David Tepper's PDD Position Overview
David Tepper (via Appaloosa Lp) currently holds 1.8 M shares of PDD Holdings Inc. (PDD) worth $237.91 M, representing 3.22% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, David Tepper has maintained a strategic position in PDD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 3.36 M shares. Largest reduction occurred in Q2 2025, reducing 2.37 M shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper's PDD Holdings (PDD) Holding Value Over Time
Track share changes against reported price movement
Quarterly PDD Holdings (PDD) Trades by David Tepper
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +750,000 | New Buy | 750,000 | $69.14 |
| Q3 2023 | +650,000 | Add 86.67% | 1.4 M | $98.07 |
| Q4 2023 | -625,000 | Reduce 44.64% | 775,000 | $146.31 |
| Q1 2024 | +1.32 M | Add 170.97% | 2.1 M | $116.25 |
| Q2 2024 | -160,000 | Reduce 7.62% | 1.94 M | $132.95 |
| Q3 2024 | +3.36 M | Add 173.25% | 5.3 M | $134.81 |
| Q4 2024 | +55,000 | Add 1.04% | 5.36 M | $96.99 |
| Q1 2025 | -986,132 | Reduce 18.41% | 4.37 M | $118.35 |
| Q2 2025 | -2.37 M | Reduce 54.23% | 2 M | $104.66 |
| Q3 2025 | -200,000 | Reduce 10.00% | 1.8 M | $132.17 |
David Tepper's PDD Holdings Investment FAQs
David Tepper first purchased PDD Holdings Inc. (PDD) in Q2 2023, acquiring 750,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held PDD Holdings Inc. (PDD) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to PDD Holdings Inc. (PDD) was in Q3 2024, adding 5,301,132 shares worth $714.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 1,800,000 shares of PDD Holdings Inc. (PDD), valued at approximately $237.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PDD Holdings Inc. (PDD) represents approximately 3.22% of David Tepper's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's peak holding in PDD Holdings Inc. (PDD) was 5,356,132 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.