PDD fund manager activity
PDD Holdings Inc · Nasdaq. Reported by 20 tracked fund managers in their 13F filings, Q3 2018 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | Feb 17, 2026 |
| David Tepper - Appaloosa Management | Trimmed | 1,775,000 | $201,267,250 | 2.94% | Feb 17, 2026 |
| Ron Baron - Baron Capital | No change | 62,386 | $7,073,949 | 0.02% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Added | 371,241 | $42,095,017 | 0.58% | Feb 13, 2026 |
| Dodge & Cox Funds | New | 4,439,800 | $503,428,922 | 0.27% | Feb 13, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 573,184 | $64,993,407 | 0.02% | Feb 9, 2026 |
| Duan Yongping - H&H International Investment | Added | 11,536,694 | $1,308,145,733 | 7.48% | Feb 17, 2026 |
| Li Lu - Himalaya Capital Management | No change | 4,608,000 | $522,501,120 | 14.6% | Feb 19, 2026 |
| Polen Capital Management | Trimmed | 31,329 | $3,552,395 | 0.02% | Feb 12, 2026 |
| Norbert Lou - Punch Card Management | No change | 415,004 | $47,057,304 | 15.6% | Feb 17, 2026 |
| Robert Vinall - RV Capital GmbH | Sold out | — | — | 0.00% | Jan 30, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | New | 1,371,680 | $181,294,946 | 2.39% | Nov 14, 2025 |
| David Tepper - Appaloosa Management | Trimmed | 1,800,000 | $237,906,000 | 3.22% | Nov 13, 2025 |
| Ron Baron - Baron Capital | Added | 62,386 | $8,245,558 | 0.02% | Nov 14, 2025 |
| Sarah Ketterer - Causeway Capital Management | New | 309,641 | $40,925,251 | 0.54% | Nov 13, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 575,944 | $76,122,620 | 0.03% | Nov 12, 2025 |
| Duan Yongping - H&H International Investment | Trimmed | 8,574,194 | $1,133,251,221 | 7.72% | Nov 14, 2025 |
| Li Lu - Himalaya Capital Management | No change | 4,608,000 | $609,039,360 | 18.9% | Nov 12, 2025 |
| Polen Capital Management | Trimmed | 63,283 | $8,364,114 | 0.03% | Nov 12, 2025 |
| Norbert Lou - Punch Card Management | No change | 415,004 | $54,851,079 | 17.0% | Nov 14, 2025 |
| Robert Vinall - RV Capital GmbH | Trimmed | 301,232 | $39,813,833 | 7.29% | Oct 22, 2025 |