Dingdong Cayman Ltd. -SPN ADRDDL

13F holders, Q4 2024 (December 31)
66holders +17
22new positions
8sold out
5famous investors
$3.30avg. 13F price*

At the end of Q4 2024, 66 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, up 17 from Q3 2024. 22 opened new positions and 8 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($39.0M), Galileo (PTC) Ltd ($38.4M) and HSG Holding Ltd ($38.2M). 5 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 Chase Coleman (0.0% of Tiger Global 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions22$14.4M
Exits8$666K

All 13F filers, Q3 2024 → Q4 2024: 14,289,999 shares bought and 1,106,000 shares sold, net +13,183,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

Capital Today Evergreen Fund, L.P. 13.83% No change 11,879,332 $39.0M
Galileo (PTC) Ltd 67.69% No change 11,716,130 $38.4M
HSG Holding Ltd 1.58% No change 11,141,166 $38.2M
Platinum Investment Management Ltd. 1.57% Reduce -5.0% 8,125,973 $26.7M
Vanguard Group Inc. 0.00% Add +0.8% 5,459,769 $17.9M
Acadian Asset Management LLC 0.03% Add +134.8% 2,650,899 $8.7M
Goldman Sachs Group Inc. 0.00% Reduce -5.2% 2,211,716 $7.3M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +195.3% 2,020,816 $6.6M
Marshall Wace, LLP 0.01% Add +164.8% 1,924,912 $6.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +397.0% 1,776,675 $5.8M
UBS Group AG 0.00% Add +3516.8% 1,546,161 $5.1M
Morgan Stanley 0.00% Add +122.5% 1,511,194 $5.0M
Softbank Group Corp. 0.01% No change 1,050,000 $3.4M
Renaissance Technologies 0.00% Reduce -23.7% 1,018,975 $3.3M
Kim, LLC 0.53% No change 928,008 $3.0M
Millennium Management 0.00% Add +26.8% 813,024 $2.7M
Polymer Capital Management (HK) LTD 0.45% New 789,648 $2.6M
Walleye Capital LLC 0.02% New 679,022 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 597,053 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 571,200 $1.9M
Lazard Asset Management LLC 0.00% New 569,341 $1.9M
Allspring Global Investments Holdings, LLC 0.00% New 365,000 $1.2M
JPMorgan Chase & Co. 0.00% Add +268.6% 364,696 $1.2M
Numerai GP LLC 0.31% Add +678.3% 347,031 $1.1M
California Public Employees Retirement System 0.00% Add +68.0% 314,487 $1.0M
Cubist Systematic Strategies, LLC 0.02% Add +803.6% 310,603 $1.0M
Harvest Fund Management Co., Ltd 0.05% Add +11194.0% 302,680 $993K
State Street Corp. 0.00% Add +5.2% 266,155 $873K
Bank of America Corp. 0.00% Add +1447.5% 238,461 $782K
Jane Street Group, LLC 0.00% Reduce -4.1% 237,922 $780K
Inspire Investing, LLC 0.08% New 205,620 $674K
Jump Financial, LLC 0.01% New 156,100 $512K
Gsa Capital Partners LLP 0.04% Add +100.4% 145,404 $477K
Public Employees Retirement System of Ohio 0.00% Add +78.3% 122,661 $402K
Quadrature Capital Ltd 0.01% Add +152.8% 120,540 $396K
Citadel Advisors 0.00% Reduce -10.1% 119,502 $392K
Tiger Global Management 0.00% No change 118,539 $389K
Invesco Ltd. 0.00% Reduce -0.9% 114,225 $375K
New York State Common Retirement Fund 0.00% Add +36.8% 88,389 $290K
Simplex Trading, LLC 0.01% Add +4213.0% 88,201 $289K
Russell Investments Group, Ltd. 0.00% No change 75,093 $270K
Point72 Asset Management 0.00% New 75,500 $248K
Squarepoint Ops LLC 0.00% New 74,720 $245K
Qube Research & Technologies Ltd 0.00% New 65,645 $215K
Sei Investments Co. 0.00% Add +139.7% 59,617 $196K
Cornerstone Investment Partners, LLC 0.01% New 48,892 $160K
B. Metzler seel. Sohn & Co. AG 0.00% New 47,830 $157K
Centiva Capital, LP 0.00% Reduce -19.4% 38,645 $127K
Two Sigma Investments, LP 0.00% New 33,516 $110K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 31,986 $105K
Engineers Gate Manager LP 0.00% New 21,441 $70K
Diametric Capital, LP 0.04% New 19,110 $63K
Two Sigma Advisers, LP 0.00% New 14,300 $47K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Add +319.2% 12,866 $42K
Osaic Holdings, Inc. 0.00% Add +1650.0% 12,285 $40K
Susquehanna Fundamental Investments, LLC 0.00% — 10,694 $35K
Group One Trading LLC 0.00% New 10,399 $34K
Bank of Nova Scotia 0.00% New 10,039 $33K
Mirae Asset Global Investments Co., Ltd. 0.00% New 3,986 $14K
Rhumbline Advisers 0.00% Add +14.7% 3,690 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.3% 600 $2K
Bell Investment Advisors, Inc 0.00% Reduce -38.2% 341 $1K
Caitong International Asset Management Co., Ltd 0.00% — 152 $499
BNP Paribas Financial Markets 0.00% New 112 $367
Citigroup Inc. 0.00% No change 36 $118
SBI Securities Co., Ltd. 0.00% — 1 $3

"% 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.