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 |
|---|---|---|---|---|---|
| AustralianSuper Pty Ltd | 79,200 | $898.0 萬 | 0.04% | +37,778+91.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 87,229 | $893.8 萬 | 0.15% | +29,770+51.8% | 加碼 |
| Platinum Investment Management Ltd | 78,445 | $889.5 萬 | 2.06% | −10,064−11.4% | 減碼 |
| Copos Capital S.a r.l. | 78,300 | $887.8 萬 | 6.20% | +78,300 | 新進 |
| Brinker Capital Investments, LLC | 77,601 | $879.9 萬 | 0.06% | +32,339+71.4% | 加碼 |
| Daiwa Securities Group Inc. | 76,875 | $871.7 萬 | 0.03% | +6,590+9.4% | 加碼 |
| Shelton Capital Management | 76,164 | $863.6 萬 | 0.17% | +6,884+9.9% | 加碼 |
| IFM Investors Pty Ltd | 75,003 | $850.5 萬 | 0.07% | +2,981+4.1% | 加碼 |
| Step Capital Management Pte. Ltd. | 75,000 | $850.4 萬 | 4.49% | +75,000 | 新進 |
| Walleye Capital LLC | 73,216 | $830.2 萬 | 0.05% | −65,860−47.4% | 減碼 |
| FACT Capital, LP | 73,156 | $829.5 萬 | 4.64% | +12,230+20.1% | 加碼 |
| Rhumbline Advisers | 72,766 | $825.1 萬 | 0.01% | −3,437−4.5% | 減碼 |
| Bright Valley Capital Ltd | 72,600 | $823.2 萬 | 5.58% | +72,600 | 新進 |
| Capitolis Liquid Global Markets LLC | 72,000 | $816.4 萬 | 0.05% | −4,000−5.3% | 減碼 |
| New York State Common Retirement Fund | 69,234 | $785.0 萬 | 0.01% | −14,412−17.2% | 減碼 |
| Banco BTG Pactual S.A. | 68,967 | $782.0 萬 | 1.39% | +39,635+135.1% | 加碼 |
| DnB Asset Management AS | 66,782 | $757.2 萬 | 0.03% | +7,682+13.0% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 64,917 | $736.1 萬 | 1.63% | +36,122+125.4% | 加碼 |
| Clear Street Markets LLC | 64,117 | $727.0 萬 | 1.30% | +64,117 | 新進 |
| CMT Capital Markets Trading GmbH | 63,508 | $720.1 萬 | 4.77% | +3,574+6.0% | 加碼 |
| Siren, L.L.C. | 63,401 | $718.9 萬 | 0.21% | +20,000+46.1% | 加碼 |
| Rakuten Investment Management, Inc. | 62,688 | $715.6 萬 | 0.02% | −75,855−54.8% | 減碼 |
| Marathon Trading Investment Management LLC | 62,986 | $714.2 萬 | 0.85% | +23,100+57.9% | 加碼 |
| Bamco Inc | 62,386 | $707.4 萬 | 0.02% | 00.0% | 不變 |
| Janney Capital Management LLC | 62,035 | $703.4 萬 | 0.44% | −4,640−7.0% | 減碼 |
| Prudential Financial Inc | 60,984 | $694.1 萬 | 0.01% | +5,058+9.0% | 加碼 |
| La Banque Postale Asset Management SA | 59,000 | $669.0 萬 | 0.08% | +59,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 58,208 | $660.0 萬 | 0.06% | +30,945+113.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,117 | $659.0 萬 | 0.03% | 00.0% | 不變 |
| Leonteq Securities AG | 57,843 | $655.9 萬 | 0.35% | +30,972+115.3% | 加碼 |
| ABS Direct Equity Fund LLC | 57,530 | $652.3 萬 | 7.76% | +14,497+33.7% | 加碼 |
| Vident Advisory, LLC | 57,280 | $649.5 萬 | 0.06% | +36,243+172.3% | 加碼 |
