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 |
|---|---|---|---|---|---|
| Franchise Capital Ltd | 501,460 | $6,628 萬 | 28.85% | −590−0.1% | 減碼 |
| Matthews International Capital Management LLC | 493,802 | $6,527 萬 | 15.20% | −6,224−1.2% | 減碼 |
| Trivest Advisors Ltd | 490,000 | $6,476 萬 | 2.07% | +470,300+2,387.3% | 加碼 |
| USS Investment Management Ltd | 472,054 | $6,237 萬 | 0.30% | +260,209+122.8% | 加碼 |
| Simplex Trading, LLC | 463,452 | $6,125 萬 | 1.35% | +463,452 | 新進 |
| Cat Rock Capital Management LP | 445,228 | $5,885 萬 | 7.26% | −8,000−1.8% | 減碼 |
| Balyasny Asset Management LLC | 438,634 | $5,797 萬 | 0.12% | +348,803+388.3% | 加碼 |
| Punch Card Management L.P. | 415,004 | $5,485 萬 | 17.01% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 411,930 | $5,444 萬 | 0.20% | −33,900−7.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $5,369 萬 | 0.09% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 396,109 | $5,233 萬 | 2.22% | −8,620−2.1% | 減碼 |
| Squarepoint Ops LLC | 390,126 | $5,156 萬 | 0.11% | +44,529+12.9% | 加碼 |
| Carrhae Capital LLP | 386,924 | $5,114 萬 | 4.86% | −116,671−23.2% | 減碼 |
| Mackenzie Financial Corp | 371,390 | $4,909 萬 | 0.06% | +10,236+2.8% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 368,564 | $4,869 萬 | 1.26% | +54,418+17.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 367,068 | $4,830 萬 | 0.13% | +31,035+9.2% | 加碼 |
| Capital International Inc | 357,166 | $4,721 萬 | 0.38% | +5,833+1.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 349,383 | $4,618 萬 | 0.14% | +1,058+0.3% | 加碼 |
| TB Alternative Assets Ltd. | 345,888 | $4,572 萬 | 6.84% | +133,000+62.5% | 加碼 |
| Victory Capital Management Inc | 326,330 | $4,313 萬 | 0.03% | −983−0.3% | 減碼 |
| California State Teachers Retirement System | 325,374 | $4,300 萬 | 0.04% | +616+0.2% | 加碼 |
| M&G Plc | 325,605 | $4,298 萬 | 0.23% | −10,683−3.2% | 減碼 |
| APG Asset Management N.V. | 377,528 | $4,247 萬 | 0.12% | −31,800−7.8% | 減碼 |
| Todd Asset Management LLC | 318,435 | $4,209 萬 | 0.85% | +59,387+22.9% | 加碼 |
| Causeway Capital Management LLC | 309,641 | $4,093 萬 | 0.54% | +309,641 | 新進 |
| SG Americas Securities, LLC | 301,450 | $3,984 萬 | 0.15% | +201,998+203.1% | 加碼 |
| RV Capital GmbH | 301,232 | $3,981 萬 | 7.29% | −34,337−10.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 299,005 | $3,952 萬 | 0.12% | +38,876+14.9% | 加碼 |
| AnglePoint Asset Management Ltd | 294,649 | $3,894 萬 | 35.04% | +2,775+1.0% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 288,652 | $3,815 萬 | 23.22% | +6,018+2.1% | 加碼 |
| British Columbia Investment Management Corp | 276,500 | $3,655 萬 | 0.21% | +5,800+2.1% | 加碼 |
| Handelsbanken Fonder AB | 262,178 | $3,465 萬 | 0.11% | −817−0.3% | 減碼 |
