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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 499,808 | $5,231 萬 | 3.62% | +398,029+391.1% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 497,900 | $5,211 萬 | 12.57% | +497,900 | 新進 |
| Barings LLC | 483,487 | $5,060 萬 | 1.18% | −28,216−5.5% | 減碼 |
| Kora Management LP | 453,250 | $4,744 萬 | 5.83% | 00.0% | 不變 |
| Cat Rock Capital Management LP | 453,228 | $4,743 萬 | 5.98% | −222,186−32.9% | 減碼 |
| BIT Capital GmbH | 450,583 | $4,716 萬 | 3.07% | −44,907−9.1% | 減碼 |
| Public Sector Pension Investment Board | 445,830 | $4,666 萬 | 0.20% | +122,878+38.0% | 加碼 |
| 3G Capital Partners LP | 425,000 | $4,448 萬 | 10.92% | +125,000+41.7% | 加碼 |
| Punch Card Management L.P. | 415,004 | $4,343 萬 | 14.02% | +108,253+35.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $4,253 萬 | 0.08% | −646−0.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 404,729 | $4,234 萬 | 2.00% | +42,386+11.7% | 加碼 |
| Mackenzie Financial Corp | 361,154 | $3,780 萬 | 0.05% | +17,078+5.0% | 加碼 |
| Capital International Inc | 351,333 | $3,677 萬 | 0.36% | +173,220+97.3% | 加碼 |
| APG Asset Management N.V. | 409,328 | $3,650 萬 | 0.11% | −180,800−30.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 348,325 | $3,646 萬 | 0.13% | −39,330,154−99.1% | 減碼 |
| Squarepoint Ops LLC | 345,597 | $3,617 萬 | 0.08% | −850,667−71.1% | 減碼 |
| M&G Plc | 336,288 | $3,531 萬 | 0.19% | −14,651−4.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 336,033 | $3,525 萬 | 0.09% | −32,268−8.8% | 減碼 |
| PEAK6 LLC | 336,610 | $3,523 萬 | 1.20% | +336,610 | 新進 |
| RV Capital GmbH | 335,569 | $3,512 萬 | 6.50% | 00.0% | 不變 |
| Victory Capital Management Inc | 327,313 | $3,426 萬 | 0.02% | −15,416−4.5% | 減碼 |
| California State Teachers Retirement System | 324,758 | $3,399 萬 | 0.04% | +6,445+2.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 314,146 | $3,289 萬 | 0.93% | −69,534−18.1% | 減碼 |
| Citadel Advisors LLC | 303,707 | $3,179 萬 | 0.03% | −311,894−50.7% | 減碼 |
| AnglePoint Asset Management Ltd | 291,874 | $3,055 萬 | 51.08% | +12,000+4.3% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 282,634 | $2,958 萬 | 28.44% | +1,083+0.4% | 加碼 |
| WCM Investment Management, LLC | 279,885 | $2,943 萬 | 0.07% | −131,439−32.0% | 減碼 |
| British Columbia Investment Management Corp | 270,700 | $2,833 萬 | 0.16% | −600−0.2% | 減碼 |
| Handelsbanken Fonder AB | 262,995 | $2,753 萬 | 0.10% | −49,523−15.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 260,129 | $2,723 萬 | 0.10% | −158,601−37.9% | 減碼 |
| Todd Asset Management LLC | 259,048 | $2,711 萬 | 0.58% | +7,163+2.8% | 加碼 |
