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 |
|---|---|---|---|---|---|
| Capitolis Liquid Global Markets LLC | 76,000 | $795.4 萬 | 0.06% | −400,000−84.0% | 減碼 |
| Shelton Capital Management | 75,537 | $790.6 萬 | 0.18% | −1,000−1.3% | 減碼 |
| Alberta Investment Management Corp | 75,000 | $785.0 萬 | 0.06% | −119,656−61.5% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 73,243 | $766.6 萬 | 0.11% | +2,139+3.0% | 加碼 |
| Rhumbline Advisers | 70,879 | $741.8 萬 | 0.01% | −16,383−18.8% | 減碼 |
| Janney Capital Management LLC | 69,561 | $728.0 萬 | 0.47% | −1,183−1.7% | 減碼 |
| Man Group plc | 69,550 | $727.9 萬 | 0.02% | −587,300−89.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 67,800 | $709.6 萬 | 0.04% | −113,000−62.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 66,087 | $691.7 萬 | 0.17% | +66,087 | 新進 |
| Daiwa Securities Group Inc. | 66,069 | $691.5 萬 | 0.03% | −233−0.4% | 減碼 |
| Sylebra Capital LLC | 64,989 | $680.2 萬 | 0.28% | −171,622−72.5% | 減碼 |
| Polen Capital Management LLC | 64,309 | $673.1 萬 | 0.02% | −1,884−2.8% | 減碼 |
| All-Stars Investment Ltd | 60,500 | $633.2 萬 | 2.13% | −34,000−36.0% | 減碼 |
| Yarbrough Capital, LLC | 60,489 | $633.1 萬 | 0.23% | +17,608+41.1% | 加碼 |
| Natixis | 60,166 | $629.7 萬 | 0.03% | +26,418+78.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,439 | $622.1 萬 | 0.06% | +10,036+20.3% | 加碼 |
| STRS Ohio | 58,099 | $608.1 萬 | 0.02% | 00.0% | 不變 |
| CastleKnight Management LP | 56,700 | $593.4 萬 | 0.39% | +50,700+845.0% | 加碼 |
| Hel Ved Capital Management Ltd | 56,537 | $591.7 萬 | 2.66% | +56,537 | 新進 |
| DnB Asset Management AS | 55,801 | $584.0 萬 | 0.02% | +4,761+9.3% | 加碼 |
| Van Eck Associates Corp | 53,903 | $564.2 萬 | 0.01% | +5,838+12.1% | 加碼 |
| Bamco Inc | 53,743 | $562.5 萬 | 0.02% | −9,911−15.6% | 減碼 |
| Siren, L.L.C. | 52,901 | $553.7 萬 | 0.29% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 52,450 | $548.9 萬 | 0.03% | +31,644+152.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 56,727 | $540.3 萬 | 0.09% | +9,751+20.8% | 加碼 |
| Ensign Peak Advisors, Inc | 51,350 | $537.4 萬 | 0.01% | −8,550−14.3% | 減碼 |
| Comgest Global Investors S.A.S. | 50,947 | $533.2 萬 | 0.09% | +8,259+19.3% | 加碼 |
| Maxi Investments CY Ltd | 50,000 | $523.3 萬 | 0.87% | +8,515+20.5% | 加碼 |
| Prudential Financial Inc | 49,506 | $518.1 萬 | 0.01% | −20,400−29.2% | 減碼 |
| Pacer Advisors, Inc. | 49,204 | $515.0 萬 | 0.01% | +16,728+51.5% | 加碼 |
| Toronto Dominion Bank | 49,038 | $513.2 萬 | 0.01% | +18,301+59.5% | 加碼 |
| Louisiana State Employees Retirement System | 48,800 | $510.7 萬 | 0.09% | 00.0% | 不變 |
| Seldon Capital LP | 48,226 | $504.7 萬 | 2.19% | 00.0% | 不變 |
