466 萬 | 0.02% | −276,511−71.8% | 減碼 |
| Nomura Asset Management Co Ltd | 108,062 | $1,457 萬 | 0.04% | +3,355+3.2% | 加碼 |
| IMC-Chicago, LLC | 107,961 | $1,455 萬 | 0.42% | −738,255−87.2% | 減碼 |
| Kadensa Capital Ltd | 106,303 | $1,433 萬 | 3.75% | −16,712−13.6% | 減碼 |
| All-Stars Investment Ltd | 106,100 | $1,430 萬 | 5.86% | −20,900−16.5% | 減碼 |
| Walleye Capital LLC | 105,486 | $1,422 萬 | 0.15% | +38,225+56.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 104,000 | $1,402 萬 | 0.12% | −11,300−9.8% | 減碼 |
| Bright Valley Capital Ltd | 103,500 | $1,395 萬 | 10.92% | −24,000−18.8% | 減碼 |
| Rhumbline Advisers | 100,982 | $1,361 萬 | 0.01% | +9,980+11.0% | 加碼 |
| Janus Henderson Group PLC | 99,554 | $1,342 萬 | 0.01% | −182,887−64.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 96,919 | $1,307 萬 | 0.01% | −26,105−21.2% | 減碼 |
| J. Safra Sarasin Holding AG | 95,512 | $1,288 萬 | 0.22% | +17,721+22.8% | 加碼 |
| Panagora Asset Management Inc | 94,556 | $1,275 萬 | 0.06% | +665+0.7% | 加碼 |
| CastleKnight Management LP | 94,500 | $1,274 萬 | 1.48% | −32,100−25.4% | 減碼 |
| Polen Capital Management LLC | 94,050 | $1,268 萬 | 0.03% | +39,175+71.4% | 加碼 |
| Alden Global Capital LLC | 92,785 | $1,251 萬 | 13.49% | +92,785 | 新進 |
| 683 Capital Management, LLC | 89,000 | $1,200 萬 | 1.22% | +89,000 | 新進 |
| Synergy Financial Management, LLC | 86,160 | $1,162 萬 | 1.77% | +86,160 | 新進 |
| Thornburg Investment Management Inc | 84,115 | $1,134 萬 | 0.15% | −98,304−53.9% | 減碼 |
| Profund Advisors LLC | 82,684 | $1,115 萬 | 0.42% | −615−0.7% | 減碼 |
| Ci Investments Inc. | 82,636 | $1,114 萬 | 0.04% | −26,535−24.3% | 減碼 |
| Shelton Capital Management | 81,531 | $1,099 萬 | 0.28% | +1,295+1.6% | 加碼 |
| Verition Fund Management LLC | 80,578 | $1,086 萬 | 0.07% | +22,824+39.5% | 加碼 |
| iA Global Asset Management Inc. | 79,655 | $1,074 萬 | 0.19% | +2,318+3.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 77,714 | $1,048 萬 | 0.18% | +24,510+46.1% | 加碼 |
| Clough Capital Partners L P | 77,440 | $1,044 萬 | 1.07% | +77,440 | 新進 |
| UBS Oconnor LLC | 77,255 | $1,041 萬 | 0.26% | +13,993+22.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,113 | $1,026 萬 | 0.11% | +3,641+5.0% | 加碼 |
| Global Endowment Management, LP | 71,700 | $966.6 萬 | 0.98% | +71,700 | 新進 |
| Grand Alliance Asset Management Ltd | 71,230 | $960.3 萬 | 6.39% | −111,230−61.0% | 減碼 |
| Toroso Investments, LLC | 71,173 | $959.5 萬 | 0.11% | +64,815+1,019.4% | 加碼 |
| Nissay Asset Management Corp | 69,431 | $936.0 萬 | 0.06% | +11,399+19.6% | 加碼 |
| Voya Investment Management LLC | 69,319 | $934.5 萬 | 0.01% | +1,643+2.4% | 加碼 |
| STRS Ohio | 66,399 | $895.1 萬 | 0.03% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 62,481 | $842.3 萬 | 1.62% | −453−0.7% | 減碼 |
| ABS Direct Equity Fund LLC | 60,100 | $810.2 萬 | 9.02% | +11,694+24.2% | 加碼 |
| Ensign Peak Advisors, Inc | 59,150 | $797.4 萬 | 0.01% | +250+0.4% | 加碼 |
| Janney Capital Management LLC | 57,706 | $777.9 萬 | 0.52% | −1,937−3.2% | 減碼 |
| Varma Mutual Pension Insurance Co | 64,400 | $776.6 萬 | 0.06% | −4,000−5.8% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 57,400 | $773.8 萬 | 9.40% | +38,700+207.0% | 加碼 |
| Daiwa Securities Group Inc. | 55,862 | $753.1 萬 | 0.03% | +1,350+2.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 54,518 | $735.0 萬 | 0.23% | −20,391−27.2% | 減碼 |
| AMF Pensionsforsakring AB | 53,466 | $720.8 萬 | 0.05% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 53,400 | $719.9 萬 | 0.18% | +3,000+6.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 52,183 | $703.4 萬 | 0.18% | +6,864+15.1% | 加碼 |
| Corebridge Financial, Inc. | 51,076 | $688.6 萬 | 0.04% | −900−1.7% | 減碼 |
| Louisiana State Employees Retirement System | 51,000 | $687.5 萬 | 0.13% | −2,100−4.0% | 減碼 |
| Pinebridge Investments, L.P. | 50,678 | $683.2 萬 | 0.05% | −75,372−59.8% | 減碼 |
