Guru Ownership Over Time
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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.85 B.
Top institutional holders include Duan Yongping and Li Lu.
Notably, Li Lu has expressed high conviction in this stock, allocating 18.85% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $110.91 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 296.0%. Conversely, Cliff Asness reduced exposure by 99.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 7.72% | Reduce -1.0% | 8,574,194 | $1.13 B | Q3 2025 | |
| 18.85% | 4,608,000 | $609.04 M | Q3 2025 | ||
| 3.22% | Reduce -10.0% | 1,800,000 | $237.91 M | Q3 2025 | |
| 0.14% | Add 296.0% | 614,101 | $81.17 M | Q3 2025 | |
| 0.03% | Add 2.1% | 575,944 | $76.12 M | Q3 2025 | |
| 0.54% | New Buy | 309,641 | $40.93 M | Q3 2025 | |
| 0.03% | Reduce -77.8% | 164,400 | $21.73 M | Q3 2025 | |
| 0.03% | New Buy | 131,772 | $17.42 M | Q3 2025 | |
| 0.00% | Reduce -99.8% | 1,548 | $206,092 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for PDD Holdings Inc. (PDD)
Top Guru holders include Duan Yongping ($1.13 B), Li Lu ($609.04 M), David Tepper ($237.91 M). Collectively, tracked Gurus hold 16.78 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $110.91 M, with 4 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of PDD completely. Total sell value was $231.48 M.
Yes, 2 Gurus opened new positions in PDD, and 2 added to their existing holdings. Total buy value was $120.57 M.