Back to 13F data
Q1 2026

PDD HOLDINGS INC

Original CUSIPs: 722304102. This page shows current managers, quarterly changes, and primary SEC sources.

Current managers
1
Combined value
$470.8M

Current managers

1

Calculated from each manager’s latest available 13F.

Total shares

4,608,000

Aggregated at company level with original CUSIP details preserved.

Combined value

$470.8M

Market values are added across managers reporting the same quarter.

Themes

China assets

Local mappings are used only for search and classification.

Four-quarter trend

Four-quarter ownership trend

Manager actions by quarter

Current tracked managers holding this company

ManagerQuarterMarket valueSharesPortfolio weightCurrent-quarter changeShare changeValue changeSEC source
Himalaya Capital
Li Lu
Q1 2026$470,845,4404,608,00014.71%
Unchanged
+0.00%
0-$51,655,680XML
05/15/2026

Original CUSIP details

ManagerIssuerCUSIPSecurity classMarket valueSharesWeightSource
Himalaya CapitalPDD HOLDINGS INC722304102SPONSORED ADS$470,845,4404,608,00014.71%SEC XML

Quarterly holdings details

QuarterCurrent managersCombined valueTotal sharesManager details
Q2 20251$482,273,2804,608,000
Himalaya Capital New position
Q3 20251$609,039,3604,608,000
Himalaya Capital Unchanged
Q4 20251$522,501,1204,608,000
Himalaya Capital Unchanged
Q1 20261$470,845,4404,608,000
Himalaya Capital Unchanged