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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 2 季與 2025 年第 1 季比較

持有 PDD Holdings Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

PDD 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數5848537−39
股數4.56 億91.4 萬4.10 億−4,531 萬 (−10.0%)
市值$490.6 億$1.12 億$428.8 億−$60.6 億 (−12.4%)

8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（74 家）

2025 年第 2 季季末持有 PDD Holdings Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 PDD 的機構
機構股數市值佔組合 %
Himalaya Capital Management LLC大師喜馬拉雅資本4,608,000$4.82 億17.93%
NetEase, Inc.3,555,488$3.72 億93.72%
Alpine Investment Management Ltd900,000$9,419 萬45.07%
Susquehanna Advisors Group, Inc.850,000$8,896 萬3.54%
Evergreen Quality Fund GP, Ltd.781,800$8,182 萬2.53%
Green Court Capital Management Ltd745,600$7,865 萬52.01%
Pinpoint Asset Management (Singapore) Pte. Ltd.615,136$6,579 萬11.50%
Yong Rong (HK) Asset Management Ltd497,900$5,211 萬12.57%
PEAK6 LLC336,610$3,523 萬1.20%
Monolith Management Ltd193,008$2,020 萬7.14%
Nan Fung Trinity (HK) Ltd108,100$1,131 萬1.35%
Yunqi Capital Ltd105,000$1,099 萬7.84%
Tairen Capital Ltd97,800$1,024 萬1.05%
Wolverine Trading, LLC87,089$915.7 萬0.23%
Clough Capital Partners L P78,070$817.1 萬0.82%
Y-Intercept (Hong Kong) Ltd66,087$691.7 萬0.17%
Hel Ved Capital Management Ltd56,537$591.7 萬2.66%
CIBC World Markets Corp47,573$497.9 萬0.03%
AI-Squared Management Ltd36,900$386.2 萬17.42%
Ssa Swiss Advisors AG27,445$325.3 萬1.57%
GAM Holding AG29,196$305.6 萬0.21%
Group One Trading, L.P.23,527$246.2 萬0.08%
Avenir Tech Ltd22,000$230.3 萬0.20%
Kames Capital plc21,300$222.8 萬0.03%
Sig Brokerage, LP16,675$174.5 萬0.48%
ING Groep NV14,608$152.9 萬0.01%
Morningstar Investment Management LLC14,071$147.3 萬0.13%
Comprehensive Financial Management LLC13,125$137.4 萬0.04%
Horizon Investments, LLC11,985$125.4 萬0.02%
Vise Technologies, Inc.11,984$125.4 萬0.05%
Polymer Capital Management (US) LLC11,800$123.5 萬0.20%
Bank of Nova Scotia10,638$111.3 萬0.00%
Wetherby Asset Management Inc10,600$110.9 萬0.05%
Anson Funds Management LP10,000$104.7 萬0.19%
Dark Forest Capital Management LP8,305$86.9 萬0.03%
Two Sigma Securities, LLC7,684$80.4 萬0.10%
Flow Traders U.S. LLC6,988$73.1 萬0.03%
Turn8 Private Wealth Inc.24,421$65.8 萬0.48%
Mangrove Partners6,064$63.5 萬0.07%
StepStone Group LP7,032$62.6 萬1.24%
Edgestream Partners, L.P.4,966$52.0 萬0.01%
Keel Point, LLC4,265$44.6 萬0.03%
Equitable Holdings, Inc.3,725$39.0 萬0.00%
Axq Capital, LP3,412$35.7 萬0.12%
Bayforest Capital Ltd3,179$33.3 萬0.15%
Principal Street Partners, LLC2,648$27.7 萬0.03%
Groupe la Francaise2,200$27.0 萬0.00%
Savant Capital, LLC2,494$26.1 萬0.00%
Frank, Rimerman Advisors LLC2,411$25.2 萬0.02%
Net Worth Advisory Group2,354$24.6 萬0.05%
Hamilton Capital, LLC2,313$24.2 萬0.01%
Sowell Financial Services LLC2,260$23.7 萬0.01%
Allegheny Financial Group LTD2,031$21.3 萬0.05%
BNP Paribas1,500$15.7 萬0.01%
Leading Securities Co Ltd1,000$10.5 萬1.49%
Wolverine Asset Management LLC846$8.85 萬0.00%
Bank Julius Baer & Co. Ltd, Zurich672$7.04 萬0.00%
EMC Capital Management500$5.20 萬0.03%
Robinswood Financial LLC300$3.14 萬0.01%
Ameritas Advisory Services, LLC264$2.76 萬0.00%
Atlantic Union Bankshares Corp200$2.09 萬0.00%
Global Retirement Partners, LLC140$1.47 萬0.00%
Compagnie Lombard Odier SCmA100$1.05 萬0.00%
Twin Peaks Wealth Advisors, LLC32$3,7260.00%
Riggs Asset Managment Co. Inc.20$2,0940.00%
Brown Brothers Harriman & Co16$1,6750.00%
Total Investment Management Inc13$1,3610.00%
Mount Yale Investment Advisors, LLC13$1,3610.00%
Hazlett, Burt & Watson, Inc.10$1,0000.00%
Proathlete Wealth Management LLC8$8370.00%
Frazier Financial Advisors, LLC4$4190.00%
Aventura Private Wealth, LLC2$2090.00%
GPS Wealth Strategies Group, LLC1$1050.00%
Clark Wealth Partners1$1050.00%

