Ficha del valor · trimestre archivado
PDD
PDD Holdings Inc. · Consumer Cyclical · Specialty Retail
18Tenedores rastreados
-2Δ titulares
158.45MAcciones mantenidas
$16.58BValor declarado
+1Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -10.0% ·
flujo de acciones -6.0% ·
nuevas posiciones netas -11.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q2 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 34.37M | -14.2% | $3.60B | 2.7% | ▼ Trim | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 34.37M | -14.2% | $3.60B | 2.7% | ▼ Trim | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 34.37M | -14.2% | $3.60B | 2.7% | ▼ Trim | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 34.37M | -14.2% | $3.60B | 2.7% | ▼ Trim | 5 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 34.37M | -14.2% | $3.60B | 2.7% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (pasivo) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | The Vanguard Group ✦ (pasivo) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 29 | The Vanguard Group ✦ (pasivo) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 30 | The Vanguard Group ✦ (pasivo) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 14.93M | — | $1.56B | 0.1% | n/c | 1 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (pasivo) | 11.73M | +1.7% | $1.23B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (pasivo) | 11.73M | +1.7% | $1.23B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Norges Bank ✦ (pasivo) | 9.20M | +13.7% | $962.79M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Geode Capital Management ✦ (pasivo) | 6.23M | +4.0% | $646.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Geode Capital Management ✦ (pasivo) | 6.23M | +4.0% | $646.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 5.04M | -27.1% | $527.23M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 5.04M | -27.1% | $527.23M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 5.04M | -27.1% | $527.23M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 5.04M | -27.1% | $527.23M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 46 | Himalaya Capital ✦ | 4.61M | Nuevo | $482.27M | 17.9% | New | 1 | SEC ↗ |
| 47 | Appaloosa ✦ | 2.00M | -54.2% | $209.32M | 3.2% | ▼ Trim | 5 | SEC ↗ |
| 48 | Marshall Wace ✦ | 1.40M | +23.4% | $146.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 49 | Marshall Wace ✦ | 1.40M | +23.4% | $146.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 50 | Marshall Wace ✦ | 1.40M | +23.4% | $146.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 51 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Wellington Management ✦ | 919.67K | -3.3% | $96.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 880.42K | +1.8% | $90.52M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 880.42K | +1.8% | $90.52M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 880.42K | +1.8% | $90.52M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 742.00K | +25.8% | $77.66M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 564.14K | -11.4% | $59.04M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 303.71K | -50.7% | $31.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 303.71K | -50.7% | $31.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Point72 Asset Management ✦ | 155.06K | -50.0% | $16.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Millennium Management ✦ | 39.46K | +8.6% | $4.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Millennium Management ✦ | 39.46K | +8.6% | $4.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Himalaya Capital | $482.27M | 17.9% |
Posición cerrada
| Tiger Global Management | $522.60M | era 2.0% |
| Bridgewater Associates | $206.25M | era 1.0% |
| Arrowstreet Capital | $5.16M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 558 tenedores, 403.31M acciones, $40.06B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2025 ·
Metodología ·
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