PDD
PDD Holdings Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -1.3% ·
flujo de acciones -2.2% ·
nuevas posiciones netas -0.7%
— 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 Q4 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) | 39.15M | +9.2% | $4.44B | 0.1% | ▲ Add | 3 | SEC ↗ ×21 |
| 2 | The Vanguard Group ✦ (pasivo) | 32.81M | +1.3% | $3.72B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Baillie Gifford ✦ | 31.03M | -2.4% | $3.52B | 2.9% | ▼ Trim | 7 | SEC ↗ ×5 |
| 4 | Invesco Ltd. | 21.17M | — | $2.40B | 0.2% | n/c | 1 | SEC ↗ ×12 |
| 5 | Fidelity (FMR) ✦ | 14.60M | -15.7% | $1.66B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | State Street Global Advisors ✦ (pasivo) | 12.26M | +1.3% | $1.39B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 9.40M | Nuevo | $1.07B | 0.1% | New | 1 | SEC ↗ |
| 8 | Hsbc Holdings Plc | 9.34M | — | $1.06B | 0.3% | n/c | 1 | SEC ↗ ×36 |
| 9 | Goldman Sachs Group ✦ | 8.83M | -12.2% | $1.00B | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Sanders Capital, LLC | 8.11M | — | $919.86M | 1.1% | n/c | 1 | SEC ↗ |
| 11 | Assenagon Asset Management S.A. | 6.73M | — | $762.99M | 1.1% | n/c | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 6.76M | +5.6% | $761.72M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | FIL Ltd | 6.52M | — | $738.85M | 0.6% | n/c | 1 | SEC ↗ ×7 |
| 14 | Morgan Stanley ✦ | 5.95M | -16.2% | $674.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 15 | Bnp Paribas Financial Markets | 5.15M | — | $583.57M | 0.4% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 5.07M | -54.6% | $574.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 17 | Capital International Investors | 4.70M | — | $532.78M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Himalaya Capital ✦ | 4.61M | 0.0% | $522.50M | 14.6% | Held | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 4.51M | +91.7% | $511.69M | 0.5% | ▲ Add | 7 | SEC ↗ ×5 |
| 20 | Dodge & Cox ✦ | 4.44M | Nuevo | $503.43M | 0.3% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 4.15M | — | $470.36M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 22 | Legal & General Group Plc | 4.15M | — | $470.28M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 23 | Dimensional Fund Advisors Lp | 3.48M | — | $395.14M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 24 | T. Rowe Price ✦ | 3.26M | -39.2% | $369.99M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 25 | Northern Trust Corp | 3.19M | — | $361.67M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 26 | Mitsubishi UFJ Trust & Banking Corp | 3.17M | — | $359.20M | 0.9% | n/c | 1 | SEC ↗ ×3 |
| 27 | Bank Of America Corp /De/ | 3.06M | — | $346.72M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 28 | Deutsche Bank Ag\ | 2.78M | — | $314.78M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 29 | Barclays Plc | 2.66M | — | $301.63M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 30 | Robeco Institutional Asset… | 1.79M | — | $202.51M | 0.3% | n/c | 1 | SEC ↗ |
| 31 | Appaloosa ✦ | 1.77M | -1.4% | $201.27M | 2.9% | ▼ Trim | 7 | SEC ↗ |
| 32 | Nuveen, LLC | 1.69M | — | $191.33M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 1.68M | — | $190.74M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Swiss National Bank | 1.55M | — | $176.05M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 1.54M | — | $175.05M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 36 | Bank of New York Mellon Corp | 1.49M | — | $168.73M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 37 | National Bank Of Canada /Fi/ | 1.43M | — | $161.99M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 38 | Massachusetts Financial Services Co… | 1.26M | — | $142.86M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 39 | Charles Schwab Investment… | 1.25M | — | $141.66M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pictet Asset Management Holding SA | 1.23M | — | $139.68M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | American Century Companies Inc | 1.22M | — | $138.64M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | California Public Employees… | 1.20M | — | $135.59M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | First Trust Advisors Lp | 1.16M | — | $131.41M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 1.07M | — | $122.05M | 0.1% | n/c | 1 | SEC ↗ ×14 |
| 45 | ProShare Advisors LLC | 1.06M | — | $119.74M | 0.2% | n/c | 1 | SEC ↗ |
| 46 | Nomura Asset Management… | 1.05M | — | $119.05M | 0.2% | n/c | 1 | SEC ↗ |
| 47 | Aberdeen Group plc | 1.01M | — | $114.96M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 48 | Alliancebernstein L.P. | 927.79K | — | $105.20M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Walleye Trading LLC | 885.81K | — | $100.44M | 1.6% | n/c | 1 | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management… | 860.91K | — | $99.65M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Peak6 Llc | 870.08K | — | $98.66M | 1.3% | n/c | 1 | SEC ↗ ×2 |
