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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 27,350 | $323.7 萬 | 0.04% | −15,679−36.4% | 減碼 |
| Venture Visionary Partners LLC | 27,409 | $324.4 萬 | 0.14% | +27,409 | 新進 |
| Saba Capital Management, L.P. | 27,500 | $325.5 萬 | 0.09% | +2,500+10.0% | 加碼 |
| IFM Investors Pty Ltd | 27,776 | $328.7 萬 | 0.04% | +1,740+6.7% | 加碼 |
| Garda Capital Partners LP | 27,851 | $329.6 萬 | 1.85% | −71,118−71.9% | 減碼 |
| LPL Financial LLC | 28,501 | $337.3 萬 | 0.00% | −3,690−11.5% | 減碼 |
| Jupiter Asset Management Ltd | 29,209 | $345.7 萬 | 0.03% | +16,892+137.1% | 加碼 |
| LMR Partners LLP | 30,410 | $359.9 萬 | 0.07% | −131,796−81.3% | 減碼 |
| Toronto Dominion Bank | 30,737 | $363.7 萬 | 0.01% | +10,801+54.2% | 加碼 |
| XTX Topco Ltd | 31,420 | $371.9 萬 | 0.19% | +31,420 | 新進 |
| Two Sigma Advisers, LP | 32,100 | $379.9 萬 | 0.01% | −29,700−48.1% | 減碼 |
| Pacer Advisors, Inc. | 32,476 | $384.4 萬 | 0.01% | −811−2.4% | 減碼 |
| Shell Asset Management Co | 33,720 | $399.1 萬 | 0.19% | +241+0.7% | 加碼 |
| Natixis | 33,748 | $401.4 萬 | 0.02% | +3,412+11.2% | 加碼 |
| Yousif Capital Management, LLC | 34,142 | $404.1 萬 | 0.05% | +3,019+9.7% | 加碼 |
| Zweig-DiMenna Associates LLC | 34,500 | $408.3 萬 | 0.65% | +34,500 | 新進 |
| Carnegie Mellon University | 35,322 | $418.0 萬 | 3.24% | 00.0% | 不變 |
| Alden Global Capital LLC | 35,437 | $419.4 萬 | 4.48% | −108,938−75.5% | 減碼 |
| Millennium Management LLC | 36,318 | $429.8 萬 | 0.00% | −61,558−62.9% | 減碼 |
| SIH Partners, LLLP | 36,713 | $434.5 萬 | 0.38% | +32,400+751.2% | 加碼 |
| Creative Planning | 36,806 | $435.6 萬 | 0.00% | +11,889+47.7% | 加碼 |
| HRT Financial LP | 36,875 | $436.4 萬 | 0.03% | +24,434+196.4% | 加碼 |
| Myriad Asset Management US LP | 37,990 | $449.6 萬 | 1.89% | +37,990 | 新進 |
| Gulf International Bank (UK) Ltd | 38,916 | $460.5 萬 | 0.16% | −13,267−25.4% | 減碼 |
| Grafton Street Partners Fund, LP | 39,100 | $462.7 萬 | 3.56% | +39,100 | 新進 |
| Raymond James Financial Inc | 39,118 | $463.0 萬 | 0.00% | +7,013+21.8% | 加碼 |
| Quantinno Capital Management LP | 39,396 | $466.3 萬 | 0.03% | +8,245+26.5% | 加碼 |
| Nipun Capital, L.P. | 40,800 | $482.9 萬 | 2.83% | +25,100+159.9% | 加碼 |
| Maxi Investments CY Ltd | 41,485 | $491.0 萬 | 0.98% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 41,065 | $494.6 萬 | 0.02% | +41,065 | 新進 |
| UBS Oconnor LLC | 42,300 | $500.6 萬 | 0.12% | +42,300 | 新進 |
| Virtus Family Office LLC | 42,308 | $500.7 萬 | 6.43% | +190.0% | 加碼 |
