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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 2 季與 2026 年第 1 季比較

持有 PDD Holdings Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

PDD 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數5685508−55
股數4.25 億8.40 萬4.31 億+534.0 萬 (+1.3%)
市值$433.8 億$858.4 萬$328.7 億−$105.0 億 (−24.2%)

5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(61 家)

2026 年第 2 季季末持有 PDD Holdings Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 PDD 的機構
機構股數市值佔組合 %
Norges Bank9,338,120$7.12 億0.07%
Holocene Advisors, LP1,260,000$9,611 萬0.22%
Voloridge Investment Management, LLC918,040$7,003 萬0.30%
Keywise Capital Management (HK) Ltd528,100$4,028 萬5.80%
AI-Squared Management Ltd327,700$2,500 萬13.33%
Ranmore Fund Management Ltd300,000$2,288 萬2.53%
ABS Investment Management LLC85,772$1,431 萬11.63%
Steel Peak Wealth Management LLC170,504$1,301 萬0.34%
Nykredit A/S131,648$1,004 萬0.04%
Qube Research & Technologies Ltd104,521$797.3 萬0.01%
Parallax Volatility Advisers, L.P.50,601$386.0 萬0.14%
Wasatch Advisors Inc47,950$365.8 萬0.02%
Catalyst Funds Management Pty Ltd43,300$330.3 萬0.19%
Wellington Shields Capital Management, LLC42,842$326.8 萬0.41%
Copos Capital S.a r.l.39,973$304.9 萬0.41%
Kamunting Street Capital Management, L.P.37,162$283.5 萬1.59%
Quantitative Investment Management, LLC34,077$259.9 萬0.28%
MUFG Securities EMEA plc33,816$257.9 萬0.03%
DV Trading LLC25,374$193.6 萬0.16%
J. Safra Sarasin Holding AG24,963$190.5 萬0.03%
Capital Fund Management S.A.24,476$186.7 萬0.01%
Schonfeld Strategic Advisors LLC22,799$173.9 萬0.01%
Two Sigma Securities, LLC14,277$108.9 萬0.09%
Formuepleje A/S12,412$94.7 萬0.07%
Tuttle Tactical Management12,376$94.4 萬0.64%
Sparta 24 Ltd.11,400$87.0 萬0.80%
Vinva Investment Management Ltd10,984$84.1 萬0.01%
UG Investment Advisers Ltd.9,973$76.1 萬0.74%
Delphi Financial Group, Inc.7,775$59.3 萬0.29%
Redwood Investment Management, LLC7,010$53.5 萬0.05%
Bayesian Capital Management, LP6,400$48.8 萬0.31%
Quantessence Capital LLC6,000$45.8 萬1.35%
Change Path, LLC5,365$40.9 萬0.01%
GTS Securities LLC4,907$37.4 萬0.01%
Resources Investment Advisors, LLC.4,676$35.7 萬0.00%
CAPROCK Group, Inc.4,649$35.5 萬0.01%
Venturi Wealth Management, LLC4,281$32.7 萬0.01%
International Assets Investment Management, LLC3,593$29.6 萬0.02%
AQR Capital Management LLC3,688$28.1 萬0.00%
STG Securities, LLC3,667$28.0 萬0.30%
Infrastructure Capital Advisors, LLC3,326$25.4 萬0.02%
OneAscent Family Office, LLC3,260$24.9 萬0.13%
Global Retirement Partners, LLC3,138$23.9 萬0.00%
Axxion S.A.2,500$19.0 萬0.01%
Ramsey Quantitative Systems700$5.34 萬0.05%
Clearstead Advisors, LLC667$5.09 萬0.00%
Grove Bank & Trust500$3.81 萬0.00%
One River Asset Management, LLC230$1.75 萬0.08%
Mosley Wealth Management172$1.31 萬0.00%
Action Point Financial Planning, LLC107$8,0090.00%
Axiom Investment Management LLC100$7,6280.01%
Silver Grove Financial Group, Inc.92$7,0180.00%
CoreCap Advisors, LLC67$5,1110.00%
Elequin Capital LP62$4,7290.00%
IFG Advisory, LLC23$1,7540.00%
LRI Investments, LLC21$1,6020.00%
NBC Securities, Inc.15$1,1440.00%
Quarry LP12$9150.00%
Tounjian Advisory Partners, LLC11$8390.00%
NBH Bank9$6870.00%
Central Trust Co7$5340.00%

清倉機構(116 家)

2026 年第 1 季季末持有 PDD Holdings Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 116 家。

