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。
2026 年第 1 季 13F 持有人
PDD Holdings Inc. 在 2026/3/31 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
- 568
- 較 2025 年第 4 季 +7 家
- 持有股數
- 4.25 億
- 較 2025 年第 4 季 +2,981 萬 (+7.5%)
- 總市值
- $433.8 億
- 較 2025 年第 4 季 −$14.2 億 (−3.2%)
- 新進機構
- 79
- 另有 224 家加碼
- 清倉機構
- 72
- 另有 192 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 39,408,032 | $40.3 億 | 0.07% | +255,880+0.7% | 加碼 |
| Baillie Gifford & Co | 28,353,099 | $29.0 億 | 2.96% | −2,679,224−8.6% | 減碼 |
| Vanguard Capital Management LLC | 24,125,658 | $24.7 億 | 0.06% | +24,125,658 | 新進 |
| Invesco Ltd. | 20,498,425 | $20.9 億 | 0.20% | −666,950−3.2% | 減碼 |
| H&H International Investment, LLC大師H&H 國際投資 | 19,748,294 | $20.2 億 | 10.09% | +8,211,600+71.2% | 加碼 |
| State Street Corp | 12,033,697 | $12.3 億 | 0.04% | −223,663−1.8% | 減碼 |
| SC China Holding Ltd | 11,348,426 | $11.4 億 | 75.36% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 9,705,935 | $9.92 億 | 0.13% | +879,184+10.0% | 加碼 |
| NetEase, Inc. | 8,866,480 | $9.06 億 | 96.95% | +5,310,992+149.4% | 加碼 |
| SC US (TTGP), Ltd. | 8,841,576 | $9.03 億 | 9.77% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 8,583,003 | $8.77 億 | 0.18% | +8,582,611+2,189,441.6% | 加碼 |
| First Beijing Investment Ltd | 8,149,162 | $8.33 億 | 35.91% | +1,366,207+20.1% | 加碼 |
| Sanders Capital, LLC | 8,091,801 | $8.27 億 | 0.99% | −20,526−0.3% | 減碼 |
| JPMorgan Chase & Co | 7,910,837 | $7.79 億 | 0.05% | +2,842,099+56.1% | 加碼 |
| Morgan Stanley | 7,388,892 | $7.55 億 | 0.05% | +1,440,046+24.2% | 加碼 |
| FIL Ltd | 6,849,271 | $7.00 億 | 0.54% | +333,229+5.1% | 加碼 |
| Geode Capital Management, LLC | 6,852,927 | $6.96 億 | 0.04% | +93,147+1.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 6,519,805 | $6.66 億 | 0.17% | +6,519,805 | 新進 |
| SG Americas Securities, LLC | 6,301,820 | $6.44 億 | 0.71% | +3,063,694+94.6% | 加碼 |
| FMR LLC | 6,301,704 | $6.44 億 | 0.03% | −8,296,054−56.8% | 減碼 |
| Krane Funds Advisors LLC | 5,733,184 | $5.82 億 | 23.88% | −664,776−10.4% | 減碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 5,103,804 | $5.22 億 | 13.45% | +1,135,534+28.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 4,926,061 | $5.03 億 | 1.69% | +243,167+5.2% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 4,608,000 | $4.71 億 | 14.71% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 4,593,053 | $4.69 億 | 13.94% | +4,593,053 | 新進 |
| BNP Paribas Arbitrage, SA | 4,554,257 | $4.65 億 | 0.31% | −592,316−11.5% | 減碼 |
| Dodge & Cox | 4,537,600 | $4.64 億 | 0.25% | +97,800+2.2% | 加碼 |
| Legal & General Group Plc | 4,248,046 | $4.34 億 | 0.10% | +100,582+2.4% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 4,165,029 | $4.26 億 | 25.44% | −6,556,371−61.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,737,229 | $3.81 億 | 0.08% | +252,537+7.2% | 加碼 |