| CastleKnight Management LP | 56,700 | $642.9 萬 | 0.37% | 00.0% | 不變 |
| Comgest Global Investors S.A.S. | 55,752 | $632.2 萬 | 0.11% | −757−1.3% | 減碼 |
| Jane Street Group, LLC | 55,066 | $624.4 萬 | 0.01% | −4,620,563−98.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 53,219 | $603.5 萬 | 0.03% | +1,764+3.4% | 加碼 |
| Yarbrough Capital, LLC | 53,202 | $603.3 萬 | 0.19% | 00.0% | 不變 |
| Quantinno Capital Management LP | 52,709 | $597.7 萬 | 0.01% | −857−1.6% | 減碼 |
| Quadrature Capital Ltd | 50,210 | $569.3 萬 | 0.06% | −178,544−78.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 50,105 | $568.1 萬 | 0.02% | +17,521+53.8% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 50,000 | $567.0 萬 | 1.73% | +50,000 | 新進 |
| Pacer Advisors, Inc. | 48,488 | $549.8 萬 | 0.01% | +1,964+4.2% | 加碼 |
| Seldon Capital LP | 48,226 | $546.8 萬 | 1.89% | −1,250−2.5% | 減碼 |
| Crake Asset Management LLP | 46,000 | $521.6 萬 | 0.20% | +46,000 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,845 | $519.8 萬 | 0.04% | −8,611−15.8% | 減碼 |
| Louisiana State Employees Retirement System | 44,700 | $506.9 萬 | 0.09% | −4,000−8.2% | 減碼 |
| Creative Planning | 44,609 | $505.8 萬 | 0.00% | −4,820−9.8% | 減碼 |
| Thrivent Financial for Lutherans | 44,491 | $504.5 萬 | 0.01% | +7,670+20.8% | 加碼 |
| STRS Ohio | 41,895 | $475.0 萬 | 0.02% | −60−0.1% | 減碼 |
| Raymond James Financial Inc | 40,947 | $464.3 萬 | 0.00% | +4,665+12.9% | 加碼 |
| Vontobel Holding Ltd. | 40,787 | $462.5 萬 | 0.02% | +366+0.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 40,370 | $457.8 萬 | 0.02% | +40,370 | 新進 |
| China Universal Asset Management Co., Ltd. | 40,052 | $454.1 萬 | 0.35% | +11,695+41.2% | 加碼 |
| LPL Financial LLC | 38,831 | $440.3 萬 | 0.00% | −1,241−3.1% | 減碼 |
| Hel Ved Capital Management Ltd | 38,637 | $438.1 萬 | 1.51% | +200+0.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 38,324 | $434.6 萬 | 0.11% | +29,408+329.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 37,500 | $425.2 萬 | 0.03% | +3,500+10.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 37,163 | $421.4 萬 | 0.06% | +4,000+12.1% | 加碼 |
| Virtus Family Office LLC | 37,134 | $421.1 萬 | 3.63% | +482+1.3% | 加碼 |
| Van Eck Associates Corp | 36,560 | $414.5 萬 | 0.00% | −5,180−12.4% | 減碼 |
| Liontrust Investment Partners LLP | 36,392 | $412.6 萬 | 0.06% | −41,895−53.5% | 減碼 |
| Saba Capital Management, L.P. | 36,318 | $411.8 萬 | 0.14% | +14,179+64.0% | 加碼 |
| Ensign Peak Advisors, Inc | 36,200 | $410.5 萬 | 0.01% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,837 | $406.4 萬 | 0.00% | −18,702−34.3% | 減碼 |
| AIA Group Ltd | 35,538 | $403.0 萬 | 0.06% | +35,538 | 新進 |
