PDD
PDD Holdings Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones +4.1% ·
nuevas posiciones netas +4.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | -3 | 286.19M | $21.84B | +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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 35.84M | +7.6% | $4.74B | 0.1% | ▲ Add | 2 | SEC ↗ ×21 |
| 2 | The Vanguard Group ✦ (pasivo) | 32.38M | +1.1% | $4.28B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Baillie Gifford ✦ | 31.80M | -7.5% | $4.20B | 3.1% | ▼ Trim | 6 | SEC ↗ ×5 |
| 4 | Fidelity (FMR) ✦ | 17.32M | +16.0% | $2.29B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 5 | State Street Global Advisors ✦ (pasivo) | 12.10M | +3.2% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 11.16M | — | $1.48B | 0.0% | n/c | 1 | SEC ↗ ×36 |
| 7 | Goldman Sachs Group ✦ | 10.05M | — | $1.33B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 8 | Morgan Stanley ✦ | 7.10M | — | $937.90M | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 9 | Geode Capital Management ✦ (pasivo) | 6.40M | +2.8% | $840.10M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | T. Rowe Price ✦ | 5.37M | +6.6% | $709.80M | 0.1% | ▲ Add | 6 | SEC ↗ ×4 |
| 11 | Himalaya Capital ✦ | 4.61M | 0.0% | $609.04M | 18.9% | Held | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 2.35M | +68.0% | $311.15M | 0.3% | ▲ Add | 6 | SEC ↗ ×5 |
| 13 | Appaloosa ✦ | 1.80M | -10.0% | $237.91M | 3.2% | ▼ Trim | 6 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 1.49M | Nuevo | $196.64M | 0.1% | New | 1 | SEC ↗ |
| 15 | Altimeter Capital ✦ | 1.37M | Nuevo | $181.29M | 2.4% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 1.34M | +342.6% | $177.64M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Wellington Management ✦ | 894.55K | -2.7% | $118.23M | 0.0% | ▼ Trim | 6 | SEC ↗ ×7 |
| 18 | Point72 Asset Management ✦ | 614.10K | +296.0% | $81.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Fisher Asset Management ✦ | 575.94K | +2.1% | $76.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 164.40K | -77.8% | $21.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Millennium Management ✦ | 164.25K | +316.3% | $21.71M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 1.55K | -99.8% | $206,092 | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
«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
| Arrowstreet Capital | $196.64M | 0.1% |
| Altimeter Capital | $181.29M | 2.4% |
Posición cerrada
| Norges Bank | $962.79M | era 0.1% |
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.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.71K acc. · $140,151
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología