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 3 季 13F 持有人
PDD Holdings Inc. 在 2025/9/30 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
- 560
- 較 2025 年第 2 季 +29 家
- 持有股數
- 4.08 億
- 較 2025 年第 2 季 +1,131 萬 (+2.8%)
- 總市值
- $539.3 億
- 較 2025 年第 2 季 +$123.7 億 (+29.8%)
- 新進機構
- 93
- 另有 220 家加碼
- 清倉機構
- 64
- 另有 177 家減碼
另有 6 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 36,282 | $479.5 萬 | 0.00% | −196−0.5% | 減碼 |
| Virtus Family Office LLC | 36,652 | $484.4 萬 | 4.53% | −1,926−5.0% | 減碼 |
| Thrivent Financial for Lutherans | 36,821 | $486.7 萬 | 0.01% | +36,821 | 新進 |
| Integrated Quantitative Investments LLC | 37,723 | $498.6 萬 | 1.42% | +24,443+184.1% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 38,350 | $506.9 萬 | 3.49% | +38,350 | 新進 |
| Hel Ved Capital Management Ltd | 38,437 | $508.0 萬 | 2.76% | −18,100−32.0% | 減碼 |
| Quantitative Investment Management, LLC | 39,402 | $520.7 萬 | 0.72% | +39,402 | 新進 |
| Marathon Trading Investment Management LLC | 39,886 | $527.2 萬 | 2.24% | +36,595+1,112.0% | 加碼 |
| LPL Financial LLC | 40,072 | $529.6 萬 | 0.00% | +3,082+8.3% | 加碼 |
| Vontobel Holding Ltd. | 40,421 | $534.2 萬 | 0.02% | +2,073+5.4% | 加碼 |
| Cantor Fitzgerald, L. P. | 54,739 | $538.0 萬 | 0.11% | +54,739 | 新進 |
| AustralianSuper Pty Ltd | 41,422 | $547.5 萬 | 0.03% | +6,432+18.4% | 加碼 |
| Van Eck Associates Corp | 41,740 | $551.7 萬 | 0.01% | −12,163−22.6% | 減碼 |
| STRS Ohio | 41,955 | $554.5 萬 | 0.02% | −16,144−27.8% | 減碼 |
| ABS Direct Equity Fund LLC | 43,033 | $568.8 萬 | 8.13% | +18,934+78.6% | 加碼 |
| Siren, L.L.C. | 43,401 | $573.6 萬 | 0.22% | −9,500−18.0% | 減碼 |
| Brinker Capital Investments, LLC | 45,262 | $598.2 萬 | 0.05% | +34,405+316.9% | 加碼 |
| GAM Holding AG | 45,696 | $604.0 萬 | 0.37% | +16,500+56.5% | 加碼 |
| Pacer Advisors, Inc. | 46,524 | $614.9 萬 | 0.02% | −2,680−5.4% | 減碼 |
| UBS Oconnor LLC | 46,801 | $618.6 萬 | 0.19% | −33,342−41.6% | 減碼 |
| Louisiana State Employees Retirement System | 48,700 | $643.7 萬 | 0.11% | −100−0.2% | 減碼 |
| Creative Planning | 49,429 | $653.3 萬 | 0.00% | +20,610+71.5% | 加碼 |
| Seldon Capital LP | 49,476 | $653.9 萬 | 2.30% | +1,250+2.6% | 加碼 |
| Caption Management, LLC | 49,947 | $660.1 萬 | 0.38% | +47,247+1,749.9% | 加碼 |
| Union Bancaire Privee, UBP SA | 57,459 | $674.9 萬 | 0.14% | +732+1.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 51,455 | $680.1 萬 | 0.04% | +11,770+29.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 52,421 | $692.8 萬 | 0.17% | −13,666−20.7% | 減碼 |
| Amiral Gestion | 53,000 | $700.5 萬 | 2.55% | +5,000+10.4% | 加碼 |
| Yarbrough Capital, LLC | 53,202 | $703.2 萬 | 0.22% | −7,287−12.0% | 減碼 |
