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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.98 B.
Top institutional holders include Duan Yongping and Li Lu.
Notably, Li Lu has expressed high conviction in this stock, allocating 14.64% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $273.02 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 66.6%. Conversely, David Tepper reduced exposure by 1.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for PDD Holdings Inc. (PDD)
Major holders include Duan Yongping ($1.31 B), Li Lu ($522.5 M), David Tepper ($201.27 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 19.29 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $273.02 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited PDD. The total reported sell value was $84.52 M.
Yes, 0 managers opened new positions in PDD, and 4 increased their existing holdings. The total reported buy value was $357.54 M.
