Howard Marks's PDD Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 4,823 shares of PDD Holdings Inc. (PDD) worth $492,814, representing 0.01% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Howard Marks has maintained this position in PDD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 4,823 shares. Largest reduction occurred in Q1 2025, reducing 277,767 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's PDD Holdings (PDD) Holding Value Over Time
Track share changes against reported price movement
Quarterly PDD Holdings (PDD) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,823 | New Buy | 4,823 | $102.18 |
| Q1 2025 | -277,767 | Sold Out | 0 | $0.00 |
| Q4 2024 | -5,500 | Reduce 1.94% | 277,767 | $96.99 |
| Q3 2024 | +283,267 | New Buy | 283,267 | $134.81 |
Howard Marks's PDD Holdings Investment FAQs
Howard Marks first purchased PDD Holdings Inc. (PDD) in Q3 2024, acquiring 283,267 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held PDD Holdings Inc. (PDD) for 4 quarters since Q3 2024.
Howard Marks's largest addition to PDD Holdings Inc. (PDD) was in Q3 2024, adding 283,267 shares worth $38.19 M.
According to the latest 13F filing for Q1 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 4,823 shares of PDD Holdings Inc. (PDD), valued at approximately $492,814.
As of the Q1 2026 filing, PDD Holdings Inc. (PDD) represents approximately 0.01% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in PDD Holdings Inc. (PDD) was 283,267 shares, as reported at the end of Q3 2024.