PDD
PDD Holdings Inc.
PDD · Consumer
Across the roster this quarter
Balanced1 manager holds it
No crowd here. Whatever you think, it's your call.
New0
Added1
Held0
Trimmed0
Sold out1
Combined position
$821M
Across all holders
Average weight in book
22.2%
Largest: Lu at 22.2%
Average holding period
1.3 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
LL
Li Lu
Himalaya Capital · $821M
22.2%
+134%Sold out this quarter:David Tepper
Managers holding, last five years
Down from 3 to 1 managers. The roster has been quietly leaving.
3
2
1
1
1
2
2
2
2
1
1
1
2
3
2
2
1
Q3'21Q2'26