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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 147,253 | $1,505 萬 | 0.14% | −586,394−79.9% | 減碼 |
| Millennium Management LLC | 148,302 | $1,515 萬 | 0.01% | −234,248−61.2% | 減碼 |
| Headwater Capital Co Ltd | 150,000 | $1,533 萬 | 2.46% | −110,000−42.3% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 152,900 | $1,562 萬 | 1.72% | +44,800+41.4% | 加碼 |
| Ardmore Road Asset Management LP | 153,000 | $1,563 萬 | 1.03% | +153,000 | 新進 |
| CIBC Asset Management Inc | 153,685 | $1,570 萬 | 0.04% | +2,761+1.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 162,669 | $1,662 萬 | 0.05% | +162,669 | 新進 |
| Acadian Asset Management LLC | 164,918 | $1,685 萬 | 0.02% | −1,246,596−88.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 169,087 | $1,728 萬 | 0.40% | +160,240+1,811.2% | 加碼 |
| Charles-Lim Capital Ltd | 175,000 | $1,788 萬 | 5.93% | −325,000−65.0% | 減碼 |
| Neuberger Berman Group LLC | 176,486 | $1,803 萬 | 0.01% | +56,313+46.9% | 加碼 |
| Jane Street Group, LLC | 176,715 | $1,806 萬 | 0.02% | +121,649+220.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 183,179 | $1,861 萬 | 0.09% | +3,640+2.0% | 加碼 |
| Ameriprise Financial Inc | 182,500 | $1,865 萬 | 0.00% | −70,611−27.9% | 減碼 |
| Cantor Fitzgerald, L. P. | 183,098 | $1,871 萬 | 0.68% | +73,988+67.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 192,368 | $1,966 萬 | 0.04% | −94,358−32.9% | 減碼 |
| AnglePoint Asset Management Ltd | 193,600 | $1,978 萬 | 13.98% | −319,512−62.3% | 減碼 |
| Matthews International Capital Management LLC | 198,922 | $2,033 萬 | 8.25% | −171,718−46.3% | 減碼 |
| KLP Kapitalforvaltning AS | 203,500 | $2,079 萬 | 0.08% | +22,100+12.2% | 加碼 |
| National Pension Service | 210,155 | $2,147 萬 | 0.02% | +13,317+6.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 211,209 | $2,158 萬 | 0.23% | −9,900−4.5% | 減碼 |
| PEAK6 LLC | 214,969 | $2,197 萬 | 0.63% | −220,073−50.6% | 減碼 |
| Itau Unibanco Holding S.A. | 219,427 | $2,242 萬 | 0.54% | +83,052+60.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 220,640 | $2,255 萬 | 0.17% | +9,980+4.7% | 加碼 |
| Exchange Traded Concepts, LLC | 222,057 | $2,269 萬 | 0.17% | −20,665−8.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 235,955 | $2,411 萬 | 0.02% | −248,447−51.3% | 減碼 |
| M&G Plc | 236,634 | $2,414 萬 | 0.12% | −88,871−27.3% | 減碼 |
| Causeway Capital Management LLC | 237,010 | $2,422 萬 | 0.30% | −134,231−36.2% | 減碼 |
| Global X Japan Co., Ltd. | 257,895 | $2,635 萬 | 1.35% | +35,748+16.1% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 264,003 | $2,698 萬 | 2.68% | +168,338+176.0% | 加碼 |
| Credit Agricole S A | 266,808 | $2,726 萬 | 0.09% | +27,012+11.3% | 加碼 |
| Centiva Capital, LP | 267,255 | $2,731 萬 | 1.27% | −132,745−33.2% | 減碼 |
