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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 495,490 | $5,864 萬 | 7.06% | −189,875−27.7% | 減碼 |
| Anatole Investment Management Ltd | 491,799 | $5,820 萬 | 16.03% | +491,799 | 新進 |
| Shengqi Capital (Hong Kong) Ltd | 480,947 | $5,692 萬 | 51.57% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 476,000 | $5,633 萬 | 0.50% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 462,542 | $5,474 萬 | 0.05% | −368,338−44.3% | 減碼 |
| Kora Management LP | 453,250 | $5,364 萬 | 7.02% | 00.0% | 不變 |
| WT Asset Management Ltd | 439,250 | $5,199 萬 | 6.07% | +439,250 | 新進 |
| Coronation Fund Managers Ltd. | 428,116 | $5,067 萬 | 2.75% | −95,847−18.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 418,730 | $4,956 萬 | 0.22% | +165,987+65.7% | 加碼 |
| WCM Investment Management, LLC | 411,324 | $4,954 萬 | 0.13% | +398,579+3,127.3% | 加碼 |
| Acadian Asset Management LLC | 405,264 | $4,795 萬 | 0.14% | −77,925−16.1% | 減碼 |
| Hudson Bay Capital Management LP | 405,140 | $4,795 萬 | 0.30% | +405,140 | 新進 |
| DekaBank Deutsche Girozentrale | 408,656 | $4,746 萬 | 0.09% | +646+0.2% | 加碼 |
| Royal Bank of Canada | 397,501 | $4,704 萬 | 0.01% | +182,565+84.9% | 加碼 |
| Wasatch Advisors Inc | 385,503 | $4,562 萬 | 0.25% | +12,602+3.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 383,680 | $4,542 萬 | 1.33% | +74,395+24.1% | 加碼 |
| RWC Asset Advisors (US) LLC | 375,857 | $4,448 萬 | 8.10% | +375,857 | 新進 |
| Jane Street Group, LLC | 373,741 | $4,423 萬 | 0.08% | +359,405+2,507.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 368,301 | $4,406 萬 | 0.12% | −98,861−21.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 371,627 | $4,398 萬 | 0.13% | −9,011−2.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 362,343 | $4,285 萬 | 2.12% | −129,514−26.3% | 減碼 |
| SEI Investments Co | 354,480 | $4,195 萬 | 0.05% | +81,312+29.8% | 加碼 |
| M&G Plc | 350,939 | $4,141 萬 | 0.20% | −4,031−1.1% | 減碼 |
| Mackenzie Financial Corp | 344,076 | $4,072 萬 | 0.06% | +99,467+40.7% | 加碼 |
| Victory Capital Management Inc | 342,729 | $4,056 萬 | 0.04% | +6,338+1.9% | 加碼 |
| RV Capital GmbH | 335,569 | $3,971 萬 | 8.77% | −9,920−2.9% | 減碼 |
| Public Sector Pension Investment Board | 322,952 | $3,822 萬 | 0.17% | +41,500+14.7% | 加碼 |
| California State Teachers Retirement System | 318,313 | $3,767 萬 | 0.05% | −6,041−1.9% | 減碼 |
| Handelsbanken Fonder AB | 312,518 | $3,699 萬 | 0.15% | −60,698−16.3% | 減碼 |
| Point72 Asset Management, L.P. | 309,871 | $3,667 萬 | 0.10% | +309,871 | 新進 |
| Punch Card Management L.P. | 306,751 | $3,630 萬 | 16.76% | +176,751+136.0% | 加碼 |
| 3G Capital Partners LP | 300,000 | $3,551 萬 | 10.20% | −125,000−29.4% | 減碼 |
| Principal Financial Group Inc | 298,988 | $3,539 萬 | 0.02% | −218,089−42.2% | 減碼 |
