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PDD

PDD Holdings Inc. · Consumer Cyclical · Specialty Retail

80.97 -1.8% 市值 $115.25B 报价延迟(FMP) · 截至 Oct 16 22:08 UTC · 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
147被追踪持有人
-2Δ持有人
318.68M持有股份
$36.13B报告持仓市值
+2新建仓位
−3清仓
Stable 确信度评分 49/100 6 被追踪股份持续上升的季度数 ●●●●●● 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -1.3% · 股份流向 -2.2% · 净新建仓位 -0.7% · 公式
广泛减持:持股数量下降,持有人数量减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 142 -3 286.19M $21.84B +5 −8
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 n/a 78.39M $10.42B n/a n/a
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 BlackRock ✦ (被动) 39.15M +9.2% $4.44B 0.1% ▲ Add 3 SEC ↗ ×21
2 The Vanguard Group ✦ (被动) 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 n/a $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 ✦ (被动) 12.26M +1.3% $1.39B 0.0% ▲ Add 5 SEC ↗
7 Norges Bank ✦ (被动) 9.40M 新增 $1.07B 0.1% New 1 SEC ↗
8 Hsbc Holdings Plc 9.34M n/a $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 n/a $919.86M 1.1% n/c 1 SEC ↗
11 Assenagon Asset Management S.A. 6.73M n/a $762.99M 1.1% n/c 1 SEC ↗
12 Geode Capital Management ✦ (被动) 6.76M +5.6% $761.72M 0.0% ▲ Add 7 SEC ↗ ×2
13 FIL Ltd 6.52M n/a $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 n/a $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 n/a $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 新增 $503.43M 0.3% New 1 SEC ↗
21 UBS Group AG 4.15M n/a $470.36M 0.1% n/c 1 SEC ↗ ×7
22 Legal & General Group Plc 4.15M n/a $470.28M 0.1% n/c 1 SEC ↗ ×3
23 Dimensional Fund Advisors Lp 3.48M n/a $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 n/a $361.67M 0.0% n/c 1 SEC ↗ ×8
26 Mitsubishi UFJ Trust & Banking Corp 3.17M n/a $359.20M 0.9% n/c 1 SEC ↗ ×3
27 Bank Of America Corp /De/ 3.06M n/a $346.72M 0.0% n/c 1 SEC ↗ ×8
28 Deutsche Bank Ag\ 2.78M n/a $314.78M 0.1% n/c 1 SEC ↗ ×6
29 Barclays Plc 2.66M n/a $301.63M 0.1% n/c 1 SEC ↗ ×4
30 Robeco Institutional Asset… 1.79M n/a $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 n/a $191.33M 0.1% n/c 1 SEC ↗ ×3
33 Sumitomo Mitsui Trust Group, Inc. 1.68M n/a $190.74M 0.1% n/c 1 SEC ↗
34 Swiss National Bank 1.55M n/a $176.05M 0.1% n/c 1 SEC ↗
35 Citigroup Inc 1.54M n/a $175.05M 0.1% n/c 1 SEC ↗ ×4
36 Bank of New York Mellon Corp 1.49M n/a $168.73M 0.0% n/c 1 SEC ↗ ×11
37 National Bank Of Canada /Fi/ 1.43M n/a $161.99M 0.2% n/c 1 SEC ↗ ×3
38 Massachusetts Financial Services Co… 1.26M n/a $142.86M 0.0% n/c 1 SEC ↗ ×7
39 Charles Schwab Investment… 1.25M n/a $141.66M 0.0% n/c 1 SEC ↗
40 Pictet Asset Management Holding SA 1.23M n/a $139.68M 0.1% n/c 1 SEC ↗
41 American Century Companies Inc 1.22M n/a $138.64M 0.1% n/c 1 SEC ↗
42 California Public Employees… 1.20M n/a $135.59M 0.1% n/c 1 SEC ↗
43 First Trust Advisors Lp 1.16M n/a $131.41M 0.1% n/c 1 SEC ↗
44 Russell Investments Group, Ltd. 1.07M n/a $122.05M 0.1% n/c 1 SEC ↗ ×14
45 ProShare Advisors LLC 1.06M n/a $119.74M 0.2% n/c 1 SEC ↗
46 Nomura Asset Management… 1.05M n/a $119.05M 0.2% n/c 1 SEC ↗
47 Aberdeen Group plc 1.01M n/a $114.96M 0.2% n/c 1 SEC ↗ ×4
48 Alliancebernstein L.P. 927.79K n/a $105.20M 0.0% n/c 1 SEC ↗
49 Walleye Trading LLC 885.81K n/a $100.44M 1.6% n/c 1 SEC ↗
50 Mitsubishi UFJ Asset Management… 860.91K n/a $99.65M 0.1% n/c 1 SEC ↗
51 Peak6 Llc 870.08K n/a $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 n/a $91.00M 0.0% n/c 1 SEC ↗ ×5
