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 $328.9 億；H&H 國際投資、喜馬拉雅資本等 4 位大師持有。
2025 年第 2 季 13F 持有人
PDD Holdings Inc. 在 2025/6/30 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
- 537
- 較 2025 年第 1 季 −39 家
- 持有股數
- 4.10 億
- 較 2025 年第 1 季 −4,531 萬 (−10.0%)
- 總市值
- $428.8 億
- 較 2025 年第 1 季 −$61.3 億 (−12.5%)
- 新進機構
- 74
- 另有 201 家加碼
- 清倉機構
- 113
- 另有 201 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | $328.9 億 |
| 2026 年第 1 季 | 568 | $436.8 億 |
| 2025 年第 4 季 | 574 | $502.0 億 |
| 2025 年第 3 季 | 559 | $546.6 億 |
| 2025 年第 2 季 | 537 | $429.9 億 |
| 2025 年第 1 季 | 584 | $491.7 億 |
| 2024 年第 4 季 | 587 | $395.6 億 |
| 2024 年第 3 季 | 602 | $568.1 億 |
| 2024 年第 2 季 | 646 | $587.3 億 |
| 2024 年第 1 季 | 577 | $476.9 億 |
| 2023 年第 4 季 | 584 | $587.2 億 |
| 2023 年第 3 季 | 473 | $358.2 億 |
| 2023 年第 2 季 | 452 | $232.5 億 |
| 2023 年第 1 季 | 468 | $266.9 億 |
| 2022 年第 4 季 | 451 | $266.4 億 |
| 2022 年第 3 季 | 411 | $193.3 億 |
| 2022 年第 2 季 | 394 | $178.0 億 |
| 2022 年第 1 季 | 353 | $110.4 億 |
| 2021 年第 4 季 | 362 | $159.6 億 |
| 2021 年第 3 季 | 396 | $247.4 億 |
| 2021 年第 2 季 | 415 | $319.2 億 |
| 2021 年第 1 季 | 442 | $388.1 億 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 34,372,712 | $36.0 億 | 2.69% | −5,674,566−14.2% | 減碼 |
| BlackRock, Inc. | 33,298,741 | $34.9 億 | 0.07% | −101,564−0.3% | 減碼 |
| Vanguard Group Inc | 32,035,725 | $33.5 億 | 0.05% | +2,956,249+10.2% | 加碼 |
| FMR LLC | 14,933,065 | $15.6 億 | 0.09% | −12,677,951−45.9% | 減碼 |
| SC China Holding Ltd | 13,595,995 | $14.2 億 | 73.32% | 00.0% | 不變 |
| State Street Corp | 11,728,573 | $12.3 億 | 0.05% | +193,818+1.7% | 加碼 |
| SC US (TTGP), Ltd. | 10,592,635 | $11.1 億 | 7.84% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 10,131,776 | $10.6 億 | 0.17% | +4,210,553+71.1% | 加碼 |
| UBS Asset Management Americas Inc | 9,239,441 | $9.67 億 | 0.20% | +253,472+2.8% | 加碼 |
| Norges Bank | 9,199,172 | $9.63 億 | 0.12% | +1,108,130+13.7% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 8,662,694 | $9.07 億 | 7.86% | +908,794+11.7% | 加碼 |
| Sanders Capital, LLC | 8,526,610 | $8.92 億 | 1.20% | +1,508,445+21.5% | 加碼 |
| Morgan Stanley | 8,135,809 | $8.51 億 | 0.06% | +1,969,081+31.9% | 加碼 |
| Assenagon Asset Management S.A. | 7,394,211 | $7.74 億 | 1.23% | +2,573,065+53.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 6,976,804 | $7.30 億 | 23.52% | +414,228+6.3% | 加碼 |
| Geode Capital Management, LLC | 6,226,538 | $6.47 億 | 0.05% | +240,627+4.0% | 加碼 |
| Orbis Allan Gray Ltd | 5,647,728 | $5.91 億 | 2.87% | +3,250,416+135.6% | 加碼 |
| First Beijing Investment Ltd | 5,577,852 | $5.84 億 | 32.67% | +1,720,629+44.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,464,091 | $5.72 億 | 0.44% | +123,457+2.3% | 加碼 |
| Price T Rowe Associates Inc | 5,037,525 | $5.27 億 | 0.06% | −1,874,107−27.1% | 減碼 |
| Krane Funds Advisors LLC | 4,891,438 | $5.12 億 | 20.12% | −144,951−2.9% | 減碼 |
| JPMorgan Chase & Co | 4,750,564 | $4.97 億 | 0.03% | −1,818,514−27.7% | 減碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 4,608,000 | $4.82 億 | 17.93% | +4,608,000 | 新進 |
| Legal & General Group Plc | 4,469,979 | $4.68 億 | 0.12% | +214,910+5.1% | 加碼 |