| National Bank of Canada | 284,442 | $3,366 萬 | 0.04% | −785,676−73.4% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 281,551 | $3,332 萬 | 29.87% | −123,525−30.5% | 減碼 |
| AnglePoint Asset Management Ltd | 279,874 | $3,312 萬 | 59.61% | +41,282+17.3% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 271,977 | $3,219 萬 | 4.39% | +111,731+69.7% | 加碼 |
| British Columbia Investment Management Corp | 271,300 | $3,211 萬 | 0.20% | +200+0.1% | 加碼 |
| USS Investment Management Ltd | 267,153 | $3,161 萬 | 0.24% | 00.0% | 不變 |
| TT International Asset Management LTD | 265,302 | $3,140 萬 | 4.69% | +265,302 | 新進 |
| Wim Investment Management Ltd | 264,468 | $3,130 萬 | 13.06% | 00.0% | 不變 |
| Todd Asset Management LLC | 251,885 | $2,981 萬 | 0.70% | +35,375+16.3% | 加碼 |
| Penserra Capital Management LLC | 239,671 | $2,836 萬 | 0.51% | −11,495−4.6% | 減碼 |
| Walleye Trading LLC | 237,284 | $2,808 萬 | 0.80% | +53,736+29.3% | 加碼 |
| Sylebra Capital LLC | 236,611 | $2,800 萬 | 1.41% | −163,084−40.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 39,678,479 | $2,767 萬 | 0.11% | +39,263,851+9,469.7% | 加碼 |
| Bank of Montreal | 232,288 | $2,749 萬 | 0.01% | −55,269−19.2% | 減碼 |
| Credit Agricole S A | 228,733 | $2,707 萬 | 0.10% | +13,247+6.1% | 加碼 |
| Global X Japan Co., Ltd. | 211,454 | $2,503 萬 | 2.88% | +22,065+11.7% | 加碼 |
| Public Employees Retirement System of Ohio | 210,104 | $2,487 萬 | 0.09% | −11,414−5.2% | 減碼 |
| Headwater Capital Co Ltd | 200,000 | $2,367 萬 | 10.76% | +100,000+100.0% | 加碼 |
| TB Alternative Assets Ltd. | 199,887 | $2,366 萬 | 5.50% | +26,739+15.4% | 加碼 |
| Whale Rock Capital Management LLC | 199,016 | $2,355 萬 | 0.41% | −1,171,250−85.5% | 減碼 |
| Parus Finance (UK) Ltd | 197,984 | $2,343 萬 | 8.00% | −21,730−9.9% | 減碼 |
| Carrhae Capital LLP | 196,437 | $2,325 萬 | 2.70% | +136,217+226.2% | 加碼 |
| Alberta Investment Management Corp | 194,656 | $2,304 萬 | 0.16% | +4,596+2.4% | 加碼 |
| Quadrature Capital Ltd | 190,375 | $2,252 萬 | 0.50% | +190,375 | 新進 |
| MY.Alpha Management HK Advisors Ltd | 187,300 | $2,217 萬 | 11.03% | +12,286+7.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 184,281 | $2,186 萬 | 0.13% | +15,195+9.0% | 加碼 |
| KBC Group NV | 181,981 | $2,154 萬 | 0.07% | −9,277−4.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 181,960 | $2,153 萬 | 0.22% | +8,244+4.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 180,800 | $2,140 萬 | 0.13% | +21,800+13.7% | 加碼 |
| AXA S.A. | 180,048 | $2,131 萬 | 0.07% | −85,272−32.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 179,265 | $2,122 萬 | 1.36% | +179,265 | 新進 |
| Capital International Inc | 178,113 | $2,108 萬 | 0.26% | +101,384+132.1% | 加碼 |
| National Pension Service | 173,068 | $2,048 萬 | 0.02% | −8,243−4.5% | 減碼 |