2026 年第 2 季清倉 PDD 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Assenagon Asset Management S.A.2,193,918$2.24 億
Renaissance Technologies LLC1,112,700$1.14 億
Appaloosa LP大師阿帕盧薩900,000$9,196 萬
Carrhae Capital LLP515,274$5,265 萬
Anatole Investment Management Ltd502,925$5,139 萬
Cat Rock Capital Management LP440,228$4,498 萬
Tiger Pacific Capital LP271,524$2,774 萬
Centiva Capital, LP267,255$2,731 萬
Causeway Capital Management LLC237,010$2,422 萬
BI Asset Management Fondsmaeglerselskab A/S211,209$2,158 萬
AnglePoint Asset Management Ltd193,600$1,978 萬
Charles-Lim Capital Ltd175,000$1,788 萬
Kovitz Investment Group Partners, LLC169,087$1,728 萬
Ardmore Road Asset Management LP153,000$1,563 萬
Headwater Capital Co Ltd150,000$1,533 萬
Himension Fund145,939$1,491 萬
Oasis Management Co Ltd.114,000$1,165 萬
Old Mission Capital LLC100,149$1,023 萬
Nearwater Capital Markets, Ltd83,100$849.1 萬
ABS Direct Equity Fund LLC75,800$748.6 萬
Bamco Inc61,948$633.0 萬
Yarbrough Capital, LLC53,202$543.6 萬
Optimas Capital Ltd38,413$392.5 萬
Van Eck Associates Corp36,376$371.7 萬
Mawer Investment Management Ltd.34,390$351.4 萬
Atom Investors LP33,616$343.5 萬
Titan Wealth (CI) Ltd33,024$337.4 萬
Parametrica Management Ltd29,230$298.7 萬
Turn8 Private Wealth Inc.28,946$295.8 萬
Jupiter Asset Management Ltd26,973$275.6 萬
Jump Financial, LLC26,858$274.4 萬
Los Angeles Capital Management LLC25,123$256.7 萬
State of New Jersey Common Pension Fund D22,862$233.6 萬
Fosun International Ltd21,289$217.5 萬
AE Wealth Management LLC20,678$211.3 萬
RWC Asset Advisors (US) LLC19,727$201.6 萬
NewEdge Wealth, LLC19,003$194.2 萬
Henry James International Management, Inc.16,148$165.0 萬
Maxi Investments CY Ltd14,308$146.2 萬
HBK Investments L P13,752$140.5 萬
Wexford Capital LP13,691$139.9 萬
Maytus Capital Management, LLC12,789$130.7 萬
Prelude Capital Management, LLC12,495$127.7 萬
one8zero8, LLC11,250$115.0 萬
Main Management ETF Advisors, LLC11,087$113.3 萬
Advisors Preferred, LLC10,230$104.5 萬
Veritas Asset Management LLP10,020$102.4 萬
SummitTX Capital, L.P.9,842$100.6 萬
Texas Yale Capital Corp.9,528$97.4 萬
Legacy Capital Group California, Inc.9,423$96.3 萬
Clough Capital Partners L P9,155$93.5 萬
Titan Investment Solutions Ltd8,839$90.3 萬
State of Wyoming8,660$88.5 萬
Abn Amro Investment Solutions8,300$84.8 萬
Bridgefront Capital, LLC7,613$77.8 萬
Caption Management, LLC7,500$76.6 萬
Boothbay Fund Management, LLC7,302$74.6 萬
Paradiem, LLC6,979$71.3 萬
Alphadyne Asset Management LP6,949$71.0 萬
Axq Capital, LP6,703$68.5 萬
LGT Fund Management Co Ltd.6,417$65.6 萬
Global Endowment Management, LP6,358$65.0 萬
M&T Bank Corp6,305$64.4 萬
Alberta Investment Management Corp6,100$62.3 萬
Northwest & Ethical Investments L.P.5,680$58.0 萬
Quantbot Technologies LP5,441$55.6 萬
May Hill Capital, LLC5,157$52.7 萬
Caxton Associates LLP5,000$51.1 萬
Oaktree Capital Management LP大師橡樹資本4,823$49.3 萬
Osmosis Investment Management UK Ltd4,735$48.4 萬
Sustainable Insight Capital Management, LLC3,938$40.2 萬
PDS Planning, Inc3,726$38.1 萬
Sanctuary Advisors, LLC3,698$37.8 萬
Keel Point, LLC3,364$34.4 萬
Scientech Research LLC3,136$32.0 萬
Oxford Asset Management LLP3,131$32.0 萬
West Family Investments, Inc.3,034$31.0 萬
Capital Markets Trading UK LLP2,884$29.5 萬
Apollon Wealth Management, LLC2,855$29.2 萬
Alpha Family Trust2,815$28.8 萬
Lavaca Capital LLC2,809$28.7 萬
Lester Murray Antman dba SimplyRich2,805$28.6 萬
Nolet Wealth Management, LLC2,762$28.2 萬
BIT Capital GmbH2,689$27.5 萬
Ethic Inc.2,642$27.0 萬
Resonant Capital Advisors, LLC2,483$25.4 萬
LGT Group Foundation2,400$24.5 萬
Allegheny Financial Group LTD2,395$24.5 萬
Comprehensive Financial Management LLC2,337$23.9 萬
Alhambra Investment Partners LLC2,200$22.5 萬
Belvedere Trading LLC2,048$20.9 萬
Greenleaf Trust2,038$20.8 萬
Rehmann Capital Advisory Group2,007$20.5 萬
Banco BTG Pactual S.A.2,005$20.5 萬
New Age Alpha Advisors, LLC1,210$12.4 萬
Timothy G. Youngquist 2020 Irrevocable Trust753$7.69 萬
Bank Julius Baer & Co. Ltd, Zurich673$6.88 萬
Activest Wealth Management350$3.58 萬
Wall Street Financial Group, Inc.315$3.22 萬
Pension & Wealth Management Advisors, Inc.65$6,642

尚未申報 2026 年第 2 季的機構(5 家)

2026 年第 1 季季末持有 PDD Holdings Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 PDD、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Skopos Labs, Inc.49,618$507.0 萬
Amiral Gestion27,000$275.9 萬
First Affirmative Financial Network3,695$37.8 萬
Oakum Bay Capital LLC2,900$29.6 萬
CWM, LLC797$8.14 萬