| Amiral Gestion | 48,000 | $502.4 萬 | 2.17% | −11,500−19.3% | 減碼 |
| Alliancebernstein L.P. | 47,856 | $500.9 萬 | 0.00% | +25,517+114.2% | 加碼 |
| CIBC World Markets Corp | 47,573 | $497.9 萬 | 0.03% | +47,573 | 新進 |
| Los Angeles Capital Management LLC | 44,412 | $464.8 萬 | 0.02% | −22,954−34.1% | 減碼 |
| LMR Partners LLP | 42,473 | $444.5 萬 | 0.07% | +12,063+39.7% | 加碼 |
| Jump Financial, LLC | 42,115 | $440.8 萬 | 0.05% | +38,893+1,207.1% | 加碼 |
| Quantinno Capital Management LP | 39,926 | $417.9 萬 | 0.02% | +530+1.3% | 加碼 |
| Leonteq Securities AG | 39,900 | $417.6 萬 | 0.25% | +16,846+73.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 39,685 | $415.3 萬 | 0.03% | −9,100−18.7% | 減碼 |
| Millennium Management LLC | 39,456 | $412.9 萬 | 0.00% | +3,138+8.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 39,303 | $411.3 萬 | 0.04% | −9,829−20.0% | 減碼 |
| Myriad Asset Management US LP | 38,627 | $404.3 萬 | 2.68% | +637+1.7% | 加碼 |
| Virtus Family Office LLC | 38,578 | $403.7 萬 | 5.17% | −3,730−8.8% | 減碼 |
| Vontobel Holding Ltd. | 38,348 | $401.4 萬 | 0.01% | −81,493−68.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,833 | $396.0 萬 | 0.02% | +28,773+317.6% | 加碼 |
| Virginia Retirement Systems Et Al | 37,600 | $393.5 萬 | 0.03% | −16,700−30.8% | 減碼 |
| LPL Financial LLC | 36,990 | $387.1 萬 | 0.00% | +8,489+29.8% | 加碼 |
| AI-Squared Management Ltd | 36,900 | $386.2 萬 | 17.42% | +36,900 | 新進 |
| Raymond James Financial Inc | 36,478 | $381.8 萬 | 0.00% | −2,640−6.7% | 減碼 |
| AustralianSuper Pty Ltd | 34,990 | $366.2 萬 | 0.02% | +10,309+41.8% | 加碼 |
| Shell Asset Management Co | 34,589 | $362.0 萬 | 0.13% | +869+2.6% | 加碼 |
| Maytus Capital Management, LLC | 34,500 | $361.1 萬 | 0.67% | +11,166+47.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 34,000 | $355.8 萬 | 0.03% | −37,300−52.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 34,000 | $355.8 萬 | 0.03% | +10,166+42.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,871 | $354.4 萬 | 0.13% | −5,045−13.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 32,533 | $340.5 萬 | 0.05% | +6,317+24.1% | 加碼 |
| Keystone Investors Pte Ltd | 31,515 | $329.8 萬 | 0.68% | +28,615+986.7% | 加碼 |
| Fairtree Asset Management (Pty) Ltd | 31,168 | $326.2 萬 | 2.46% | −23,665−43.2% | 減碼 |
| Ssa Swiss Advisors AG | 27,445 | $325.3 萬 | 1.57% | +27,445 | 新進 |
| Freemont Capital Pte Ltd | 31,000 | $324.4 萬 | 0.07% | +5,000+19.2% | 加碼 |
| Alps Advisors Inc | 30,781 | $322.2 萬 | 0.02% | +6,318+25.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,808 | $312.2 萬 | 0.01% | +3,717+14.2% | 加碼 |
