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 | 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 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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 31,066 | $301.1 萬 | 0.02% | −5,604−15.3% | 減碼 |
| Yousif Capital Management, LLC | 31,123 | $301.9 萬 | 0.03% | 00.0% | 不變 |
| Quantinno Capital Management LP | 31,151 | $302.1 萬 | 0.03% | +740+2.4% | 加碼 |
| Raymond James Financial Inc | 32,105 | $311.4 萬 | 0.00% | +32,105 | 新進 |
| LPL Financial LLC | 32,191 | $312.2 萬 | 0.00% | +3,534+12.3% | 加碼 |
| Pacer Advisors, Inc. | 33,287 | $322.9 萬 | 0.01% | +531+1.6% | 加碼 |
| Shell Asset Management Co | 33,479 | $324.7 萬 | 0.14% | +3,307+11.0% | 加碼 |
| Carnegie Mellon University | 35,322 | $342.6 萬 | 2.51% | +35,322 | 新進 |
| Maven Securities LTD | 35,395 | $343.3 萬 | 0.55% | −2,496−6.6% | 減碼 |
| Quinn Opportunity Partners LLC | 35,846 | $347.7 萬 | 0.25% | +35,846 | 新進 |
| Janney Capital Management LLC | 36,084 | $350.0 萬 | 0.23% | −21,622−37.5% | 減碼 |
| Keystone Investors Pte Ltd | 37,805 | $366.7 萬 | 0.26% | −1,233,340−97.0% | 減碼 |
| Oasis Management Co Ltd. | 38,355 | $372.0 萬 | 1.24% | +38,355 | 新進 |
| Tower Research Capital LLC (TRC) | 39,124 | $379.5 萬 | 0.08% | +23,929+157.5% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 40,000 | $388.0 萬 | 1.70% | −79,200−66.4% | 減碼 |
| All-Stars Investment Ltd | 40,500 | $392.8 萬 | 1.44% | −65,600−61.8% | 減碼 |
| Thrivent Financial for Lutherans | 41,323 | $400.8 萬 | 0.01% | +17,286+71.9% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $402.4 萬 | 0.78% | −3,247−7.3% | 減碼 |
| Virtus Family Office LLC | 42,289 | $410.2 萬 | 5.14% | +42,289 | 新進 |
| Comgest Global Investors S.A.S. | 42,688 | $414.0 萬 | 0.07% | +10,429+32.3% | 加碼 |
| Walleye Capital LLC | 43,029 | $417.3 萬 | 0.04% | −62,457−59.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 43,762 | $424.4 萬 | 0.04% | +518+1.2% | 加碼 |
| NEOS Investment Management LLC | 46,758 | $453.5 萬 | 0.11% | +7,892+20.3% | 加碼 |
| Seldon Capital LP | 48,226 | $467.7 萬 | 1.91% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 48,305 | $468.5 萬 | 0.31% | +48,305 | 新進 |
| Louisiana State Employees Retirement System | 48,800 | $473.3 萬 | 0.09% | −2,200−4.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,427 | $479.4 萬 | 0.05% | −26,686−35.1% | 減碼 |
| Verition Fund Management LLC | 49,934 | $484.3 萬 | 0.02% | −30,644−38.0% | 減碼 |
| Honeycomb Asset Management LP | 50,000 | $484.9 萬 | 1.81% | +50,000 | 新進 |
| E. Ohman J:or Asset Management AB | 50,200 | $486.9 萬 | 0.11% | −3,200−6.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 50,286 | $487.7 萬 | 0.05% | +8,325+19.8% | 加碼 |