| SEI Investments Co | 260,413 | $3,442 萬 | 0.04% | +50,261+23.9% | 加碼 |
| Bank of Montreal | 254,979 | $3,370 萬 | 0.01% | +29,446+13.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 245,340 | $3,243 萬 | 0.03% | −6,204−2.5% | 減碼 |
| Marex Group plc | 232,973 | $3,079 萬 | 0.38% | +114,323+96.4% | 加碼 |
| Quadrature Capital Ltd | 228,754 | $3,023 萬 | 0.36% | +228,754 | 新進 |
| Public Employees Retirement System of Ohio | 223,495 | $2,954 萬 | 0.09% | +54,360+32.1% | 加碼 |
| Exchange Traded Concepts, LLC | 220,553 | $2,915 萬 | 0.28% | +1,349+0.6% | 加碼 |
| Keywise Capital Management (HK) Ltd | 219,850 | $2,906 萬 | 2.33% | −1,105,200−83.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 213,860 | $2,827 萬 | 0.21% | +39,700+22.8% | 加碼 |
| Monolith Management Ltd | 209,393 | $2,768 萬 | 12.20% | +16,385+8.5% | 加碼 |
| Panagora Asset Management Inc | 205,965 | $2,722 萬 | 0.11% | +102,830+99.7% | 加碼 |
| NEOS Investment Management LLC | 204,356 | $2,701 萬 | 0.20% | +83,963+69.7% | 加碼 |
| Centiva Capital, LP | 203,192 | $2,686 萬 | 2.50% | +203,192 | 新進 |
| Ardmore Road Asset Management LP | 200,000 | $2,643 萬 | 1.71% | +200,000 | 新進 |
| AXA Investment Managers S.A. | 198,948 | $2,629 萬 | 0.07% | +198,948 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 198,180 | $2,619 萬 | 0.06% | +9,568+5.1% | 加碼 |
| KBC Group NV | 197,852 | $2,615 萬 | 0.06% | +9,975+5.3% | 加碼 |
| WCM Investment Management, LLC | 193,785 | $2,532 萬 | 0.05% | −86,100−30.8% | 減碼 |
| Resona Asset Management Co.,Ltd. | 187,947 | $2,480 萬 | 0.12% | −6,326−3.3% | 減碼 |
| Tiger Pacific Capital LP | 187,323 | $2,476 萬 | 6.26% | +187,323 | 新進 |
| Parus Finance (UK) Ltd | 183,476 | $2,425 萬 | 6.37% | +6,620+3.7% | 加碼 |
| BIT Capital GmbH | 183,423 | $2,424 萬 | 1.11% | −267,160−59.3% | 減碼 |
| Voya Investment Management LLC | 183,214 | $2,422 萬 | 0.02% | +33,574+22.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 182,184 | $2,408 萬 | 3.35% | +17,684+10.8% | 加碼 |
| Credit Agricole S A | 180,642 | $2,388 萬 | 0.08% | +180,642 | 新進 |
| AI-Squared Management Ltd | 180,508 | $2,386 萬 | 24.84% | +143,608+389.2% | 加碼 |
| National Pension Service | 179,463 | $2,372 萬 | 0.02% | +6,395+3.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 179,175 | $2,368 萬 | 0.21% | +164,414+1,113.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 175,000 | $2,313 萬 | 0.12% | +107,200+158.1% | 加碼 |
| KLP Kapitalforvaltning AS | 168,200 | $2,223 萬 | 0.09% | +3,900+2.4% | 加碼 |
| Renaissance Technologies LLC | 164,400 | $2,173 萬 | 0.03% | −577,600−77.8% | 減碼 |
| Millennium Management LLC | 164,254 | $2,171 萬 | 0.02% | +124,798+316.3% | 加碼 |
| Global X Japan Co., Ltd. | 162,251 | $2,144 萬 | 1.86% | −11,852−6.8% | 減碼 |
