PDD HoldingsPDD

13F holders, Q2 2024 (June 30)
646holders +71
140new positions
69sold out
17famous investors
$132.84avg. 13F price*

At the end of Q2 2024, 646 institutions reported holding PDD Holdings Inc. (PDD) in their 13F filings, up 71 from Q1 2024. 140 opened new positions and 69 sold out. The largest holders were Baillie Gifford & Co. ($4.7B), BlackRock Inc. ($3.9B) and Vanguard Group Inc. ($3.8B). 17 famous investors held it, including David Tepper (4.2% of Appaloosa's portfolio), Brad Gerstner (3.4% of Altimeter Capital Management's portfolio) and Alex Sacerdote (2.3% of Whale Rock Capital Management's portfolio).

Company
PDD Holdings Inc.
Sector
Consumer Discretionary
CUSIP
722304102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 575Q1 2024Q2 2024: 646Q2 2024Q3 2024: 602Q3 2024Q4 2024: 586Q4 2024Q1 2025: 584Q1 2025Q2 2025: 537Q2 2025Q3 2025: 559Q3 2025Q4 2025: 574Q4 2025Q1 2026: 568Q1 2026Q2 2026: 508Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions140$2.7B
Exits69$406.2M

All 13F filers, Q1 2024 → Q2 2024: 83,225,537 shares bought and 29,024,774 shares sold, net +54,200,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 646 holders