| Van Eck Associates Corp | 50,591 | $490.7 萬 | 0.01% | −84,548−62.6% | 減碼 |
| Leonteq Securities AG | 50,645 | $491.2 萬 | 0.48% | +38,495+316.8% | 加碼 |
| DnB Asset Management AS | 51,040 | $495.0 萬 | 0.02% | +2,417+5.0% | 加碼 |
| Corebridge Financial, Inc. | 51,143 | $496.0 萬 | 0.03% | +67+0.1% | 加碼 |
| Wells Fargo & Company | 51,829 | $502.7 萬 | 0.00% | −266,583−83.7% | 減碼 |
| GQG Partners LLC | 52,012 | $504.5 萬 | 0.01% | +52,012 | 新進 |
| Gulf International Bank (UK) Ltd | 52,183 | $506.1 萬 | 0.13% | 00.0% | 不變 |
| Siren, L.L.C. | 52,901 | $513.1 萬 | 0.23% | +12,500+30.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 53,264 | $516.1 萬 | 0.01% | +37,421+236.2% | 加碼 |
| AMF Pensionsforsakring AB | 53,466 | $518.6 萬 | 0.04% | 00.0% | 不變 |
| Wolverine Trading, LLC | 55,662 | $525.4 萬 | 0.12% | +55,662 | 新進 |
| Daiwa Securities Group Inc. | 56,907 | $551.9 萬 | 0.02% | +1,045+1.9% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 57,023 | $553.1 萬 | 5.29% | +57,023 | 新進 |
| Bamco Inc | 57,379 | $556.5 萬 | 0.01% | −127,983−69.0% | 減碼 |
| AMS Capital Ltda | 57,622 | $558.9 萬 | 2.81% | +7,187+14.3% | 加碼 |
| STRS Ohio | 58,099 | $563.5 萬 | 0.02% | −8,300−12.5% | 減碼 |
| Capstone Investment Advisors, LLC | 58,585 | $568.2 萬 | 0.06% | +42,042+254.1% | 加碼 |
| ABS Direct Equity Fund LLC | 60,100 | $582.9 萬 | 6.76% | 00.0% | 不變 |
| Carrhae Capital LLP | 60,220 | $584.1 萬 | 0.69% | −387,740−86.6% | 減碼 |
| Luxor Capital Group, LP | 61,000 | $591.6 萬 | 0.77% | +61,000 | 新進 |
| Twenty Acre Capital LP | 61,300 | $594.5 萬 | 4.85% | +26,400+75.6% | 加碼 |
| Two Sigma Advisers, LP | 61,800 | $599.4 萬 | 0.01% | +52,300+550.5% | 加碼 |
| New York State Common Retirement Fund | 61,967 | $601.0 萬 | 0.01% | −46,763−43.0% | 減碼 |
| Los Angeles Capital Management LLC | 62,827 | $609.4 萬 | 0.02% | +55,761+789.1% | 加碼 |
| Thornburg Investment Management Inc | 62,874 | $609.8 萬 | 0.08% | −21,241−25.3% | 減碼 |
| Ensign Peak Advisors, Inc | 66,400 | $644.0 萬 | 0.01% | +7,250+12.3% | 加碼 |
| Polen Capital Management LLC | 67,092 | $650.7 萬 | 0.02% | −26,958−28.7% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 71,104 | $689.6 萬 | 0.11% | +71,104 | 新進 |
| Prudential Financial Inc | 71,406 | $692.6 萬 | 0.01% | −106,243−59.8% | 減碼 |
| Ci Investments Inc. | 73,967 | $717.4 萬 | 0.03% | −8,669−10.5% | 減碼 |
| Scion Asset Management, LLC | 75,000 | $727.4 萬 | 9.39% | +75,000 | 新進 |
| Capital International Inc | 76,729 | $744.2 萬 | 0.09% | +76,729 | 新進 |
| Nissay Asset Management Corp | 77,869 | $758.8 萬 | 0.05% | +8,438+12.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 78,300 | $759.4 萬 | 0.06% | +13,900+21.6% | 加碼 |
| Shelton Capital Management | 79,567 | $771.7 萬 | 0.19% | −1,964−2.4% | 減碼 |