| Wim Investment Management Ltd | 157,968 | $2,088 萬 | 5.31% | 00.0% | 不變 |
| Guggenheim Capital LLC | 154,896 | $2,047 萬 | 0.15% | −3,817−2.4% | 減碼 |
| Headwater Capital Co Ltd | 150,000 | $1,983 萬 | 4.85% | −50,000−25.0% | 減碼 |
| Yunqi Capital Ltd | 144,800 | $1,914 萬 | 11.20% | +39,800+37.9% | 加碼 |
| CIBC Asset Management Inc | 142,111 | $1,878 萬 | 0.05% | −387−0.3% | 減碼 |
| Walleye Capital LLC | 139,076 | $1,838 萬 | 0.15% | +126,880+1,040.3% | 加碼 |
| Orland Properties Ltd | 138,835 | $1,835 萬 | 3.92% | 00.0% | 不變 |
| Ossiam | 134,000 | $1,771 萬 | 0.23% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 131,772 | $1,742 萬 | 0.11% | +131,772 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 130,120 | $1,720 萬 | 0.09% | +1,768+1.4% | 加碼 |
| Wells Fargo & Company | 127,886 | $1,690 萬 | 0.00% | −334−0.3% | 減碼 |
| Panview Capital Ltd | 125,000 | $1,652 萬 | 7.03% | −106,700−46.1% | 減碼 |
| Asset Management One Co.,Ltd. | 124,908 | $1,651 萬 | 0.05% | +4,766+4.0% | 加碼 |
| Nomura Asset Management Co Ltd | 122,853 | $1,624 萬 | 0.04% | +7,678+6.7% | 加碼 |
| Hidden Lake Asset Management LP | 120,847 | $1,597 萬 | 6.38% | +120,847 | 新進 |
| LMR Partners LLP | 117,082 | $1,547 萬 | 0.20% | +74,609+175.7% | 加碼 |
| Blue Creek Capital Management Ltd | 116,721 | $1,543 萬 | 18.98% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 138,543 | $1,490 萬 | 0.06% | +138,543 | 新進 |
| Himension Fund | 110,953 | $1,466 萬 | 0.90% | +6,998+6.7% | 加碼 |
| Nan Fung Trinity (HK) Ltd | 108,100 | $1,429 萬 | 1.43% | 00.0% | 不變 |
| Danske Bank A/S | 107,712 | $1,424 萬 | 0.04% | +97,600+965.2% | 加碼 |
| Nomura Holdings Inc | 101,971 | $1,348 萬 | 0.06% | −71,666−41.3% | 減碼 |
| Antipodes Partners Ltd | 101,901 | $1,347 萬 | 0.30% | −14,922−12.8% | 減碼 |
| Neuberger Berman Group LLC | 101,897 | $1,347 萬 | 0.01% | −14,842−12.7% | 減碼 |
| Toroso Investments, LLC | 100,474 | $1,328 萬 | 0.06% | +11,941+13.5% | 加碼 |
| Verition Fund Management LLC | 100,311 | $1,326 萬 | 0.08% | −18,284−15.4% | 減碼 |
| 3G Capital Partners LP | 100,000 | $1,322 萬 | 3.13% | −325,000−76.5% | 減碼 |
| Nissay Asset Management Corp | 99,606 | $1,316 萬 | 0.07% | +2,932+3.0% | 加碼 |
| TD Asset Management Inc | 97,816 | $1,293 萬 | 0.01% | −11,610−10.6% | 減碼 |
| Ci Investments Inc. | 94,767 | $1,253 萬 | 0.05% | −431−0.5% | 減碼 |
| Rafferty Asset Management, LLC | 94,561 | $1,250 萬 | 0.04% | −21,817−18.7% | 減碼 |
| Profund Advisors LLC | 92,506 | $1,223 萬 | 0.40% | +5,824+6.7% | 加碼 |
| Owl Creek Asset Management, L.P. | 89,732 | $1,186 萬 | 1.35% | +89,732 | 新進 |
| Taikang Asset Management (Hong Kong) Co Ltd | 89,306 | $1,180 萬 | 1.32% | −135,390−60.3% | 減碼 |
| Platinum Investment Management Ltd | 88,509 | $1,170 萬 | 0.76% | 00.0% | 不變 |