| Comgest Global Investors S.A.S. | 42,688 | $505.2 萬 | 0.09% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 42,881 | $507.5 萬 | 0.22% | +22,856+114.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 43,563 | $515.6 萬 | 0.00% | +43,563 | 新進 |
| Marex Group plc | 43,867 | $519.2 萬 | 0.10% | +27,237+163.8% | 加碼 |
| HAP Trading, LLC | 44,236 | $523.5 萬 | 1.86% | +44,236 | 新進 |
| Allspring Global Investments Holdings, LLC | 44,212 | $540.2 萬 | 0.01% | −9,052−17.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 46,976 | $543.4 萬 | 0.11% | +32,474+223.9% | 加碼 |
| Van Eck Associates Corp | 48,065 | $568.8 萬 | 0.01% | −2,526−5.0% | 減碼 |
| Seldon Capital LP | 48,226 | $570.8 萬 | 3.59% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 48,785 | $577.4 萬 | 0.05% | +5,023+11.5% | 加碼 |
| Louisiana State Employees Retirement System | 48,800 | $577.5 萬 | 0.11% | 00.0% | 不變 |
| 14B Captial Management LP | 49,000 | $579.9 萬 | 2.42% | +49,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 49,132 | $581.5 萬 | 0.06% | −1,154−2.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,403 | $584.7 萬 | 0.06% | −240.0% | 減碼 |
| Corebridge Financial, Inc. | 49,783 | $589.2 萬 | 0.03% | −1,360−2.7% | 減碼 |
| Proem Advisors LLC | 50,000 | $591.8 萬 | 3.11% | +50,000 | 新進 |
| Twenty Acre Capital LP | 61,300 | $594.5 萬 | 4.85% | 00.0% | 不變 |
| DnB Asset Management AS | 51,040 | $604.1 萬 | 0.03% | 00.0% | 不變 |
| Siren, L.L.C. | 52,901 | $626.1 萬 | 0.35% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 54,300 | $642.6 萬 | 0.05% | +54,300 | 新進 |
| ABS Direct Equity Fund LLC | 54,600 | $646.2 萬 | 8.64% | −5,500−9.2% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 54,833 | $648.9 萬 | 5.22% | −2,190−3.8% | 減碼 |
| AMS Capital Ltda | 54,906 | $649.8 萬 | 2.68% | −2,716−4.7% | 減碼 |
| STRS Ohio | 58,099 | $687.6 萬 | 0.03% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,571 | $693.2 萬 | 0.01% | −59,900−50.6% | 減碼 |
| Amiral Gestion | 59,500 | $704.2 萬 | 3.88% | −27,500−31.6% | 減碼 |
| Ensign Peak Advisors, Inc | 59,900 | $708.9 萬 | 0.01% | −6,500−9.8% | 減碼 |
| Thornburg Investment Management Inc | 62,498 | $739.7 萬 | 0.10% | −376−0.6% | 減碼 |
| Bamco Inc | 63,654 | $753.3 萬 | 0.02% | +6,275+10.9% | 加碼 |
| Polen Capital Management LLC | 66,193 | $783.4 萬 | 0.02% | −899−1.3% | 減碼 |
| Daiwa Securities Group Inc. | 66,302 | $784.7 萬 | 0.03% | +9,395+16.5% | 加碼 |
| Los Angeles Capital Management LLC | 67,366 | $797.3 萬 | 0.04% | +4,539+7.2% | 加碼 |
| J. Safra Sarasin Holding AG | 67,701 | $801.2 萬 | 0.15% | +40,500+148.9% | 加碼 |
| NEOS Investment Management LLC | 68,763 | $813.8 萬 | 0.15% | +22,005+47.1% | 加碼 |
| Prudential Financial Inc | 69,906 | $827.3 萬 | 0.01% | −1,500−2.1% | 減碼 |
