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。
2025 年第 1 季 13F 持有人
PDD Holdings Inc. 在 2025/3/31 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
- 584
- 較 2024 年第 4 季 +5 家
- 持有股數
- 4.56 億
- 較 2024 年第 4 季 +5,870 萬 (+14.8%)
- 總市值
- $490.6 億
- 較 2024 年第 4 季 +$98.7 億 (+25.2%)
- 新進機構
- 99
- 另有 227 家加碼
- 清倉機構
- 94
- 另有 185 家減碼
另有 8 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 40,047,278 | $47.4 億 | 4.14% | +1,987,935+5.2% | 加碼 |
| BlackRock, Inc. | 33,400,305 | $39.5 億 | 0.08% | +500,126+1.5% | 加碼 |
| Vanguard Group Inc | 29,079,476 | $34.4 億 | 0.06% | +416,867+1.5% | 加碼 |
| FMR LLC | 27,611,016 | $32.7 億 | 0.21% | +2,007,833+7.8% | 加碼 |
| SC China Holding Ltd | 13,595,995 | $13.7 億 | 80.18% | 00.0% | 不變 |
| State Street Corp | 11,534,755 | $13.7 億 | 0.06% | +6,792+0.1% | 加碼 |
| SC US (TTGP), Ltd. | 10,592,635 | $12.5 億 | 11.86% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 8,985,969 | $10.6 億 | 0.27% | +8,086,620+899.2% | 加碼 |
| Norges Bank | 8,091,042 | $9.58 億 | 0.13% | −283,490−3.4% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 7,753,900 | $9.18 億 | 7.64% | +525,200+7.3% | 加碼 |
| FIL Ltd | 7,367,241 | $8.72 億 | 0.83% | −611,381−7.7% | 減碼 |
| Sanders Capital, LLC | 7,018,165 | $8.31 億 | 1.24% | +1,863,287+36.1% | 加碼 |
| Price T Rowe Associates Inc | 6,911,632 | $8.18 億 | 0.10% | +389,775+6.0% | 加碼 |
| JPMorgan Chase & Co | 6,569,078 | $7.77 億 | 0.06% | −1,190,925−15.3% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 6,562,576 | $7.77 億 | 21.94% | +3,832,301+140.4% | 加碼 |
| Morgan Stanley | 6,166,728 | $7.30 億 | 0.05% | −2,471,940−28.6% | 減碼 |
| Geode Capital Management, LLC | 5,985,911 | $7.04 億 | 0.06% | +191,016+3.3% | 加碼 |
| Goldman Sachs Group Inc | 5,921,223 | $7.01 億 | 0.13% | +79,445+1.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,340,634 | $6.32 億 | 0.48% | +576,785+12.1% | 加碼 |
| Invesco Ltd. | 5,301,333 | $6.27 億 | 0.12% | +1,636,673+44.7% | 加碼 |
| Krane Funds Advisors LLC | 5,036,389 | $5.96 億 | 17.13% | +2,211,286+78.3% | 加碼 |
| Assenagon Asset Management S.A. | 4,821,146 | $5.71 億 | 1.02% | +998,132+26.1% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 4,635,519 | $5.49 億 | 17.00% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 4,564,072 | $5.40 億 | 11.36% | −1,008,022−18.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 4,415,681 | $5.23 億 | 1.97% | +1,787,000+68.0% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 4,370,000 | $5.17 億 | 9.29% | −986,132−18.4% | 減碼 |
| Legal & General Group Plc | 4,255,069 | $5.04 億 | 0.14% | +52,398+1.2% | 加碼 |
| SRS Investment Management, LLC | 4,064,381 | $4.81 億 | 6.45% | 00.0% | 不變 |
| HSBC Holdings PLC | 3,848,423 | $4.57 億 | 0.30% | −438,985−10.2% | 減碼 |
| First Beijing Investment Ltd | 3,857,223 | $4.57 億 | 31.34% | +91,414+2.4% | 加碼 |
| E Fund Management Co., Ltd. | 3,474,551 | $4.11 億 | 19.65% | −802,310−18.8% | 減碼 |
