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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 1,267,720 | $1.68 億 | 0.20% | −17,200−1.3% | 減碼 |
| Perseverance Asset Management International | 1,333,235 | $1.76 億 | 30.28% | +20,572+1.6% | 加碼 |
| Citadel Advisors LLC | 1,344,058 | $1.78 億 | 0.14% | +1,040,351+342.6% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,371,680 | $1.81 億 | 2.39% | +1,371,680 | 新進 |
| Schroder Investment Management Group | 1,380,013 | $1.82 億 | 0.14% | −937,940−40.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,487,766 | $1.97 億 | 0.12% | +1,487,766 | 新進 |
| Prudential PLC | 1,556,903 | $2.06 億 | 1.51% | −61,150−3.8% | 減碼 |
| Point72 Hong Kong Ltd | 1,577,173 | $2.08 億 | 9.63% | +1,077,365+215.6% | 加碼 |
| Swiss National Bank | 1,600,444 | $2.12 億 | 0.12% | +26,600+1.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,612,868 | $2.13 億 | 0.31% | +380,141+30.8% | 加碼 |
| Assenagon Asset Management S.A. | 1,658,082 | $2.19 億 | 0.32% | −5,736,129−77.6% | 減碼 |
| Barclays PLC | 1,685,699 | $2.23 億 | 0.08% | +26,318+1.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,719,535 | $2.27 億 | 0.13% | +74,225+4.5% | 加碼 |
| Bank of New York Mellon Corp | 1,738,478 | $2.30 億 | 0.04% | −122,053−6.6% | 減碼 |
| Nuveen, LLC | 1,750,903 | $2.31 億 | 0.06% | +420,291+31.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,800,000 | $2.38 億 | 3.22% | −200,000−10.0% | 減碼 |
| Dragoneer Investment Group, LLC | 1,835,428 | $2.43 億 | 5.36% | −1,700,180−48.1% | 減碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 1,997,996 | $2.64 億 | 55.43% | −632,986−24.1% | 減碼 |
| Citigroup Inc | 2,163,383 | $2.86 億 | 0.20% | +481,451+28.6% | 加碼 |
| Marshall Wace, LLP | 2,354,164 | $3.11 億 | 0.34% | +952,623+68.0% | 加碼 |
| UBS Group AG | 2,465,444 | $3.26 億 | 0.06% | −1,344,348−35.3% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 2,493,586 | $3.30 億 | 92.62% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 2,523,266 | $3.34 億 | 0.73% | +649,524+34.7% | 加碼 |
| Triata Capital Ltd | 2,544,478 | $3.36 億 | 39.25% | +910,150+55.7% | 加碼 |
| SRS Investment Management, LLC | 2,654,394 | $3.51 億 | 3.82% | −1,409,987−34.7% | 減碼 |
| Deutsche Bank AG | 2,703,346 | $3.57 億 | 0.12% | −247,068−8.4% | 減碼 |
| Bank of America Corp | 2,737,642 | $3.62 億 | 0.03% | −103,939−3.7% | 減碼 |
| Aspex Management (HK) Ltd | 3,172,333 | $4.19 億 | 8.96% | +3,172,333 | 新進 |
| Northern Trust Corp | 3,213,342 | $4.25 億 | 0.05% | +66,001+2.1% | 加碼 |
| Susquehanna International Group, LLP | 3,239,227 | $4.28 億 | 0.63% | +2,118,467+189.0% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,356,964 | $4.44 億 | 9.99% | +137,125+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,426,879 | $4.53 億 | 0.10% | +119,738+3.6% | 加碼 |
| NetEase, Inc. | 3,555,488 | $4.70 億 | 94.22% | 00.0% | 不變 |
| Capital International Investors | 3,891,319 | $5.14 億 | 0.08% | +265,408+7.3% | 加碼 |
| Temasek Holdings (Private) Ltd | 4,348,247 | $5.75 億 | 2.00% | +2,896,293+199.5% | 加碼 |
| Legal & General Group Plc | 4,525,500 | $5.98 億 | 0.13% | +55,521+1.2% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 4,608,000 | $6.09 億 | 18.85% | 00.0% | 不變 |
| Jane Street Group, LLC | 4,675,629 | $6.18 億 | 0.72% | +2,934,823+168.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,042,763 | $6.67 億 | 0.52% | −421,328−7.7% | 減碼 |
| Invesco Ltd. | 5,278,026 | $6.98 億 | 0.11% | +1,315,382+33.2% | 加碼 |
| Price T Rowe Associates Inc | 5,370,372 | $7.10 億 | 0.08% | +332,847+6.6% | 加碼 |
| JPMorgan Chase & Co | 5,581,827 | $7.38 億 | 0.05% | +831,263+17.5% | 加碼 |
| Krane Funds Advisors LLC | 6,139,072 | $7.92 億 | 22.52% | +1,247,634+25.5% | 加碼 |
