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 |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 132,895 | $1,289 萬 | 0.07% | +132,895 | 新進 |
| Teachers Retirement System of the State of Kentucky | 133,990 | $1,300 萬 | 0.11% | +29,990+28.8% | 加碼 |
| Antipodes Partners Ltd | 135,379 | $1,313 萬 | 0.46% | −332,121−71.0% | 減碼 |
| Susquehanna International Group, LLP | 137,387 | $1,333 萬 | 0.02% | +108,868+381.7% | 加碼 |
| Orland Properties Ltd | 138,835 | $1,347 萬 | 19.62% | 00.0% | 不變 |
| Leading Securities Co Ltd | 139,370 | $1,352 萬 | 43.94% | +139,370 | 新進 |
| Polymer Capital Management (HK) LTD | 141,155 | $1,369 萬 | 2.40% | +14,100+11.1% | 加碼 |
| Alden Global Capital LLC | 144,375 | $1,400 萬 | 13.64% | +51,590+55.6% | 加碼 |
| Tudor Investment Corp Et Al | 145,314 | $1,409 萬 | 0.15% | +116,973+412.7% | 加碼 |
| KLP Kapitalforvaltning AS | 155,400 | $1,507 萬 | 0.07% | +155,400 | 新進 |
| Candriam Luxembourg S.C.A. | 159,000 | $1,542 萬 | 0.09% | −13,500−7.8% | 減碼 |
| Guggenheim Capital LLC | 159,400 | $1,546 萬 | 0.13% | +535+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 158,720 | $1,547 萬 | 0.05% | +16,411+11.5% | 加碼 |
| Trexquant Investment LP | 160,033 | $1,552 萬 | 0.18% | +160,033 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 160,246 | $1,554 萬 | 2.28% | −250,795−61.0% | 減碼 |
| LMR Partners LLP | 162,206 | $1,573 萬 | 0.27% | +114,070+237.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 169,086 | $1,641 萬 | 0.10% | −20,753−10.9% | 減碼 |
| TB Alternative Assets Ltd. | 173,148 | $1,679 萬 | 4.32% | 00.0% | 不變 |
| PEAK6 LLC | 173,251 | $1,680 萬 | 0.66% | +173,251 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 173,716 | $1,685 萬 | 0.16% | +173,716 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 175,014 | $1,697 萬 | 7.46% | −193,473−52.5% | 減碼 |
| Balyasny Asset Management LLC | 175,683 | $1,704 萬 | 0.04% | −198,580−53.1% | 減碼 |
| Alliancebernstein L.P. | 179,367 | $1,740 萬 | 0.01% | −1,446,156−89.0% | 減碼 |
| National Pension Service | 181,311 | $1,759 萬 | 0.02% | +944+0.5% | 加碼 |
| Walleye Trading LLC | 183,548 | $1,780 萬 | 0.35% | +183,548 | 新進 |
| Coatue Management LLC大師Coatue | 184,628 | $1,791 萬 | 0.06% | −2,402,908−92.9% | 減碼 |
| Genesis Investment Management, LLP | 184,792 | $1,792 萬 | 19.68% | −703,159−79.2% | 減碼 |
| Global X Japan Co., Ltd. | 189,389 | $1,837 萬 | 2.29% | +33,907+21.8% | 加碼 |
| Alberta Investment Management Corp | 190,060 | $1,843 萬 | 0.12% | +21,302+12.6% | 加碼 |
| KBC Group NV | 191,258 | $1,855 萬 | 0.05% | −110,429−36.6% | 減碼 |
| Liontrust Investment Partners LLP | 202,473 | $1,964 萬 | 0.28% | +157,173+347.0% | 加碼 |
| Royal Bank of Canada | 214,936 | $2,085 萬 | 0.00% | −116,230−35.1% | 減碼 |
| Credit Agricole S A | 215,486 | $2,090 萬 | 0.07% | −10,527−4.7% | 減碼 |
