PDD
Pdd Holdings Inc
8 super-investors hold PDD worth a combined $3.20B. The largest position: Norbert Lou at 15.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 39 — ranked #133 of 724 scored stocks.
Why super-investors own PDD
Ownership has stabilized at four holders after a brief expansion peak of five, with the $3.2B combined position heavily concentrated in a small number of high-conviction names. Duan Yongping is the dominant force, holding a 10.1% portfolio allocation worth $2.0B — by far the largest absolute position in the cohort — and he added to it in 2026Q1, the quarter's only buy-side move. Li Lu (14.7%, $471M) and Norbert Lou (15.7%, $42M) carry the highest portfolio concentrations, signaling deep conviction without recent activity. David Tepper trimmed his 1.6% position to $92M, the sole reduction this quarter. The eight-quarter owner-count trend — rising from three to five then settling back to four — suggests interest has plateaued rather than building further.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- True Light Capital Pte. Ltd. Has $63.99 Million Stock Position in PDD Holdings Inc. Sponsored ADR $PDDMarketBeat ·
- PDD Holdings Inc. Sponsored ADR $PDD is Matthews International Capital Management LLC's 3rd Largest PositionMarketBeat ·
- Candriam S.C.A. Cuts Stake in PDD Holdings Inc. Sponsored ADR $PDDMarketBeat ·
- PDD Holdings Inc. Sponsored ADR $PDD is Capital Today Evergreen Fund L.P.'s Largest PositionMarketBeat ·
- The Bull Case For PDD Holdings (PDD) Could Change Following Citi’s Cash‑And‑AI Focus Shift – Learn Whysimplywall.st ·
- Sumitomo Mitsui Trust Group Inc. Raises Position in PDD Holdings Inc. Sponsored ADR $PDDMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Duan Yongping | 10.1% | 15q | $2.02B | 19,748,294 |
| 2 | Li Lu | 14.7% | 8q | $471M | 4,608,000 |
| 3 | Dodge & Cox Funds | 0.3% | 2q | $464M | 4,537,600 |
| 4 | David Tepper | 1.6% | 12q | $92M | 900,000 |
| 5 | Joel Greenblatt | 0.1% | 30q | $91M | 894,578 |
| 6 | Norbert Lou | 15.7% | 6q | $42M | 415,004 |
| 7 | Sarah Ketterer | 0.3% | 18q | $24M | 237,010 |
| 8 | Howard Marks | <0.1% | 3q | $493K | 4,823 |
- 1Duan Yongpingport10.1%val$2.02B19,748,294 sh·15q held
- 2Li Luport14.7%val$471M4,608,000 sh·8q held
- 3Dodge & Cox Fundsport0.3%val$464M4,537,600 sh·2q held
- 4David Tepperport1.6%val$92M900,000 sh·12q held
- 5Joel Greenblattport0.1%val$91M894,578 sh·30q held
- 6Norbert Louport15.7%val$42M415,004 sh·6q held
- 7Sarah Kettererport0.3%val$24M237,010 sh·18q held
- 8Howard Marksport<0.1%val$493K4,823 sh·3q held
Owners of PDD also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | ADD | 10.1% | +71% | $2.02B | May 19, 2026 |
| David Tepper | TRIM | 1.6% | -49% | $92M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 722304102. Not investment advice.