清倉機構（113 家）

2025 年第 1 季季末持有 PDD Holdings Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 113 家。

2025 年第 2 季清倉 PDD 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Tiger Global Management LLC大師老虎環球4,415,681$5.23 億
Bridgewater Associates, LP1,742,717$2.06 億
Artisan Partners Limited Partnership875,038$1.04 億
Anatole Investment Management Ltd491,799$5,820 萬
Shengqi Capital (Hong Kong) Ltd480,947$5,692 萬
Coronation Fund Managers Ltd.428,116$5,067 萬
Wasatch Advisors Inc385,503$4,562 萬
RWC Asset Advisors (US) LLC375,857$4,448 萬
TT International Asset Management LTD265,302$3,140 萬
Whale Rock Capital Management LLC199,016$2,355 萬
Quadrature Capital Ltd190,375$2,252 萬
MY.Alpha Management HK Advisors Ltd187,300$2,217 萬
Fullerton Fund Management Co Ltd.179,265$2,122 萬
AlpInvest Partners B.V.161,189$1,908 萬
RWC Asset Management LLP108,801$1,288 萬
Causeway Capital Management LLC105,926$1,254 萬
Mirae Asset Securities (USA) Inc.103,558$1,226 萬
Simplex Trading, LLC97,380$1,152 萬
683 Capital Management, LLC95,000$1,124 萬
FACT Capital, LP71,601$847.4 萬
Thornburg Investment Management Inc62,498$739.7 萬
Proem Advisors LLC50,000$591.8 萬
Corebridge Financial, Inc.49,783$589.2 萬
14B Captial Management LP49,000$579.9 萬
Arrowstreet Capital, Limited Partnership43,563$515.6 萬
HRT Financial LP36,875$436.4 萬
Alden Global Capital LLC35,437$419.4 萬
Carnegie Mellon University35,322$418.0 萬
Zweig-DiMenna Associates LLC34,500$408.3 萬
Two Sigma Advisers, LP32,100$379.9 萬
XTX Topco Ltd31,420$371.9 萬
Jupiter Asset Management Ltd29,209$345.7 萬
Saba Capital Management, L.P.27,500$325.5 萬
Venture Visionary Partners LLC27,409$324.4 萬
CoreView Capital Management Ltd23,355$276.4 萬
RedJay Asset Management Inc.23,000$272.2 萬
Oasis Management Co Ltd.21,900$259.2 萬
Tudor Investment Corp Et Al18,799$222.5 萬
Ariose Capital Management Ltd16,000$189.4 萬
Engineers Gate Manager LP14,371$170.1 萬
Wealth Enhancement Advisory Services, LLC13,782$163.1 萬
Naviter Wealth, LLC13,157$158.5 萬
Lord, Abbett & Co. LLC13,030$154.2 萬
Wexford Capital LP12,977$153.6 萬
Capula Management Ltd12,841$152.0 萬
Banque Pictet & Cie SA11,900$140.8 萬
VestGen Advisors, LLC11,016$130.4 萬
Abn Amro Investment Solutions10,370$122.7 萬
RBF Capital, LLC10,000$118.3 萬
PKO Investment Management Joint-Stock Co10,000$118.3 萬
Indus Capital Partners, LLC9,700$114.8 萬
Point72 (DIFC) Ltd9,303$110.1 萬
