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 4 季 13F 持有人
PDD Holdings Inc. 在 2024/12/31 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
- 587
- 較 2024 年第 3 季 −4 家
- 持有股數
- 4.01 億
- 較 2024 年第 3 季 −2,287 萬 (−5.4%)
- 總市值
- $395.1 億
- 較 2024 年第 3 季 −$161.8 億 (−29.1%)
- 新進機構
- 114
- 另有 195 家加碼
- 清倉機構
- 118
- 另有 224 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 559 | $539.1 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 38,059,343 | $36.9 億 | 2.84% | +1,942,891+5.4% | 加碼 |
| BlackRock, Inc. | 32,900,179 | $31.9 億 | 0.06% | −110,955−0.3% | 減碼 |
| Vanguard Group Inc | 28,662,609 | $27.8 億 | 0.05% | +268,662+0.9% | 加碼 |
| FMR LLC | 25,603,183 | $24.8 億 | 0.15% | +4,673,022+22.3% | 加碼 |
| SC China Holding Ltd | 13,595,995 | $19.7 億 | 82.98% | −1,848,775−12.0% | 減碼 |
| State Street Corp | 11,527,963 | $11.2 億 | 0.04% | −136,744−1.2% | 減碼 |
| SC US (TTGP), Ltd. | 10,592,635 | $10.3 億 | 8.29% | −1,440,361−12.0% | 減碼 |
| Morgan Stanley | 8,638,668 | $8.38 億 | 0.06% | −1,905,767−18.1% | 減碼 |
| Norges Bank | 8,374,532 | $8.12 億 | 0.11% | −983,677−10.5% | 減碼 |
| FIL Ltd | 7,978,622 | $7.74 億 | 0.72% | +3,350,627+72.4% | 加碼 |
| JPMorgan Chase & Co | 7,760,003 | $7.53 億 | 0.06% | +42,584+0.6% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 7,228,700 | $7.01 億 | 4.83% | +3,321,100+85.0% | 加碼 |
| Price T Rowe Associates Inc | 6,521,857 | $6.33 億 | 0.07% | +1,118,855+20.7% | 加碼 |
| Goldman Sachs Group Inc | 5,841,778 | $5.67 億 | 0.11% | −2,756,540−32.1% | 減碼 |
| Geode Capital Management, LLC | 5,794,895 | $5.59 億 | 0.04% | +1,108,390+23.7% | 加碼 |
| Dragoneer Investment Group, LLC | 5,572,094 | $5.40 億 | 9.44% | +1,827,853+48.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 5,356,132 | $5.19 億 | 8.04% | +55,000+1.0% | 加碼 |
| Sanders Capital, LLC | 5,154,878 | $5.00 億 | 0.73% | +5,154,878 | 新進 |
| UBS Group AG | 5,024,809 | $4.87 億 | 0.11% | +1,978,932+65.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,763,849 | $4.62 億 | 0.36% | +371,175+8.4% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,635,519 | $4.50 億 | 14.20% | +117,733+2.6% | 加碼 |
| HSBC Holdings PLC | 4,287,408 | $4.17 億 | 0.26% | −74,641−1.7% | 減碼 |
| E Fund Management Co., Ltd. | 4,276,861 | $4.15 億 | 20.83% | −387,111−8.3% | 減碼 |
| Legal & General Group Plc | 4,202,671 | $4.08 億 | 0.11% | +47,744+1.1% | 加碼 |
| SRS Investment Management, LLC | 4,064,381 | $3.94 億 | 5.60% | −287,136−6.6% | 減碼 |
| Assenagon Asset Management S.A. | 3,823,014 | $3.71 億 | 0.67% | −1,982,420−34.1% | 減碼 |
| First Beijing Investment Ltd | 3,765,809 | $3.65 億 | 25.93% | +211,090+5.9% | 加碼 |
| Invesco Ltd. | 3,664,660 | $3.55 億 | 0.07% | −1,007,076−21.6% | 減碼 |
| Northern Trust Corp | 3,236,686 | $3.14 億 | 0.04% | +2,092,160+182.8% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 2,910,430 | $2.82 億 | 65.53% | −177,300−5.7% | 減碼 |
| Nuveen Asset Management, LLC | 2,871,522 | $2.79 億 | 0.08% | +170,268+6.3% | 加碼 |