| Luxor Capital Group, LP | 172,570 | $2,042 萬 | 2.61% | +111,570+182.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 168,590 | $1,995 萬 | 0.18% | +34,600+25.8% | 加碼 |
| Asset Management One Co.,Ltd. | 167,427 | $1,981 萬 | 0.07% | +8,707+5.5% | 加碼 |
| Think Investments LP | 162,000 | $1,917 萬 | 3.74% | +162,000 | 新進 |
| AlpInvest Partners B.V. | 161,189 | $1,908 萬 | 27.98% | −56,861−26.1% | 減碼 |
| Panview Capital Ltd | 160,700 | $1,902 萬 | 7.20% | −70,000−30.3% | 減碼 |
| KLP Kapitalforvaltning AS | 157,200 | $1,860 萬 | 0.09% | +1,800+1.2% | 加碼 |
| Liontrust Investment Partners LLP | 156,541 | $1,853 萬 | 0.29% | −45,932−22.7% | 減碼 |
| Pinebridge Investments, L.P. | 153,333 | $1,815 萬 | 0.15% | +144,706+1,677.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 149,883 | $1,774 萬 | 3.08% | +8,728+6.2% | 加碼 |
| CIBC Asset Management Inc | 142,129 | $1,682 萬 | 0.06% | +14,309+11.2% | 加碼 |
| Orland Properties Ltd | 138,835 | $1,643 萬 | 19.83% | 00.0% | 不變 |
| Voya Investment Management LLC | 138,695 | $1,641 萬 | 0.02% | +45,251+48.4% | 加碼 |
| Antipodes Partners Ltd | 136,748 | $1,619 萬 | 0.51% | +1,369+1.0% | 加碼 |
| Ossiam | 134,000 | $1,586 萬 | 0.22% | +134,000 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 131,093 | $1,551 萬 | 0.10% | −1,802−1.4% | 減碼 |
| Guggenheim Capital LLC | 121,896 | $1,443 萬 | 0.14% | −37,504−23.5% | 減碼 |
| Vontobel Holding Ltd. | 119,841 | $1,418 萬 | 0.05% | +17,494+17.1% | 加碼 |
| Neuberger Berman Group LLC | 117,951 | $1,404 萬 | 0.01% | +4,739+4.2% | 加碼 |
| CMT Capital Markets Trading GmbH | 117,126 | $1,386 萬 | 5.73% | +99,226+554.3% | 加碼 |
| Blue Creek Capital Management Ltd | 116,721 | $1,381 萬 | 17.92% | 00.0% | 不變 |
| TD Asset Management Inc | 113,612 | $1,345 萬 | 0.01% | −8,216−6.7% | 減碼 |
| Nomura Asset Management Co Ltd | 112,394 | $1,330 萬 | 0.04% | +5,766+5.4% | 加碼 |
| Wells Fargo & Company | 111,667 | $1,322 萬 | 0.00% | +59,838+115.5% | 加碼 |
| Platinum Investment Management Ltd | 110,255 | $1,305 萬 | 0.76% | −394,210−78.1% | 減碼 |
| RWC Asset Management LLP | 108,801 | $1,288 萬 | 0.66% | +108,801 | 新進 |
| Contrarius Group Holdings Ltd | 106,987 | $1,266 萬 | 0.87% | +3,273+3.2% | 加碼 |
| Causeway Capital Management LLC | 105,926 | $1,254 萬 | 0.26% | −340,346−76.3% | 減碼 |
| Nomura Holdings Inc | 103,909 | $1,230 萬 | 0.07% | −232,891−69.1% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 103,558 | $1,226 萬 | 0.53% | +103,558 | 新進 |
| Point72 Hong Kong Ltd | 101,779 | $1,205 萬 | 0.86% | +101,779 | 新進 |
| Rafferty Asset Management, LLC | 100,272 | $1,187 萬 | 0.05% | −28,876−22.4% | 減碼 |
| Toroso Investments, LLC | 98,779 | $1,169 萬 | 0.10% | −5,983−5.7% | 減碼 |
| Simplex Trading, LLC | 97,380 | $1,152 萬 | 0.41% | +97,380 | 新進 |