Dingdong Cayman Ltd. -SPN ADRDDL

13F holders, Q1 2026 (March 31)
61holders +6
19new positions
15sold out
3famous investors
$2.58avg. 13F price*

At the end of Q1 2026, 61 institutions reported holding Dingdong Cayman Ltd. -SPN ADR (DDL) in their 13F filings, up 6 from Q4 2025. 19 opened new positions and 15 sold out. The largest holders were Capital Today Evergreen Fund, L.P. ($30.5M), Galileo (PTC) Ltd ($30.1M) and HSG Holding Ltd ($26.3M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$5.1M
Exits15$5.0M

All 13F filers, Q4 2025 → Q1 2026: 5,745,279 shares bought and 4,544,027 shares sold, net +1,201,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Capital Today Evergreen Fund, L.P. 17.65% No change 11,879,332 $30.5M
Galileo (PTC) Ltd 2.95% No change 11,716,130 $30.1M
HSG Holding Ltd 1.63% No change 10,091,839 $26.3M
Boundless Plain Holdings Ltd 6.76% No change 7,989,001 $20.5M
Platinum Investment Management Ltd. 4.20% Add +0.4% 6,486,507 $16.7M
Vanguard Capital Management LLC 0.00% — 3,091,450 $7.9M
Allspring Global Investments Holdings, LLC 0.01% No change 3,020,244 $7.8M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -3.9% 2,991,782 $7.7M
Barclays PLC 0.00% Add +1920.1% 2,853,663 $7.3M
Renaissance Technologies 0.01% Add +16.6% 1,403,400 $3.6M
Acadian Asset Management LLC 0.00% Add +1.2% 1,305,823 $3.4M
Softbank Group Corp. 0.02% No change 1,050,000 $2.7M
First Beijing Investment Ltd 0.09% New 845,952 $2.2M
Vanguard Fiduciary Trust Co. 0.00% — 787,973 $2.0M
Morgan Stanley 0.00% Reduce -74.3% 556,490 $1.4M
UBS Group AG 0.00% Add +106.2% 491,968 $1.3M
HHLR Advisors, LTD. 0.05% New 354,500 $911K
Susquehanna Portfolio Strategies, LLC 0.01% Add +216.5% 348,544 $896K
State Street Corp. 0.00% Reduce -1.2% 272,415 $700K
BRIGHT VALLEY CAPITAL Ltd 0.71% New 266,760 $686K
Jane Street Group, LLC 0.00% Add +107.7% 258,737 $665K
Public Employees Retirement System of Ohio 0.00% Reduce -2.1% 218,435 $561K
Anther Capital Ltd 0.01% — 165,400 $425K
Goldman Sachs Group Inc. 0.00% Reduce -44.7% 157,337 $404K
California Public Employees Retirement System 0.00% Reduce -26.3% 124,429 $320K
Schonfeld Strategic Advisors LLC 0.00% New 122,231 $314K
Two Sigma Investments, LP 0.00% Add +33.7% 113,798 $292K
Invesco Ltd. 0.00% Reduce -2.7% 100,668 $259K
GAM Holding AG 0.02% New 100,000 $257K
Marshall Wace, LLP 0.00% Reduce -84.1% 85,439 $220K
Group One Trading LLC 0.01% Add +44989.4% 72,143 $185K
Millennium Management 0.00% Add +286.0% 68,430 $176K
HSBC Holdings PLC 0.00% Reduce -57.8% 67,886 $175K
Quadrature Capital Ltd 0.00% New 63,172 $162K
Susquehanna International Group, LLP 0.00% Reduce -56.9% 53,240 $137K
Rangeley Capital, LLC 0.14% New 50,000 $129K
Point72 Asset Management 0.00% Add +114.4% 47,224 $121K
Centiva Capital, LP 0.00% New 35,479 $91K
Tairen Capital Ltd 0.01% New 33,000 $85K
Bank of New York Mellon Corp 0.00% Reduce -1.4% 27,358 $70K
Squarepoint Ops LLC 0.00% New 21,986 $57K
XTX Topco Ltd 0.00% New 21,280 $55K
Verdad Advisers, LP 0.06% New 21,170 $54K
Police & Firemen's Retirement System of New Jersey 0.00% New 18,385 $47K
IMC-Chicago, LLC 0.00% New 13,520 $35K
Sei Investments Co. 0.00% No change 13,005 $33K
Tower Research Capital LLC (TRC) 0.00% New 12,598 $32K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 9,548 $25K
Osaic Holdings, Inc. 0.00% No change 6,143 $16K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5,144 $13K
Summit Securities Group LLC 0.00% New 3,475 $9K
JNBA Financial Advisors 0.00% No change 2,358 $6K
WealthCollab, LLC 0.00% No change 1,399 $4K
Royal Bank of Canada 0.00% Add +143.0% 1,237 $3K
Rhumbline Advisers 0.00% No change 705 $2K
Nisa Investment Advisors, LLC 0.00% New 126 $324
McGuire Capital Advisors Inc. 0.00% New 100 $257
BNP Paribas Financial Markets 0.00% No change 76 $195
Citigroup Inc. 0.00% Reduce -2.7% 36 $93
SBI Securities Co., Ltd. 0.00% Add +300.0% 4 $10
Caitong International Asset Management Co., Ltd 0.00% Add +100.0% 2 $5

"% 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.