| Northern Trust Corp | 3,205,604 | $3.79 億 | 0.06% | −31,082−1.0% | 減碼 |
| UBS Group AG | 3,076,050 | $3.64 億 | 0.08% | −1,948,759−38.8% | 減碼 |
| Deutsche Bank AG | 2,964,909 | $3.51 億 | 0.14% | +742,925+33.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,884,942 | $3.41 億 | 0.08% | +212,040+7.9% | 加碼 |
| Capital International Investors | 2,747,063 | $3.25 億 | 0.06% | +202,230+7.9% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 2,630,982 | $3.11 億 | 77.25% | −279,448−9.6% | 減碼 |
| Bank of America Corp | 2,569,959 | $3.04 億 | 0.03% | +365,986+16.6% | 加碼 |
| Capital Today Evergreen Fund, L.P. | 2,493,586 | $2.95 億 | 89.82% | 00.0% | 不變 |
| Orbis Allan Gray Ltd | 2,397,312 | $2.84 億 | 1.62% | +2,299,659+2,354.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,369,381 | $2.80 億 | 0.54% | +219,865+10.2% | 加碼 |
| Schroder Investment Management Group | 1,923,805 | $2.28 億 | 0.23% | −117,245−5.7% | 減碼 |
| Triata Capital Ltd | 1,848,363 | $2.19 億 | 49.49% | +1,179,424+176.3% | 加碼 |
| Bridgewater Associates, LP | 1,742,717 | $2.06 億 | 0.96% | +495,819+39.8% | 加碼 |
| Public Investment Fund | 1,703,275 | $2.02 億 | 1.03% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,701,589 | $2.01 億 | 0.14% | +39,242+2.4% | 加碼 |
| Bank of New York Mellon Corp | 1,689,498 | $2.00 億 | 0.04% | −140,288−7.7% | 減碼 |
| Swiss National Bank | 1,577,244 | $1.87 億 | 0.13% | +5,000+0.3% | 加碼 |
| Barclays PLC | 1,560,289 | $1.85 億 | 0.08% | −313,836−16.7% | 減碼 |
| Perseverance Asset Management International | 1,513,763 | $1.79 億 | 23.40% | −132,662−8.1% | 減碼 |
| Nuveen, LLC | 1,428,261 | $1.69 億 | 0.05% | +1,428,261 | 新進 |
| Prudential PLC | 1,396,248 | $1.65 億 | 0.83% | +90,439+6.9% | 加碼 |
| Trivest Advisors Ltd | 1,332,700 | $1.58 億 | 13.38% | +872,700+189.7% | 加碼 |
| Macquarie Group Ltd | 1,286,336 | $1.52 億 | 0.19% | −162,623−11.2% | 減碼 |
| Standard Life Aberdeen plc | 1,250,633 | $1.49 億 | 0.29% | −146,686−10.5% | 減碼 |
| Squarepoint Ops LLC | 1,196,264 | $1.42 億 | 0.35% | −137,630−10.3% | 減碼 |
| Susquehanna International Group, LLP | 1,196,212 | $1.42 億 | 0.23% | +1,058,825+770.7% | 加碼 |
| Citigroup Inc | 1,182,923 | $1.40 億 | 0.11% | −338,217−22.2% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,152,360 | $1.36 億 | 15.02% | +4,600+0.4% | 加碼 |
| Marshall Wace, LLP | 1,136,117 | $1.34 億 | 0.18% | +306,456+36.9% | 加碼 |
| Temasek Holdings (Private) Ltd | 1,132,985 | $1.34 億 | 0.54% | +86,183+8.2% | 加碼 |
| Pictet Asset Management Holding SA | 1,096,565 | $1.30 億 | 0.14% | −19,759−1.8% | 減碼 |
| Massachusetts Financial Services Co | 1,084,979 | $1.28 億 | 0.04% | +506,818+87.7% | 加碼 |
| Great West Life Assurance Co | 1,023,850 | $1.21 億 | 0.21% | +123,550+13.7% | 加碼 |
| Charles Schwab Investment Management Inc | 997,419 | $1.18 億 | 0.02% | +69,631+7.5% | 加碼 |
