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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 1,017,683 | $1.04 億 | 0.24% | +800,918+369.5% | 加碼 |
| Renaissance Technologies LLC | 1,112,700 | $1.14 億 | 0.18% | +838,800+306.2% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 1,145,409 | $1.17 億 | 65.78% | +153,900+15.5% | 加碼 |
| AustralianSuper Pty Ltd | 1,173,300 | $1.20 億 | 0.62% | +1,094,100+1,381.4% | 加碼 |
| First Trust Advisors LP | 1,196,946 | $1.22 億 | 0.09% | +38,014+3.3% | 加碼 |
| Nuveen, LLC | 1,234,912 | $1.26 億 | 0.03% | −452,491−26.8% | 減碼 |
| California Public Employees Retirement System | 1,265,353 | $1.29 億 | 0.08% | +69,531+5.8% | 加碼 |
| Boundless Plain Holdings Ltd | 1,294,753 | $1.32 億 | 43.57% | 00.0% | 不變 |
| Swiss National Bank | 1,372,744 | $1.40 億 | 0.08% | −179,900−11.6% | 減碼 |
| Capital Today Evergreen Fund, L.P. | 1,385,004 | $1.42 億 | 81.80% | −249,073−15.2% | 減碼 |
| Bank of New York Mellon Corp | 1,436,518 | $1.47 億 | 0.03% | −51,556−3.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,438,530 | $1.47 億 | 0.02% | +189,217+15.1% | 加碼 |
| Susquehanna International Group, LLP | 1,506,402 | $1.54 億 | 0.20% | +839,808+126.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,609,370 | $1.64 億 | 0.27% | +898,639+126.4% | 加碼 |
| Prudential PLC | 1,620,578 | $1.66 億 | 1.26% | −130,517−7.5% | 減碼 |
| Citigroup Inc | 1,662,588 | $1.70 億 | 0.11% | +118,772+7.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,702,166 | $1.74 億 | 0.11% | +19,972+1.2% | 加碼 |
| Massachusetts Financial Services Co | 1,748,238 | $1.76 億 | 0.06% | +488,326+38.8% | 加碼 |
| Orbis Allan Gray Ltd | 1,744,048 | $1.78 億 | 0.75% | +575,721+49.3% | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 1,749,029 | $1.79 億 | 81.52% | 00.0% | 不變 |
| National Bank of Canada | 1,860,691 | $1.90 億 | 0.19% | +432,098+30.2% | 加碼 |
| Deutsche Bank AG | 2,000,494 | $2.04 億 | 0.07% | −775,583−27.9% | 減碼 |
| Triata Capital Ltd | 2,082,327 | $2.13 億 | 38.56% | −475,373−18.6% | 減碼 |
| American Century Companies Inc | 2,089,680 | $2.14 億 | 0.11% | +867,032+70.9% | 加碼 |
| Capital International Investors | 2,104,051 | $2.15 億 | 0.05% | −2,594,604−55.2% | 減碼 |
| Perseverance Asset Management International | 2,161,676 | $2.21 億 | 24.30% | +199,584+10.2% | 加碼 |
| Assenagon Asset Management S.A. | 2,193,918 | $2.24 億 | 0.36% | −4,534,991−67.4% | 減碼 |
| Barclays PLC | 2,259,963 | $2.31 億 | 0.08% | −400,152−15.0% | 減碼 |
| Vanguard Asset Management, Ltd | 2,307,468 | $2.36 億 | 0.20% | +2,307,468 | 新進 |
| Robeco Institutional Asset Management B.V. | 2,492,893 | $2.55 億 | 0.36% | +706,957+39.6% | 加碼 |
| UBS Group AG | 2,501,539 | $2.56 億 | 0.05% | −1,646,651−39.7% | 減碼 |
| Bank of America Corp | 2,586,508 | $2.64 億 | 0.02% | −471,236−15.4% | 減碼 |
| Schroder Investment Management Group | 2,986,687 | $3.05 億 | 0.25% | −1,151,170−27.8% | 減碼 |
| Northern Trust Corp | 3,161,546 | $3.23 億 | 0.04% | −28,053−0.9% | 減碼 |
| Price T Rowe Associates Inc | 3,361,501 | $3.43 億 | 0.04% | +98,547+3.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,565,421 | $3.64 億 | 0.90% | +397,611+12.6% | 加碼 |
| HSBC Holdings PLC | 3,583,390 | $3.66 億 | 0.22% | −1,085,962−23.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,737,229 | $3.81 億 | 0.08% | +252,537+7.2% | 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 |
| Legal & General Group Plc | 4,248,046 | $4.34 億 | 0.10% | +100,582+2.4% | 加碼 |
| Dodge & Cox | 4,537,600 | $4.64 億 | 0.25% | +97,800+2.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,554,257 | $4.65 億 | 0.31% | −592,316−11.5% | 減碼 |
| E Fund Management Co., Ltd. | 4,593,053 | $4.69 億 | 13.94% | +4,593,053 | 新進 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 4,608,000 | $4.71 億 | 14.71% | 00.0% | 不變 |
| Temasek Holdings (Private) Ltd | 4,926,061 | $5.03 億 | 1.69% | +243,167+5.2% | 加碼 |
