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 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 −$60.6 億 (−12.4%)
- 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 | $328.7 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 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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 2,950,414 | $3.09 億 | 0.11% | −14,495−0.5% | 減碼 |
| Northern Trust Corp | 3,147,341 | $3.29 億 | 0.05% | −58,263−1.8% | 減碼 |
| 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 |
| Dimensional Fund Advisors LP | 3,307,141 | $3.46 億 | 0.08% | +422,199+14.6% | 加碼 |
| E Fund Management Co., Ltd. | 3,403,721 | $3.56 億 | 16.98% | −70,830−2.0% | 減碼 |
| Dragoneer Investment Group, LLC | 3,535,608 | $3.70 億 | 7.55% | −1,028,464−22.5% | 減碼 |
| NetEase, Inc. | 3,555,488 | $3.72 億 | 93.72% | +3,555,488 | 新進 |
| FIL Ltd | 3,558,408 | $3.72 億 | 0.32% | −3,808,833−51.7% | 減碼 |
| Capital International Investors | 3,625,911 | $3.79 億 | 0.07% | +878,848+32.0% | 加碼 |
| UBS Group AG | 3,809,792 | $3.99 億 | 0.08% | +733,742+23.9% | 加碼 |
| Invesco Ltd. | 3,962,644 | $4.15 億 | 0.07% | −1,338,689−25.3% | 減碼 |
| SRS Investment Management, LLC | 4,064,381 | $4.25 億 | 4.41% | 00.0% | 不變 |
| HSBC Holdings PLC | 4,325,013 | $4.54 億 | 0.29% | +476,590+12.4% | 加碼 |
| Legal & General Group Plc | 4,469,979 | $4.68 億 | 0.12% | +214,910+5.1% | 加碼 |
| 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 |
| JPMorgan Chase & Co | 4,750,564 | $4.97 億 | 0.03% | −1,818,514−27.7% | 減碼 |
| Krane Funds Advisors LLC | 4,891,438 | $5.12 億 | 20.12% | −144,951−2.9% | 減碼 |
| Price T Rowe Associates Inc | 5,037,525 | $5.27 億 | 0.06% | −1,874,107−27.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,464,091 | $5.72 億 | 0.44% | +123,457+2.3% | 加碼 |
| First Beijing Investment Ltd | 5,577,852 | $5.84 億 | 32.67% | +1,720,629+44.6% | 加碼 |
| Orbis Allan Gray Ltd | 5,647,728 | $5.91 億 | 2.87% | +3,250,416+135.6% | 加碼 |
| Geode Capital Management, LLC | 6,226,538 | $6.47 億 | 0.05% | +240,627+4.0% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 6,976,804 | $7.30 億 | 23.52% | +414,228+6.3% | 加碼 |
| Assenagon Asset Management S.A. | 7,394,211 | $7.74 億 | 1.23% | +2,573,065+53.4% | 加碼 |
| Morgan Stanley | 8,135,809 | $8.51 億 | 0.06% | +1,969,081+31.9% | 加碼 |
| Sanders Capital, LLC | 8,526,610 | $8.92 億 | 1.20% | +1,508,445+21.5% | 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 |
| Norges Bank | 9,199,172 | $9.63 億 | 0.12% | +1,108,130+13.7% | 加碼 |
| UBS Asset Management Americas Inc | 9,239,441 | $9.67 億 | 0.20% | +253,472+2.8% | 加碼 |
| Goldman Sachs Group Inc | 10,131,776 | $10.6 億 | 0.17% | +4,210,553+71.1% | 加碼 |
| SC US (TTGP), Ltd. | 10,592,635 | $11.1 億 | 7.84% | 00.0% | 不變 |
| State Street Corp | 11,728,573 | $12.3 億 | 0.05% | +193,818+1.7% | 加碼 |
| SC China Holding Ltd | 13,595,995 | $14.2 億 | 73.32% | 00.0% | 不變 |
| FMR LLC | 14,933,065 | $15.6 億 | 0.09% | −12,677,951−45.9% | 減碼 |
| Vanguard Group Inc | 32,035,725 | $33.5 億 | 0.05% | +2,956,249+10.2% | 加碼 |
| BlackRock, Inc. | 33,298,741 | $34.9 億 | 0.07% | −101,564−0.3% | 減碼 |
| Baillie Gifford & Co | 34,372,712 | $36.0 億 | 2.69% | −5,674,566−14.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −4,415,681−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,742,717−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −875,038−100.0% | 清倉 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −491,799−100.0% | 清倉 |
| Shengqi Capital (Hong Kong) Ltd | 0 | $0 | 0.00% | −480,947−100.0% | 清倉 |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −428,116−100.0% | 清倉 |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −385,503−100.0% | 清倉 |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −375,857−100.0% | 清倉 |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −265,302−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −199,016−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −190,375−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −187,300−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −179,265−100.0% | 清倉 |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −161,189−100.0% | 清倉 |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −108,801−100.0% | 清倉 |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −105,926−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −103,558−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −97,380−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −95,000−100.0% | 清倉 |
| FACT Capital, LP | 0 | $0 | 0.00% | −71,601−100.0% | 清倉 |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −62,498−100.0% | 清倉 |
| Proem Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −49,783−100.0% | 清倉 |
| 14B Captial Management LP | 0 | $0 | 0.00% | −49,000−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,563−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −36,875−100.0% | 清倉 |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −35,437−100.0% | 清倉 |
| Carnegie Mellon University | 0 | $0 | 0.00% | −35,322−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −34,500−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −32,100−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,420−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −29,209−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −27,409−100.0% | 清倉 |
| CoreView Capital Management Ltd | 0 | $0 | 0.00% | −23,355−100.0% | 清倉 |
| RedJay Asset Management Inc. | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −21,900−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,799−100.0% | 清倉 |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,371−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,782−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −13,157−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −13,030−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −12,977−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,841−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −11,900−100.0% | 清倉 |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −11,016−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −10,370−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Indus Capital Partners, LLC | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −9,303−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −9,256−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −9,179−100.0% | 清倉 |
| Ping Capital Management, Inc. | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −7,833−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,436−100.0% | 清倉 |
| Dohj, LLC | 0 | $0 | 0.00% | −7,014−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,445−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,940−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,900−100.0% | 清倉 |