| Krane Funds Advisors LLC | 2,825,103 | $2.74 億 | 11.21% | −482,997−14.6% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,730,275 | $2.65 億 | 9.17% | −2,036,505−42.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,672,902 | $2.59 億 | 0.06% | +186,025+7.5% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 2,628,681 | $2.55 億 | 0.96% | +2,628,681 | 新進 |
| Capital International Investors | 2,544,833 | $2.47 億 | 0.05% | +2,544,833 | 新進 |
| Capital Today Evergreen Fund, L.P. | 2,493,586 | $2.42 億 | 85.82% | +935,854+60.1% | 加碼 |
| Deutsche Bank AG | 2,221,984 | $2.16 億 | 0.08% | −1,343,268−37.7% | 減碼 |
| Bank of America Corp | 2,203,973 | $2.14 億 | 0.02% | −1,089,487−33.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,149,516 | $2.08 億 | 0.40% | −85,959−3.8% | 減碼 |
| Schroder Investment Management Group | 2,041,050 | $1.98 億 | 0.19% | +406,419+24.9% | 加碼 |
| Barclays PLC | 1,874,125 | $1.82 億 | 0.09% | +115,767+6.6% | 加碼 |
| Bank of New York Mellon Corp | 1,829,786 | $1.77 億 | 0.03% | +286,977+18.6% | 加碼 |
| Public Investment Fund | 1,703,275 | $1.65 億 | 0.86% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,662,347 | $1.61 億 | 0.11% | −18,033−1.1% | 減碼 |
| Perseverance Asset Management International | 1,646,425 | $1.60 億 | 21.52% | −111,481−6.3% | 減碼 |
| Swiss National Bank | 1,572,244 | $1.52 億 | 0.10% | −3,500−0.2% | 減碼 |
| Citigroup Inc | 1,521,140 | $1.48 億 | 0.14% | +694,575+84.0% | 加碼 |
| Macquarie Group Ltd | 1,448,959 | $1.41 億 | 0.17% | −56,611−3.8% | 減碼 |
| Standard Life Aberdeen plc | 1,397,319 | $1.37 億 | 0.26% | +157,099+12.7% | 加碼 |
| Whale Rock Capital Management LLC | 1,370,266 | $1.33 億 | 1.57% | −157,057−10.3% | 減碼 |
| Squarepoint Ops LLC | 1,333,894 | $1.29 億 | 0.33% | +653,356+96.0% | 加碼 |
| GF Fund Management Co. Ltd. | 1,324,803 | $1.28 億 | 2.81% | +1,324,803 | 新進 |
| Prudential PLC | 1,305,809 | $1.27 億 | 0.64% | −112,033−7.9% | 減碼 |
| Bridgewater Associates, LP | 1,246,898 | $1.21 億 | 0.55% | −4,962−0.4% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,147,760 | $1.11 億 | 9.21% | +5600.0% | 加碼 |
| Pictet Asset Management Holding SA | 1,116,324 | $1.08 億 | 0.12% | −473,749−29.8% | 減碼 |
| First Trust Advisors LP | 1,105,523 | $1.07 億 | 0.09% | −26,762−2.4% | 減碼 |
| National Bank of Canada | 1,070,118 | $1.04 億 | 0.13% | −381,957−26.3% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,046,802 | $1.02 億 | 0.40% | +935,741+842.5% | 加碼 |
| Artisan Partners Limited Partnership | 1,041,444 | $1.01 億 | 0.16% | +375,586+56.4% | 加碼 |
| California Public Employees Retirement System | 993,591 | $9,637 萬 | 0.06% | −89,077−8.2% | 減碼 |
| Renaissance Technologies LLC | 947,500 | $9,190 萬 | 0.14% | +341,300+56.3% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 930,336 | $9,023 萬 | 40.08% | +91,800+10.9% | 加碼 |
| Charles Schwab Investment Management Inc | 927,788 | $8,999 萬 | 0.02% | +23,772+2.6% | 加碼 |