| First Beijing Investment Ltd | 6,168,721 | $8.15 億 | 31.48% | +590,869+10.6% | 加碼 |
| Geode Capital Management, LLC | 6,399,859 | $8.40 億 | 0.05% | +173,321+2.8% | 加碼 |
| Orbis Allan Gray Ltd | 6,942,339 | $9.18 億 | 3.94% | +1,294,611+22.9% | 加碼 |
| Morgan Stanley | 7,096,162 | $9.38 億 | 0.06% | −1,039,647−12.8% | 減碼 |
| FIL Ltd | 7,212,310 | $9.53 億 | 0.75% | +3,653,902+102.7% | 加碼 |
| Sanders Capital, LLC | 8,133,290 | $10.7 億 | 1.32% | −393,320−4.6% | 減碼 |
| HSBC Holdings PLC | 8,407,658 | $11.1 億 | 0.65% | +4,082,645+94.4% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 8,574,194 | $11.3 億 | 7.72% | −88,500−1.0% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 8,592,600 | $11.4 億 | 27.76% | +1,615,796+23.2% | 加碼 |
| SC US (TTGP), Ltd. | 8,841,576 | $11.7 億 | 7.21% | −1,751,059−16.5% | 減碼 |
| Goldman Sachs Group Inc | 10,051,279 | $13.3 億 | 0.19% | −80,497−0.8% | 減碼 |
| SC China Holding Ltd | 11,348,426 | $14.8 億 | 77.21% | −2,247,569−16.5% | 減碼 |
| State Street Corp | 12,103,482 | $16.0 億 | 0.06% | +374,909+3.2% | 加碼 |
| FMR LLC | 17,319,713 | $22.9 億 | 0.12% | +2,386,648+16.0% | 加碼 |
| Baillie Gifford & Co | 31,799,003 | $42.0 億 | 3.11% | −2,573,709−7.5% | 減碼 |
| Vanguard Group Inc | 32,384,722 | $42.8 億 | 0.06% | +348,997+1.1% | 加碼 |
| BlackRock, Inc. | 35,843,251 | $47.4 億 | 0.08% | +2,544,510+7.6% | 加碼 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −9,239,441−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −1,085,536−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,033,350−100.0% | 清倉 |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −900,000−100.0% | 清倉 |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −497,900−100.0% | 清倉 |
| Think Investments LP | 0 | $0 | 0.00% | −256,200−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −191,012−100.0% | 清倉 |
| Public Investment Fund | 0 | $0 | 0.00% | −162,199−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −107,934−100.0% | 清倉 |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −81,200−100.0% | 清倉 |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −64,989−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −37,600−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −31,515−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −28,150−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,527−100.0% | 清倉 |
| Grafton Street Partners Fund, LP | 0 | $0 | 0.00% | −21,705−100.0% | 清倉 |
| Kames Capital plc | 0 | $0 | 0.00% | −21,300−100.0% | 清倉 |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −17,542−100.0% | 清倉 |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −16,675−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −15,813−100.0% | 清倉 |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −11,800−100.0% | 清倉 |
| Anson Funds Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −9,784−100.0% | 清倉 |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −9,693−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,924−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,305−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −6,988−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −6,791−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,541−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −6,064−100.0% | 清倉 |
| StepStone Group LP | 0 | $0 | 0.00% | −7,032−100.0% | 清倉 |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −5,835−100.0% | 清倉 |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −3,502−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,725−100.0% | 清倉 |
| LGT Group Foundation | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,980−100.0% | 清倉 |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,648−100.0% | 清倉 |