| Quantinno Capital Management LP | 53,566 | $708.0 萬 | 0.02% | +13,640+34.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 54,041 | $714.3 萬 | 0.05% | +20,041+58.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,456 | $719.7 萬 | 0.06% | −4,983−8.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 54,539 | $720.8 萬 | 0.01% | +42,090+338.1% | 加碼 |
| Prudential Financial Inc | 55,926 | $739.2 萬 | 0.01% | +6,420+13.0% | 加碼 |
| Comgest Global Investors S.A.S. | 56,509 | $746.9 萬 | 0.13% | +5,562+10.9% | 加碼 |
| CastleKnight Management LP | 56,700 | $749.4 萬 | 0.40% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,117 | $768.1 萬 | 0.04% | +20,284+53.6% | 加碼 |
| DnB Asset Management AS | 59,100 | $781.1 萬 | 0.03% | +3,299+5.9% | 加碼 |
| CMT Capital Markets Trading GmbH | 59,934 | $792.1 萬 | 3.29% | −47,993−44.5% | 減碼 |
| FACT Capital, LP | 60,926 | $805.3 萬 | 4.19% | +60,926 | 新進 |
| Bamco Inc | 62,386 | $824.6 萬 | 0.02% | +8,643+16.1% | 加碼 |
| Polen Capital Management LLC | 63,283 | $836.4 萬 | 0.03% | −1,026−1.6% | 減碼 |
| Janney Capital Management LLC | 66,675 | $881.2 萬 | 0.55% | −2,886−4.1% | 減碼 |
| Nishkama Capital, LLC | 67,162 | $887.7 萬 | 0.80% | +67,162 | 新進 |
| AMS Capital Ltda | 67,854 | $896.8 萬 | 3.67% | −9,142−11.9% | 減碼 |
| Shelton Capital Management | 69,280 | $915.7 萬 | 0.20% | −6,257−8.3% | 減碼 |
| Swiss Life Asset Management Ltd | 70,223 | $928.1 萬 | 0.05% | +17,773+33.9% | 加碼 |
| Daiwa Securities Group Inc. | 70,285 | $929.0 萬 | 0.03% | +4,216+6.4% | 加碼 |
| IFM Investors Pty Ltd | 72,022 | $936.2 萬 | 0.08% | +44,246+159.3% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 73,243 | $968.1 萬 | 0.13% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 76,000 | $1,004 萬 | 0.08% | 00.0% | 不變 |
| Rhumbline Advisers | 76,203 | $1,007 萬 | 0.01% | +5,324+7.5% | 加碼 |
| Liontrust Investment Partners LLP | 78,287 | $1,035 萬 | 0.15% | −9,123−10.4% | 減碼 |
| Nearwater Capital Markets, Ltd | 83,100 | $1,098 萬 | 0.15% | +83,100 | 新進 |
| Holocene Advisors, LP | 83,528 | $1,104 萬 | 0.03% | +83,528 | 新進 |
| New York State Common Retirement Fund | 83,646 | $1,106 萬 | 0.01% | +3,600+4.5% | 加碼 |
| iA Global Asset Management Inc. | 84,640 | $1,119 萬 | 0.15% | +3,730+4.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 84,823 | $1,121 萬 | 0.09% | −90,225−51.5% | 減碼 |
| Contrarius Group Holdings Ltd | 85,372 | $1,128 萬 | 0.51% | −653−0.8% | 減碼 |
| Old Mission Capital LLC | 87,981 | $1,163 萬 | 0.42% | −85,584−49.3% | 減碼 |
| Platinum Investment Management Ltd | 88,509 | $1,170 萬 | 0.76% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 89,306 | $1,180 萬 | 1.32% | −135,390−60.3% | 減碼 |
| Owl Creek Asset Management, L.P. | 89,732 | $1,186 萬 | 1.35% | +89,732 | 新進 |
| Profund Advisors LLC | 92,506 | $1,223 萬 | 0.40% | +5,824+6.7% | 加碼 |
| Rafferty Asset Management, LLC | 94,561 | $1,250 萬 | 0.04% | −21,817−18.7% | 減碼 |