54 Lazard Asset Management Llc 784.90K n/a $89.00M 0.2% n/c 1 SEC ↗ ×2
55 LMR Partners LLP 733.65K n/a $83.19M 1.0% n/c 1 SEC ↗ ×4
56 Healthcare Of Ontario Pension Plan… 710.73K n/a $80.59M 0.1% n/c 1 SEC ↗
57 Royal London Asset Management Ltd 696.17K n/a $78.94M 0.2% n/c 1 SEC ↗
58 Allianz Asset Management GmbH 691.14K n/a $78.37M 0.1% n/c 1 SEC ↗ ×6
59 Royal Bank Of Canada 672.01K n/a $76.20M 0.0% n/c 1 SEC ↗ ×9
60 Susquehanna International Group, Llp 666.59K n/a $75.59M 0.1% n/c 1 SEC ↗
61 Aviva Plc 641.02K n/a $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 n/a $64.44M 0.1% n/c 1 SEC ↗ ×2
64 Korea Investment CORP 554.69K n/a $62.90M 0.1% n/c 1 SEC ↗
65 Man Group plc 533.66K n/a $60.51M 0.1% n/c 1 SEC ↗ ×2
66 MIRAE ASSET GLOBAL ETFS HOLDINGS… 527.00K n/a $59.76M 0.1% n/c 1 SEC ↗ ×2
67 BNP Paribas Asset Management… 499.52K n/a $56.64M 0.1% n/c 1 SEC ↗ ×4
68 Manufacturers Life Insurance… 484.40K n/a $54.98M 0.0% n/c 1 SEC ↗
69 Sei Investments Co 449.69K n/a $50.99M 0.1% n/c 1 SEC ↗ ×2
70 Mackenzie Financial Corp 421.76K n/a $47.91M 0.1% n/c 1 SEC ↗
71 Nomura Holdings Inc 384.27K n/a $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 n/a $41.31M 0.1% n/c 1 SEC ↗ ×2
74 Bank Of Montreal /Can/ 350.80K n/a $39.78M 0.0% n/c 1 SEC ↗ ×6
75 IMC-Chicago, LLC 347.62K n/a $39.42M 0.7% n/c 1 SEC ↗
76 Balyasny Asset Management L.P. 335.43K n/a $38.03M 0.1% n/c 1 SEC ↗
77 Victory Capital Management Inc 333.28K n/a $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 n/a $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 n/a $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 n/a $28.70M 0.0% n/c 1 SEC ↗ ×4
84 Credit Agricole S A 239.80K n/a $27.19M 0.1% n/c 1 SEC ↗ ×3
85 Wcm Investment Management, Llc 228.51K n/a $26.01M 0.1% n/c 1 SEC ↗
86 Voya Investment Management Llc 225.23K n/a $25.54M 0.0% n/c 1 SEC ↗ ×2
87 Connor, Clark & Lunn Investment… 216.76K n/a $24.58M 0.1% n/c 1 SEC ↗
88 Jennison Associates Llc 213.35K n/a $24.19M 0.0% n/c 1 SEC ↗ ×2
89 National Pension Service 196.84K n/a $22.32M 0.0% n/c 1 SEC ↗
90 Parallax Volatility Advisers, L.P. 187.90K n/a $21.31M 0.7% n/c 1 SEC ↗
91 Tudor Investment Corp Et Al 151.35K n/a $17.16M 0.1% n/c 1 SEC ↗
92 CIBC Asset Management Inc 150.92K n/a $17.11M 0.0% n/c 1 SEC ↗
93 Wells Fargo & Company/Mn 135.52K n/a $15.37M 0.0% n/c 1 SEC ↗ ×5
94 Nomura Asset Management Co Ltd 128.89K n/a $14.61M 0.0% n/c 1 SEC ↗ ×2
95 Neuberger Berman Group LLC 120.17K n/a $13.63M 0.0% n/c 1 SEC ↗ ×2
96 Asset Management One Co., Ltd. 118.51K n/a $13.53M 0.0% n/c 1 SEC ↗
97 Danske Bank A/S 109.11K n/a $12.37M 0.0% n/c 1 SEC ↗
98 Tidal Investments LLC 96.53K n/a $10.95M 0.0% n/c 1 SEC ↗
99 Td Asset Management Inc 86.65K n/a $9.83M 0.0% n/c 1 SEC ↗
100 Daiwa Securities Group Inc. 76.88K n/a $8.72M 0.0% n/c 1 SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。

新增买入方

Norges Bank $1.07B 0.1%
Dodge & Cox $503.43M 0.3%

已清仓

Altimeter Capital $181.29M 曾为 2.4%
Point72 Asset Management $81.17M 曾为 0.2%
AQR Capital Management $206,092 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 558 持有人, 403.31M 股份, $40.06B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。

内部人交易

公开市场买入 (P)

在我们的覆盖窗口内无内部人士公开市场买入记录。

公开市场卖出 (S)

Sep 03 Kam Anthony Ping Leung

Director · 1.71K 股 · $140,151

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据