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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 31,101 | $317.8 萬 | 0.03% | −696−2.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 31,996 | $326.9 萬 | 0.00% | +14,292+80.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 32,489 | $332.0 萬 | 0.25% | −7,563−18.9% | 減碼 |
| Titan Wealth (CI) Ltd | 33,024 | $337.4 萬 | 1.46% | +33,024 | 新進 |
| Atom Investors LP | 33,616 | $343.5 萬 | 0.25% | +33,616 | 新進 |
| Ensign Peak Advisors, Inc | 34,000 | $347.4 萬 | 0.01% | −2,200−6.1% | 減碼 |
| Mawer Investment Management Ltd. | 34,390 | $351.4 萬 | 0.02% | 00.0% | 不變 |
| Freemont Capital Pte Ltd | 35,000 | $357.6 萬 | 0.07% | 00.0% | 不變 |
| Havemeyer Place LP | 35,074 | $358.4 萬 | 0.41% | +35,074 | 新進 |
| LPL Financial LLC | 35,139 | $359.1 萬 | 0.00% | −3,692−9.5% | 減碼 |
| Van Eck Associates Corp | 36,376 | $371.7 萬 | 0.00% | −184−0.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 37,500 | $383.2 萬 | 0.02% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 37,997 | $388.3 萬 | 0.06% | +5,138+15.6% | 加碼 |
| Optimas Capital Ltd | 38,413 | $392.5 萬 | 8.81% | −81,843−68.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 39,841 | $407.1 萬 | 0.00% | +4,004+11.2% | 加碼 |
| Capstone Capital Management Ltd | 41,868 | $427.8 萬 | 4.31% | +19,338+85.8% | 加碼 |
| Louisiana State Employees Retirement System | 43,900 | $448.6 萬 | 0.08% | −800−1.8% | 減碼 |
| AIA Group Ltd | 45,358 | $463.5 萬 | 0.07% | +9,820+27.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 46,461 | $474.7 萬 | 0.12% | +8,137+21.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,847 | $478.7 萬 | 0.04% | +1,002+2.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 47,795 | $488.4 萬 | 0.05% | −10,413−17.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 48,419 | $494.7 萬 | 0.09% | +48,419 | 新進 |
| Virtus Family Office LLC | 48,438 | $494.9 萬 | 4.22% | +11,304+30.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 48,940 | $500.1 萬 | 0.03% | −4,279−8.0% | 減碼 |
| Skopos Labs, Inc. | 49,618 | $507.0 萬 | 0.16% | +17,660+55.3% | 加碼 |
| Yong Rong (HK) Asset Management Ltd | 50,000 | $510.9 萬 | 2.34% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 50,390 | $514.9 萬 | 1.13% | −14,527−22.4% | 減碼 |
| Seldon Capital LP | 50,559 | $516.6 萬 | 1.90% | +2,333+4.8% | 加碼 |
| New York State Common Retirement Fund | 51,300 | $524.2 萬 | 0.01% | −17,934−25.9% | 減碼 |
| Saba Capital Management, L.P. | 51,870 | $530.0 萬 | 0.17% | +15,552+42.8% | 加碼 |
| Walleye Capital LLC | 52,497 | $536.4 萬 | 0.03% | −20,719−28.3% | 減碼 |
| Squarepoint Ops LLC | 52,676 | $538.2 萬 | 0.01% | +48,766+1,247.2% | 加碼 |
| Yarbrough Capital, LLC | 53,202 | $543.6 萬 | 0.19% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 53,971 | $551.5 萬 | 0.12% | +20,100+59.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,660 | $558.5 萬 | 0.03% | −3,457−5.9% | 減碼 |
| Crake Asset Management LLP | 55,000 | $562.0 萬 | 0.20% | +9,000+19.6% | 加碼 |
| Thrivent Financial for Lutherans | 55,267 | $564.7 萬 | 0.01% | +10,776+24.2% | 加碼 |
| Comgest Global Investors S.A.S. | 55,752 | $569.7 萬 | 0.12% | 00.0% | 不變 |
| CastleKnight Management LP | 56,700 | $579.4 萬 | 0.27% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 57,459 | $587.1 萬 | 0.04% | +57,459 | 新進 |
| Boston Partners | 59,347 | $606.4 萬 | 0.01% | +59,347 | 新進 |
| Prudential Financial Inc | 60,222 | $615.3 萬 | 0.01% | −762−1.2% | 減碼 |
| Omers Administration Corp | 61,405 | $627.4 萬 | 0.04% | +33,600+120.8% | 加碼 |
| Bamco Inc | 61,948 | $633.0 萬 | 0.02% | −438−0.7% | 減碼 |
| Mediolanum International Funds Ltd | 65,218 | $641.9 萬 | 0.07% | +65,218 | 新進 |
| Rhumbline Advisers | 65,587 | $670.2 萬 | 0.01% | −7,179−9.9% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 65,946 | $673.8 萬 | 1.58% | −559,861−89.5% | 減碼 |
| La Banque Postale Asset Management SA | 66,000 | $674.4 萬 | 0.09% | +7,000+11.9% | 加碼 |
| Janney Montgomery Scott LLC | 66,375 | $678.2 萬 | 0.02% | +66,375 | 新進 |
