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PDD position history

The shares of PDD Holdings (PDD) that Punch Card Management LP reported in each quarter’s 13F.

Equity, SPONSORED ADS

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 130,000 shares, $13M, 4.0% of portfolio, New
  2. 2025 Q1: 306,751 shares, $36M, 16.8% of portfolio, Add +136.0%
  3. 2025 Q2: 415,004 shares, $43M, 14.0% of portfolio, Add +35.3%
  4. 2025 Q3: 415,004 shares, $55M, 17.0% of portfolio
  5. 2025 Q4: 415,004 shares, $47M, 15.6% of portfolio
  6. 2026 Q1: 415,004 shares, $42M, 15.7% of portfolio
  7. 2026 Q2: 415,004 shares, $32M, 12.4% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders