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 13F 持有人
PDD Holdings Inc. 在 2026/6/30 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
- 508
- 較 2026 年第 1 季 −55 家
- 持有股數
- 4.31 億
- 較 2026 年第 1 季 +534.0 萬 (+1.3%)
- 總市值
- $328.7 億
- 較 2026 年第 1 季 −$105.0 億 (−24.2%)
- 新進機構
- 61
- 另有 148 家加碼
- 清倉機構
- 116
- 另有 237 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Limestone Investment Advisors LP | 12,530 | $95.6 萬 | 0.48% | −9,149−42.2% | 減碼 |
| Numerai GP LLC | 12,962 | $98.9 萬 | 0.08% | −8,766−40.3% | 減碼 |
| Farther Finance Advisors, LLC | 12,992 | $99.1 萬 | 0.01% | −4,706−26.6% | 減碼 |
| Laird Norton Trust Company, LLC | 13,589 | $103.7 萬 | 0.02% | −1,954−12.6% | 減碼 |
| Bracebridge Capital, LLC | 13,600 | $103.7 萬 | 0.22% | +2,000+17.2% | 加碼 |
| Solstein Capital, LLC | 13,603 | $103.8 萬 | 0.36% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 13,925 | $106.2 萬 | 0.01% | −8,896−39.0% | 減碼 |
| Two Sigma Securities, LLC | 14,277 | $108.9 萬 | 0.09% | +14,277 | 新進 |
| Yousif Capital Management, LLC | 14,814 | $113.0 萬 | 0.01% | −3,687−19.9% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 14,882 | $113.5 萬 | 0.06% | 00.0% | 不變 |
| Freemont Capital Pte Ltd | 14,927 | $113.9 萬 | 0.02% | −20,073−57.4% | 減碼 |
| Thrivent Financial for Lutherans | 15,451 | $117.9 萬 | 0.00% | −39,816−72.0% | 減碼 |
| JustInvest LLC | 15,732 | $120.0 萬 | 0.01% | −2,463−13.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,133 | $123.1 萬 | 0.01% | −31,662−66.2% | 減碼 |
| US Bancorp | 16,143 | $123.1 萬 | 0.00% | −1,188−6.9% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 16,316 | $124.5 萬 | 0.02% | −796,600−98.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 17,473 | $133.3 萬 | 0.00% | +6,533+59.7% | 加碼 |
| Howard Capital Management Inc. | 18,055 | $137.7 萬 | 0.02% | +12,529+226.7% | 加碼 |
| CIBC World Markets Inc. | 18,357 | $140.0 萬 | 0.00% | +6,647+56.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 18,381 | $140.2 萬 | 0.73% | +3,948+27.4% | 加碼 |
| Moon Capital Management LP | 18,460 | $140.8 萬 | 0.95% | +8,592+87.1% | 加碼 |
| Cerity Partners LLC | 18,625 | $142.1 萬 | 0.00% | −1,725−8.5% | 減碼 |
| Banco Santander, S.A. | 19,441 | $148.3 萬 | 0.01% | +6,011+44.8% | 加碼 |
| Intech Investment Management LLC | 19,456 | $148.4 萬 | 0.01% | −684−3.4% | 減碼 |
| Wahed Invest LLC | 19,669 | $150.0 萬 | 0.16% | +2,540+14.8% | 加碼 |
| Empowered Funds, LLC | 19,723 | $150.4 萬 | 0.01% | +618+3.2% | 加碼 |
| Ci Investments Inc. | 19,797 | $151.0 萬 | 0.00% | −68,370−77.5% | 減碼 |
| La Banque Postale Asset Management SA | 20,000 | $152.6 萬 | 0.02% | −46,000−69.7% | 減碼 |
| RBF Capital, LLC | 20,000 | $152.6 萬 | 0.06% | 00.0% | 不變 |
| Maniro Ltd | 20,000 | $152.6 萬 | 0.34% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 20,200 | $154.1 萬 | 0.03% | 00.0% | 不變 |
