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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 季與 2025 年第 4 季比較

持有 PDD Holdings Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

PDD 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數57413568+7
股數4.38 億4,249 萬4.25 億+2,981 萬 (+7.5%)
市值$496.2 億$48.2 億$433.8 億−$14.2 億 (−3.2%)

13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(79 家)

2026 年第 1 季季末持有 PDD Holdings Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 PDD 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC24,125,658$24.7 億0.06%
Vanguard Fiduciary Trust Co6,519,805$6.66 億0.17%
E Fund Management Co., Ltd.4,593,053$4.69 億13.94%
Vanguard Asset Management, Ltd2,307,468$2.36 億0.20%
Two Sigma Investments, LP392,088$4,006 萬0.03%
Serenity Capital Management Pte. Ltd.360,000$3,678 萬8.88%
Tiger Pacific Capital LP271,524$2,774 萬12.94%
Vanguard Investments Australia, Ltd.162,669$1,662 萬0.05%
Ardmore Road Asset Management LP153,000$1,563 萬1.03%
LSV Asset Management136,900$1,399 萬0.03%
HRT Financial LP134,871$1,378 萬0.03%
Oasis Management Co Ltd.114,000$1,165 萬1.39%
Abu Dhabi Investment Council Co P.J.S.C94,142$1,011 萬1.05%
XTX Topco Ltd93,767$958.1 萬0.17%
Group One Trading, L.P.84,414$862.5 萬0.28%
Janney Montgomery Scott LLC66,375$678.2 萬0.02%
Mediolanum International Funds Ltd65,218$641.9 萬0.07%
Boston Partners59,347$606.4 萬0.01%
Capitolis Liquid Global Markets LLC57,459$587.1 萬0.04%
Y-Intercept (Hong Kong) Ltd48,419$494.7 萬0.09%
Havemeyer Place LP35,074$358.4 萬0.41%
Atom Investors LP33,616$343.5 萬0.25%
Titan Wealth (CI) Ltd33,024$337.4 萬1.46%
SIH Partners, LLLP27,686$282.9 萬0.09%
Stelac Advisory Services LLC27,445$280.1 萬0.57%
Los Angeles Capital Management LLC25,123$256.7 萬0.01%
LB Partners LLC22,000$224.8 萬2.02%
Numerai GP LLC21,728$222.0 萬0.22%
Limestone Investment Advisors LP21,679$221.5 萬1.09%
Ping Capital Management, Inc.20,500$209.5 萬0.81%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund20,200$206.4 萬0.04%
RBF Capital, LLC20,000$204.4 萬0.10%
Empowered Funds, LLC19,105$195.2 萬0.01%
Caitong International Asset Management Co., Ltd15,463$158.0 萬0.29%
HBK Investments L P13,752$140.5 萬0.02%
Maytus Capital Management, LLC12,789$130.7 萬0.23%
Main Management ETF Advisors, LLC11,087$113.3 萬0.04%
D. E. Shaw & Co., Inc.10,940$111.8 萬0.00%
Moon Capital Management LP9,868$100.8 萬0.61%
Titan Investment Solutions Ltd8,839$90.3 萬0.12%
Bridgefront Capital, LLC7,613$77.8 萬0.19%
Caption Management, LLC7,500$76.6 萬0.04%
Alphadyne Asset Management LP6,949$71.0 萬0.09%
HighVista Strategies LLC6,900$70.5 萬0.19%
Axq Capital, LP6,703$68.5 萬0.09%
LGT Fund Management Co Ltd.6,417$65.6 萬0.03%
Northwest & Ethical Investments L.P.5,680$58.0 萬0.01%
CIBC Bancorp USA Inc.5,570$56.9 萬0.00%
Raiffeisen Bank International AG5,687$56.0 萬0.01%
Caxton Associates LLP5,000$51.1 萬0.01%
Oaktree Capital Management LP大師橡樹資本4,823$49.3 萬0.01%
Captrust Financial Advisors4,684$47.9 萬0.00%
Institute for Wealth Management, LLC.4,092$41.8 萬0.04%
Mizuho Markets Americas LLC3,943$40.3 萬0.01%
Sanctuary Advisors, LLC3,698$37.8 萬0.00%
First Affirmative Financial Network3,695$37.8 萬0.15%
Oxford Asset Management LLP3,131$32.0 萬0.13%
Nolet Wealth Management, LLC2,762$28.2 萬0.16%
Resonant Capital Advisors, LLC2,483$25.4 萬0.01%
LGT Group Foundation2,400$24.5 萬0.00%
ClearAlpha Technologies LP2,394$24.5 萬0.50%
Timothy G. Youngquist 2020 Irrevocable Trust753$7.69 萬0.04%
FNY Investment Advisers, LLC600$6.10 萬0.03%
Wall Street Financial Group, Inc.315$3.22 萬0.02%
Mather Group, LLC.97$9,9110.00%
Pension & Wealth Management Advisors, Inc.65$6,6420.00%
JPL Wealth Management, LLC44$4,4970.00%
Capital Advisor Network LLC44$4,4960.01%
Intentional Wealth Strategies, LLC32$3,2700.00%
SHP Wealth Management29$2,9630.00%
Innovative Asset Advisors Group, LLC27$2,7590.00%
Dogwood Wealth Management LLC25$2,5540.00%
Versant Capital Management, Inc22$2,2480.00%
Dunhill Financial, LLC18$1,8800.00%
Essential Partners LLC14$1,4310.00%
WFA of San Diego, LLC10$1,0220.00%
Hilton Head Capital Partners, LLC5$5110.00%
Walsh & Associates, LLC2$2040.00%
Brevan Howard Capital Management LP180,500––