| Think Investments LP | 256,200 | $2,681 萬 | 4.65% | +94,200+58.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 251,544 | $2,633 萬 | 0.02% | −210,998−45.6% | 減碼 |
| Panview Capital Ltd | 231,700 | $2,425 萬 | 7.72% | +71,000+44.2% | 加碼 |
| Bank of Montreal | 225,533 | $2,360 萬 | 0.01% | −6,755−2.9% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 224,696 | $2,352 萬 | 3.03% | −47,281−17.4% | 減碼 |
| Acadian Asset Management LLC | 220,909 | $2,311 萬 | 0.05% | −184,355−45.5% | 減碼 |
| Exchange Traded Concepts, LLC | 219,204 | $2,294 萬 | 0.29% | +198,274+947.3% | 加碼 |
| TB Alternative Assets Ltd. | 212,888 | $2,228 萬 | 4.13% | +13,001+6.5% | 加碼 |
| USS Investment Management Ltd | 211,845 | $2,217 萬 | 0.14% | −55,308−20.7% | 減碼 |
| SEI Investments Co | 210,152 | $2,199 萬 | 0.03% | −144,328−40.7% | 減碼 |
| Headwater Capital Co Ltd | 200,000 | $2,093 萬 | 7.33% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 194,273 | $2,034 萬 | 0.10% | +9,992+5.4% | 加碼 |
| Monolith Management Ltd | 193,008 | $2,020 萬 | 7.14% | +193,008 | 新進 |
| AXA S.A. | 191,012 | $1,999 萬 | 0.06% | +10,964+6.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,612 | $1,974 萬 | 0.05% | −183,015−49.2% | 減碼 |
| KBC Group NV | 187,877 | $1,966 萬 | 0.05% | +5,896+3.2% | 加碼 |
| Parus Finance (UK) Ltd | 176,856 | $1,851 萬 | 5.29% | −21,128−10.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 175,048 | $1,832 萬 | 0.17% | −6,912−3.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 174,160 | $1,823 萬 | 0.15% | +5,570+3.3% | 加碼 |
| Global X Japan Co., Ltd. | 174,103 | $1,822 萬 | 1.85% | −37,351−17.7% | 減碼 |
| Nomura Holdings Inc | 173,637 | $1,817 萬 | 0.15% | +69,728+67.1% | 加碼 |
| Old Mission Capital LLC | 173,565 | $1,817 萬 | 0.48% | +169,783+4,489.2% | 加碼 |
| National Pension Service | 173,068 | $1,811 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 169,135 | $1,770 萬 | 0.06% | −40,969−19.5% | 減碼 |
| Polymer Capital Management (HK) LTD | 164,500 | $1,722 萬 | 2.70% | +14,617+9.8% | 加碼 |
| KLP Kapitalforvaltning AS | 164,300 | $1,720 萬 | 0.07% | +7,100+4.5% | 加碼 |
| Public Investment Fund | 162,199 | $1,698 萬 | 0.09% | −1,541,076−90.5% | 減碼 |
| Guggenheim Capital LLC | 158,713 | $1,661 萬 | 0.13% | +36,817+30.2% | 加碼 |
| Wim Investment Management Ltd | 157,968 | $1,653 萬 | 5.49% | −106,500−40.3% | 減碼 |
| Point72 Asset Management, L.P. | 155,065 | $1,623 萬 | 0.04% | −154,806−50.0% | 減碼 |
| Voya Investment Management LLC | 149,640 | $1,566 萬 | 0.02% | +10,945+7.9% | 加碼 |
| CIBC Asset Management Inc | 142,498 | $1,491 萬 | 0.05% | +369+0.3% | 加碼 |
| Orland Properties Ltd | 138,835 | $1,453 萬 | 6.15% | 00.0% | 不變 |
| Ossiam | 134,000 | $1,402 萬 | 0.16% | 00.0% | 不變 |
| Lansforsakringar Fondforvaltning AB (publ) | 128,352 | $1,343 萬 | 0.08% | −2,741−2.1% | 減碼 |