| 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 |
| Krane Funds Advisors LLC | 5,733,184 | $5.82 億 | 23.88% | −664,776−10.4% | 減碼 |
| FMR LLC | 6,301,704 | $6.44 億 | 0.03% | −8,296,054−56.8% | 減碼 |
| SG Americas Securities, LLC | 6,301,820 | $6.44 億 | 0.71% | +3,063,694+94.6% | 加碼 |
| Vanguard Fiduciary Trust Co | 6,519,805 | $6.66 億 | 0.17% | +6,519,805 | 新進 |
| Geode Capital Management, LLC | 6,852,927 | $6.96 億 | 0.04% | +93,147+1.4% | 加碼 |
| FIL Ltd | 6,849,271 | $7.00 億 | 0.54% | +333,229+5.1% | 加碼 |
| Morgan Stanley | 7,388,892 | $7.55 億 | 0.05% | +1,440,046+24.2% | 加碼 |
| JPMorgan Chase & Co | 7,910,837 | $7.79 億 | 0.05% | +2,842,099+56.1% | 加碼 |
| Sanders Capital, LLC | 8,091,801 | $8.27 億 | 0.99% | −20,526−0.3% | 減碼 |
| First Beijing Investment Ltd | 8,149,162 | $8.33 億 | 35.91% | +1,366,207+20.1% | 加碼 |
| UBS Asset Management Americas Inc | 8,583,003 | $8.77 億 | 0.18% | +8,582,611+2,189,441.6% | 加碼 |
| SC US (TTGP), Ltd. | 8,841,576 | $9.03 億 | 9.77% | 00.0% | 不變 |
| NetEase, Inc. | 8,866,480 | $9.06 億 | 96.95% | +5,310,992+149.4% | 加碼 |
| Goldman Sachs Group Inc | 9,705,935 | $9.92 億 | 0.13% | +879,184+10.0% | 加碼 |
| SC China Holding Ltd | 11,348,426 | $11.4 億 | 75.36% | 00.0% | 不變 |
| State Street Corp | 12,033,697 | $12.3 億 | 0.04% | −223,663−1.8% | 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 |
| Invesco Ltd. | 20,498,425 | $20.9 億 | 0.20% | −666,950−3.2% | 減碼 |
| Vanguard Capital Management LLC | 24,125,658 | $24.7 億 | 0.06% | +24,125,658 | 新進 |
| Baillie Gifford & Co | 28,353,099 | $29.0 億 | 2.96% | −2,679,224−8.6% | 減碼 |
| BlackRock, Inc. | 39,408,032 | $40.3 億 | 0.07% | +255,880+0.7% | 加碼 |
| Brevan Howard Capital Management LP | 180,500 | – | – | +180,500 | 新進 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −3,109,525−100.0% | 清倉 |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −1,835,428−100.0% | 清倉 |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −1,016,859−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −380,428−100.0% | 清倉 |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −306,641−100.0% | 清倉 |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −220,000−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −213,348−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −187,904−100.0% | 清倉 |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −185,100−100.0% | 清倉 |
| Panview Capital Ltd | 0 | $0 | 0.00% | −181,680−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −177,200−100.0% | 清倉 |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −145,263−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,247−100.0% | 清倉 |
| Bright Valley Capital Ltd | 0 | $0 | 0.00% | −72,600−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −64,117−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −38,637−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −36,392−100.0% | 清倉 |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −35,106−100.0% | 清倉 |
| All-Stars Investment Ltd | 0 | $0 | 0.00% | −31,650−100.0% | 清倉 |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −31,329−100.0% | 清倉 |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −27,143−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,056−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,700−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,338−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −16,662−100.0% | 清倉 |
| Keywise Capital Management (HK) Ltd | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,795−100.0% | 清倉 |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −14,083−100.0% | 清倉 |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −10,849−100.0% | 清倉 |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −8,866−100.0% | 清倉 |
| Sparta 24 Ltd. | 0 | $0 | 0.00% | −8,371−100.0% | 清倉 |