PDD
PDD Holdings Inc. · Consumer Cyclical · Specialty Retail
Input momentum (manajer yang sebanding):
keluasan pemegang -10.0% ·
aliran saham -6.0% ·
posisi baru bersih -11.1%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasif) | 33.30M | — | $3.49B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (pasif) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | The Vanguard Group ✦ (pasif) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 29 | The Vanguard Group ✦ (pasif) | 32.04M | — | $3.35B | 0.1% | n/c | 1 | SEC ↗ |
| 30 | The Vanguard Group ✦ (pasif) | 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 ✦ (pasif) | 11.73M | +1.7% | $1.23B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | State Street Global Advisors ✦ (pasif) | 11.73M | +1.7% | $1.23B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Norges Bank ✦ (pasif) | 9.20M | +13.7% | $962.79M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Geode Capital Management ✦ (pasif) | 6.23M | +4.0% | $646.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Geode Capital Management ✦ (pasif) | 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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Himalaya Capital | $482.27M | 17.9% |
Telah keluar
| Tiger Global Management | $522.60M | adalah 2.0% |
| Bridgewater Associates | $206.25M | adalah 1.0% |
| Arrowstreet Capital | $5.16M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 558 pemegang, 403.31M saham, $40.06B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.