| Tiger Pacific Capital LP | 271,524 | $2,774 萬 | 12.94% | +271,524 | 新進 |
| Voya Investment Management LLC | 273,785 | $2,798 萬 | 0.03% | +48,558+21.6% | 加碼 |
| British Columbia Investment Management Corp | 274,000 | $2,800 萬 | 0.17% | −1,000−0.4% | 減碼 |
| Mackenzie Financial Corp | 276,877 | $2,829 萬 | 0.03% | −144,881−34.4% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 279,435 | $2,855 萬 | 12.99% | −13,399−4.6% | 減碼 |
| Victory Capital Management Inc | 314,997 | $3,219 萬 | 0.02% | −18,284−5.5% | 減碼 |
| Marshall Wace, LLP | 322,585 | $3,296 萬 | 0.04% | −4,190,079−92.9% | 減碼 |
| Royal Bank of Canada | 324,785 | $3,319 萬 | 0.01% | −347,223−51.7% | 減碼 |
| Todd Asset Management LLC | 325,380 | $3,325 萬 | 0.65% | +13,097+4.2% | 加碼 |
| WCM Investment Management, LLC | 341,815 | $3,364 萬 | 0.08% | +113,300+49.6% | 加碼 |
| Bank of Montreal | 330,239 | $3,374 萬 | 0.01% | −20,562−5.9% | 減碼 |
| TB Alternative Assets Ltd. | 340,228 | $3,476 萬 | 7.23% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 342,644 | $3,501 萬 | 0.10% | −21,693−6.0% | 減碼 |
| Allianz Asset Management GmbH | 355,681 | $3,634 萬 | 0.04% | −335,460−48.5% | 減碼 |
| Serenity Capital Management Pte. Ltd. | 360,000 | $3,678 萬 | 8.88% | +360,000 | 新進 |
| California State Teachers Retirement System | 362,290 | $3,702 萬 | 0.04% | +53,081+17.2% | 加碼 |
| NEOS Investment Management LLC | 365,302 | $3,733 萬 | 0.19% | +85,939+30.8% | 加碼 |
| Handelsbanken Fonder AB | 380,279 | $3,886 萬 | 0.13% | +90,860+31.4% | 加碼 |
| Cederberg Capital Ltd | 383,100 | $3,915 萬 | 21.01% | −372,800−49.3% | 減碼 |
| Tudor Investment Corp Et Al | 385,372 | $3,938 萬 | 0.21% | +234,024+154.6% | 加碼 |
| Nomura Holdings Inc | 389,080 | $3,976 萬 | 0.33% | +4,809+1.3% | 加碼 |
| Two Sigma Investments, LP | 392,088 | $4,006 萬 | 0.03% | +392,088 | 新進 |
| Capital International Inc | 393,398 | $4,020 萬 | 0.31% | −16,139−3.9% | 減碼 |
| Marex Group plc | 394,289 | $4,029 萬 | 0.42% | +194,662+97.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 398,332 | $4,038 萬 | 0.05% | −101,184−20.3% | 減碼 |
| Polymer Capital Management (HK) LTD | 413,457 | $4,225 萬 | 5.92% | +34,883+9.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 408,010 | $4,240 萬 | 0.07% | 00.0% | 不變 |
| Punch Card Management L.P. | 415,004 | $4,241 萬 | 15.67% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 416,130 | $4,252 萬 | 0.13% | +1,800+0.4% | 加碼 |
| Green Court Capital Management Ltd | 420,558 | $4,297 萬 | 39.76% | −436,400−50.9% | 減碼 |
| Man Group plc | 422,281 | $4,315 萬 | 0.09% | −111,379−20.9% | 減碼 |
| Cat Rock Capital Management LP | 440,228 | $4,498 萬 | 6.99% | −5,000−1.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 443,437 | $4,525 萬 | 1.33% | +43,310+10.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 451,093 | $4,609 萬 | 0.02% | +145,683+47.7% | 加碼 |