清倉機構(72 家)

2025 年第 4 季季末持有 PDD Holdings Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 PDD 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Aspex Management (HK) Ltd3,109,525$3.53 億
Dragoneer Investment Group, LLC1,835,428$2.08 億
SRS Investment Management, LLC1,016,859$1.15 億
APG Asset Management N.V.380,428$3,673 萬
Maple Rock Capital Partners Inc.306,641$3,477 萬
Cable Car Capital LLC220,000$2,495 萬
Jennison Associates LLC213,348$2,419 萬
Parallax Volatility Advisers, L.P.187,904$2,131 萬
Yunqi Capital Ltd185,100$2,099 萬
Panview Capital Ltd181,680$2,060 萬
Tairen Capital Ltd177,200$2,009 萬
MY.Alpha Management HK Advisors Ltd145,263$1,647 萬
Mirae Asset Securities (USA) Inc.100,247$1,137 萬
Bright Valley Capital Ltd72,600$823.2 萬
Clear Street Markets LLC64,117$727.0 萬
Hel Ved Capital Management Ltd38,637$438.1 萬
Liontrust Investment Partners LLP36,392$412.6 萬
Myriad Asset Management Advisors LLC35,106$398.1 萬
All-Stars Investment Ltd31,650$358.9 萬
Polen Capital Management LLC31,329$355.2 萬
AI-Squared Management Ltd27,143$307.8 萬
Engineers Gate Manager LP21,056$238.8 萬
Gsa Capital Partners LLP20,700$234.7 萬
Virtu Financial LLC18,338$207.9 萬
Bank of Nova Scotia16,662$188.9 萬
Keywise Capital Management (HK) Ltd16,500$187.1 萬
united american securities inc. (d/b/a uas asset management)15,000$170.1 萬
Simplex Trading, LLC14,795$167.8 萬
Central Asset Investments & Management Holdings (HK) Ltd14,083$159.7 萬
Credit Industriel Et Commercial10,849$123.0 萬
Tuttle Tactical Management8,866$100.5 萬
Sparta 24 Ltd.8,371$94.9 萬
Redwood Investment Management, LLC7,968$90.3 萬
Principal Financial Group Inc6,971$79.0 萬
RWC Asset Management LLP6,390$72.5 萬
QVT Financial LP6,042$68.5 萬
Headlands Technologies LLC5,974$67.7 萬
Exit Wealth Advisors, LLC.5,974$67.7 萬
CAPROCK Group, Inc.5,687$64.5 萬
Commons Capital, LLC5,600$63.5 萬
Hilltop Holdings Inc.5,504$62.4 萬
Myriad Asset Management US LP5,297$60.1 萬
Eurizon SLJ Capital Ltd5,139$58.3 萬
StepStone Group LP5,841$56.2 萬
Blair William & Co4,079$46.3 萬
MML Investors Services, LLC3,882$44.0 萬
Severin Investments, LLC3,209$36.4 萬
Encompass More Asset Management3,168$35.9 萬
Morningstar Investment Management LLC3,034$34.4 萬
Winton Group Ltd2,700$30.6 萬
Campbell & CO Investment Adviser LLC2,696$30.6 萬
Hamilton Capital, LLC2,441$27.7 萬
Focus Financial Network, Inc.2,174$24.7 萬
GTS Securities LLC2,079$23.6 萬
Agf Management Ltd2,030$23.0 萬
Evergreen Capital Management LLC1,922$21.8 萬
Resources Investment Advisors, LLC.1,889$21.4 萬
Lido Advisors, LLC1,638$21.4 萬
Victory Financial Group, LLC1,878$21.3 萬
Prime Capital Investment Advisors, LLC1,854$21.0 萬
Chung Wu Investment Group, LLC1,800$20.4 萬
Kestra Advisory Services, LLC564$6.40 萬
DV Trading LLC452$5.13 萬
Quarry LP57$6,463
Modus Advisors, LLC50$5,670
SageView Advisory Group, LLC47$5,330
Elyxium Wealth, LLC43$4,876
Bare Financial Services, Inc33$3,742
Signature Equity Partners, LLC18$2,041
AdvisorNet Financial, Inc17$1,928
Steigerwald, Gordon & Koch Inc.11$1,247
American National Bank5$567

尚未申報 2026 年第 1 季的機構(13 家)

2025 年第 4 季季末持有 PDD Holdings Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 PDD、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc32,810,630$37.2 億
Norges Bank9,396,292$10.7 億
Copos Capital S.a r.l.78,300$887.8 萬
Capitolis Liquid Global Markets LLC72,000$816.4 萬
Janney Capital Management LLC62,035$703.4 萬
CIBC World Markets Corp32,445$367.9 萬
UBS Oconnor LLC31,107$352.7 萬
STF Management LP3,392$38.5 萬
Global Retirement Partners, LLC1,389$15.7 萬
CIBC Private Wealth Group, LLC1,092$12.4 萬
Stephens Consulting, LLC1,000$11.3 萬
DV Equities, LLC954$10.8 萬
EMC Capital Management500$6.00 萬