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 4 季 13F 持有人
PDD Holdings Inc. 在 2025/12/31 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
- 574
- 較 2025 年第 3 季 +28 家
- 持有股數
- 4.38 億
- 較 2025 年第 3 季 +3,218 萬 (+7.9%)
- 總市值
- $496.2 億
- 較 2025 年第 3 季 −$39.7 億 (−7.4%)
- 新進機構
- 100
- 另有 230 家加碼
- 清倉機構
- 72
- 另有 174 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 559 | $539.1 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 39,152,152 | $44.4 億 | 0.08% | +3,308,901+9.2% | 加碼 |
| Vanguard Group Inc | 32,810,630 | $37.2 億 | 0.05% | +425,908+1.3% | 加碼 |
| Baillie Gifford & Co | 31,032,323 | $35.2 億 | 2.92% | −766,680−2.4% | 減碼 |
| Invesco Ltd. | 21,165,375 | $24.0 億 | 0.23% | +15,887,349+301.0% | 加碼 |
| FMR LLC | 14,597,758 | $16.6 億 | 0.08% | −2,721,955−15.7% | 減碼 |
| State Street Corp | 12,257,360 | $13.9 億 | 0.05% | +153,878+1.3% | 加碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 11,536,694 | $13.1 億 | 7.48% | +2,962,500+34.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 10,721,400 | $12.2 億 | 39.17% | +2,128,800+24.8% | 加碼 |
| SC China Holding Ltd | 11,348,426 | $12.0 億 | 70.42% | 00.0% | 不變 |
| Norges Bank | 9,396,292 | $10.7 億 | 0.11% | +9,396,292 | 新進 |
| SC US (TTGP), Ltd. | 8,841,576 | $10.0 億 | 7.16% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 8,826,751 | $10.0 億 | 0.14% | −1,224,528−12.2% | 減碼 |
| Sanders Capital, LLC | 8,112,327 | $9.20 億 | 1.06% | −20,963−0.3% | 減碼 |
| First Beijing Investment Ltd | 6,782,955 | $7.69 億 | 30.33% | +614,234+10.0% | 加碼 |
| Assenagon Asset Management S.A. | 6,728,909 | $7.63 億 | 1.15% | +5,070,827+305.8% | 加碼 |
| Geode Capital Management, LLC | 6,759,780 | $7.62 億 | 0.05% | +359,921+5.6% | 加碼 |
| FIL Ltd | 6,516,042 | $7.39 億 | 0.55% | −696,268−9.7% | 減碼 |
| Krane Funds Advisors LLC | 6,397,960 | $7.25 億 | 23.54% | +258,888+4.2% | 加碼 |
| Morgan Stanley | 5,948,846 | $6.75 億 | 0.04% | −1,147,316−16.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,146,573 | $5.84 億 | 0.37% | +103,810+2.1% | 加碼 |
| JPMorgan Chase & Co | 5,068,738 | $5.75 億 | 0.04% | −513,089−9.2% | 減碼 |
| Capital International Investors | 4,698,655 | $5.33 億 | 0.08% | +807,336+20.7% | 加碼 |
| HSBC Holdings PLC | 4,669,352 | $5.31 億 | 0.30% | −3,738,306−44.5% | 減碼 |
| Temasek Holdings (Private) Ltd | 4,682,894 | $5.31 億 | 1.71% | +334,647+7.7% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 4,608,000 | $5.23 億 | 14.64% | 00.0% | 不變 |
| Marshall Wace, LLP | 4,512,664 | $5.12 億 | 0.49% | +2,158,500+91.7% | 加碼 |
| Dodge & Cox | 4,439,800 | $5.03 億 | 0.27% | +4,439,800 | 新進 |
| UBS Group AG | 4,148,190 | $4.70 億 | 0.09% | +1,682,746+68.3% | 加碼 |
| Legal & General Group Plc | 4,147,464 | $4.70 億 | 0.10% | −378,036−8.4% | 減碼 |
| Schroder Investment Management Group | 4,137,857 | $4.69 億 | 0.36% | +2,757,844+199.8% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,968,270 | $4.50 億 | 11.12% | +611,306+18.2% | 加碼 |