| IMC-Chicago, LLC | 469,789 | $4,800 萬 | 0.73% | +122,171+35.1% | 加碼 |
| KBC Group NV | 481,118 | $4,916 萬 | 0.12% | +241,994+101.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 482,241 | $4,927 萬 | 2.10% | +59,978+14.2% | 加碼 |
| Wellington Management Group LLP | 484,518 | $4,951 萬 | 0.01% | −326,345−40.2% | 減碼 |
| Kora Management LP | 490,650 | $5,013 萬 | 7.15% | 00.0% | 不變 |
| Franchise GP Ltd | 497,860 | $5,087 萬 | 18.71% | +195,400+64.6% | 加碼 |
| Anatole Investment Management Ltd | 502,925 | $5,139 萬 | 7.17% | −334,508−39.9% | 減碼 |
| Carrhae Capital LLP | 515,274 | $5,265 萬 | 3.72% | +292,620+131.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 523,959 | $5,354 萬 | 0.07% | −3,039−0.6% | 減碼 |
| Great West Life Assurance Co | 558,450 | $5,719 萬 | 0.10% | +9,801+1.8% | 加碼 |
| Fisher Asset Management, LLC | 579,831 | $5,925 萬 | 0.02% | +6,647+1.2% | 加碼 |
| Korea Investment CORP | 582,587 | $5,953 萬 | 0.12% | +27,900+5.0% | 加碼 |
| SEI Investments Co | 593,182 | $6,061 萬 | 0.06% | +143,496+31.9% | 加碼 |
| Polar Capital Holdings Plc | 603,005 | $6,162 萬 | 0.27% | +25,614+4.4% | 加碼 |
| Walleye Trading LLC | 610,643 | $6,240 萬 | 1.28% | −275,169−31.1% | 減碼 |
| True Light Capital Pte. Ltd. | 626,300 | $6,400 萬 | 32.34% | +24,038+4.0% | 加碼 |
| Barings LLC | 649,229 | $6,634 萬 | 1.07% | −5,338−0.8% | 減碼 |
| Aviva PLC | 650,733 | $6,649 萬 | 0.11% | +9,715+1.5% | 加碼 |
| Franklin Resources Inc | 677,701 | $6,925 萬 | 0.02% | −124,837−15.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 685,841 | $6,980 萬 | 0.12% | +129,148+23.2% | 加碼 |
| USS Investment Management Ltd | 697,636 | $7,129 萬 | 0.30% | +322,560+86.0% | 加碼 |
| Brilliance Asset Management Ltd | 704,489 | $7,198 萬 | 21.23% | +109,315+18.4% | 加碼 |
| Royal London Asset Management Ltd | 734,072 | $7,501 萬 | 0.16% | +37,900+5.4% | 加碼 |
| Lazard Asset Management LLC | 804,411 | $8,219 萬 | 0.14% | +19,513+2.5% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 812,916 | $8,306 萬 | 1.90% | −50,100−5.8% | 減碼 |
| GF Fund Management Co. Ltd. | 830,784 | $8,489 萬 | 1.42% | −188,285−18.5% | 減碼 |
| Standard Life Aberdeen plc | 846,526 | $8,650 萬 | 0.14% | −167,352−16.5% | 減碼 |
| ProShare Advisors LLC | 869,588 | $8,885 萬 | 0.13% | −186,416−17.7% | 減碼 |
| Russell Investments Group, Ltd. | 896,580 | $9,048 萬 | 0.10% | −178,055−16.6% | 減碼 |
| Citadel Advisors LLC | 894,578 | $9,141 萬 | 0.06% | +579,316+183.8% | 加碼 |
| Pictet Asset Management Holding SA | 899,487 | $9,191 萬 | 0.10% | −332,345−27.0% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 900,000 | $9,196 萬 | 1.55% | −875,000−49.3% | 減碼 |
| Nomura Asset Management International Inc. | 938,402 | $9,589 萬 | 0.16% | −111,492−10.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 942,174 | $9,627 萬 | 0.06% | +81,262+9.4% | 加碼 |