| AIA Group Ltd | 20,406 | $155.7 萬 | 0.02% | −24,952−55.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 20,963 | $159.9 萬 | 0.02% | −6,200−22.8% | 減碼 |
| Toronto Dominion Bank | 21,054 | $160.6 萬 | 0.00% | +14,299+211.7% | 加碼 |
| Quadrature Capital Ltd | 21,377 | $163.1 萬 | 0.01% | +2,806+15.1% | 加碼 |
| Polaris Capital Management, LLC | 21,400 | $163.2 萬 | 0.15% | +7,800+57.4% | 加碼 |
| Envestnet Asset Management Inc | 21,713 | $165.6 萬 | 0.00% | −6,579−23.3% | 減碼 |
| LB Partners LLC | 22,000 | $167.8 萬 | 1.14% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 22,073 | $168.4 萬 | 0.01% | +12,087+121.0% | 加碼 |
| GAM Holding AG | 22,196 | $169.3 萬 | 0.13% | 00.0% | 不變 |
| Mariner, LLC | 22,407 | $170.9 萬 | 0.00% | −2,506−10.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 22,799 | $173.9 萬 | 0.01% | +22,799 | 新進 |
| Capital International Sarl | 23,243 | $177.3 萬 | 0.03% | −2,807−10.8% | 減碼 |
| New York State Common Retirement Fund | 23,600 | $180.0 萬 | 0.00% | −27,700−54.0% | 減碼 |
| Nine Masts Capital Ltd | 23,724 | $181.0 萬 | 0.20% | +17,138+260.2% | 加碼 |
| LMR Partners LLP | 23,867 | $182.1 萬 | 0.01% | −123,386−83.8% | 減碼 |
| Vident Advisory, LLC | 23,952 | $182.7 萬 | 0.01% | +114+0.5% | 加碼 |
| Havemeyer Place LP | 24,124 | $184.0 萬 | 0.18% | −10,950−31.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 24,223 | $184.8 萬 | 0.05% | +76+0.3% | 加碼 |
| Capital Fund Management S.A. | 24,476 | $186.7 萬 | 0.01% | +24,476 | 新進 |
| J. Safra Sarasin Holding AG | 24,963 | $190.5 萬 | 0.03% | +24,963 | 新進 |
| PKO Investment Management Joint-Stock Co | 25,000 | $190.7 萬 | 0.14% | 00.0% | 不變 |
| Ping Capital Management, Inc. | 25,000 | $190.7 萬 | 0.62% | +4,500+22.0% | 加碼 |
| DV Trading LLC | 25,374 | $193.6 萬 | 0.16% | +25,374 | 新進 |
| Northwestern Mutual Wealth Management Co | 27,214 | $207.6 萬 | 0.00% | −4,782−14.9% | 減碼 |
| Stelac Advisory Services LLC | 27,445 | $209.8 萬 | 0.39% | 00.0% | 不變 |
| Ssa Swiss Advisors AG | 27,445 | $209.9 萬 | 0.79% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 27,700 | $211.3 萬 | 0.00% | −6,300−18.5% | 減碼 |
| Norinchukin Bank, The | 27,862 | $212.5 萬 | 0.02% | +201+0.7% | 加碼 |
| Nipun Capital, L.P. | 28,000 | $213.6 萬 | 1.00% | 00.0% | 不變 |
| Persistent Asset Partners Ltd | 28,145 | $214.7 萬 | 0.68% | +13,413+91.0% | 加碼 |
| Walleye Capital LLC | 28,726 | $219.1 萬 | 0.01% | −23,771−45.3% | 減碼 |
| Horizon Investments, LLC | 29,527 | $225.2 萬 | 0.02% | +9,693+48.9% | 加碼 |
| LPL Financial LLC | 31,507 | $240.3 萬 | 0.00% | −3,632−10.3% | 減碼 |
| Alps Advisors Inc | 31,709 | $241.9 萬 | 0.01% | +1,484+4.9% | 加碼 |
| Acadian Asset Management LLC | 33,126 | $252.6 萬 | 0.00% | −131,792−79.9% | 減碼 |
| MUFG Securities EMEA plc | 33,816 | $257.9 萬 | 0.03% | +33,816 | 新進 |
