Li Lu's PDD Position Overview
Li Lu (via Himalaya Capital Management LLC) currently holds 4.6M shares of PDD Holdings Inc. (PDD) worth $609.04 M, representing 18.85% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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 2025, adding 4.2M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +363,165 | New Buy | 363,165 | $177.67 |
| Q4 2021 | -363,165 | Sold Out | 363,165 | $0.00 |
| Q2 2025 | +4.61 M | New Buy | 4.61 M | $104.66 |
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 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Li Lu's largest addition to PDD Holdings Inc. (PDD) was in Q2 2025, adding 4,608,000 shares worth $482.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Li Lu's firm, Himalaya Capital Management LLC, owns 4,608,000 shares of PDD Holdings Inc. (PDD), valued at approximately $609.04 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 18.85% of Li Lu'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.
Li Lu's peak holding in PDD Holdings Inc. (PDD) was 4,608,000 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.