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PDD
Not investment advice · 13F data lagged ~45 days · Full disclaimer
PD

PDD HOLDINGS INC

PDD
Ownership as of Q2 2026
Funds owning
7
Combined value
3.1B
Avg portfolio %
6.1%
Buys / Sells this quarter
+2 buys−4 sells
Q2-2026
InvestorWeightQ/Q changeValue
PC
Punch Card Management – Norbert Louas of Q1-2026
High conviction
15.67%
415.0K shares · $102.18
$42.4M
HC
Himalaya Capital Management – Li Luas of Q1-2026
Core
14.71%
4.6M shares · $102.18
$470.8M
HI
H&H International Investmentas of Q1-2026
Core
10.09%
Added 71.18%
19.7M shares · $102.18
$2.0B
AM
Appaloosa Management – David Tepperas of Q1-2026
Trial
1.55%
Reduced 49.30%
900.0K shares · $102.18
$92.0M
CC
Causeway Capital Managementas of Q1-2026
Trial
0.30%
Reduced 36.16%
237.0K shares · $102.18
$24.2M
D&
Dodge & Coxas of Q1-2026
Trial
0.26%
Added 2.20%
4.5M shares · $102.18
$463.7M
OC
Oaktree Capital Management – Howard Marksas of Q1-2026
Trial
0.01%
Reduced 98.26%
4.8K shares · $102.18
$492,814
7 funds$3.1B