PDD
PDD Holdings Inc. · Consumer Cyclical · Specialty Retail
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -15.0% ·
Aktienfluss +3.2% ·
neue Nettopositionen -17.6%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | -3 | 286.39M | $21.86B | +5 | −7 |
| Q1 2026 | 147 | -1 | 287.28M | $29.31B | +7 | −9 |
| Q4 2025 | 147 | -2 | 318.68M | $36.13B | +2 | −3 |
| Q3 2025 | 22 | +2 | 184.91M | $24.43B | +2 | −1 |
| Q2 2025 | 18 | -2 | 158.45M | $16.58B | +1 | −3 |
| Q1 2025 | 17 | -3 | 88.28M | $10.44B | +2 | −5 |
| Q4 2024 | 20 | 0 | 85.54M | $8.29B | +2 | −2 |
| Q3 2024 | 19 | 0 | 81.22M | $9.85B | +1 | −1 |
| Q2 2024 | 19 | — | 78.39M | $10.42B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 40.05M | +5.2% | $4.74B | 4.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 40.05M | +5.2% | $4.74B | 4.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 40.05M | +5.2% | $4.74B | 4.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 40.05M | +5.2% | $4.74B | 4.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 40.05M | +5.2% | $4.74B | 4.1% | ▲ Add | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passiv) | 11.53M | +0.1% | $1.37B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passiv) | 11.53M | +0.1% | $1.37B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Norges Bank ✦ (passiv) | 8.09M | -3.4% | $957.57M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 6.91M | +6.0% | $817.99M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 6.91M | +6.0% | $817.99M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 6.91M | +6.0% | $817.99M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 6.91M | +6.0% | $817.99M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passiv) | 5.99M | +3.3% | $704.06M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passiv) | 5.99M | +3.3% | $704.06M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | Tiger Global Management ✦ | 4.42M | +68.0% | $522.60M | 2.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Appaloosa ✦ | 4.37M | -18.4% | $517.19M | 9.3% | ▼ Trim | 4 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 1.74M | +39.8% | $206.25M | 1.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 1.14M | +36.9% | $134.46M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 1.14M | +36.9% | $134.46M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 1.14M | +36.9% | $134.46M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wellington Management ✦ | 950.92K | +20.6% | $112.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 864.50K | -2.2% | $102.31M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 864.50K | -2.2% | $102.31M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 864.50K | -2.2% | $102.31M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 636.81K | -6.7% | $75.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 615.60K | -26.8% | $72.86M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 615.60K | -26.8% | $72.86M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 589.90K | -37.7% | $69.81M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 309.87K | Neu | $36.67M | 0.1% | New | 1 | SEC ↗ |
| 36 | Arrowstreet Capital ✦ | 43.56K | Neu | $5.16M | 0.0% | New | 1 | SEC ↗ |
| 37 | Millennium Management ✦ | 36.32K | -62.9% | $4.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Millennium Management ✦ | 36.32K | -62.9% | $4.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $36.67M | 0.1% |
| Arrowstreet Capital | $5.16M | 0.0% |
Ausgestiegen
| D. E. Shaw & Co. | $39.15M | war 0.0% |
| Oaktree Capital Management | $26.94M | war 0.6% |
| Coatue Management | $17.91M | war 0.1% |
| Scion Asset Management | $7.27M | war 9.4% |
| Two Sigma Investments | $1.95M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 558 Inhaber, 403.31M Anteile, $40.06B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.