NFJ Investment Group, LLC9,256$109.5 萬
Agf Management Ltd9,179$108.6 萬
Ping Capital Management, Inc.9,000$106.5 萬
Symmetry Investments LP8,000$94.7 萬
Itau Unibanco Holding S.A.7,833$92.7 萬
Landscape Capital Management, L.L.C.7,436$88.0 萬
Dohj, LLC7,014$83.0 萬
Campbell & CO Investment Adviser LLC6,445$76.3 萬
Quinn Opportunity Partners LLC6,000$71.0 萬
CWM Advisors, LLC5,940$70.3 萬
Dymon Asia Capital (Singapore) Pte. Ltd.5,900$69.8 萬
Capital Markets Trading UK LLP5,610$66.4 萬
Eos Management, L.P.5,507$65.2 萬
Henshaw Capital LLC5,460$64.6 萬
Stifel Financial Corp4,830$57.2 萬
Raiffeisen Bank International AG4,700$56.6 萬
State of Wyoming4,780$56.6 萬
TownSquare Capital, LLC4,769$56.4 萬
Banco BTG Pactual S.A.4,541$53.7 萬
Everstar Asset Management, LLC4,314$51.1 萬
GTS Securities LLC3,741$44.3 萬
Jain Global LLC3,654$43.2 萬
MML Investors Services, LLC3,427$40.6 萬
Leuthold Group, LLC3,424$40.5 萬
ExodusPoint Capital Management, LP3,273$38.7 萬
Scientech Research LLC3,264$38.6 萬
Eschler Asset Management LLP3,200$37.9 萬
Resolute Partners Group3,020$35.7 萬
Bridgefront Capital, LLC2,514$29.8 萬
Central Asset Investments & Management Holdings (HK) Ltd2,500$29.6 萬
Prospect Financial Services LLC2,439$28.9 萬
Tuttle Tactical Management2,427$28.7 萬
CTC LLC2,281$27.0 萬
Advisors Preferred, LLC2,169$26.5 萬
Ground Swell Capital, LLC2,191$25.9 萬
Pekin Hardy Strauss, Inc.2,185$25.9 萬
Cambridge Investment Research Advisors, Inc.2,096$24.8 萬
Optiver Holding B.V.2,042$24.2 萬
Ausdal Financial Partners, Inc.2,026$24.0 萬
Congress Wealth Management LLC2,005$23.7 萬
Cresset Asset Management, LLC1,895$22.4 萬
Prime Capital Investment Advisors, LLC1,864$22.1 萬
Sanibel Captiva Trust Company, Inc.1,844$21.8 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,199$14.2 萬
Gordian Capital Singapore Pte Ltd1,030$12.4 萬
Point72 Asia (Singapore) Pte. Ltd.961$11.4 萬
Coldstream Capital Management Inc802$9.49 萬
Peoples Bank500$5.92 萬

尚未申報 2025 年第 2 季的機構（8 家）

2025 年第 1 季季末持有 PDD Holdings Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 PDD、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Pinpoint Asset Management Ltd610,585$7,608 萬
Credit Agricole S A228,733$2,707 萬
Rakuten Investment Management, Inc.41,065$494.6 萬
Caas Capital Management LP14,035$166.1 萬
Orion Portfolio Solutions, LLC12,169$144.0 萬
CAPROCK Group, Inc.4,877$57.7 萬
Lindbrook Capital, LLC1,930$22.8 萬
Sandy Spring Bank200$2.37 萬