Dingdong Cayman Ltd. -SPN ADRDDL

13F holders, Q2 2025 (June 30)
58holders −1
12new positions
13sold out
4famous investors
$2.02avg. 13F price*

At the end of Q2 2025, 58 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, down 1 from Q1 2025. 12 opened new positions and 13 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($24.0M), Galileo (PTC) Ltd ($23.7M) and HSG Holding Ltd ($22.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions12$2.0M
Exits13$3.6M

All 13F filers, Q1 2025 → Q2 2025: 3,035,135 shares bought and 8,296,946 shares sold, net −5,261,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Capital Today Evergreen Fund, L.P. 8.38% No change 11,879,332 $24.0M
Galileo (PTC) Ltd 1.27% No change 11,716,130 $23.7M
HSG Holding Ltd 1.16% No change 11,141,166 $22.5M
Platinum Investment Management Ltd. 0.90% Reduce -17.8% 6,677,746 $13.5M
Vanguard Group Inc. 0.00% Reduce -18.7% 4,462,805 $9.0M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +20.1% 3,173,186 $6.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.3% 2,970,244 $6.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +0.1% 1,387,772 $2.8M
Renaissance Technologies 0.00% Add +21.5% 1,281,700 $2.6M
Acadian Asset Management LLC 0.01% Reduce -31.5% 1,197,257 $2.4M
Marshall Wace, LLP 0.00% Reduce -18.5% 1,100,396 $2.2M
Morgan Stanley 0.00% Reduce -17.7% 1,082,782 $2.2M
Softbank Group Corp. 0.01% No change 1,050,000 $2.1M
JPMorgan Chase & Co. 0.00% Add +66.5% 968,405 $2.0M
Kim, LLC 0.35% No change 928,008 $1.9M
Man Group plc 0.00% Add +24.0% 531,235 $1.1M
Walleye Capital LLC 0.01% Reduce -15.6% 505,398 $1.0M
Goldman Sachs Group Inc. 0.00% Reduce -75.9% 496,482 $1.0M
Qube Research & Technologies Ltd 0.00% Add +283.3% 491,115 $992K
Citadel Advisors 0.00% Add +36.5% 401,068 $810K
Bank of America Corp. 0.00% Add +12.7% 344,875 $697K
Harvest Fund Management Co., Ltd 0.03% No change 302,680 $611K
Norges Bank 0.00% New 293,800 $593K
State Street Corp. 0.00% Reduce -4.6% 254,949 $515K
Jane Street Group, LLC 0.00% Add +229.9% 244,140 $493K
Millennium Management 0.00% Reduce -58.1% 209,359 $423K
Public Employees Retirement System of Ohio 0.00% Add +36.0% 206,206 $417K
Susquehanna Portfolio Strategies, LLC 0.01% New 201,380 $407K
California Public Employees Retirement System 0.00% Reduce -39.9% 191,715 $387K
XTX Topco Ltd 0.01% New 165,526 $334K
Barclays PLC 0.00% New 141,263 $285K
Invesco Ltd. 0.00% Reduce -6.0% 109,900 $222K
Gsa Capital Partners LLP 0.01% Reduce -59.1% 105,659 $213K
Caxton Associates LLP 0.00% New 72,668 $147K
Two Sigma Advisers, LP 0.00% Add +134.3% 68,900 $139K
Squarepoint Ops LLC 0.00% Reduce -54.7% 50,993 $103K
BNP Paribas Financial Markets 0.00% Add +43678.9% 33,272 $67K
UBS Group AG 0.00% Reduce -94.2% 32,357 $65K
Point72 Asset Management 0.00% Reduce -31.6% 30,400 $61K
Y-Intercept (Hong Kong) Ltd 0.00% New 26,818 $54K
Quadrature Capital Ltd 0.00% Reduce -8.6% 26,583 $54K
Susquehanna International Group, LLP 0.00% New 25,915 $52K
Cubist Systematic Strategies, LLC 0.00% New 20,515 $41K
QRG Capital Management, Inc. 0.00% New 15,793 $32K
Raymond James Financial Inc. 0.00% No change 15,000 $30K
Sei Investments Co. 0.00% Reduce -86.3% 13,725 $28K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Add +421550.0% 8,433 $17K
Tower Research Capital LLC (TRC) 0.00% Add +22.8% 7,232 $15K
Osaic Holdings, Inc. 0.00% Add +10.0% 6,143 $12K
Point72 (DIFC) Ltd 0.00% New 2,900 $6K
Caitong International Asset Management Co., Ltd 0.00% Add +63.3% 2,689 $5K
Lazard Asset Management LLC 0.00% Reduce -99.4% 2,570 $5K
Rhumbline Advisers 0.00% No change 815 $2K
EverSource Wealth Advisors, LLC 0.00% New 505 $1K
Royal Bank of Canada 0.00% New 517 $1K
Bell Investment Advisors, Inc 0.00% No change 341 $689
Citigroup Inc. 0.00% No change 36 $73
SBI Securities Co., Ltd. 0.00% No change 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.