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 | 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 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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 136,375 | $1,546 萬 | 0.38% | +136,375 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 137,330 | $1,557 萬 | 0.08% | +7,210+5.5% | 加碼 |
| Orland Properties Ltd | 138,835 | $1,574 萬 | 2.95% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 139,800 | $1,585 萬 | 0.08% | −35,200−20.1% | 減碼 |
| MY.Alpha Management HK Advisors Ltd | 145,263 | $1,647 萬 | 8.84% | +145,263 | 新進 |
| CIBC Asset Management Inc | 150,924 | $1,711 萬 | 0.04% | +8,813+6.2% | 加碼 |
| Tudor Investment Corp Et Al | 151,348 | $1,716 萬 | 0.09% | +19,576+14.9% | 加碼 |
| Guggenheim Capital LLC | 159,549 | $1,809 萬 | 0.13% | +4,653+3.0% | 加碼 |
| Tairen Capital Ltd | 177,200 | $2,009 萬 | 2.09% | +169,200+2,115.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 179,539 | $2,038 萬 | 0.10% | −8,408−4.5% | 減碼 |
| Jupiter Asset Management Ltd | 180,704 | $2,049 萬 | 0.16% | +158,704+721.4% | 加碼 |
| KLP Kapitalforvaltning AS | 181,400 | $2,057 萬 | 0.08% | +13,200+7.8% | 加碼 |
| Panview Capital Ltd | 181,680 | $2,060 萬 | 7.40% | +56,680+45.3% | 加碼 |
| Yunqi Capital Ltd | 185,100 | $2,099 萬 | 16.74% | +40,300+27.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 187,904 | $2,131 萬 | 0.66% | +187,904 | 新進 |
| National Pension Service | 196,838 | $2,232 萬 | 0.02% | +17,375+9.7% | 加碼 |
| Public Employees Retirement System of Ohio | 197,711 | $2,242 萬 | 0.07% | −25,784−11.5% | 減碼 |
| Marex Group plc | 199,627 | $2,264 萬 | 0.25% | −33,346−14.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 210,660 | $2,389 萬 | 0.18% | −3,200−1.5% | 減碼 |
| Jennison Associates LLC | 213,348 | $2,419 萬 | 0.01% | +213,348 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 216,765 | $2,458 萬 | 0.06% | −82,240−27.5% | 減碼 |
| Cable Car Capital LLC | 220,000 | $2,495 萬 | 1.55% | +220,000 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 221,109 | $2,507 萬 | 0.22% | +41,934+23.4% | 加碼 |
| Global X Japan Co., Ltd. | 222,147 | $2,519 萬 | 1.92% | +59,896+36.9% | 加碼 |
| Carrhae Capital LLP | 222,654 | $2,525 萬 | 1.68% | −164,270−42.5% | 減碼 |
| Voya Investment Management LLC | 225,227 | $2,554 萬 | 0.03% | +42,013+22.9% | 加碼 |
| WCM Investment Management, LLC | 228,515 | $2,601 萬 | 0.05% | +34,730+17.9% | 加碼 |
| KBC Group NV | 239,124 | $2,711 萬 | 0.06% | +41,272+20.9% | 加碼 |
| Credit Agricole S A | 239,796 | $2,719 萬 | 0.07% | +59,154+32.7% | 加碼 |
| Exchange Traded Concepts, LLC | 242,722 | $2,752 萬 | 0.23% | +22,169+10.1% | 加碼 |
| Ameriprise Financial Inc | 253,111 | $2,870 萬 | 0.01% | −419,840−62.4% | 減碼 |
| Headwater Capital Co Ltd | 260,000 | $2,948 萬 | 6.13% | +110,000+73.3% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 292,834 | $3,029 萬 | 12.66% | +4,182+1.4% | 加碼 |
