Dingdong Cayman Ltd. -SPN ADRDDL
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 55 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, up 2 from Q3 2025. 11 opened new positions and 8 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($29.6M), Galileo (PTC) Ltd ($29.2M) and HSG Holding Ltd ($28.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.2M |
| Exits | 8 | $3.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,969,017 shares bought and 5,506,840 shares sold, net −2,537,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Capital Today Evergreen Fund, L.P. | 13.67% | No change | 11,879,332 | $29.6M |
| Galileo (PTC) Ltd | 2.13% | No change | 11,716,130 | $29.2M |
| HSG Holding Ltd | 1.52% | Reduce -9.4% | 10,091,839 | $28.7M |
| Boundless Plain Holdings Ltd | 6.34% | — | 7,989,001 | $19.9M |
| Platinum Investment Management Ltd. | 3.72% | Reduce -3.3% | 6,460,889 | $16.1M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 4,392,395 | $10.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -0.2% | 3,112,182 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +8.2% | 3,020,244 | $7.5M |
| Morgan Stanley | 0.00% | Add +165.5% | 2,166,824 | $5.4M |
| Acadian Asset Management LLC | 0.01% | Add +36.8% | 1,290,289 | $3.2M |
| Renaissance Technologies | 0.00% | Reduce -25.5% | 1,203,800 | $3.0M |
| Softbank Group Corp. | 0.02% | No change | 1,050,000 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -41.2% | 719,359 | $1.8M |
| Marshall Wace, LLP | 0.00% | Reduce -38.6% | 538,715 | $1.3M |
| Nomura Holdings Inc. | 0.00% | New | 500,000 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.1% | 307,416 | $765K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.4% | 284,683 | $709K |
| State Street Corp. | 0.00% | Add +6.2% | 275,642 | $686K |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.2% | 273,999 | $682K |
| UBS Group AG | 0.00% | Add +1.5% | 238,637 | $594K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 223,125 | $556K |
| California Public Employees Retirement System | 0.00% | Reduce -0.1% | 168,745 | $420K |
| HSBC Holdings PLC | 0.00% | New | 160,682 | $400K |
| Barclays PLC | 0.00% | No change | 141,263 | $352K |
| Jane Street Group, LLC | 0.00% | Reduce -34.8% | 124,560 | $310K |
| Susquehanna International Group, LLP | 0.00% | Add +356.9% | 123,509 | $308K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -17.3% | 110,112 | $274K |
| Invesco Ltd. | 0.00% | Reduce -4.8% | 103,467 | $258K |
| Two Sigma Investments, LP | 0.00% | Add +97.0% | 85,098 | $212K |
| Virtu Financial LLC | 0.01% | New | 70,371 | $175K |
| Mangrove Partners Im, LLC | 0.01% | New | 53,141 | $132K |
| Wells Fargo & Company | 0.00% | New | 50,000 | $125K |
| Two Sigma Advisers, LP | 0.00% | Reduce -78.2% | 48,800 | $122K |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 27,739 | $69K |
| Point72 Asset Management | 0.00% | New | 22,030 | $55K |
| Millennium Management | 0.00% | Reduce -60.7% | 17,730 | $44K |
| Belvedere Trading LLC | 0.01% | New | 16,217 | $40K |
| QRG Capital Management, Inc. | 0.00% | Add +42.5% | 15,489 | $39K |
| Sei Investments Co. | 0.00% | No change | 13,005 | $32K |
| Osaic Holdings, Inc. | 0.00% | No change | 6,143 | $15K |
| Oakum Bay Capital LLC | 0.01% | — | 6,000 | $15K |
| JNBA Financial Advisors | 0.00% | New | 2,358 | $6K |
| WealthCollab, LLC | 0.00% | New | 1,399 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 1,000 | $2K |
| Rhumbline Advisers | 0.00% | Reduce -6.6% | 705 | $2K |
| Bank of America Corp. | 0.00% | Reduce -99.6% | 628 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 509 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 341 | $850 |
| Group One Trading LLC | 0.00% | Reduce -93.2% | 160 | $398 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.0% | 121 | $301 |
| IMA Advisory Services, Inc. | 0.00% | New | 110 | $273 |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.1% | 76 | $189 |
| Citigroup Inc. | 0.00% | Add +2.8% | 37 | $92 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $2 |
| Caitong International Asset Management 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.