| HSBC Holdings PLC | 4,325,013 | $4.54 億 | 0.29% | +476,590+12.4% | 加碼 |
| SRS Investment Management, LLC | 4,064,381 | $4.25 億 | 4.41% | 00.0% | 不變 |
| Invesco Ltd. | 3,962,644 | $4.15 億 | 0.07% | −1,338,689−25.3% | 減碼 |
| UBS Group AG | 3,809,792 | $3.99 億 | 0.08% | +733,742+23.9% | 加碼 |
| Capital International Investors | 3,625,911 | $3.79 億 | 0.07% | +878,848+32.0% | 加碼 |
| FIL Ltd | 3,558,408 | $3.72 億 | 0.32% | −3,808,833−51.7% | 減碼 |
| NetEase, Inc. | 3,555,488 | $3.72 億 | 93.72% | +3,555,488 | 新進 |
| Dragoneer Investment Group, LLC | 3,535,608 | $3.70 億 | 7.55% | −1,028,464−22.5% | 減碼 |
| E Fund Management Co., Ltd. | 3,403,721 | $3.56 億 | 16.98% | −70,830−2.0% | 減碼 |
| Dimensional Fund Advisors LP | 3,307,141 | $3.46 億 | 0.08% | +422,199+14.6% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,219,839 | $3.37 億 | 11.73% | −1,415,680−30.5% | 減碼 |
| Northern Trust Corp | 3,147,341 | $3.29 億 | 0.05% | −58,263−1.8% | 減碼 |
| Deutsche Bank AG | 2,950,414 | $3.09 億 | 0.11% | −14,495−0.5% | 減碼 |
| Bank of America Corp | 2,841,581 | $2.97 億 | 0.02% | +271,622+10.6% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 2,630,982 | $2.75 億 | 67.48% | 00.0% | 不變 |
| Capital Today Evergreen Fund, L.P. | 2,493,586 | $2.61 億 | 91.17% | 00.0% | 不變 |
| Schroder Investment Management Group | 2,317,953 | $2.43 億 | 0.21% | +394,148+20.5% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 2,000,000 | $2.09 億 | 3.25% | −2,370,000−54.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,873,742 | $1.96 億 | 0.45% | +1,294,090+223.3% | 加碼 |
| Bank of New York Mellon Corp | 1,860,531 | $1.95 億 | 0.04% | +171,033+10.1% | 加碼 |
| National Bank of Canada | 1,811,137 | $1.90 億 | 0.20% | +1,526,695+536.7% | 加碼 |
| Jane Street Group, LLC | 1,740,806 | $1.82 億 | 0.29% | +1,367,065+365.8% | 加碼 |
| Citigroup Inc | 1,681,932 | $1.76 億 | 0.12% | +499,009+42.2% | 加碼 |
| Barclays PLC | 1,659,381 | $1.74 億 | 0.07% | +99,092+6.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,645,310 | $1.72 億 | 0.11% | −56,279−3.3% | 減碼 |
| Triata Capital Ltd | 1,634,328 | $1.71 億 | 33.39% | −214,035−11.6% | 減碼 |
| Prudential PLC | 1,618,053 | $1.69 億 | 1.02% | +221,805+15.9% | 加碼 |
| Swiss National Bank | 1,573,844 | $1.65 億 | 0.10% | −3,400−0.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 1,451,954 | $1.52 億 | 0.59% | +318,969+28.2% | 加碼 |
| Marshall Wace, LLP | 1,401,541 | $1.47 億 | 0.17% | +265,424+23.4% | 加碼 |
| Massachusetts Financial Services Co | 1,381,299 | $1.45 億 | 0.05% | +296,320+27.3% | 加碼 |
| Nuveen, LLC | 1,330,612 | $1.39 億 | 0.04% | −97,649−6.8% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,325,050 | $1.39 億 | 12.63% | +172,690+15.0% | 加碼 |
| Perseverance Asset Management International | 1,312,663 | $1.37 億 | 34.57% | −201,100−13.3% | 減碼 |
| Macquarie Group Ltd | 1,284,920 | $1.34 億 | 0.16% | −1,416−0.1% | 減碼 |
| Standard Life Aberdeen plc | 1,278,666 | $1.34 億 | 0.23% | +28,033+2.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,232,727 | $1.29 億 | 0.21% | −1,136,654−48.0% | 減碼 |
| First Trust Advisors LP | 1,183,163 | $1.24 億 | 0.10% | +361,176+43.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,122,775 | $1.18 億 | 0.02% | +125,356+12.6% | 加碼 |
