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 |
|---|---|---|---|---|---|
| Old Mission Capital LLC | 87,981 | $1,163 萬 | 0.42% | −85,584−49.3% | 減碼 |
| Contrarius Group Holdings Ltd | 85,372 | $1,128 萬 | 0.51% | −653−0.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 84,823 | $1,121 萬 | 0.09% | −90,225−51.5% | 減碼 |
| iA Global Asset Management Inc. | 84,640 | $1,119 萬 | 0.15% | +3,730+4.6% | 加碼 |
| New York State Common Retirement Fund | 83,646 | $1,106 萬 | 0.01% | +3,600+4.5% | 加碼 |
| Holocene Advisors, LP | 83,528 | $1,104 萬 | 0.03% | +83,528 | 新進 |
| Nearwater Capital Markets, Ltd | 83,100 | $1,098 萬 | 0.15% | +83,100 | 新進 |
| Liontrust Investment Partners LLP | 78,287 | $1,035 萬 | 0.15% | −9,123−10.4% | 減碼 |
| Rhumbline Advisers | 76,203 | $1,007 萬 | 0.01% | +5,324+7.5% | 加碼 |
| Capitolis Liquid Global Markets LLC | 76,000 | $1,004 萬 | 0.08% | 00.0% | 不變 |
| Aware Super Pty Ltd as trustee of Aware Super | 73,243 | $968.1 萬 | 0.13% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 72,022 | $936.2 萬 | 0.08% | +44,246+159.3% | 加碼 |
| Daiwa Securities Group Inc. | 70,285 | $929.0 萬 | 0.03% | +4,216+6.4% | 加碼 |
| Swiss Life Asset Management Ltd | 70,223 | $928.1 萬 | 0.05% | +17,773+33.9% | 加碼 |
| Shelton Capital Management | 69,280 | $915.7 萬 | 0.20% | −6,257−8.3% | 減碼 |
| AMS Capital Ltda | 67,854 | $896.8 萬 | 3.67% | −9,142−11.9% | 減碼 |
| Nishkama Capital, LLC | 67,162 | $887.7 萬 | 0.80% | +67,162 | 新進 |
| Janney Capital Management LLC | 66,675 | $881.2 萬 | 0.55% | −2,886−4.1% | 減碼 |
| Polen Capital Management LLC | 63,283 | $836.4 萬 | 0.03% | −1,026−1.6% | 減碼 |
| Bamco Inc | 62,386 | $824.6 萬 | 0.02% | +8,643+16.1% | 加碼 |
| FACT Capital, LP | 60,926 | $805.3 萬 | 4.19% | +60,926 | 新進 |
| CMT Capital Markets Trading GmbH | 59,934 | $792.1 萬 | 3.29% | −47,993−44.5% | 減碼 |
| DnB Asset Management AS | 59,100 | $781.1 萬 | 0.03% | +3,299+5.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,117 | $768.1 萬 | 0.04% | +20,284+53.6% | 加碼 |
| CastleKnight Management LP | 56,700 | $749.4 萬 | 0.40% | 00.0% | 不變 |
| Comgest Global Investors S.A.S. | 56,509 | $746.9 萬 | 0.13% | +5,562+10.9% | 加碼 |
| Prudential Financial Inc | 55,926 | $739.2 萬 | 0.01% | +6,420+13.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 54,539 | $720.8 萬 | 0.01% | +42,090+338.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,456 | $719.7 萬 | 0.06% | −4,983−8.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 54,041 | $714.3 萬 | 0.05% | +20,041+58.9% | 加碼 |
| Quantinno Capital Management LP | 53,566 | $708.0 萬 | 0.02% | +13,640+34.2% | 加碼 |
| Yarbrough Capital, LLC | 53,202 | $703.2 萬 | 0.22% | −7,287−12.0% | 減碼 |