| 52 | Wellington Management ✦ | 810.86K | -9.4% | $91.94M | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 53 | Franklin Resources Inc | 802.54K | — | $91.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 54 | Lazard Asset Management Llc | 784.90K | — | $89.00M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 55 | LMR Partners LLP | 733.65K | — | $83.19M | 1.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Healthcare Of Ontario Pension Plan… | 710.73K | — | $80.59M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Royal London Asset Management Ltd | 696.17K | — | $78.94M | 0.2% | n/c | 1 | SEC ↗ |
| 58 | Allianz Asset Management GmbH | 691.14K | — | $78.37M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 59 | Royal Bank Of Canada | 672.01K | — | $76.20M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 60 | Susquehanna International Group, Llp | 666.59K | — | $75.59M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Aviva Plc | 641.02K | — | $72.69M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 573.18K | -0.5% | $64.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | Allspring Global Investments… | 556.69K | — | $64.44M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 64 | Korea Investment CORP | 554.69K | — | $62.90M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Man Group plc | 533.66K | — | $60.51M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 527.00K | — | $59.76M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 67 | BNP Paribas Asset Management… | 499.52K | — | $56.64M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 68 | Manufacturers Life Insurance… | 484.40K | — | $54.98M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Sei Investments Co | 449.69K | — | $50.99M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 70 | Mackenzie Financial Corp | 421.76K | — | $47.91M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Nomura Holdings Inc | 384.27K | — | $43.57M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 72 | Millennium Management ✦ | 382.55K | +132.9% | $43.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 73 | Mirae Asset Global Investments Co.… | 364.34K | — | $41.31M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 74 | Bank Of Montreal /Can/ | 350.80K | — | $39.78M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 75 | IMC-Chicago, LLC | 347.62K | — | $39.42M | 0.7% | n/c | 1 | SEC ↗ |
| 76 | Balyasny Asset Management L.P. | 335.43K | — | $38.03M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Victory Capital Management Inc | 333.28K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Citadel Advisors ✦ | 315.26K | -76.5% | $35.75M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 79 | California State Teachers… | 309.21K | — | $35.06M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Arrowstreet Capital ✦ | 305.41K | -79.5% | $34.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 286.73K | — | $32.51M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Renaissance Technologies ✦ | 273.90K | +66.6% | $31.06M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 83 | Ameriprise Financial Inc | 253.11K | — | $28.70M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 84 | Credit Agricole S A | 239.80K | — | $27.19M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 85 | Wcm Investment Management, Llc | 228.51K | — | $26.01M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Voya Investment Management Llc | 225.23K | — | $25.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Connor, Clark & Lunn Investment… | 216.76K | — | $24.58M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Jennison Associates Llc | 213.35K | — | $24.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | National Pension Service | 196.84K | — | $22.32M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Parallax Volatility Advisers, L.P. | 187.90K | — | $21.31M | 0.7% | n/c | 1 | SEC ↗ |
| 91 | Tudor Investment Corp Et Al | 151.35K | — | $17.16M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | CIBC Asset Management Inc | 150.92K | — | $17.11M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 135.52K | — | $15.37M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 94 | Nomura Asset Management Co Ltd | 128.89K | — | $14.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | Neuberger Berman Group LLC | 120.17K | — | $13.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Asset Management One Co., Ltd. | 118.51K | — | $13.53M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Danske Bank A/S | 109.11K | — | $12.37M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Tidal Investments LLC | 96.53K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Td Asset Management Inc | 86.65K | — | $9.83M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Daiwa Securities Group Inc. | 76.88K | — | $8.72M | 0.0% | n/c | 1 | 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
| Norges Bank | $1.07B | 0.1% |
| Dodge & Cox | $503.43M | 0.3% |
Posición cerrada
| Altimeter Capital | $181.29M | era 2.4% |
| Point72 Asset Management | $81.17M | era 0.2% |
| AQR Capital Management | $206,092 | 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.
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