| Ci Investments Inc. | 94,767 | $1,253 萬 | 0.05% | −431−0.5% | 減碼 |
| TD Asset Management Inc | 97,816 | $1,293 萬 | 0.01% | −11,610−10.6% | 減碼 |
| Nissay Asset Management Corp | 99,606 | $1,316 萬 | 0.07% | +2,932+3.0% | 加碼 |
| 3G Capital Partners LP | 100,000 | $1,322 萬 | 3.13% | −325,000−76.5% | 減碼 |
| Verition Fund Management LLC | 100,311 | $1,326 萬 | 0.08% | −18,284−15.4% | 減碼 |
| Toroso Investments, LLC | 100,474 | $1,328 萬 | 0.06% | +11,941+13.5% | 加碼 |
| Neuberger Berman Group LLC | 101,897 | $1,347 萬 | 0.01% | −14,842−12.7% | 減碼 |
| Antipodes Partners Ltd | 101,901 | $1,347 萬 | 0.30% | −14,922−12.8% | 減碼 |
| Nomura Holdings Inc | 101,971 | $1,348 萬 | 0.06% | −71,666−41.3% | 減碼 |
| Danske Bank A/S | 107,712 | $1,424 萬 | 0.04% | +97,600+965.2% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 108,100 | $1,429 萬 | 1.43% | 00.0% | 不變 |
| Himension Fund | 110,953 | $1,466 萬 | 0.90% | +6,998+6.7% | 加碼 |
| Rakuten Investment Management, Inc. | 138,543 | $1,490 萬 | 0.06% | +138,543 | 新進 |
| Blue Creek Capital Management Ltd | 116,721 | $1,543 萬 | 18.98% | 00.0% | 不變 |
| LMR Partners LLP | 117,082 | $1,547 萬 | 0.20% | +74,609+175.7% | 加碼 |
| Hidden Lake Asset Management LP | 120,847 | $1,597 萬 | 6.38% | +120,847 | 新進 |
| Nomura Asset Management Co Ltd | 122,853 | $1,624 萬 | 0.04% | +7,678+6.7% | 加碼 |
| Asset Management One Co.,Ltd. | 124,908 | $1,651 萬 | 0.05% | +4,766+4.0% | 加碼 |
| Panview Capital Ltd | 125,000 | $1,652 萬 | 7.03% | −106,700−46.1% | 減碼 |
| Wells Fargo & Company | 127,886 | $1,690 萬 | 0.00% | −334−0.3% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 130,120 | $1,720 萬 | 0.09% | +1,768+1.4% | 加碼 |
| Tudor Investment Corp Et Al | 131,772 | $1,742 萬 | 0.11% | +131,772 | 新進 |
| Ossiam | 134,000 | $1,771 萬 | 0.23% | 00.0% | 不變 |
| Orland Properties Ltd | 138,835 | $1,835 萬 | 3.92% | 00.0% | 不變 |
| Walleye Capital LLC | 139,076 | $1,838 萬 | 0.15% | +126,880+1,040.3% | 加碼 |
| CIBC Asset Management Inc | 142,111 | $1,878 萬 | 0.05% | −387−0.3% | 減碼 |
| Yunqi Capital Ltd | 144,800 | $1,914 萬 | 11.20% | +39,800+37.9% | 加碼 |
| Headwater Capital Co Ltd | 150,000 | $1,983 萬 | 4.85% | −50,000−25.0% | 減碼 |
| Guggenheim Capital LLC | 154,896 | $2,047 萬 | 0.15% | −3,817−2.4% | 減碼 |
| Wim Investment Management Ltd | 157,968 | $2,088 萬 | 5.31% | 00.0% | 不變 |
| Global X Japan Co., Ltd. | 162,251 | $2,144 萬 | 1.86% | −11,852−6.8% | 減碼 |
| Millennium Management LLC | 164,254 | $2,171 萬 | 0.02% | +124,798+316.3% | 加碼 |
| Renaissance Technologies LLC | 164,400 | $2,173 萬 | 0.03% | −577,600−77.8% | 減碼 |
| KLP Kapitalforvaltning AS | 168,200 | $2,223 萬 | 0.09% | +3,900+2.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 175,000 | $2,313 萬 | 0.12% | +107,200+158.1% | 加碼 |