| HSBC Holdings PLC | 3,583,390 | $3.66 億 | 0.22% | −1,085,962−23.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,565,421 | $3.64 億 | 0.90% | +397,611+12.6% | 加碼 |
| Price T Rowe Associates Inc | 3,361,501 | $3.43 億 | 0.04% | +98,547+3.0% | 加碼 |
| Northern Trust Corp | 3,161,546 | $3.23 億 | 0.04% | −28,053−0.9% | 減碼 |
| Schroder Investment Management Group | 2,986,687 | $3.05 億 | 0.25% | −1,151,170−27.8% | 減碼 |
| Bank of America Corp | 2,586,508 | $2.64 億 | 0.02% | −471,236−15.4% | 減碼 |
| UBS Group AG | 2,501,539 | $2.56 億 | 0.05% | −1,646,651−39.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,492,893 | $2.55 億 | 0.36% | +706,957+39.6% | 加碼 |
| Vanguard Asset Management, Ltd | 2,307,468 | $2.36 億 | 0.20% | +2,307,468 | 新進 |
| Barclays PLC | 2,259,963 | $2.31 億 | 0.08% | −400,152−15.0% | 減碼 |
| Assenagon Asset Management S.A. | 2,193,918 | $2.24 億 | 0.36% | −4,534,991−67.4% | 減碼 |
| Perseverance Asset Management International | 2,161,676 | $2.21 億 | 24.30% | +199,584+10.2% | 加碼 |
| Capital International Investors | 2,104,051 | $2.15 億 | 0.05% | −2,594,604−55.2% | 減碼 |
| American Century Companies Inc | 2,089,680 | $2.14 億 | 0.11% | +867,032+70.9% | 加碼 |
| Triata Capital Ltd | 2,082,327 | $2.13 億 | 38.56% | −475,373−18.6% | 減碼 |
| Deutsche Bank AG | 2,000,494 | $2.04 億 | 0.07% | −775,583−27.9% | 減碼 |
| National Bank of Canada | 1,860,691 | $1.90 億 | 0.19% | +432,098+30.2% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 1,749,029 | $1.79 億 | 81.52% | 00.0% | 不變 |
| Orbis Allan Gray Ltd | 1,744,048 | $1.78 億 | 0.75% | +575,721+49.3% | 加碼 |
| Massachusetts Financial Services Co | 1,748,238 | $1.76 億 | 0.06% | +488,326+38.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,702,166 | $1.74 億 | 0.11% | +19,972+1.2% | 加碼 |
| Citigroup Inc | 1,662,588 | $1.70 億 | 0.11% | +118,772+7.7% | 加碼 |
| Prudential PLC | 1,620,578 | $1.66 億 | 1.26% | −130,517−7.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,609,370 | $1.64 億 | 0.27% | +898,639+126.4% | 加碼 |
| Susquehanna International Group, LLP | 1,506,402 | $1.54 億 | 0.20% | +839,808+126.0% | 加碼 |
| Charles Schwab Investment Management Inc | 1,438,530 | $1.47 億 | 0.02% | +189,217+15.1% | 加碼 |
| Bank of New York Mellon Corp | 1,436,518 | $1.47 億 | 0.03% | −51,556−3.5% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,385,004 | $1.42 億 | 81.80% | −249,073−15.2% | 減碼 |
| Swiss National Bank | 1,372,744 | $1.40 億 | 0.08% | −179,900−11.6% | 減碼 |
| Boundless Plain Holdings Ltd | 1,294,753 | $1.32 億 | 43.57% | 00.0% | 不變 |
| California Public Employees Retirement System | 1,265,353 | $1.29 億 | 0.08% | +69,531+5.8% | 加碼 |
| Nuveen, LLC | 1,234,912 | $1.26 億 | 0.03% | −452,491−26.8% | 減碼 |
| First Trust Advisors LP | 1,196,946 | $1.22 億 | 0.09% | +38,014+3.3% | 加碼 |
| AustralianSuper Pty Ltd | 1,173,300 | $1.20 億 | 0.62% | +1,094,100+1,381.4% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 1,145,409 | $1.17 億 | 65.78% | +153,900+15.5% | 加碼 |