| AMS Capital Ltda | 50,435 | $679.9 萬 | 1.19% | +8,437+20.1% | 加碼 |
| DnB Asset Management AS | 48,623 | $655.5 萬 | 0.03% | −26,167−35.0% | 減碼 |
| Seldon Capital LP | 48,226 | $650.1 萬 | 3.67% | 00.0% | 不變 |
| LMR Partners LLP | 48,136 | $648.9 萬 | 0.14% | −151,173−75.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 46,570 | $627.8 萬 | 0.69% | +1,254+2.8% | 加碼 |
| Maxi Investments CY Ltd | 44,732 | $603.0 萬 | 1.61% | −11,753−20.8% | 減碼 |
| Liontrust Investment Partners LLP | 45,300 | $602.3 萬 | 0.09% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 43,244 | $588.2 萬 | 0.05% | −5,587−11.4% | 減碼 |
| Goldstream Capital Management Ltd | 43,477 | $586.1 萬 | 2.65% | +33,632+341.6% | 加碼 |
| Himension Fund | 42,031 | $566.6 萬 | 0.44% | +33,851+413.8% | 加碼 |
| Insight Wealth Strategies, LLC | 41,974 | $565.9 萬 | 0.75% | +15,273+57.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 41,961 | $565.7 萬 | 0.06% | +7,111+20.4% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 41,961 | $565.7 萬 | 0.06% | +41,961 | 新進 |
| BOCHK Asset Management Ltd | 41,900 | $564.9 萬 | 1.68% | +40,700+3,391.7% | 加碼 |
| Jupiter Asset Management Ltd | 41,874 | $564.5 萬 | 0.05% | −189,043−81.9% | 減碼 |
| Siren, L.L.C. | 40,401 | $544.6 萬 | 0.27% | +40,401 | 新進 |
| Octahedron Capital Management L.P. | 39,300 | $529.8 萬 | 5.89% | +39,300 | 新進 |
| NEOS Investment Management LLC | 38,866 | $524.0 萬 | 0.16% | +6,511+20.1% | 加碼 |
| Lord, Abbett & Co. LLC | 38,235 | $515.5 萬 | 0.02% | +14,905+63.9% | 加碼 |
| Maven Securities LTD | 37,891 | $510.8 萬 | 0.58% | +14,633+62.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 36,670 | $494.1 萬 | 0.02% | −18,043−33.0% | 減碼 |
| AI-Squared Management Ltd | 36,200 | $488.0 萬 | 5.61% | −310,951−89.6% | 減碼 |
| Envestnet Asset Management Inc | 36,097 | $486.6 萬 | 0.00% | −65,909−64.6% | 減碼 |
| IFM Investors Pty Ltd | 35,898 | $483.9 萬 | 0.05% | +947+2.7% | 加碼 |
| Banque Cantonale Vaudoise | 35,318 | $476.2 萬 | 0.20% | +9,485+36.7% | 加碼 |
| Twenty Acre Capital LP | 34,900 | $470.5 萬 | 4.33% | −13,600−28.0% | 減碼 |
| Eschler Asset Management LLP | 34,500 | $465.1 萬 | 6.95% | +1,900+5.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 34,290 | $462.3 萬 | 0.07% | +3,350+10.8% | 加碼 |
| J. Goldman & Co LP | 33,000 | $444.9 萬 | 0.19% | +33,000 | 新進 |
| Pacer Advisors, Inc. | 32,756 | $441.6 萬 | 0.01% | +616+1.9% | 加碼 |
| Comgest Global Investors S.A.S. | 32,259 | $434.9 萬 | 0.06% | +18,408+132.9% | 加碼 |
| Yousif Capital Management, LLC | 31,123 | $419.6 萬 | 0.05% | −907−2.8% | 減碼 |
| Quantinno Capital Management LP | 30,411 | $410.0 萬 | 0.05% | +24,092+381.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,989 | $406.7 萬 | 0.04% | +9,312+47.3% | 加碼 |
| Shell Asset Management Co | 30,172 | $406.7 萬 | 0.18% | +30,172 | 新進 |
| Anthracite Investment Company, Inc. | 30,000 | $404.4 萬 | 1.91% | +30,000 | 新進 |
| LPL Financial LLC | 28,657 | $386.3 萬 | 0.00% | +8,483+42.0% | 加碼 |
| Susquehanna International Group, LLP | 28,519 | $384.5 萬 | 0.01% | +22,611+382.7% | 加碼 |
| Tudor Investment Corp Et Al | 28,341 | $382.1 萬 | 0.04% | +17,833+169.7% | 加碼 |
| Saba Capital Management, L.P. | 28,000 | $377.5 萬 | 0.08% | +10,000+55.6% | 加碼 |
| Tenzing Global Management, LLC | 27,500 | $370.7 萬 | 3.19% | +27,500 | 新進 |
| Alps Advisors Inc | 27,454 | $370.1 萬 | 0.02% | +4,698+20.6% | 加碼 |
| Kamunting Street Capital Management, L.P. | 27,272 | $367.7 萬 | 3.79% | −10,000−26.8% | 減碼 |
| International Assets Investment Management, LLC | 486,125 | $360.6 萬 | 0.02% | +486,125 | 新進 |
| Dnca Finance | 26,320 | $354.8 萬 | 0.30% | 00.0% | 不變 |
| Freemont Capital Pte Ltd | 26,000 | $350.5 萬 | 16.30% | +5,000+23.8% | 加碼 |
| La Banque Postale Asset Management SA | 26,000 | $350.5 萬 | 0.05% | +26,000 | 新進 |