| Macquarie Group Ltd | 66,544 | $679.9 萬 | 0.04% | −33,879−33.7% | 減碼 |
| Antipodes Partners Ltd | 66,765 | $682.2 萬 | 0.13% | −31,379−32.0% | 減碼 |
| Rakuten Investment Management, Inc. | 71,371 | $702.4 萬 | 0.01% | +8,683+13.9% | 加碼 |
| Quantinno Capital Management LP | 70,160 | $716.9 萬 | 0.01% | +17,451+33.1% | 加碼 |
| Vontobel Holding Ltd. | 70,562 | $721.0 萬 | 0.02% | +29,775+73.0% | 加碼 |
| Alliancebernstein L.P. | 65,067 | $737.8 萬 | 0.00% | −862,727−93.0% | 減碼 |
| ABS Direct Equity Fund LLC | 75,800 | $748.6 萬 | 5.72% | +18,270+31.8% | 加碼 |
| TD Asset Management Inc | 73,430 | $750.3 萬 | 0.01% | −13,220−15.3% | 減碼 |
| Shelton Capital Management | 74,062 | $756.8 萬 | 0.17% | −2,102−2.8% | 減碼 |
| Step Capital Management Pte. Ltd. | 75,000 | $766.4 萬 | 3.08% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 75,408 | $770.5 萬 | 0.06% | +405+0.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 76,386 | $780.5 萬 | 0.03% | +26,281+52.5% | 加碼 |
| Brinker Capital Investments, LLC | 78,039 | $797.4 萬 | 0.07% | +438+0.6% | 加碼 |
| Platinum Investment Management Ltd | 78,445 | $801.6 萬 | 2.02% | 00.0% | 不變 |
| Panagora Asset Management Inc | 80,742 | $825.0 萬 | 0.03% | −43,154−34.8% | 減碼 |
| FACT Capital, LP | 81,435 | $832.1 萬 | 5.53% | +8,279+11.3% | 加碼 |
| Profund Advisors LLC | 82,749 | $845.5 萬 | 0.31% | −11,542−12.2% | 減碼 |
| Nearwater Capital Markets, Ltd | 83,100 | $849.1 萬 | 0.20% | 00.0% | 不變 |
| Siren, L.L.C. | 83,401 | $852.2 萬 | 0.24% | +20,000+31.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 83,999 | $858.3 萬 | 0.07% | 00.0% | 不變 |
| Group One Trading, L.P. | 84,414 | $862.5 萬 | 0.28% | +84,414 | 新進 |
| iA Global Asset Management Inc. | 85,201 | $870.6 萬 | 0.12% | −5,462−6.0% | 減碼 |
| Ci Investments Inc. | 88,167 | $900.9 萬 | 0.04% | +79,183+881.4% | 加碼 |
| Creative Planning | 88,702 | $906.4 萬 | 0.01% | +44,093+98.8% | 加碼 |
| DnB Asset Management AS | 89,229 | $911.7 萬 | 0.03% | +22,447+33.6% | 加碼 |
| Toroso Investments, LLC | 90,383 | $954.0 萬 | 0.03% | −6,146−6.4% | 減碼 |
| XTX Topco Ltd | 93,767 | $958.1 萬 | 0.17% | +93,767 | 新進 |
| Alpine Investment Management Ltd | 94,336 | $963.9 萬 | 4.68% | −211,862−69.2% | 減碼 |
| Parus Finance (UK) Ltd | 94,543 | $966.0 萬 | 2.89% | −17,963−16.0% | 減碼 |
| Union Bancaire Privee, UBP SA | 109,760 | $981.0 萬 | 0.18% | +22,531+25.8% | 加碼 |
| Abu Dhabi Investment Council Co P.J.S.C | 94,142 | $1,011 萬 | 1.05% | +94,142 | 新進 |
| Leonteq Securities AG | 99,141 | $1,013 萬 | 0.61% | +41,298+71.4% | 加碼 |
| Daiwa Securities Group Inc. | 99,600 | $1,018 萬 | 0.03% | +22,725+29.6% | 加碼 |
| Old Mission Capital LLC | 100,149 | $1,023 萬 | 0.24% | +95,712+2,157.1% | 加碼 |
| Eurizon Capital SGR S.p.A. | 104,372 | $1,066 萬 | 0.03% | +7,766+8.0% | 加碼 |
| Nissay Asset Management Corp | 112,450 | $1,149 萬 | 0.06% | +4,683+4.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 113,100 | $1,156 萬 | 0.06% | −26,700−19.1% | 減碼 |
| Orland Properties Ltd | 113,835 | $1,163 萬 | 4.36% | −25,000−18.0% | 減碼 |
| Oasis Management Co Ltd. | 114,000 | $1,165 萬 | 1.39% | +114,000 | 新進 |
| Danske Bank A/S | 117,512 | $1,201 萬 | 0.03% | +8,400+7.7% | 加碼 |
| Rafferty Asset Management, LLC | 118,381 | $1,210 萬 | 0.05% | +6,357+5.7% | 加碼 |
| Asset Management One Co.,Ltd. | 118,698 | $1,213 萬 | 0.04% | +189+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 127,046 | $1,298 萬 | 0.06% | +34,616+37.5% | 加碼 |
| Guggenheim Capital LLC | 129,461 | $1,323 萬 | 0.11% | −30,088−18.9% | 減碼 |
| Nomura Asset Management Co Ltd | 132,147 | $1,350 萬 | 0.03% | +3,261+2.5% | 加碼 |
| Wells Fargo & Company | 133,553 | $1,365 萬 | 0.00% | −1,963−1.4% | 減碼 |
| HRT Financial LP | 134,871 | $1,378 萬 | 0.03% | +134,871 | 新進 |
| LSV Asset Management | 136,900 | $1,399 萬 | 0.03% | +136,900 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 139,939 | $1,430 萬 | 0.07% | +2,609+1.9% | 加碼 |
| Public Employees Retirement System of Ohio | 145,453 | $1,486 萬 | 0.05% | −52,258−26.4% | 減碼 |
| Himension Fund | 145,939 | $1,491 萬 | 1.15% | +18,127+14.2% | 加碼 |