| Myriad Asset Management Advisors LLC | 35,106 | $398.1 萬 | 1.23% | +35,106 | 新進 |
| Freemont Capital Pte Ltd | 35,000 | $396.9 萬 | 0.09% | 00.0% | 不變 |
| Capula Management Ltd | 34,442 | $390.5 萬 | 0.03% | +33,442+3,344.2% | 加碼 |
| Mawer Investment Management Ltd. | 34,390 | $389.9 萬 | 0.02% | −100.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 33,871 | $384.1 萬 | 0.12% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 32,859 | $372.6 萬 | 0.05% | +7,631+30.2% | 加碼 |
| CIBC World Markets Corp | 32,445 | $367.9 萬 | 0.02% | +32,445 | 新進 |
| Skopos Labs, Inc. | 31,958 | $364.8 萬 | 0.17% | +24,468+326.7% | 加碼 |
| Verition Fund Management LLC | 31,797 | $360.5 萬 | 0.02% | −68,514−68.3% | 減碼 |
| All-Stars Investment Ltd | 31,650 | $358.9 萬 | 1.34% | −3,350−9.6% | 減碼 |
| Polen Capital Management LLC | 31,329 | $355.2 萬 | 0.02% | −31,954−50.5% | 減碼 |
| UBS Oconnor LLC | 31,107 | $352.7 萬 | 0.09% | −15,694−33.5% | 減碼 |
| Wexford Capital LP | 30,371 | $344.4 萬 | 0.89% | +30,040+9,075.5% | 加碼 |
| Parametrica Management Ltd | 29,230 | $331.4 萬 | 5.11% | +10,000+52.0% | 加碼 |
| Alps Advisors Inc | 29,033 | $329.2 萬 | 0.02% | −965−3.2% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 28,007 | $317.6 萬 | 0.18% | +2,085+8.0% | 加碼 |
| Amiral Gestion | 28,000 | $317.5 萬 | 1.17% | −25,000−47.2% | 減碼 |
| Nipun Capital, L.P. | 28,000 | $317.5 萬 | 1.45% | +11,100+65.7% | 加碼 |
| Omers Administration Corp | 27,805 | $315.3 萬 | 0.02% | +20,728+292.9% | 加碼 |
| Capital International Sarl | 27,738 | $314.5 萬 | 0.05% | +1,932+7.5% | 加碼 |
| Ssa Swiss Advisors AG | 27,445 | $312.5 萬 | 1.46% | 00.0% | 不變 |
| AI-Squared Management Ltd | 27,143 | $307.8 萬 | 3.57% | −153,365−85.0% | 減碼 |
| Norinchukin Bank, The | 25,317 | $287.1 萬 | 0.03% | +4,081+19.2% | 加碼 |
| PKO Investment Management Joint-Stock Co | 25,000 | $283.5 萬 | 0.23% | +10,000+66.7% | 加碼 |
| Turn8 Private Wealth Inc. | 24,446 | $277.2 萬 | 1.99% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 24,147 | $273.8 萬 | 0.08% | +1,871+8.4% | 加碼 |
| RWC Asset Advisors (US) LLC | 24,040 | $272.6 萬 | 0.52% | +24,040 | 新進 |
| Intech Investment Management LLC | 23,223 | $263.3 萬 | 0.02% | +2,993+14.8% | 加碼 |
| Capstone Capital Management Ltd | 22,530 | $255.5 萬 | 2.45% | +22,530 | 新進 |
| Veritas Asset Management LLP | 22,506 | $255.2 萬 | 0.03% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 22,459 | $254.7 萬 | 0.04% | −1,135−4.8% | 減碼 |
| GAM Holding AG | 22,196 | $251.7 萬 | 0.16% | −23,500−51.4% | 減碼 |
| Mariner, LLC | 22,092 | $250.6 萬 | 0.00% | +165+0.8% | 加碼 |
| Qtron Investments LLC | 21,373 | $242.3 萬 | 0.32% | −1,949−8.4% | 減碼 |
| Quadrant Capital Group LLC | 21,197 | $240.4 萬 | 0.07% | −39−0.2% | 減碼 |