| Susquehanna International Group, LLP | 1,120,760 | $1.17 億 | 0.18% | −75,452−6.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,088,715 | $1.14 億 | 0.23% | +303,953+38.7% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 1,086,849 | $1.14 億 | 52.49% | +222,500+25.7% | 加碼 |
| IMC-Chicago, LLC | 1,085,536 | $1.14 億 | 2.84% | +487,212+81.4% | 加碼 |
| California Public Employees Retirement System | 1,061,440 | $1.11 億 | 0.07% | +85,343+8.7% | 加碼 |
| Walleye Trading LLC | 1,033,350 | $1.08 億 | 2.65% | +796,066+335.5% | 加碼 |
| ProShare Advisors LLC | 944,483 | $9,885 萬 | 0.20% | +22,155+2.4% | 加碼 |
| Wellington Management Group LLP | 919,675 | $9,625 萬 | 0.02% | −31,247−3.3% | 減碼 |
| GF Fund Management Co. Ltd. | 911,086 | $9,535 萬 | 1.92% | −70,767−7.2% | 減碼 |
| Pictet Asset Management Holding SA | 900,240 | $9,422 萬 | 0.10% | −196,325−17.9% | 減碼 |
| Alpine Investment Management Ltd | 900,000 | $9,419 萬 | 45.07% | +900,000 | 新進 |
| Great West Life Assurance Co | 873,615 | $9,151 萬 | 0.15% | −150,235−14.7% | 減碼 |
| AQR Capital Management LLC | 880,417 | $9,052 萬 | 0.07% | +15,919+1.8% | 加碼 |
| Susquehanna Advisors Group, Inc. | 850,000 | $8,896 萬 | 3.54% | +850,000 | 新進 |
| Evergreen Quality Fund GP, Ltd. | 781,800 | $8,182 萬 | 2.53% | +781,800 | 新進 |
| Maple Rock Capital Partners Inc. | 762,541 | $7,981 萬 | 3.99% | +180,117+30.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 756,387 | $7,916 萬 | 0.06% | +48,169+6.8% | 加碼 |
| American Century Companies Inc | 754,123 | $7,893 萬 | 0.04% | +150,939+25.0% | 加碼 |
| Green Court Capital Management Ltd | 745,600 | $7,865 萬 | 52.01% | +745,600 | 新進 |
| Renaissance Technologies LLC | 742,000 | $7,766 萬 | 0.10% | +152,100+25.8% | 加碼 |
| Franklin Resources Inc | 670,635 | $7,019 萬 | 0.02% | +70,279+11.7% | 加碼 |
| Russell Investments Group, Ltd. | 665,745 | $6,972 萬 | 0.09% | +43,916+7.1% | 加碼 |
| Royal Bank of Canada | 650,264 | $6,806 萬 | 0.01% | +252,763+63.6% | 加碼 |
| Lazard Asset Management LLC | 650,151 | $6,804 萬 | 0.09% | −78,805−10.8% | 減碼 |
| Ameriprise Financial Inc | 634,772 | $6,643 萬 | 0.02% | −176,211−21.7% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 615,136 | $6,579 萬 | 11.50% | +615,136 | 新進 |
| Aviva PLC | 618,819 | $6,477 萬 | 0.13% | +9,121+1.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 616,109 | $6,448 萬 | 0.12% | −41,845−6.4% | 減碼 |
| Polar Capital Holdings Plc | 574,820 | $6,016 萬 | 0.32% | −13,164−2.2% | 減碼 |
| Fisher Asset Management, LLC | 564,144 | $5,904 萬 | 0.02% | −72,670−11.4% | 減碼 |
| Korea Investment CORP | 555,387 | $5,813 萬 | 0.13% | −9,100−1.6% | 減碼 |
| Royal London Asset Management Ltd | 553,972 | $5,798 萬 | 0.13% | −136,800−19.8% | 減碼 |
| Cederberg Capital Ltd | 512,000 | $5,359 萬 | 19.68% | −16,700−3.2% | 減碼 |
| Carrhae Capital LLP | 503,595 | $5,271 萬 | 5.04% | +307,158+156.4% | 加碼 |
| Allianz Asset Management GmbH | 503,503 | $5,270 萬 | 0.07% | −103,665−17.1% | 減碼 |
| Franchise Capital Ltd | 502,050 | $5,254 萬 | 27.40% | −12,770−2.5% | 減碼 |
| Matthews International Capital Management LLC | 500,026 | $5,233 萬 | 12.04% | −132,400−20.9% | 減碼 |