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PDD —
PDD HOLDINGS INC
CUSIP: 722304102 · Held by 9 superinvestors · Combined value: $3,602,312,990
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Duan Yongping | 7.5% | $1,308,145,733 | 11,536,694 | ADD | +2,962,500 |
| 2 | Ken Griffin | 0.1% | $943,207,728 | 8,318,262 | REDUCE | -2,935,296 |
| 3 | Li Lu | 14.6% | $522,501,120 | 4,608,000 | - | - |
| 4 | Dodge & Cox | 0.3% | $503,428,922 | 4,439,800 | NEW BUY | +4,439,800 |
| 5 | David Tepper | 2.9% | $201,267,250 | 1,775,000 | REDUCE | -25,000 |
| 6 | Norbert Lou | 15.6% | $47,057,304 | 415,004 | - | - |
| 7 | Sarah Ketterer | 0.6% | $42,095,017 | 371,241 | ADD | +61,600 |
| 8 | Jim Simons | 0.1% | $31,057,521 | 273,900 | ADD | +109,500 |
| 9 | Polen Capital | 0.0% | $3,552,395 | 31,329 | REDUCE | -31,954 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dodge & Cox | NEW BUY | +4,439,800 | New |
| Duan Yongping | ADD | +2,962,500 | +34.6% |
| Jim Simons | ADD | +109,500 | +66.6% |
| Sarah Ketterer | ADD | +61,600 | +19.9% |
| David Tepper | REDUCE | -25,000 | -1.4% |
| Ken Griffin | REDUCE | -2,935,296 | -26.1% |
| Polen Capital | REDUCE | -31,954 | -50.5% |
| Robert Vinall | SOLD | -301,232 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Sarah Ketterer | NEW BUY | +309,641 | New |
| Ken Griffin | ADD | +1,517,351 | +15.6% |
| David Tepper | REDUCE | -200,000 | -10.0% |
| Duan Yongping | REDUCE | -88,500 | -1.0% |
| Jim Simons | REDUCE | -577,600 | -77.8% |
| Polen Capital | REDUCE | -1,026 | -1.6% |
| Robert Vinall | REDUCE | -34,337 | -10.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | SOLD | -200,000 | Exit |
Who Owns PDD? Superinvestor Holdings
PDD HOLDINGS INC is held by 9 tracked superinvestors, with a combined position value of $3.6 billion . The largest positions are held by Duan Yongping (7.5% of portfolio), Ken Griffin (0.1% of portfolio), Li Lu (14.6% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 3 reduced or exited.