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PDD - PDD HOLDINGS INC

This page shows which of the focused investors we track hold PDD and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2025 it was held by 8 managers with an aggregate reported value of $2.08B, which is 0.19% of the combined portfolio.

As of Q1 2025, 8 tracked institutional managers held PDD (PDD HOLDINGS INC) with an aggregate reported value of $2.08B0.19% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2025
Ticker
PDD

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Duan Yongping - H&H International Investment7.64%Add +7.3%7,753,900$917.67M
2Chase Coleman - Tiger Global Management1.97%Add +68.0%4,415,681$522.6M
3David Tepper - Appaloosa Management9.29%Reduce -18.4%4,370,000$517.19M
4Robert Vinall - RV Capital GmbH8.77%Reduce -2.9%335,569$39.71M
5Norbert Lou - Punch Card Management16.76%Add +136.0%306,751$36.3M
6Sarah Ketterer - Causeway Capital Management0.26%Reduce -76.3%105,926$12.54M
7Polen Capital Management - Polen Capital Management0.02%Reduce -1.3%66,193$7.83M

Put holders — short bets

1 manager has put options on PDD — a right to sell at strike. The reported value is the underlying market value (notional), not the option premium paid.

1Michael Burry - Scion Asset ManagementNew200,000$23.67M
Loading holder history for PDD