| Amiral Gestion | 53,000 | $700.5 萬 | 2.55% | +5,000+10.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 52,421 | $692.8 萬 | 0.17% | −13,666−20.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 51,455 | $680.1 萬 | 0.04% | +11,770+29.7% | 加碼 |
| Union Bancaire Privee, UBP SA | 57,459 | $674.9 萬 | 0.14% | +732+1.3% | 加碼 |
| Caption Management, LLC | 49,947 | $660.1 萬 | 0.38% | +47,247+1,749.9% | 加碼 |
| Seldon Capital LP | 49,476 | $653.9 萬 | 2.30% | +1,250+2.6% | 加碼 |
| Creative Planning | 49,429 | $653.3 萬 | 0.00% | +20,610+71.5% | 加碼 |
| Louisiana State Employees Retirement System | 48,700 | $643.7 萬 | 0.11% | −100−0.2% | 減碼 |
| UBS Oconnor LLC | 46,801 | $618.6 萬 | 0.19% | −33,342−41.6% | 減碼 |
| Pacer Advisors, Inc. | 46,524 | $614.9 萬 | 0.02% | −2,680−5.4% | 減碼 |
| GAM Holding AG | 45,696 | $604.0 萬 | 0.37% | +16,500+56.5% | 加碼 |
| Brinker Capital Investments, LLC | 45,262 | $598.2 萬 | 0.05% | +34,405+316.9% | 加碼 |
| Siren, L.L.C. | 43,401 | $573.6 萬 | 0.22% | −9,500−18.0% | 減碼 |
| ABS Direct Equity Fund LLC | 43,033 | $568.8 萬 | 8.13% | +18,934+78.6% | 加碼 |
| STRS Ohio | 41,955 | $554.5 萬 | 0.02% | −16,144−27.8% | 減碼 |
| Van Eck Associates Corp | 41,740 | $551.7 萬 | 0.01% | −12,163−22.6% | 減碼 |
| AustralianSuper Pty Ltd | 41,422 | $547.5 萬 | 0.03% | +6,432+18.4% | 加碼 |
| Cantor Fitzgerald, L. P. | 54,739 | $538.0 萬 | 0.11% | +54,739 | 新進 |
| Vontobel Holding Ltd. | 40,421 | $534.2 萬 | 0.02% | +2,073+5.4% | 加碼 |
| LPL Financial LLC | 40,072 | $529.6 萬 | 0.00% | +3,082+8.3% | 加碼 |
| Marathon Trading Investment Management LLC | 39,886 | $527.2 萬 | 2.24% | +36,595+1,112.0% | 加碼 |
| Quantitative Investment Management, LLC | 39,402 | $520.7 萬 | 0.72% | +39,402 | 新進 |
| Hel Ved Capital Management Ltd | 38,437 | $508.0 萬 | 2.76% | −18,100−32.0% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 38,350 | $506.9 萬 | 3.49% | +38,350 | 新進 |
| Integrated Quantitative Investments LLC | 37,723 | $498.6 萬 | 1.42% | +24,443+184.1% | 加碼 |
| Thrivent Financial for Lutherans | 36,821 | $486.7 萬 | 0.01% | +36,821 | 新進 |
| Virtus Family Office LLC | 36,652 | $484.4 萬 | 4.53% | −1,926−5.0% | 減碼 |
| Raymond James Financial Inc | 36,282 | $479.5 萬 | 0.00% | −196−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 36,200 | $478.5 萬 | 0.01% | −15,150−29.5% | 減碼 |
| SIH Partners, LLLP | 36,200 | $478.5 萬 | 0.42% | +27,996+341.2% | 加碼 |
| All-Stars Investment Ltd | 35,000 | $462.6 萬 | 1.41% | −25,500−42.1% | 減碼 |
| Freemont Capital Pte Ltd | 35,000 | $462.6 萬 | 0.10% | +4,000+12.9% | 加碼 |
| Toronto Dominion Bank | 34,412 | $454.8 萬 | 0.01% | −14,626−29.8% | 減碼 |