| NetEase, Inc. | 3,555,488 | $4.03 億 | 93.24% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 3,484,692 | $3.95 億 | 0.08% | +57,813+1.7% | 加碼 |
| Price T Rowe Associates Inc | 3,262,954 | $3.70 億 | 0.04% | −2,107,418−39.2% | 減碼 |
| SG Americas Securities, LLC | 3,238,126 | $3.67 億 | 0.48% | +2,936,676+974.2% | 加碼 |
| Northern Trust Corp | 3,189,599 | $3.62 億 | 0.05% | −23,743−0.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,167,810 | $3.59 億 | 0.85% | +644,544+25.5% | 加碼 |
| Aspex Management (HK) Ltd | 3,109,525 | $3.53 億 | 7.16% | −62,808−2.0% | 減碼 |
| Bank of America Corp | 3,057,744 | $3.47 億 | 0.03% | +320,102+11.7% | 加碼 |
| Deutsche Bank AG | 2,776,077 | $3.15 億 | 0.10% | +72,731+2.7% | 加碼 |
| Barclays PLC | 2,660,115 | $3.02 億 | 0.12% | +974,416+57.8% | 加碼 |
| Triata Capital Ltd | 2,557,700 | $2.90 億 | 35.15% | +13,222+0.5% | 加碼 |
| Perseverance Asset Management International | 1,962,092 | $2.22 億 | 32.60% | +628,857+47.2% | 加碼 |
| Dragoneer Investment Group, LLC | 1,835,428 | $2.08 億 | 4.54% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 1,785,936 | $2.03 億 | 0.29% | +173,068+10.7% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,775,000 | $2.01 億 | 2.94% | −25,000−1.4% | 減碼 |
| Prudential PLC | 1,751,095 | $1.99 億 | 1.59% | +194,192+12.5% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 1,749,029 | $1.98 億 | 84.94% | −248,967−12.5% | 減碼 |
| Nuveen, LLC | 1,687,403 | $1.91 億 | 0.05% | −63,500−3.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,682,194 | $1.91 億 | 0.11% | −37,341−2.2% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,634,077 | $1.85 億 | 85.65% | −859,509−34.5% | 減碼 |
| Swiss National Bank | 1,552,644 | $1.76 億 | 0.10% | −47,800−3.0% | 減碼 |
| Citigroup Inc | 1,543,816 | $1.75 億 | 0.12% | −619,567−28.6% | 減碼 |
| Bank of New York Mellon Corp | 1,488,074 | $1.69 億 | 0.03% | −250,404−14.4% | 減碼 |
| National Bank of Canada | 1,428,593 | $1.62 億 | 0.17% | +822,903+135.9% | 加碼 |
| Acadian Asset Management LLC | 1,411,514 | $1.60 億 | 0.26% | +306,443+27.7% | 加碼 |
| Boundless Plain Holdings Ltd | 1,294,753 | $1.47 億 | 46.82% | +1,294,753 | 新進 |
| Massachusetts Financial Services Co | 1,259,912 | $1.43 億 | 0.05% | +15,341+1.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,249,313 | $1.42 億 | 0.02% | +56,108+4.7% | 加碼 |
| Pictet Asset Management Holding SA | 1,231,832 | $1.40 億 | 0.14% | −31,512−2.5% | 減碼 |
| American Century Companies Inc | 1,222,648 | $1.39 億 | 0.07% | +270,346+28.4% | 加碼 |
| California Public Employees Retirement System | 1,195,822 | $1.36 億 | 0.08% | +1,593+0.1% | 加碼 |
| Orbis Allan Gray Ltd | 1,168,327 | $1.32 億 | 0.56% | −5,774,012−83.2% | 減碼 |
| First Trust Advisors LP | 1,158,932 | $1.31 億 | 0.10% | +399,195+52.5% | 加碼 |
| Russell Investments Group, Ltd. | 1,074,635 | $1.22 億 | 0.13% | +248,751+30.1% | 加碼 |