| Todd Asset Management LLC | 216,510 | $2,100 萬 | 0.50% | +34,521+19.0% | 加碼 |
| AlpInvest Partners B.V. | 218,050 | $2,115 萬 | 22.06% | +39,982+22.5% | 加碼 |
| Parus Finance (UK) Ltd | 219,714 | $2,131 萬 | 6.68% | −9,654−4.2% | 減碼 |
| Public Employees Retirement System of Ohio | 221,518 | $2,149 萬 | 0.07% | −104,004−31.9% | 減碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 230,000 | $2,171 萬 | 1.59% | +10,000+4.5% | 加碼 |
| Panview Capital Ltd | 230,700 | $2,238 萬 | 4.77% | +230,700 | 新進 |
| IMC-Chicago, LLC | 231,874 | $2,249 萬 | 0.61% | +123,913+114.8% | 加碼 |
| AnglePoint Asset Management Ltd | 238,592 | $2,314 萬 | 52.32% | −20,800−8.0% | 減碼 |
| Synergy Financial Management, LLC | 205,740 | $2,320 萬 | 1.80% | +119,580+138.8% | 加碼 |
| Mackenzie Financial Corp | 244,609 | $2,372 萬 | 0.03% | +40,732+20.0% | 加碼 |
| Penserra Capital Management LLC | 251,166 | $2,436 萬 | 0.45% | +93,216+59.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 252,743 | $2,451 萬 | 0.11% | −401,153−61.3% | 減碼 |
| Nordea Investment Management AB | 252,195 | $2,472 萬 | 0.03% | −118,276−31.9% | 減碼 |
| Wim Investment Management Ltd | 264,468 | $2,565 萬 | 8.81% | −8,500−3.1% | 減碼 |
| AXA S.A. | 265,320 | $2,573 萬 | 0.08% | −11,935−4.3% | 減碼 |
| USS Investment Management Ltd | 267,153 | $2,592 萬 | 0.19% | −219,622−45.1% | 減碼 |
| British Columbia Investment Management Corp | 271,100 | $2,629 萬 | 0.16% | −47,800−15.0% | 減碼 |
| SEI Investments Co | 273,168 | $2,649 萬 | 0.03% | +37,689+16.0% | 加碼 |
| Oaktree Capital Management LP大師橡樹資本 | 277,767 | $2,694 萬 | 0.51% | −5,500−1.9% | 減碼 |
| Public Sector Pension Investment Board | 281,452 | $2,730 萬 | 0.12% | −62,542−18.2% | 減碼 |
| Bank of Montreal | 287,557 | $2,789 萬 | 0.01% | −55,927−16.3% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 309,285 | $3,000 萬 | 0.86% | +34,390+12.5% | 加碼 |
| California State Teachers Retirement System | 324,354 | $3,146 萬 | 0.04% | +21,507+7.1% | 加碼 |
| Victory Capital Management Inc | 336,391 | $3,263 萬 | 0.03% | −54,046−13.8% | 減碼 |
| Nomura Holdings Inc | 336,800 | $3,267 萬 | 0.17% | +46,208+15.9% | 加碼 |
| RV Capital GmbH | 345,489 | $3,351 萬 | 7.18% | +26,100+8.2% | 加碼 |
| M&G Plc | 354,970 | $3,443 萬 | 0.21% | +107,553+43.5% | 加碼 |
| Swedbank AB | 358,715 | $3,479 萬 | 0.04% | −73,800−17.1% | 減碼 |
| Wasatch Advisors Inc | 372,901 | $3,617 萬 | 0.18% | +69,572+22.9% | 加碼 |
| Handelsbanken Fonder AB | 373,216 | $3,620 萬 | 0.14% | +10,897+3.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 414,628 | $3,642 萬 | 0.15% | −129,966−23.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 380,638 | $3,692 萬 | 0.11% | +16,680+4.6% | 加碼 |
| Sylebra Capital LLC | 399,695 | $3,877 萬 | 1.45% | −92,471−18.8% | 減碼 |
| Alpine Investment Management Ltd | 400,000 | $3,880 萬 | 24.83% | +400,000 | 新進 |
