3 tracked superinvestors hold PDD HOLDINGS INC (PDD), worth $564M combined, led by Li Lu. Smart money is trimming PDD as of the latest 13F filings.
Current price
$85.88
-18.9%
1Y
PDD Holdings Inc., a multinational commerce group, owns and operates a portfolio of businesses. It operates Pinduoduo, an e-commerce platform that offers products in various categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverage, electronic appliances, furniture and household goods, cosmetics and other personal care, sports and fitness…
Market cap
$141.9B
P/E
10.33
Div yield
0.0%
Revenue YoY
9.7%
Analyst target
$107
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$564M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing PDD: 2 funds trimmed versus 1 adding. 1 opened a brand-new position.
PDD HOLDINGS INC (PDD) is held by 3 tracked funds worth $564M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Li Lu, who has committed 14.7% of their portfolio to it.
This quarter 1 fund opened a brand-new position (Howard Marks), with 0 adding and 2 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 14.7% | $471M | |
| Trimmed | 1.5% | $92M | |
| New buy | 0% | $1M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own PDD?
3 tracked funds hold PDD HOLDINGS INC (PDD), the largest being Li Lu (Himalaya Capital) at 14.7% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PDD?
In the most recent 13F quarter, 1 tracked fund added or opened PDD and 2 trimmed it, including 1 brand-new position.
How much PDD do tracked funds hold?
Combined disclosed long exposure to PDD across tracked superinvestors is $564M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.