Dingdong Cayman Ltd. -SPN ADRDDL

13F holders, Q2 2024 (June 30)
33holders −5
4new positions
9sold out
3famous investors
$1.96avg. 13F price*

At the end of Q2 2024, 33 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, down 5 from Q1 2024. 4 opened new positions and 9 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($23.6M), Galileo (PTC) Ltd ($23.3M) and HSG Holding Ltd ($20.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Chase Coleman (0.0% of Tiger Global Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Dingdong Cayman Ltd. -SPN ADR
CUSIP
25445D101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 38Q1 2024Q2 2024: 33Q2 2024Q3 2024: 49Q3 2024Q4 2024: 66Q4 2024Q1 2025: 59Q1 2025Q2 2025: 58Q2 2025Q3 2025: 53Q3 2025Q4 2025: 55Q4 2025Q1 2026: 61Q1 2026Q2 2026: 55Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$383K
Exits9$1.1M

All 13F filers, Q1 2024 → Q2 2024: 984,565 shares bought and 1,289,849 shares sold, net −305,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Capital Today Evergreen Fund, L.P. 10.83% No change 11,879,332 $23.6M
Galileo (PTC) Ltd 1.75% No change 11,716,130 $23.3M
HSG Holding Ltd 0.76% No change 11,141,166 $20.7M
Platinum Investment Management Ltd. 0.73% Reduce -2.7% 9,064,805 $18.0M
Vanguard Group Inc. 0.00% Add +3.4% 5,015,503 $10.0M
Goldman Sachs Group Inc. 0.00% Reduce 0.0% 2,412,263 $4.8M
Softbank Group Corp. 0.01% No change 1,050,000 $2.1M
Kim, LLC 0.21% No change 928,008 $1.8M
Renaissance Technologies 0.00% Add +63.4% 690,200 $1.4M
Morgan Stanley 0.00% Add +1.4% 480,888 $957K
JPMorgan Chase & Co. 0.00% Add +15.3% 448,402 $892K
Millennium Management 0.00% Add +239.3% 382,964 $762K
Nomura Holdings Inc. 0.00% No change 209,000 $416K
State Street Corp. 0.00% Reduce -5.1% 190,781 $380K
California Public Employees Retirement System 0.00% Reduce -18.6% 186,035 $370K
Tiger Global Management 0.00% No change 118,539 $236K
Jane Street Group, LLC 0.00% Reduce -0.6% 117,719 $234K
Invesco Ltd. 0.00% Reduce -7.3% 115,408 $230K
Schonfeld Strategic Advisors LLC 0.00% New 102,800 $205K
Acadian Asset Management LLC 0.00% New 43,347 $86K
Gsa Capital Partners LLP 0.01% Reduce -23.1% 40,083 $80K
Quadrature Capital Ltd 0.00% New 25,384 $50K
Osaic Holdings, Inc. 0.00% Add +3.0% 24,074 $48K
UBS Group AG 0.00% Add +134.9% 22,128 $44K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 21,451 $43K
Citigroup Inc. 0.00% No change 15,047 $30K
Catalyst Funds Management Pty Ltd 0.01% Reduce -45.0% 9,400 $19K
Cubist Systematic Strategies, LLC 0.00% Reduce -76.9% 8,501 $17K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Add +7340.7% 8,408 $17K
Rhumbline Advisers 0.00% Reduce -0.8% 3,218 $6K
Bank of America Corp. 0.00% Reduce -48.8% 628 $1K
Bell Investment Advisors, Inc 0.00% No change 552 $1K
Royal Bank of Canada 0.00% Add +468.0% 142 $0

"% 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.