| SG Americas Securities, LLC | 402,178 | $3,901 萬 | 0.17% | −562,440−58.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 403,654 | $3,915 萬 | 0.04% | −480,319−54.3% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 405,076 | $3,929 萬 | 31.34% | −107,488−21.0% | 減碼 |
| Storebrand Asset Management AS | 408,180 | $3,959 萬 | 0.12% | +2,319+0.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $3,973 萬 | 0.07% | 00.0% | 不變 |
| 3G Capital Partners LP | 425,000 | $4,122 萬 | 11.82% | +50,000+13.3% | 加碼 |
| Man Group plc | 446,184 | $4,328 萬 | 0.13% | −231,704−34.2% | 減碼 |
| Causeway Capital Management LLC | 446,272 | $4,328 萬 | 0.99% | −322,505−42.0% | 減碼 |
| Kora Management LP | 453,250 | $4,396 萬 | 5.92% | −85,000−15.8% | 減碼 |
| Maple Rock Capital Partners Inc. | 454,000 | $4,403 萬 | 3.20% | −96,560−17.5% | 減碼 |
| Janus Henderson Group PLC | 455,266 | $4,416 萬 | 0.02% | +355,712+357.3% | 加碼 |
| Trivest Advisors Ltd | 460,000 | $4,462 萬 | 2.02% | −773,700−62.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 467,162 | $4,531 萬 | 0.11% | −209,493−31.0% | 減碼 |
| Franklin Resources Inc | 469,091 | $4,550 萬 | 0.01% | −123,257−20.8% | 減碼 |
| Capitolis Liquid Global Markets LLC | 476,000 | $4,617 萬 | 0.45% | −30,500−6.0% | 減碼 |
| Shengqi Capital (Hong Kong) Ltd | 480,947 | $4,665 萬 | 40.13% | +120,947+33.6% | 加碼 |
| Acadian Asset Management LLC | 483,189 | $4,685 萬 | 0.14% | −76,080−13.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 491,857 | $4,771 萬 | 2.21% | −89,092−15.3% | 減碼 |
| Pinpoint Asset Management Ltd | 473,558 | $4,789 萬 | 8.49% | −441,239−48.2% | 減碼 |
| Platinum Investment Management Ltd | 504,465 | $4,893 萬 | 2.87% | −588,197−53.8% | 減碼 |
| Principal Financial Group Inc | 517,077 | $5,015 萬 | 0.03% | −155,577−23.1% | 減碼 |
| Coronation Fund Managers Ltd. | 523,963 | $5,082 萬 | 2.99% | −388,521−42.6% | 減碼 |
| Korea Investment CORP | 530,787 | $5,148 萬 | 0.12% | −10,700−2.0% | 減碼 |
| American Century Companies Inc | 544,159 | $5,278 萬 | 0.03% | +37,165+7.3% | 加碼 |
| Cederberg Capital Ltd | 568,300 | $5,512 萬 | 18.71% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 569,612 | $5,525 萬 | 0.31% | +39,717+7.5% | 加碼 |
| Massachusetts Financial Services Co | 578,161 | $5,608 萬 | 0.02% | −91,444−13.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 587,302 | $5,696 萬 | 0.13% | −15,462−2.6% | 減碼 |
| Aviva PLC | 616,033 | $5,975 萬 | 0.16% | +7,088+1.2% | 加碼 |
| Allianz Asset Management GmbH | 620,898 | $6,018 萬 | 0.09% | −163,631−20.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 621,092 | $6,024 萬 | 0.13% | +72,674+13.3% | 加碼 |
| Royal London Asset Management Ltd | 631,666 | $6,127 萬 | 0.15% | +630,900+82,362.9% | 加碼 |
| Franchise Capital Ltd | 636,224 | $6,171 萬 | 28.61% | −210,000−24.8% | 減碼 |