| Mawer Investment Management Ltd. | 34,400 | $454.7 萬 | 0.02% | +7,400+27.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 34,000 | $449.4 萬 | 0.03% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 33,871 | $447.7 萬 | 0.15% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 33,163 | $438.3 萬 | 0.07% | +630+1.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 32,584 | $430.6 萬 | 0.02% | +2,776+9.3% | 加碼 |
| Optimas Capital Ltd | 32,549 | $430.2 萬 | 2.72% | +32,549 | 新進 |
| GTS Securities LLC | 31,587 | $417.5 萬 | 0.16% | +31,587 | 新進 |
| Wolverine Trading, LLC | 31,490 | $411.5 萬 | 0.08% | −55,599−63.8% | 減碼 |
| Natixis | 30,457 | $402.6 萬 | 0.02% | −29,709−49.4% | 減碼 |
| Alps Advisors Inc | 29,998 | $396.5 萬 | 0.02% | −783−2.5% | 減碼 |
| Banco BTG Pactual S.A. | 29,332 | $387.7 萬 | 0.57% | +29,332 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 28,795 | $380.6 萬 | 1.53% | +28,795 | 新進 |
| China Universal Asset Management Co., Ltd. | 28,357 | $374.8 萬 | 0.31% | +13,192+87.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 27,263 | $360.3 萬 | 0.03% | −12,040−30.6% | 減碼 |
| Gunderson Capital Management Inc. | 27,180 | $359.2 萬 | 1.32% | +25,236+1,298.1% | 加碼 |
| Ssa Swiss Advisors AG | 27,445 | $357.8 萬 | 1.66% | 00.0% | 不變 |
| Leonteq Securities AG | 26,871 | $355.2 萬 | 0.19% | −13,029−32.7% | 減碼 |
| Shell Asset Management Co | 26,705 | $353.0 萬 | 0.35% | −7,884−22.8% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 25,922 | $342.6 萬 | 0.18% | +25,922 | 新進 |
| Capital International Sarl | 25,806 | $341.1 萬 | 0.06% | −2,350−8.3% | 減碼 |
| PEAK6 LLC | 25,527 | $337.4 萬 | 0.08% | −311,083−92.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 25,228 | $333.4 萬 | 0.05% | −2,247−8.2% | 減碼 |
| CIBC Bancorp USA Inc. | 24,455 | $323.2 萬 | 0.02% | +24,455 | 新進 |
| Turn8 Private Wealth Inc. | 24,446 | $323.1 萬 | 2.32% | +25+0.1% | 加碼 |
| Hantz Financial Services, Inc. | 23,594 | $311.8 萬 | 0.05% | +19,480+473.5% | 加碼 |
| Qtron Investments LLC | 23,322 | $308.2 萬 | 0.38% | +5,179+28.5% | 加碼 |
| Veritas Asset Management LLP | 22,506 | $297.5 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 22,276 | $294.4 萬 | 0.09% | +426+1.9% | 加碼 |
| Saba Capital Management, L.P. | 22,139 | $292.6 萬 | 0.10% | +22,139 | 新進 |
| Jupiter Asset Management Ltd | 22,000 | $290.8 萬 | 0.02% | +22,000 | 新進 |
| Mariner, LLC | 21,927 | $289.8 萬 | 0.00% | −857−3.8% | 減碼 |
| Persistent Asset Partners Ltd | 21,855 | $288.9 萬 | 2.09% | +21,855 | 新進 |
| Myriad Asset Management US LP | 21,535 | $284.6 萬 | 1.55% | −17,092−44.2% | 減碼 |
| Quadrant Capital Group LLC | 21,236 | $280.7 萬 | 0.09% | +11,368+115.2% | 加碼 |
| Norinchukin Bank, The | 21,236 | $280.7 萬 | 0.04% | +1,657+8.5% | 加碼 |