Guru Ownership Trend
Guru Analysis for PDD Holdings Inc. (PDD)
PDD Holdings Inc. (PDD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.84 B.
Top institutional holders include Duan Yongping and Li Lu.
Notably, Li Lu has expressed high conviction in this stock, allocating 22.17% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $621.8 M net inflow during the quarter.
Recent activity highlights Li Lu who increased their stake by 133.5%. Conversely, Paul Tudor Jones reduced exposure by 62.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for PDD Holdings Inc. (PDD)
Major holders include Duan Yongping ($1.91 B), Li Lu ($820.86 M), Ken Fisher ($42.72 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 36.49 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $621.8 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited PDD. The total reported sell value was $250.13 M.
Yes, 1 managers opened new positions in PDD, and 2 increased their existing holdings. The total reported buy value was $871.93 M.