PDD Holdings Inc. 13F holders
Of the 44 funds followed here, 10 reported a position in PDD Holdings Inc. in a 13F for the quarter ended 30 June 2026. The largest: Baillie Gifford, 26.6 million shares worth $2.03 billion, 1.8% of its reported book. Sold out: Renaissance Technologies, Appaloosa (Tepper).
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Baillie Gifford | 26,594,535 | $2.03 billion | 1.8% | -1,758,564 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 10,817,254 | $825.1 million | 0.1% | +2,221,176 | added | 30 June 2026 | 13F |
| Himalaya Capital (Li Lu) | 10,761,119 | $820.9 million | 22.2% | +6,153,119 | added | 30 June 2026 | 13F |
| Norges Bank | 9,338,120 | $712.3 million | 0.1% | held | 30 June 2026 | 13F | |
| Geode Capital Management | 6,639,259 | $504.1 million | 0.0% | -213,668 | trimmed | 30 June 2026 | 13F |
| Dodge & Cox | 4,550,000 | $347.1 million | 0.2% | +12,400 | added | 30 June 2026 | 13F |
| FMR LLC | 1,521,767 | $116.1 million | 0.0% | -4,779,937 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 1,098,900 | $83.8 million | 0.1% | +108,300 | added | 30 June 2026 | 13F |
| Millennium Management | 1,033,929 | $78.9 million | 0.0% | +208,427 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 476,800 | $36.4 million | 0.0% | +84,712 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -1,112,700 | exited | 30 June 2026 | 13F |
| Appaloosa (Tepper) | 0 | $0 | 0.0% | -900,000 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 15 | $85.69 | SEC |
| 25 August 2026 | 7,403 | $87.07 | SEC |
| 24 August 2026 | 29 | $88.38 | SEC |
| 13 August 2026 | 553,500 | $89.04 | SEC |
| 10 August 2026 | 800 | $91.76 | SEC |
| 7 August 2026 | 8,630 | $90.85 | SEC |
| 6 August 2026 | 5,292 | $90.94 | SEC |
| 5 August 2026 | 4,664 | $91.03 | SEC |
| 4 August 2026 | 21,370 | $90.15 | SEC |
| 3 August 2026 | 8,130 | $88.56 | SEC |
| 31 July 2026 | 2,152 | $87.44 | SEC |
| 29 July 2026 | 237 | $85.71 | SEC |
| 28 July 2026 | 8,435 | $84.85 | SEC |
| 27 July 2026 | 1,286 | $82.66 | SEC |
| 22 July 2026 | 751 | $84.83 | SEC |
| 21 July 2026 | 867 | $86.05 | SEC |
| 17 July 2026 | 9 | $86.68 | SEC |
| 16 July 2026 | 2,476 | $85.74 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 553,500 on 13 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to PDD by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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