PDD

Pdd Holdings Inc

5 super-investor ownerscombined $3.15Blargest position 22.2%

2 ADD1 EXIT

5 of the 83 super-investors we track hold PDD, worth a combined $3.15B per their latest 13F filings. The largest position: Li Lu at 22.2% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 48 of 100 (how strongly the cohort backs it) — ranked #41 of 742 stocks. Conviction easing: 3 fewer super-investors hold it than in 2026Q1.

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Why super-investors own PDD

PDD is held by 5 super-investors in our cohort, with a combined position value of $3.1B. The highest-conviction owner is Li Lu at 22.2% of their portfolio. Cohort ownership has shrunk from 8 to 5 over the last four quarters — net interest is fading. This quarter the cohort registered 2 added, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

In the news

all news →

Hayden Capital: Deconstructing PDD Holdings (PDD) Investment Thesis and Exit
Yahoo Finance · Aug 28
Earnings Beat: PDD Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
simplywall.st · Aug 28
China E-Commerce Stocks Sink While Baidu Climbs 4%: Alibaba Falls 4%, PDD Holdings Declines 3%
24/7 Wall St. · Aug 27
PDD Holdings Inc Stock (PDD) Moved Down by 3.37% on Aug 27: What Investors Need To Know
TradingKey · Aug 27
$PDD stock is down 3% today. Here's what we see in our data.
Quiver Quantitative · Aug 27
PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD) Given Average Recommendation of "Hold" by Analysts
MarketBeat · Aug 27

Headlines via Google News. Links open in a new tab.

Cohort owners over time

2018Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 9

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Duan Yongping	10.0%	16q	$1.91B	25,022,094
2	Li Lu	22.2%	9q	$821M	10,761,119
3	Dodge & Cox Funds	0.2%	3q	$347M	4,550,000
4	Joel Greenblatt	<0.1%	31q	$41M	536,454
5	Norbert Lou	12.4%	7q	$32M	415,004