| GAM Holding AG | 29,196 | $305.6 萬 | 0.21% | +29,196 | 新進 |
| Creative Planning | 28,819 | $301.6 萬 | 0.00% | −7,987−21.7% | 減碼 |
| Capital International Sarl | 28,156 | $294.7 萬 | 0.06% | +14,428+105.1% | 加碼 |
| M&T Bank Corp | 28,150 | $294.6 萬 | 0.01% | +970+3.6% | 加碼 |
| IFM Investors Pty Ltd | 27,776 | $290.7 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 27,475 | $287.6 萬 | 0.05% | +4,965+22.1% | 加碼 |
| Mawer Investment Management Ltd. | 27,000 | $282.6 萬 | 0.01% | 00.0% | 不變 |
| Eisler Capital Management Ltd. | 26,517 | $277.6 萬 | 0.10% | +11,198+73.1% | 加碼 |
| Nipun Capital, L.P. | 26,000 | $272.1 萬 | 1.48% | −14,800−36.3% | 減碼 |
| ABS Direct Equity Fund LLC | 24,099 | $252.2 萬 | 4.01% | −30,501−55.9% | 減碼 |
| Group One Trading, L.P. | 23,527 | $246.2 萬 | 0.08% | +23,527 | 新進 |
| Mariner, LLC | 22,784 | $238.5 萬 | 0.00% | +3,457+17.9% | 加碼 |
| Veritas Asset Management LLP | 22,506 | $235.5 萬 | 0.02% | 00.0% | 不變 |
| Avenir Tech Ltd | 22,000 | $230.3 萬 | 0.20% | +22,000 | 新進 |
| Ameritas Investment Partners, Inc. | 21,850 | $228.7 萬 | 0.07% | 00.0% | 不變 |
| Grafton Street Partners Fund, LP | 21,705 | $227.2 萬 | 1.43% | −17,395−44.5% | 減碼 |
| Kames Capital plc | 21,300 | $222.8 萬 | 0.03% | +21,300 | 新進 |
| Envestnet Asset Management Inc | 20,559 | $215.2 萬 | 0.00% | +1,186+6.1% | 加碼 |
| Trivest Advisors Ltd | 19,700 | $206.2 萬 | 0.08% | −1,313,000−98.5% | 減碼 |
| Cerity Partners LLC | 19,696 | $206.1 萬 | 0.00% | +382+2.0% | 加碼 |
| Norinchukin Bank, The | 19,579 | $204.9 萬 | 0.03% | +1,660+9.3% | 加碼 |
| Parametrica Management Ltd | 19,230 | $201.3 萬 | 3.74% | −6,870−26.3% | 減碼 |
| Yousif Capital Management, LLC | 18,501 | $193.6 萬 | 0.02% | −15,641−45.8% | 減碼 |
| Qtron Investments LLC | 18,143 | $189.9 萬 | 0.24% | +502+2.8% | 加碼 |
| Intech Investment Management LLC | 17,975 | $188.1 萬 | 0.02% | +3,085+20.7% | 加碼 |
| Garda Capital Partners LP | 17,542 | $183.6 萬 | 0.52% | −10,309−37.0% | 減碼 |
| Sig Brokerage, LP | 16,675 | $174.5 萬 | 0.48% | +16,675 | 新進 |
| Private Advisor Group, LLC | 16,665 | $174.4 萬 | 0.01% | −827−4.7% | 減碼 |
| Advisory Services Network, LLC | 15,356 | $174.2 萬 | 0.03% | −2,538−14.2% | 減碼 |
| Henry James International Management, Inc. | 16,178 | $169.3 萬 | 0.56% | +10+0.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 15,813 | $165.5 萬 | 0.01% | −6,972−30.6% | 減碼 |
| JustInvest LLC | 15,533 | $162.6 萬 | 0.02% | +2,546+19.6% | 加碼 |
| Allianz SE | 15,274 | $159.9 萬 | 0.04% | −10,990−41.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 15,165 | $158.7 萬 | 0.15% | −1,687−10.0% | 減碼 |
| NewEdge Wealth, LLC | 13,854 | $158.2 萬 | 0.02% | −5,537−28.6% | 減碼 |