| ProShare Advisors LLC | 1,056,004 | $1.20 億 | 0.21% | +309,939+41.5% | 加碼 |
| Nomura Asset Management International Inc. | 1,049,894 | $1.19 億 | 0.18% | +1,049,894 | 新進 |
| GF Fund Management Co. Ltd. | 1,019,069 | $1.16 億 | 1.98% | +226,027+28.5% | 加碼 |
| SRS Investment Management, LLC | 1,016,859 | $1.15 億 | 1.21% | −1,637,535−61.7% | 減碼 |
| Standard Life Aberdeen plc | 1,013,878 | $1.15 億 | 0.18% | −214,315−17.4% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 991,509 | $1.12 億 | 59.30% | −43,740−4.2% | 減碼 |
| Alliancebernstein L.P. | 927,794 | $1.05 億 | 0.03% | −65,896−6.6% | 減碼 |
| Walleye Trading LLC | 885,812 | $1.00 億 | 1.62% | +885,812 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 860,912 | $9,965 萬 | 0.07% | +42,973+5.3% | 加碼 |
| Green Court Capital Management Ltd | 856,958 | $9,948 萬 | 38.25% | −203,842−19.2% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 863,016 | $9,786 萬 | 1.93% | +58,962+7.3% | 加碼 |
| Anatole Investment Management Ltd | 837,433 | $9,496 萬 | 15.83% | +837,433 | 新進 |
| Wellington Management Group LLP | 810,863 | $9,194 萬 | 0.02% | −83,688−9.4% | 減碼 |
| Franklin Resources Inc | 802,538 | $9,100 萬 | 0.02% | +121,206+17.8% | 加碼 |
| Lazard Asset Management LLC | 784,898 | $8,900 萬 | 0.15% | +66,942+9.3% | 加碼 |
| Cederberg Capital Ltd | 755,900 | $8,571 萬 | 27.83% | 00.0% | 不變 |
| LMR Partners LLP | 733,647 | $8,319 萬 | 0.80% | +616,565+526.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $8,277 萬 | 0.15% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 710,731 | $8,059 萬 | 0.14% | +189,755+36.4% | 加碼 |
| Royal London Asset Management Ltd | 696,172 | $7,894 萬 | 0.17% | +7,800+1.1% | 加碼 |
| Allianz Asset Management GmbH | 691,141 | $7,837 萬 | 0.09% | +148,342+27.3% | 加碼 |
| Royal Bank of Canada | 672,008 | $7,620 萬 | 0.01% | −213,784−24.1% | 減碼 |
| Susquehanna International Group, LLP | 666,594 | $7,559 萬 | 0.10% | −2,572,633−79.4% | 減碼 |
| Barings LLC | 654,567 | $7,422 萬 | 1.37% | +115,567+21.4% | 加碼 |
| Aviva PLC | 641,018 | $7,269 萬 | 0.12% | −11,431−1.8% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 625,807 | $7,096 萬 | 14.79% | +6,694+1.1% | 加碼 |
| True Light Capital Pte. Ltd. | 602,262 | $6,829 萬 | 30.82% | +602,262 | 新進 |
| Brilliance Asset Management Ltd | 595,174 | $6,749 萬 | 26.49% | +595,174 | 新進 |
| Polar Capital Holdings Plc | 577,391 | $6,547 萬 | 0.30% | +21,493+3.9% | 加碼 |
| Fisher Asset Management, LLC | 573,184 | $6,499 萬 | 0.02% | −2,760−0.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 556,693 | $6,444 萬 | 0.10% | +545,088+4,697.0% | 加碼 |
| Korea Investment CORP | 554,687 | $6,290 萬 | 0.12% | +8,800+1.6% | 加碼 |
| Great West Life Assurance Co | 548,649 | $6,220 萬 | 0.11% | −360,024−39.6% | 減碼 |
| Man Group plc | 533,660 | $6,051 萬 | 0.12% | +518,879+3,510.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 526,998 | $5,976 萬 | 0.09% | −35,417−6.3% | 減碼 |