Li Lu's PDD Position Overview
Li Lu (via Himalaya Capital Management LLC) currently holds 10.76 M shares of PDD Holdings Inc. (PDD) worth $820.86 M, representing 22.17% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Li Lu has maintained a strategic position in PDD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 6.15 M shares. Largest reduction occurred in Q4 2021, reducing 363,165 shares.
Analysis based on 13F filings available since 2013 Q2
Li Lu's PDD Holdings (PDD) Holding Value Over Time
Track share changes against reported price movement
Quarterly PDD Holdings (PDD) Trades by Li Lu
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +6.15 M | Add 133.53% | 10.76 M | $76.28 |
| Q2 2025 | +4.61 M | New Buy | 4.61 M | $104.66 |
| Q4 2021 | -363,165 | Sold Out | 0 | $0.00 |
| Q4 2020 | +363,165 | New Buy | 363,165 | $177.67 |
Li Lu's PDD Holdings Investment FAQs
Li Lu first purchased PDD Holdings Inc. (PDD) in Q4 2020, acquiring 363,165 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Li Lu has held PDD Holdings Inc. (PDD) for 10 quarters since Q4 2020.
Li Lu's largest addition to PDD Holdings Inc. (PDD) was in Q2 2026, adding 10,761,119 shares worth $820.86 M.
According to the latest 13F filing for Q2 2026, Li Lu's firm, Himalaya Capital Management LLC, owns 10,761,119 shares of PDD Holdings Inc. (PDD), valued at approximately $820.86 M.
As of the Q2 2026 filing, PDD Holdings Inc. (PDD) represents approximately 22.17% of Li Lu's publicly disclosed stock portfolio, making it one of their key holdings.
Li Lu's peak holding in PDD Holdings Inc. (PDD) was 10,761,119 shares, as reported at the end of Q2 2026.