| Profund Advisors LLC | 80,329 | $779.1 萬 | 0.28% | −2,355−2.8% | 減碼 |
| iA Global Asset Management Inc. | 81,048 | $786.1 萬 | 0.14% | +1,393+1.7% | 加碼 |
| Amiral Gestion | 87,000 | $843.8 萬 | 5.33% | +87,000 | 新進 |
| CastleKnight Management LP | 87,500 | $848.7 萬 | 0.93% | −7,000−7.4% | 減碼 |
| Apeiron Capital Ltd | 89,000 | $863.2 萬 | 3.22% | −35,985−28.8% | 減碼 |
| Monolith Management Ltd | 89,401 | $867.1 萬 | 4.52% | −90,000−50.2% | 減碼 |
| Voya Investment Management LLC | 93,444 | $906.3 萬 | 0.01% | +24,125+34.8% | 加碼 |
| Panagora Asset Management Inc | 94,921 | $920.6 萬 | 0.04% | +365+0.4% | 加碼 |
| 683 Capital Management, LLC | 95,000 | $921.4 萬 | 0.91% | +6,000+6.7% | 加碼 |
| Tiger Pacific Capital LP | 97,372 | $944.4 萬 | 2.53% | −227,800−70.1% | 減碼 |
| Orbis Allan Gray Ltd | 97,653 | $947.1 萬 | 0.05% | +97,653 | 新進 |
| Millennium Management LLC | 97,876 | $949.3 萬 | 0.01% | +91,456+1,424.5% | 加碼 |
| Garda Capital Partners LP | 98,969 | $959.9 萬 | 7.73% | +98,969 | 新進 |
| Rhumbline Advisers | 99,133 | $961.5 萬 | 0.01% | −1,849−1.8% | 減碼 |
| Headwater Capital Co Ltd | 100,000 | $969.9 萬 | 5.17% | +100,000 | 新進 |
| Vontobel Holding Ltd. | 102,347 | $992.7 萬 | 0.03% | −131,978−56.3% | 減碼 |
| Bienville Capital Management, LLC | 102,800 | $997.1 萬 | 2.44% | +90,400+729.0% | 加碼 |
| Contrarius Group Holdings Ltd | 103,714 | $1,006 萬 | 0.62% | +103,714 | 新進 |
| Toroso Investments, LLC | 104,762 | $1,016 萬 | 0.08% | +33,589+47.2% | 加碼 |
| Eisler Capital Management Ltd. | 105,730 | $1,024 萬 | 0.34% | +105,730 | 新進 |
| Nomura Asset Management Co Ltd | 106,628 | $1,034 萬 | 0.03% | −1,434−1.3% | 減碼 |
| Himension Fund | 108,850 | $1,056 萬 | 0.73% | +66,819+159.0% | 加碼 |
| Neuberger Berman Group LLC | 113,212 | $1,098 萬 | 0.01% | −11,252−9.0% | 減碼 |
| AI-Squared Management Ltd | 115,300 | $1,118 萬 | 11.40% | +79,100+218.5% | 加碼 |
| Blue Creek Capital Management Ltd | 116,721 | $1,132 萬 | 15.51% | −30,000−20.4% | 減碼 |
| Pamalican Asset Management Ltd | 118,000 | $1,144 萬 | 5.05% | +118,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,471 | $1,149 萬 | 0.01% | +21,552+22.2% | 加碼 |
| Caption Management, LLC | 119,000 | $1,154 萬 | 0.48% | +115,000+2,875.0% | 加碼 |
| Kadensa Capital Ltd | 120,397 | $1,168 萬 | 1.42% | +14,094+13.3% | 加碼 |
| TD Asset Management Inc | 121,828 | $1,182 萬 | 0.01% | +7,396+6.5% | 加碼 |
| FACT Capital, LP | 127,338 | $1,235 萬 | 5.39% | −7,745−5.7% | 減碼 |
| CIBC Asset Management Inc | 127,820 | $1,240 萬 | 0.04% | +2,301+1.8% | 加碼 |
| Rafferty Asset Management, LLC | 129,148 | $1,253 萬 | 0.04% | +11,666+9.9% | 加碼 |
| Punch Card Management L.P. | 130,000 | $1,261 萬 | 4.00% | +130,000 | 新進 |