| Janney Capital Management LLC | 70,744 | $837.3 萬 | 0.58% | +34,660+96.1% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 71,104 | $841.5 萬 | 0.14% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 71,300 | $843.8 萬 | 0.07% | −7,000−8.9% | 減碼 |
| FACT Capital, LP | 71,601 | $847.4 萬 | 4.02% | −55,737−43.8% | 減碼 |
| New York State Common Retirement Fund | 76,501 | $905.4 萬 | 0.01% | +14,534+23.5% | 加碼 |
| Shelton Capital Management | 76,537 | $905.8 萬 | 0.22% | −3,030−3.8% | 減碼 |
| Ci Investments Inc. | 81,202 | $961.0 萬 | 0.04% | +7,235+9.8% | 加碼 |
| iA Global Asset Management Inc. | 82,267 | $973.6 萬 | 0.17% | +1,219+1.5% | 加碼 |
| Himension Fund | 82,476 | $976.1 萬 | 0.83% | −26,374−24.2% | 減碼 |
| Panagora Asset Management Inc | 85,935 | $1,017 萬 | 0.05% | −8,986−9.5% | 減碼 |
| Rhumbline Advisers | 87,262 | $1,033 萬 | 0.01% | −11,871−12.0% | 減碼 |
| Profund Advisors LLC | 87,365 | $1,034 萬 | 0.45% | +7,036+8.8% | 加碼 |
| Verition Fund Management LLC | 88,940 | $1,053 萬 | 0.06% | +39,006+78.1% | 加碼 |
| Nissay Asset Management Corp | 91,752 | $1,086 萬 | 0.07% | +13,883+17.8% | 加碼 |
| All-Stars Investment Ltd | 94,500 | $1,118 萬 | 3.45% | +54,000+133.3% | 加碼 |
| 683 Capital Management, LLC | 95,000 | $1,124 萬 | 1.14% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 96,166 | $1,138 萬 | 0.03% | −79,517−45.3% | 減碼 |
| Simplex Trading, LLC | 97,380 | $1,152 萬 | 0.41% | +97,380 | 新進 |
| Toroso Investments, LLC | 98,779 | $1,169 萬 | 0.10% | −5,983−5.7% | 減碼 |
| Rafferty Asset Management, LLC | 100,272 | $1,187 萬 | 0.05% | −28,876−22.4% | 減碼 |
| Point72 Hong Kong Ltd | 101,779 | $1,205 萬 | 0.86% | +101,779 | 新進 |
| Mirae Asset Securities (USA) Inc. | 103,558 | $1,226 萬 | 0.53% | +103,558 | 新進 |
| Nomura Holdings Inc | 103,909 | $1,230 萬 | 0.07% | −232,891−69.1% | 減碼 |
| Causeway Capital Management LLC | 105,926 | $1,254 萬 | 0.26% | −340,346−76.3% | 減碼 |
| Contrarius Group Holdings Ltd | 106,987 | $1,266 萬 | 0.87% | +3,273+3.2% | 加碼 |
| RWC Asset Management LLP | 108,801 | $1,288 萬 | 0.66% | +108,801 | 新進 |
| Platinum Investment Management Ltd | 110,255 | $1,305 萬 | 0.76% | −394,210−78.1% | 減碼 |
| Wells Fargo & Company | 111,667 | $1,322 萬 | 0.00% | +59,838+115.5% | 加碼 |
| Nomura Asset Management Co Ltd | 112,394 | $1,330 萬 | 0.04% | +5,766+5.4% | 加碼 |
| TD Asset Management Inc | 113,612 | $1,345 萬 | 0.01% | −8,216−6.7% | 減碼 |
| Blue Creek Capital Management Ltd | 116,721 | $1,381 萬 | 17.92% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 117,126 | $1,386 萬 | 5.73% | +99,226+554.3% | 加碼 |
| Neuberger Berman Group LLC | 117,951 | $1,404 萬 | 0.01% | +4,739+4.2% | 加碼 |