Dingdong Cayman Ltd. -SPN ADRDDL
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 55 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, down 6 from Q1 2026. 4 opened new positions and 10 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($22.9M), Galileo (PTC) Ltd ($22.6M) and HSG Holding Ltd ($19.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Dingdong Cayman Ltd. -SPN ADR
- CUSIP
- 25445D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $239K |
| Exits | 10 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 877,803 shares bought and 2,015,547 shares sold, net −1,137,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Capital Today Evergreen Fund, L.P. | 17.70% | No change | 11,879,332 | $22.9M |
| Galileo (PTC) Ltd | 2.04% | No change | 11,716,130 | $22.6M |
| HSG Holding Ltd | 1.63% | No change | 10,091,839 | $19.5M |
| Boundless Plain Holdings Ltd | 3.57% | No change | 7,989,001 | $15.4M |
| Platinum Investment Management Ltd. | 3.08% | No change | 6,486,507 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 3,020,244 | $5.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.6% | 3,010,419 | $5.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -1.3% | 2,954,267 | $5.7M |
| Barclays PLC | 0.00% | No change | 2,853,663 | $5.5M |
| Renaissance Technologies | 0.00% | Reduce -1.3% | 1,385,500 | $2.7M |
| Acadian Asset Management LLC | 0.00% | Add +2.6% | 1,340,265 | $2.6M |
| Softbank Group Corp. | 0.01% | No change | 1,050,000 | $2.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 787,973 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +520.4% | 758,255 | $1.5M |
| First Beijing Investment Ltd | 0.05% | Reduce -26.4% | 622,432 | $1.2M |
| Morgan Stanley | 0.00% | Add +6.3% | 591,411 | $1.1M |
| UBS Group AG | 0.00% | Reduce -41.9% | 285,837 | $552K |
| State Street Corp. | 0.00% | Reduce -2.6% | 265,450 | $512K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 218,068 | $421K |
| Anther Capital Ltd | 0.01% | No change | 165,400 | $319K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.6% | 148,581 | $287K |
| Jane Street Group, LLC | 0.00% | Reduce -45.3% | 141,455 | $273K |
| GAM Holding AG | 0.02% | Add +40.0% | 140,000 | $270K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -61.3% | 134,863 | $260K |
| California Public Employees Retirement System | 0.00% | Reduce -4.4% | 118,932 | $230K |
| Two Sigma Investments, LP | 0.00% | Reduce -4.4% | 108,798 | $210K |
| Invesco Ltd. | 0.00% | Reduce -12.2% | 88,400 | $171K |
| Polymer Capital Management (HK) LTD | 0.02% | New | 84,500 | $163K |
| Susquehanna International Group, LLP | 0.00% | Add +15.3% | 61,395 | $118K |
| Rangeley Capital, LLC | 0.09% | No change | 50,000 | $97K |
| Tairen Capital Ltd | 0.01% | No change | 33,000 | $64K |
| Simplex Trading, LLC | 0.00% | New | 27,772 | $54K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 25,545 | $49K |
| Group One Trading LLC | 0.00% | Reduce -66.8% | 23,981 | $46K |
| Verdad Advisers, LP | 0.04% | No change | 21,170 | $41K |
| Centiva Capital, LP | 0.00% | Reduce -48.0% | 18,443 | $36K |
| Sei Investments Co. | 0.00% | No change | 13,005 | $25K |
| Millennium Management | 0.00% | Reduce -81.5% | 12,674 | $24K |
| Squarepoint Ops LLC | 0.00% | Reduce -43.2% | 12,493 | $24K |
| Ground Swell Capital, LLC | 0.02% | New | 11,475 | $22K |
| Point72 Asset Management | 0.00% | Reduce -78.0% | 10,365 | $20K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 9,548 | $18K |
| Osaic Holdings, Inc. | 0.00% | No change | 6,143 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 2,358 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.9% | 1,647 | $3K |
| Royal Bank of Canada | 0.00% | Add +30.4% | 1,613 | $3K |
| WealthCollab, LLC | 0.00% | No change | 1,399 | $3K |
| Rhumbline Advisers | 0.00% | No change | 705 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 129 | $249 |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.8% | 127 | $245 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 100 | $193 |
| BNP Paribas Financial Markets | 0.00% | No change | 76 | $147 |
| Citigroup Inc. | 0.00% | No change | 36 | $69 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +400.0% | 10 | $19 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -75.0% | 1 | $2 |
"% of holder's portfolio" is DDL's weight in each manager's 13F, not the share of Dingdong Cayman Ltd. -SPN ADR the manager owns.