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PDD PDD Holdings

Consumer Discretionary, filed as PDD HOLDINGS INC (SPONSORED ADS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 4

  • 5 Owners
  • #300
  • Max 22.2%
  • Master 0.22%
  • $3.7B
  • 2 add 4 exits 2 small

In 2026 Q2, 2 managers added and 4 sold out.

Who owns this now

Largest portfolio weights among holders, up to 22.2% (Li Lu, Himalaya Capital Management). Not free-float ownership.

  1. Li Lu Add 22.2%
  2. Norbert Lou 12.4%
  3. Duan Yongping Add 10.0%
  4. Lewis Sanders Reduce 0.61%
  5. Dodge & Cox Add 0.18%

Who owns PDD

Sorted by value, long equity only, as of 2026 Q2.

History
Duan Yongping, H&H International Investment 10.0% Add +26.7% 25,022,094 $1.9B History
Li Lu, Himalaya Capital Management 22.2%, was 14.7% Add +133.5% 10,761,119 $821M History
Lewis Sanders, Sanders Capital 0.61%, was 0.99% Small trim −1.9% 7,936,717 $605M History
Dodge & Cox 0.18% Small add +0.3% 4,550,000 $347M History
Norbert Lou, Punch Card Management 12.4% Hold 415,004 $32M History
David Tepper, Appaloosa exited 2026 Q2 Last 2026 Q1 1.6% Exit −1.55% 900,000 $92M History
Sarah Ketterer, Causeway Capital Management exited 2026 Q2 Last 2026 Q1 0.30% Exit −0.30% 237,010 $24M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 61,948 $6.3M History
Howard Marks, Oaktree Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 4,823 $493K History

5 current, 4 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PDD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PDD insider trades
  • None no insider bought on the open market
  • $348K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Anthony Ping Leung Kam Director
    Sale
    $140K 1,705 shares at $82.20 100% of stake
    Traded Sep 3 Filed Sep 4
    ↗
  2. Ivonne McM Rietjens Director
    Sale
    $56K 560 shares at $99.59 100% of stake
    Traded Mar 30 Filed Apr 1
    ↗
  3. Anthony Ping Leung Kam Director
    Sale
    $152K 1,533 shares at $99.43 100% of stake
    Traded Mar 30 Filed Apr 1
    ↗

Also filed in the last 12 months, not counted as buying or selling: 2 option exercises.

Congress

1 member of Congress traded PDD in the last three years: 3 buys and 3 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 16, 2025 filed Aug 13, 2025
  5. Lisa C. McClain R-MI-9Spouse Partial sale $1K–$15K Jun 10, 2025 filed Aug 13, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 9, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
20-F Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
20-F Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
SC 13G — Filing Doc
SC 13G — Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
20-F FORM 20-F Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc
6-K FORM 6-K Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.