| GF Fund Management Co. Ltd. | 981,853 | $1.16 億 | 2.73% | −342,950−25.9% | 減碼 |
| California Public Employees Retirement System | 976,097 | $1.16 億 | 0.08% | −17,494−1.8% | 減碼 |
| Wellington Management Group LLP | 950,922 | $1.13 億 | 0.02% | +162,412+20.6% | 加碼 |
| ProShare Advisors LLC | 922,328 | $1.09 億 | 0.25% | +113,953+14.1% | 加碼 |
| Artisan Partners Limited Partnership | 875,038 | $1.04 億 | 0.17% | −166,406−16.0% | 減碼 |
| AQR Capital Management LLC | 864,498 | $1.02 億 | 0.11% | −19,584−2.2% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 864,349 | $1.02 億 | 48.08% | −65,987−7.1% | 減碼 |
| First Trust Advisors LP | 821,987 | $9,728 萬 | 0.09% | −283,536−25.6% | 減碼 |
| Ameriprise Financial Inc | 810,983 | $9,598 萬 | 0.03% | −79,910−9.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 784,762 | $9,288 萬 | 0.21% | +97,480+14.2% | 加碼 |
| Lazard Asset Management LLC | 728,956 | $8,627 萬 | 0.13% | +1,832+0.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 708,218 | $8,382 萬 | 0.08% | +64,427+10.0% | 加碼 |
| Royal London Asset Management Ltd | 690,772 | $8,175 萬 | 0.19% | +59,106+9.4% | 加碼 |
| Cat Rock Capital Management LP | 675,414 | $7,994 萬 | 10.61% | −147,300−17.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 657,954 | $7,787 萬 | 0.17% | +36,862+5.9% | 加碼 |
| Man Group plc | 656,850 | $7,774 萬 | 0.23% | +210,666+47.2% | 加碼 |
| Pinpoint Asset Management Ltd | 610,585 | $7,608 萬 | 13.30% | +137,027+28.9% | 加碼 |
| Fisher Asset Management, LLC | 636,814 | $7,537 萬 | 0.03% | −45,879−6.7% | 減碼 |
| Matthews International Capital Management LLC | 632,426 | $7,485 萬 | 15.45% | −35,528−5.3% | 減碼 |
| Russell Investments Group, Ltd. | 621,829 | $7,381 萬 | 0.10% | −69,691−10.1% | 減碼 |
| Citadel Advisors LLC | 615,601 | $7,286 萬 | 0.07% | −225,785−26.8% | 減碼 |
| Aviva PLC | 609,698 | $7,216 萬 | 0.17% | −6,335−1.0% | 減碼 |
| Allianz Asset Management GmbH | 607,168 | $7,194 萬 | 0.11% | −13,730−2.2% | 減碼 |
| American Century Companies Inc | 603,184 | $7,139 萬 | 0.04% | +59,025+10.8% | 加碼 |
| Franklin Resources Inc | 600,356 | $7,105 萬 | 0.02% | +131,265+28.0% | 加碼 |
| IMC-Chicago, LLC | 598,324 | $7,081 萬 | 2.75% | +366,450+158.0% | 加碼 |
| Renaissance Technologies LLC | 589,900 | $6,981 萬 | 0.11% | −357,600−37.7% | 減碼 |
| Polar Capital Holdings Plc | 587,984 | $6,959 萬 | 0.43% | +18,372+3.2% | 加碼 |
| Maple Rock Capital Partners Inc. | 582,424 | $6,893 萬 | 5.03% | +128,424+28.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 579,652 | $6,860 萬 | 0.18% | −7,650−1.3% | 減碼 |
| Korea Investment CORP | 564,487 | $6,681 萬 | 0.16% | +33,700+6.3% | 加碼 |
| APG Asset Management N.V. | 590,128 | $6,466 萬 | 0.20% | −199,400−25.3% | 減碼 |
| Cederberg Capital Ltd | 528,700 | $6,257 萬 | 24.17% | −39,600−7.0% | 減碼 |
| Franchise Capital Ltd | 514,820 | $6,093 萬 | 36.30% | −121,404−19.1% | 減碼 |
| Barings LLC | 511,703 | $6,056 萬 | 1.51% | −226,467−30.7% | 減碼 |