| Renaissance Technologies LLC | 273,900 | $3,106 萬 | 0.05% | +109,500+66.6% | 加碼 |
| British Columbia Investment Management Corp | 275,000 | $3,118 萬 | 0.16% | −1,500−0.5% | 減碼 |
| NEOS Investment Management LLC | 279,363 | $3,168 萬 | 0.18% | +75,007+36.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 286,726 | $3,251 萬 | 0.07% | +88,546+44.7% | 加碼 |
| Handelsbanken Fonder AB | 289,419 | $3,282 萬 | 0.10% | +27,241+10.4% | 加碼 |
| Franchise GP Ltd | 302,460 | $3,430 萬 | 39.93% | +302,460 | 新進 |
| Arrowstreet Capital, Limited Partnership | 305,410 | $3,463 萬 | 0.02% | −1,182,356−79.5% | 減碼 |
| Alpine Investment Management Ltd | 306,198 | $3,472 萬 | 15.60% | +306,198 | 新進 |
| Maple Rock Capital Partners Inc. | 306,641 | $3,477 萬 | 1.15% | −212,300−40.9% | 減碼 |
| California State Teachers Retirement System | 309,209 | $3,506 萬 | 0.04% | −16,165−5.0% | 減碼 |
| Todd Asset Management LLC | 312,283 | $3,541 萬 | 0.69% | −6,152−1.9% | 減碼 |
| Citadel Advisors LLC | 315,262 | $3,575 萬 | 0.02% | −1,028,796−76.5% | 減碼 |
| APG Asset Management N.V. | 380,428 | $3,673 萬 | 0.10% | +2,900+0.8% | 加碼 |
| M&G Plc | 325,505 | $3,678 萬 | 0.19% | −1000.0% | 減碼 |
| Victory Capital Management Inc | 333,281 | $3,779 萬 | 0.02% | +6,951+2.1% | 加碼 |
| Balyasny Asset Management LLC | 335,433 | $3,803 萬 | 0.07% | −103,201−23.5% | 減碼 |
| TB Alternative Assets Ltd. | 340,228 | $3,858 萬 | 6.32% | −5,660−1.6% | 減碼 |
| IMC-Chicago, LLC | 347,618 | $3,942 萬 | 0.69% | +347,618 | 新進 |
| Bank of Montreal | 350,801 | $3,978 萬 | 0.02% | +95,822+37.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 364,337 | $4,131 萬 | 0.11% | +14,954+4.3% | 加碼 |
| Matthews International Capital Management LLC | 370,640 | $4,203 萬 | 12.76% | −123,162−24.9% | 減碼 |
| Causeway Capital Management LLC | 371,241 | $4,210 萬 | 0.58% | +61,600+19.9% | 加碼 |
| USS Investment Management Ltd | 375,076 | $4,252 萬 | 0.21% | −96,978−20.5% | 減碼 |
| Polymer Capital Management (HK) LTD | 378,574 | $4,293 萬 | 6.68% | +196,390+107.8% | 加碼 |
| Millennium Management LLC | 382,550 | $4,338 萬 | 0.03% | +218,296+132.9% | 加碼 |
| Nomura Holdings Inc | 384,271 | $4,357 萬 | 0.12% | +282,300+276.8% | 加碼 |
| Centiva Capital, LP | 400,000 | $4,536 萬 | 2.74% | +196,808+96.9% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 400,127 | $4,538 萬 | 1.25% | +31,563+8.6% | 加碼 |
| Capital International Inc | 409,537 | $4,644 萬 | 0.37% | +52,371+14.7% | 加碼 |
| Public Sector Pension Investment Board | 414,330 | $4,698 萬 | 0.16% | +2,400+0.6% | 加碼 |
| Punch Card Management L.P. | 415,004 | $4,706 萬 | 15.64% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 422,263 | $4,786 萬 | 1.80% | +26,154+6.6% | 加碼 |
| Mackenzie Financial Corp | 421,758 | $4,791 萬 | 0.06% | +50,368+13.6% | 加碼 |