| Wells Fargo & Company | 128,220 | $1,342 萬 | 0.00% | +16,553+14.8% | 加碼 |
| NEOS Investment Management LLC | 120,393 | $1,260 萬 | 0.16% | +51,630+75.1% | 加碼 |
| Asset Management One Co.,Ltd. | 120,142 | $1,257 萬 | 0.04% | −47,285−28.2% | 減碼 |
| Marex Group plc | 118,650 | $1,242 萬 | 0.24% | +74,783+170.5% | 加碼 |
| Verition Fund Management LLC | 118,595 | $1,241 萬 | 0.07% | +29,655+33.3% | 加碼 |
| Antipodes Partners Ltd | 116,823 | $1,223 萬 | 0.38% | −19,925−14.6% | 減碼 |
| Neuberger Berman Group LLC | 116,739 | $1,222 萬 | 0.01% | −1,212−1.0% | 減碼 |
| Blue Creek Capital Management Ltd | 116,721 | $1,222 萬 | 17.09% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 116,378 | $1,218 萬 | 0.04% | +16,106+16.1% | 加碼 |
| Nomura Asset Management Co Ltd | 115,175 | $1,205 萬 | 0.03% | +2,781+2.5% | 加碼 |
| TD Asset Management Inc | 109,426 | $1,145 萬 | 0.01% | −4,186−3.7% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 108,100 | $1,131 萬 | 1.35% | +108,100 | 新進 |
| Principal Financial Group Inc | 107,934 | $1,130 萬 | 0.01% | −191,054−63.9% | 減碼 |
| CMT Capital Markets Trading GmbH | 107,927 | $1,130 萬 | 5.44% | −9,199−7.9% | 減碼 |
| Yunqi Capital Ltd | 105,000 | $1,099 萬 | 7.84% | +105,000 | 新進 |
| Himension Fund | 103,955 | $1,088 萬 | 0.85% | +21,479+26.0% | 加碼 |
| Panagora Asset Management Inc | 103,135 | $1,079 萬 | 0.05% | +17,200+20.0% | 加碼 |
| SG Americas Securities, LLC | 99,452 | $1,041 萬 | 0.05% | +86,588+673.1% | 加碼 |
| Tairen Capital Ltd | 97,800 | $1,024 萬 | 1.05% | +97,800 | 新進 |
| Nissay Asset Management Corp | 96,674 | $1,012 萬 | 0.06% | +4,922+5.4% | 加碼 |
| Ci Investments Inc. | 95,198 | $996.3 萬 | 0.04% | +13,996+17.2% | 加碼 |
| Balyasny Asset Management LLC | 89,831 | $940.2 萬 | 0.02% | −6,335−6.6% | 減碼 |
| Toroso Investments, LLC | 88,533 | $926.6 萬 | 0.06% | −10,246−10.4% | 減碼 |
| Platinum Investment Management Ltd | 88,509 | $926.3 萬 | 0.62% | −21,746−19.7% | 減碼 |
| Wolverine Trading, LLC | 87,089 | $915.7 萬 | 0.23% | +87,089 | 新進 |
| Liontrust Investment Partners LLP | 87,410 | $914.8 萬 | 0.13% | −69,131−44.2% | 減碼 |
| Profund Advisors LLC | 86,682 | $907.2 萬 | 0.33% | −683−0.8% | 減碼 |
| Contrarius Group Holdings Ltd | 86,025 | $900.3 萬 | 0.51% | −20,962−19.6% | 減碼 |
| Twenty Acre Capital LP | 81,200 | $849.8 萬 | 6.07% | +19,900+32.5% | 加碼 |
| iA Global Asset Management Inc. | 80,910 | $846.8 萬 | 0.13% | −1,357−1.6% | 減碼 |
| UBS Oconnor LLC | 80,143 | $838.8 萬 | 0.23% | +37,843+89.5% | 加碼 |
| New York State Common Retirement Fund | 80,046 | $837.8 萬 | 0.01% | +3,545+4.6% | 加碼 |
| Clough Capital Partners L P | 78,070 | $817.1 萬 | 0.82% | +78,070 | 新進 |
| AMS Capital Ltda | 76,996 | $805.8 萬 | 3.04% | +22,090+40.2% | 加碼 |