| Great West Life Assurance Co | 900,300 | $8,727 萬 | 0.15% | −25,360−2.7% | 減碼 |
| UBS Asset Management Americas Inc | 899,349 | $8,723 萬 | 0.02% | −12,245,862−93.2% | 減碼 |
| Ameriprise Financial Inc | 890,893 | $8,641 萬 | 0.02% | −285,996−24.3% | 減碼 |
| AQR Capital Management LLC | 884,082 | $8,575 萬 | 0.11% | +35,036+4.1% | 加碼 |
| Citadel Advisors LLC | 841,386 | $8,161 萬 | 0.08% | +43,295+5.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 830,880 | $8,059 萬 | 0.07% | +17,842+2.2% | 加碼 |
| Marshall Wace, LLP | 829,661 | $8,047 萬 | 0.10% | −958,851−53.6% | 減碼 |
| Cat Rock Capital Management LP | 822,714 | $7,980 萬 | 10.43% | +132,555+19.2% | 加碼 |
| ProShare Advisors LLC | 808,375 | $7,840 萬 | 0.18% | +104,963+14.9% | 加碼 |
| Wellington Management Group LLP | 788,510 | $7,648 萬 | 0.01% | −99,928−11.2% | 減碼 |
| APG Asset Management N.V. | 789,528 | $7,395 萬 | 0.21% | +109,400+16.1% | 加碼 |
| Barings LLC | 738,170 | $7,160 萬 | 1.70% | +20,225+2.8% | 加碼 |
| Lazard Asset Management LLC | 727,124 | $7,052 萬 | 0.10% | −10,024−1.4% | 減碼 |
| Tairen Capital Ltd | 712,134 | $6,907 萬 | 10.15% | −4,803,243−87.1% | 減碼 |
| Russell Investments Group, Ltd. | 691,520 | $6,676 萬 | 0.09% | +221,769+47.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 687,282 | $6,666 萬 | 0.14% | +304,810+79.7% | 加碼 |
| BIT Capital GmbH | 685,365 | $6,647 萬 | 5.82% | +315,919+85.5% | 加碼 |
| Fisher Asset Management, LLC | 682,693 | $6,621 萬 | 0.03% | −15,174−2.2% | 減碼 |
| Triata Capital Ltd | 668,939 | $6,488 萬 | 26.88% | +668,939 | 新進 |
| Matthews International Capital Management LLC | 667,954 | $6,478 萬 | 13.24% | −118,165−15.0% | 減碼 |
| Brilliance Asset Management Ltd | 646,212 | $6,268 萬 | 14.12% | +490,860+316.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643,791 | $6,233 萬 | 0.06% | +25,802+4.2% | 加碼 |
| Franchise Capital Ltd | 636,224 | $6,171 萬 | 28.61% | −210,000−24.8% | 減碼 |
| Royal London Asset Management Ltd | 631,666 | $6,127 萬 | 0.15% | +630,900+82,362.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 621,092 | $6,024 萬 | 0.13% | +72,674+13.3% | 加碼 |
| Allianz Asset Management GmbH | 620,898 | $6,018 萬 | 0.09% | −163,631−20.9% | 減碼 |
| Aviva PLC | 616,033 | $5,975 萬 | 0.16% | +7,088+1.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 587,302 | $5,696 萬 | 0.13% | −15,462−2.6% | 減碼 |
| Massachusetts Financial Services Co | 578,161 | $5,608 萬 | 0.02% | −91,444−13.7% | 減碼 |
| Polar Capital Holdings Plc | 569,612 | $5,525 萬 | 0.31% | +39,717+7.5% | 加碼 |
| Cederberg Capital Ltd | 568,300 | $5,512 萬 | 18.71% | 00.0% | 不變 |
| American Century Companies Inc | 544,159 | $5,278 萬 | 0.03% | +37,165+7.3% | 加碼 |
| Korea Investment CORP | 530,787 | $5,148 萬 | 0.12% | −10,700−2.0% | 減碼 |
| Coronation Fund Managers Ltd. | 523,963 | $5,082 萬 | 2.99% | −388,521−42.6% | 減碼 |
| Principal Financial Group Inc | 517,077 | $5,015 萬 | 0.03% | −155,577−23.1% | 減碼 |