| Renaissance Technologies LLC | 1,112,700 | $1.14 億 | 0.18% | +838,800+306.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,017,683 | $1.04 億 | 0.24% | +800,918+369.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 942,174 | $9,627 萬 | 0.06% | +81,262+9.4% | 加碼 |
| Nomura Asset Management International Inc. | 938,402 | $9,589 萬 | 0.16% | −111,492−10.6% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 900,000 | $9,196 萬 | 1.55% | −875,000−49.3% | 減碼 |
| Pictet Asset Management Holding SA | 899,487 | $9,191 萬 | 0.10% | −332,345−27.0% | 減碼 |
| Citadel Advisors LLC | 894,578 | $9,141 萬 | 0.06% | +579,316+183.8% | 加碼 |
| Russell Investments Group, Ltd. | 896,580 | $9,048 萬 | 0.10% | −178,055−16.6% | 減碼 |
| ProShare Advisors LLC | 869,588 | $8,885 萬 | 0.13% | −186,416−17.7% | 減碼 |
| Standard Life Aberdeen plc | 846,526 | $8,650 萬 | 0.14% | −167,352−16.5% | 減碼 |
| GF Fund Management Co. Ltd. | 830,784 | $8,489 萬 | 1.42% | −188,285−18.5% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 812,916 | $8,306 萬 | 1.90% | −50,100−5.8% | 減碼 |
| Lazard Asset Management LLC | 804,411 | $8,219 萬 | 0.14% | +19,513+2.5% | 加碼 |
| Royal London Asset Management Ltd | 734,072 | $7,501 萬 | 0.16% | +37,900+5.4% | 加碼 |
| Brilliance Asset Management Ltd | 704,489 | $7,198 萬 | 21.23% | +109,315+18.4% | 加碼 |
| USS Investment Management Ltd | 697,636 | $7,129 萬 | 0.30% | +322,560+86.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 685,841 | $6,980 萬 | 0.12% | +129,148+23.2% | 加碼 |
| Franklin Resources Inc | 677,701 | $6,925 萬 | 0.02% | −124,837−15.6% | 減碼 |
| Aviva PLC | 650,733 | $6,649 萬 | 0.11% | +9,715+1.5% | 加碼 |
| Barings LLC | 649,229 | $6,634 萬 | 1.07% | −5,338−0.8% | 減碼 |
| True Light Capital Pte. Ltd. | 626,300 | $6,400 萬 | 32.34% | +24,038+4.0% | 加碼 |
| Walleye Trading LLC | 610,643 | $6,240 萬 | 1.28% | −275,169−31.1% | 減碼 |
| Polar Capital Holdings Plc | 603,005 | $6,162 萬 | 0.27% | +25,614+4.4% | 加碼 |
| SEI Investments Co | 593,182 | $6,061 萬 | 0.06% | +143,496+31.9% | 加碼 |
| Korea Investment CORP | 582,587 | $5,953 萬 | 0.12% | +27,900+5.0% | 加碼 |
| Fisher Asset Management, LLC | 579,831 | $5,925 萬 | 0.02% | +6,647+1.2% | 加碼 |
| Great West Life Assurance Co | 558,450 | $5,719 萬 | 0.10% | +9,801+1.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 523,959 | $5,354 萬 | 0.07% | −3,039−0.6% | 減碼 |
| Carrhae Capital LLP | 515,274 | $5,265 萬 | 3.72% | +292,620+131.4% | 加碼 |
| Anatole Investment Management Ltd | 502,925 | $5,139 萬 | 7.17% | −334,508−39.9% | 減碼 |
| Franchise GP Ltd | 497,860 | $5,087 萬 | 18.71% | +195,400+64.6% | 加碼 |
| Kora Management LP | 490,650 | $5,013 萬 | 7.15% | 00.0% | 不變 |
| Wellington Management Group LLP | 484,518 | $4,951 萬 | 0.01% | −326,345−40.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 482,241 | $4,927 萬 | 2.10% | +59,978+14.2% | 加碼 |
| KBC Group NV | 481,118 | $4,916 萬 | 0.12% | +241,994+101.2% | 加碼 |