PDD position history
The shares of PDD Holdings (PDD) that Appaloosa LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q2: 750,000 shares, $52M, 0.96% of portfolio, New
- 2023 Q3: 1,400,000 shares, $137M, 2.7% of portfolio, Add +86.7%
- 2023 Q4: 775,000 shares, $113M, 2.0% of portfolio, Reduce −44.6%
- 2024 Q1: 2,100,000 shares, $244M, 3.6% of portfolio, Add +171.0%
- 2024 Q2: 1,940,000 shares, $258M, 4.2% of portfolio, Reduce −7.6%
- 2024 Q3: 5,301,132 shares, $715M, 10.6% of portfolio, Add +173.3%
- 2024 Q4: 5,356,132 shares, $519M, 8.0% of portfolio, Add +1.0%
- 2025 Q1: 4,370,000 shares, $517M, 6.2% of portfolio, Reduce −18.4%
- 2025 Q2: 2,000,000 shares, $209M, 3.2% of portfolio, Reduce −54.2%
- 2025 Q3: 1,800,000 shares, $238M, 3.2% of portfolio, Reduce −10.0%
- 2025 Q4: 1,775,000 shares, $201M, 2.9% of portfolio, Reduce −1.4%
- 2026 Q1: 900,000 shares, $92M, 1.5% of portfolio, Reduce −49.3%
- 2026 Q2: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|