| PEAK6 LLC | 435,042 | $4,933 萬 | 1.35% | +409,515+1,604.2% | 加碼 |
| Cat Rock Capital Management LP | 445,228 | $5,048 萬 | 7.24% | 00.0% | 不變 |
| SEI Investments Co | 449,686 | $5,099 萬 | 0.05% | +189,273+72.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 484,402 | $5,498 萬 | 0.05% | +239,062+97.4% | 加碼 |
| Kora Management LP | 490,650 | $5,563 萬 | 7.41% | −113,600−18.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 499,516 | $5,664 萬 | 0.07% | +132,448+36.1% | 加碼 |
| Charles-Lim Capital Ltd | 500,000 | $5,670 萬 | 15.38% | −100,000−16.7% | 減碼 |
| AnglePoint Asset Management Ltd | 513,112 | $5,818 萬 | 43.14% | +218,463+74.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 526,998 | $5,976 萬 | 0.09% | −35,417−6.3% | 減碼 |
| Man Group plc | 533,660 | $6,051 萬 | 0.12% | +518,879+3,510.4% | 加碼 |
| Great West Life Assurance Co | 548,649 | $6,220 萬 | 0.11% | −360,024−39.6% | 減碼 |
| Korea Investment CORP | 554,687 | $6,290 萬 | 0.12% | +8,800+1.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 556,693 | $6,444 萬 | 0.10% | +545,088+4,697.0% | 加碼 |
| Fisher Asset Management, LLC | 573,184 | $6,499 萬 | 0.02% | −2,760−0.5% | 減碼 |
| Polar Capital Holdings Plc | 577,391 | $6,547 萬 | 0.30% | +21,493+3.9% | 加碼 |
| Brilliance Asset Management Ltd | 595,174 | $6,749 萬 | 26.49% | +595,174 | 新進 |
| True Light Capital Pte. Ltd. | 602,262 | $6,829 萬 | 30.82% | +602,262 | 新進 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 625,807 | $7,096 萬 | 14.79% | +6,694+1.1% | 加碼 |
| Aviva PLC | 641,018 | $7,269 萬 | 0.12% | −11,431−1.8% | 減碼 |
| Barings LLC | 654,567 | $7,422 萬 | 1.37% | +115,567+21.4% | 加碼 |
| Susquehanna International Group, LLP | 666,594 | $7,559 萬 | 0.10% | −2,572,633−79.4% | 減碼 |
| Royal Bank of Canada | 672,008 | $7,620 萬 | 0.01% | −213,784−24.1% | 減碼 |
| Allianz Asset Management GmbH | 691,141 | $7,837 萬 | 0.09% | +148,342+27.3% | 加碼 |
| Royal London Asset Management Ltd | 696,172 | $7,894 萬 | 0.17% | +7,800+1.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 710,731 | $8,059 萬 | 0.14% | +189,755+36.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $8,277 萬 | 0.15% | 00.0% | 不變 |
| LMR Partners LLP | 733,647 | $8,319 萬 | 0.80% | +616,565+526.6% | 加碼 |
| Cederberg Capital Ltd | 755,900 | $8,571 萬 | 27.83% | 00.0% | 不變 |
| Lazard Asset Management LLC | 784,898 | $8,900 萬 | 0.15% | +66,942+9.3% | 加碼 |
| Franklin Resources Inc | 802,538 | $9,100 萬 | 0.02% | +121,206+17.8% | 加碼 |
| Wellington Management Group LLP | 810,863 | $9,194 萬 | 0.02% | −83,688−9.4% | 減碼 |
| Anatole Investment Management Ltd | 837,433 | $9,496 萬 | 15.83% | +837,433 | 新進 |
| Evergreen Quality Fund GP, Ltd. | 863,016 | $9,786 萬 | 1.93% | +58,962+7.3% | 加碼 |
| Green Court Capital Management Ltd | 856,958 | $9,948 萬 | 38.25% | −203,842−19.2% | 減碼 |