InvestorLens

PDD — PDD HOLDINGS INC

Consumer Discretionary

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying PDD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
53
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their PDD position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors reported holding PDD at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About PDD HOLDINGS INC (PDD)

PDD HOLDINGS INC (PDD) appears in the most recent 13F filings of 4 tracked institutional investors. PDD HOLDINGS INC is classified in the Consumer Discretionary sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.2B. Across recent filings, tracked investors recorded 9 new positions, 8 increased, 15 reduced, and 9 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in PDD

41
/100
Mixed Activity
Added / Increased17
Reduced15
Exited9
BearishBullish
Crowded Trade Score™

How many top investors track PDD

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

PDD Ownership Composition

How PDD HOLDINGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
94% of tracked value
Institutions
4
tracked investors
Total Reported
$1.1B
combined 13F value
Types2
  • Multi-Strategy / Quant93.9%
  • Macro6.1%
Multi-Strategy / Quant(3)
93.9%
Macro(1)
6.1%

Tracked investors currently reporting PDD

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    10.8M
    Value
    $825.1M
    % Portfolio
    0.09%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1M
    Value
    $78.9M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    838.3K
    Value
    $63.9M
    % Portfolio
    0.09%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $83.8M
    % Portfolio
    0.09%

Previously held PDD

These investors reported PDD in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
David TepperAppaloosa Management900K$92MMar 31, 2026
Chase ColemanTiger Global Management4.4M$522.6MMar 31, 2025
Ray DalioBridgewater Associates1.7M$206.3MMar 31, 2025
Philippe LaffontCoatue Management2.6M$348.8MSep 30, 2024

Recent activity

Frequently asked questions

How many institutional investors hold PDD?
4 tracked institutional investors disclosed a position in PDD (PDD HOLDINGS INC) in their most recent 13F filing.
Who is the largest institutional holder of PDD?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in PDD, valued at $2.2B.
Did institutional ownership of PDD increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 8 increased, 15 reduced, and 9 fully exited PDD.
What sector is PDD in?
PDD HOLDINGS INC is classified in the Consumer Discretionary GICS sector.
Where does this PDD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.