Baillie Gifford & Co. 3.64% Add +1.0% 35,128,410 $4.7B
BlackRock Inc. 0.09% Add +3.5% 29,116,363 $3.9B
Vanguard Group Inc. 0.07% Add +16.4% 28,245,417 $3.8B
FMR LLC 0.16% Add +31.9% 19,275,397 $2.6B
HSG Holding Ltd 78.64% Add +1064.4% 16,295,432 $2.1B
SC US (ttgp), LTD. 13.68% No change 12,695,617 $1.7B
Morgan Stanley 0.12% Reduce -4.3% 11,976,774 $1.6B
Goldman Sachs Group Inc. 0.29% Add +1.7% 11,194,224 $1.5B
GQG Partners LLC 2.18% New 10,807,761 $1.4B
State Street Corp. 0.06% Add +3.0% 10,800,839 $1.4B
Norges Bank 0.21% Add +44.7% 10,331,273 $1.4B
HHLR Advisors, LTD. 29.16% Reduce -24.6% 8,892,447 $1.2B
Arrowstreet Capital, Limited Partnership 0.98% Add +15.6% 8,359,920 $1.1B
JPMorgan Chase & Co. 0.10% Add +62.7% 8,279,801 $1.1B
T. Rowe Price Associates Inc. 0.11% Add +44.5% 6,799,131 $903.9M
Assenagon Asset Management S.A. 1.96% Add +16.3% 5,913,780 $786.2M
Invesco Ltd. 0.15% Add +7.8% 5,421,030 $720.7M
Tairen Capital Ltd 25.66% Add +49.8% 5,378,376 $715.1M
FIL Ltd 0.70% Add +69.0% 5,296,350 $704.1M
Greenwoods Asset Management Hong Kong Ltd. 18.24% Add +43.3% 5,206,948 $692.3M
E Fund Management Co., Ltd. 33.96% Add +1.3% 4,619,649 $614.2M
Geode Capital Management, LLC 0.05% Add +3.6% 4,173,257 $551.7M
HSBC Holdings PLC 0.34% Add +6.2% 3,914,151 $520.4M
BNP Paribas Financial Markets 0.57% Add +33.0% 3,878,677 $515.7M
Legal & General Group Plc 0.14% Add +1.1% 3,815,652 $507.3M
Bank of America Corp. 0.05% Reduce -9.8% 3,679,127 $489.1M
Acadian Asset Management LLC 1.50% Add +107.8% 3,670,799 $488.0M
SRS Investment Management, LLC 6.60% No change 3,647,247 $484.9M
Krane Funds Advisors LLC 19.61% Add +6.1% 3,496,056 $464.8M
IDG China Venture Capital Fund IV Associates L.P. 98.57% Reduce -13.8% 3,237,044 $430.4M
First Beijing Investment Ltd 40.05% Add +52.5% 2,784,180 $370.2M
Robeco Institutional Asset Management B.V. 0.76% Add +6.9% 2,642,373 $351.3M
Dragoneer Investment Group, LLC 6.66% Add +142.6% 2,620,838 $348.4M
OLP CAPITAL MANAGEMENT Ltd 47.64% Add +1.0% 2,393,265 $318.2M
Dimensional Fund Advisors LP 0.08% Add +8.9% 2,317,795 $308.2M
Marshall Wace, LLP 0.40% Reduce -18.8% 2,105,335 $279.9M
Barclays PLC 0.12% Add +47.1% 1,962,561 $260.9M
Schroder Investment Management Group 0.29% Reduce -2.9% 1,958,591 $260.4M
Millennium Management 0.22% Add +24.1% 1,946,934 $258.8M
Appaloosa 4.20% Reduce -7.6% 1,940,000 $257.9M
Deutsche Bank AG 0.11% Add +44.3% 1,911,517 $254.1M
William Blair Investment Management, LLC 0.65% Add +0.4% 1,869,782 $248.6M
Nuveen Asset Management, LLC 0.07% Add +0.1% 1,822,432 $242.3M
UBS Group AG 0.07% Reduce -16.1% 1,800,235 $239.3M
Altimeter Capital Management 3.39% Reduce -3.0% 1,714,185 $227.9M
Public Investment Fund 1.29% No change 1,703,275 $226.5M
Trivest Advisors Ltd 11.47% Add +5.5% 1,664,160 $221.3M
Perseverance Asset Management International 27.64% Add +39.3% 1,585,106 $210.7M
CoreView Capital Management Ltd 32.95% Reduce -19.9% 1,572,451 $209.1M
Alliancebernstein L.P. 0.07% Add +32.6% 1,541,535 $204.9M
Aspex Management (HK) Ltd 4.35% Add +135.5% 1,531,867 $203.7M
Bank of New York Mellon Corp 0.04% Add +12.9% 1,504,499 $200.0M
Capital Today Evergreen Fund, L.P. 88.55% No change 1,453,900 $193.3M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.5% 1,448,199 $192.5M
Voloridge Investment Management, LLC 0.69% New 1,405,825 $186.9M
APG Asset Management N.V. 0.32% Reduce -14.9% 1,467,928 $182.1M
Swiss National Bank 0.12% Reduce -0.2% 1,346,609 $179.0M
Renaissance Technologies 0.30% New 1,326,300 $176.3M
Pictet Asset Management Holding SA 0.19% Add +3.9% 1,278,726 $170.0M
Scge Management, L.P. 3.31% No change 1,276,000 $169.6M
Squarepoint Ops LLC 0.63% Reduce -25.6% 1,259,953 $167.5M
Bridgewater Associates 0.87% Reduce -18.8% 1,254,866 $166.8M
Whale Rock Capital Management 2.27% Reduce -2.7% 1,204,694 $160.2M
Ameriprise Financial Inc. 0.04% Reduce -0.4% 1,192,794 $158.6M
California Public Employees Retirement System 0.12% Add +13.0% 1,187,243 $157.8M
Northern Trust Corp. 0.03% Add +0.9% 1,172,160 $155.8M
Franchise Capital Ltd 36.60% Add +26.1% 1,138,221 $151.3M
Qube Research & Technologies Ltd 0.26% Add +5.0% 1,045,744 $139.0M
Ninety One UK Ltd 0.38% Add +0.7% 1,030,354 $137.0M
Connor, Clark & Lunn Investment Management Ltd. 0.56% Add +22.4% 1,002,513 $133.3M
Origin Asset Management LLP 33.06% Add +3.8% 994,701 $132.2M
Prudential PLC 0.91% Add +22.9% 989,157 $131.5M
Victory Capital Management Inc. 0.13% Reduce -1.4% 957,030 $127.2M
Genesis Investment Management, LLP 25.00% Add +2.9% 956,466 $127.2M
Cederberg Capital Ltd 41.56% Reduce -16.0% 951,000 $126.4M
Man Group plc 0.34% Add +11.8% 935,282 $124.3M
WT Asset Management Ltd 12.20% Reduce -7.7% 933,702 $124.1M
Pinpoint Asset Management Ltd 17.08% Add +8.2% 843,757 $121.2M
First Trust Advisors LP 0.12% Reduce -15.1% 904,241 $120.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -92.1% 891,622 $118.5M
Franklin Resources Inc. 0.04% Add +28.9% 884,952 $117.7M
Charles Schwab Investment Management Inc. 0.02% Add +18.1% 881,697 $117.2M
Manufacturers Life Insurance Company, The 0.11% Add +70.7% 874,604 $116.3M
Aberdeen Group plc 0.22% Add +33.6% 874,272 $116.2M
Principal Financial Group Inc. 0.07% Reduce -2.2% 868,495 $115.5M
Platinum Investment Management Ltd. 4.67% Add +55.5% 867,447 $115.3M
RWC Asset Advisors (us) LLC 11.71% Add +19.4% 863,584 $114.8M
IMC-Chicago, LLC 3.61% Add +172.7% 846,216 $112.5M
IvyRock Asset Management (HK) Ltd 47.88% Add +24.6% 845,336 $112.4M
CANADA LIFE ASSURANCE Co 0.21% Reduce -8.4% 827,904 $110.1M
Allianz Asset Management GmbH 0.17% Reduce -16.5% 803,869 $106.9M
Jane Street Group, LLC 0.11% Add +15.6% 783,931 $104.2M
AQR Capital Management 0.16% Reduce -2.1% 785,155 $103.7M
Coronation Fund Managers Ltd. 5.85% Reduce -43.7% 762,647 $101.4M
Citigroup Inc. 0.10% Add +11.9% 759,207 $100.9M
Causeway Capital Management LLC 2.70% Add +9.1% 744,603 $99.0M
Baron Capital (BAMCO) 0.27% Add +25.5% 706,102 $93.9M
Barings LLC 2.25% Add +14.2% 689,810 $91.7M
Russell Investments Group, Ltd. 0.15% Add +15.7% 690,124 $91.4M
Cat Rock Capital Management LP 10.04% Add +33.9% 674,159 $89.6M

"% of holder's portfolio" is PDD's weight in each manager's 13F, not the share of PDD Holdings Inc. the manager owns.

Show all 646 holders