| Quantitative Investment Management, LLC | 34,077 | $259.9 萬 | 0.28% | +34,077 | 新進 |
| O'Shaughnessy Asset Management, LLC | 35,554 | $271.2 萬 | 0.01% | −13,386−27.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 36,705 | $280.0 萬 | 0.17% | +4,216+13.0% | 加碼 |
| Kamunting Street Capital Management, L.P. | 37,162 | $283.5 萬 | 1.59% | +37,162 | 新進 |
| Varma Mutual Pension Insurance Co | 37,500 | $286.1 萬 | 0.02% | 00.0% | 不變 |
| Cederberg Capital Ltd | 37,600 | $286.8 萬 | 2.86% | −345,500−90.2% | 減碼 |
| Macquarie Group Ltd | 38,294 | $292.1 萬 | 0.01% | −28,250−42.5% | 減碼 |
| Pacer Advisors, Inc. | 39,146 | $298.6 萬 | 0.01% | +16,592+73.6% | 加碼 |
| Copos Capital S.a r.l. | 39,973 | $304.9 萬 | 0.41% | +39,973 | 新進 |
| Toroso Investments, LLC | 40,096 | $305.9 萬 | 0.01% | −50,287−55.6% | 減碼 |
| Comgest Global Investors S.A.S. | 41,005 | $312.8 萬 | 0.07% | −14,747−26.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,415 | $315.9 萬 | 0.02% | −5,432−11.6% | 減碼 |
| Wellington Shields Capital Management, LLC | 42,842 | $326.8 萬 | 0.41% | +42,842 | 新進 |
| Louisiana State Employees Retirement System | 42,900 | $327.2 萬 | 0.05% | −1,000−2.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 43,300 | $330.3 萬 | 0.19% | +43,300 | 新進 |
| Crossmark Global Holdings, Inc. | 43,364 | $330.8 萬 | 0.04% | +5,367+14.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,468 | $331.6 萬 | 0.02% | −11,192−20.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 44,769 | $341.4 萬 | 0.07% | −9,202−17.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 44,865 | $342.2 萬 | 0.00% | +5,024+12.6% | 加碼 |
| Wasatch Advisors Inc | 47,950 | $365.8 萬 | 0.02% | +47,950 | 新進 |
| Seldon Capital LP | 48,226 | $367.9 萬 | 1.15% | −2,333−4.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 50,601 | $386.0 萬 | 0.14% | +50,601 | 新進 |
| Balyasny Asset Management LLC | 50,925 | $388.5 萬 | 0.01% | +43,716+606.4% | 加碼 |
| Quantinno Capital Management LP | 51,150 | $390.2 萬 | 0.00% | −19,010−27.1% | 減碼 |
| Capstone Capital Management Ltd | 52,199 | $398.2 萬 | 1.78% | +10,331+24.7% | 加碼 |
| XTX Topco Ltd | 52,341 | $399.3 萬 | 0.05% | −41,426−44.2% | 減碼 |
| IMC-Chicago, LLC | 53,689 | $409.5 萬 | 0.04% | −416,100−88.6% | 減碼 |
| Mediolanum International Funds Ltd | 53,844 | $412.1 萬 | 0.04% | −11,374−17.4% | 減碼 |
| Crake Asset Management LLP | 55,000 | $419.5 萬 | 0.10% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 55,798 | $425.6 萬 | 0.08% | +7,379+15.2% | 加碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 55,851 | $426.0 萬 | 0.86% | −10,095−15.3% | 減碼 |
| CastleKnight Management LP | 56,700 | $432.5 萬 | 0.16% | 00.0% | 不變 |
| Virtus Family Office LLC | 56,747 | $432.9 萬 | 3.42% | +8,309+17.2% | 加碼 |