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PDD HOLDINGS INC

PDD

Holders

2

Combined Value

$205.66M

Combined Shares

2,012,700

Current Price

$81.56

52W High

$139.41

vs 52W High

−41.5%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$89.43$107.08$124.72$142.37Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $132.95Q3 2024 · implied price $134.81Q4 2024 · implied price $96.99Q1 2025 · implied price $118.35Q2 2025 · implied price $104.66Q3 2025 · implied price $132.17Q4 2025 · implied price $113.39Q1 2026 · implied price $102.18David Tepper - Appaloosa Management · bought 1,940,000 shares @ ~$132.95 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 1,326,300 shares @ ~$132.95 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 307,701 shares @ ~$132.95 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 300,000 shares @ ~$132.95 · Q2 2024 (new position)David Tepper - Appaloosa Management · bought 3,361,132 shares @ ~$134.81 · Q3 2024Philippe Laffont - Coatue Management · bought 2,279,835 shares @ ~$134.81 · Q3 2024Jim Simons - Renaissance Technologies · sold 720,100 shares @ ~$134.81 · Q3 2024George Soros - Soros Fund Management · sold 300,000 shares @ ~$132.95 · Q3 2024 (sold out)Chase Coleman - Tiger Global Management · bought 2,628,681 shares @ ~$96.99 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 341,300 shares @ ~$96.99 · Q4 2024Michael Burry - Scion Asset Management · bought 75,000 shares @ ~$96.99 · Q4 2024 (new position)David Tepper - Appaloosa Management · bought 55,000 shares @ ~$96.99 · Q4 2024Philippe Laffont - Coatue Management · sold 2,402,908 shares @ ~$96.99 · Q4 2024Chase Coleman - Tiger Global Management · bought 1,787,000 shares @ ~$118.35 · Q1 2025Michael Burry - Scion Asset Management · bought 125,000 shares @ ~$118.35 · Q1 2025David Tepper - Appaloosa Management · sold 986,132 shares @ ~$118.35 · Q1 2025Jim Simons - Renaissance Technologies · sold 357,600 shares @ ~$118.35 · Q1 2025Philippe Laffont - Coatue Management · sold 184,628 shares @ ~$96.99 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · bought 152,100 shares @ ~$104.66 · Q2 2025Chase Coleman - Tiger Global Management · sold 4,415,681 shares @ ~$118.35 · Q2 2025 (sold out)David Tepper - Appaloosa Management · sold 2,370,000 shares @ ~$104.66 · Q2 2025Michael Burry - Scion Asset Management · sold 200,000 shares @ ~$118.35 · Q2 2025 (sold out)Jim Simons - Renaissance Technologies · sold 577,600 shares @ ~$132.17 · Q3 2025David Tepper - Appaloosa Management · sold 200,000 shares @ ~$132.17 · Q3 2025Jim Simons - Renaissance Technologies · bought 109,500 shares @ ~$113.39 · Q4 2025David Tepper - Appaloosa Management · sold 25,000 shares @ ~$113.39 · Q4 2025Jim Simons - Renaissance Technologies · bought 838,800 shares @ ~$102.18 · Q1 2026David Tepper - Appaloosa Management · sold 875,000 shares @ ~$102.18 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$113.70M0.18%~$105.45−22.7%BUY Q1 2026Q1 2026
David Tepper - Appaloosa Management$91.96M1.55%~$133.75−39.0%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026David Tepper - Appaloosa ManagementSELL−$89.41M~$102.18
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$85.71M~$102.18
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$12.42M~$113.39
Q4 2025David Tepper - Appaloosa ManagementSELL−$2.83M~$113.39
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$76.34M~$132.17
Q3 2025David Tepper - Appaloosa ManagementSELL−$26.43M~$132.17
Q2 2025Chase Coleman - Tiger Global ManagementSOLD OUT−$522.60M~$118.35
Q2 2025David Tepper - Appaloosa ManagementSELL−$248.04M~$104.66
Q2 2025Michael Burry - Scion Asset ManagementSOLD OUT−$23.67M~$118.35
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$15.92M~$104.66
Q1 2025Chase Coleman - Tiger Global ManagementBUY+$211.49M~$118.35
Q1 2025David Tepper - Appaloosa ManagementSELL−$116.71M~$118.35
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$42.32M~$118.35
Q1 2025Philippe Laffont - Coatue ManagementSOLD OUT−$17.91M~$96.99
Q1 2025Michael Burry - Scion Asset ManagementBUY+$14.79M~$118.35
Q4 2024Chase Coleman - Tiger Global ManagementNEW BUY+$254.96M~$96.99
Q4 2024Philippe Laffont - Coatue ManagementSELL−$233.06M~$96.99
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$33.10M~$96.99
Q4 2024Michael Burry - Scion Asset ManagementNEW BUY+$7.27M~$96.99
Q4 2024David Tepper - Appaloosa ManagementBUY+$5.33M~$96.99
Q3 2024David Tepper - Appaloosa ManagementBUY+$453.11M~$134.81
Q3 2024Philippe Laffont - Coatue ManagementBUY+$307.34M~$134.81
Q3 2024Jim Simons - Renaissance TechnologiesSELL−$97.08M~$134.81
Q3 2024George Soros - Soros Fund ManagementSOLD OUT−$39.88M~$132.95
Q2 2024David Tepper - Appaloosa ManagementNEW BUY+$257.92M~$132.95

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202622,012,700-1.8%$205.66M$102.18
Q4 202522,048,900+4.3%$232.32M$113.39
Q3 202521,964,400-28.4%$259.63M$132.17
Q2 202522,742,000-71.4%$286.98M$104.66
Q1 202549,575,581+4.2%$1.13B$118.35
Q4 202459,191,941+8.2%$891.53M$96.99
Q3 202438,494,868+119.3%$1.15B$134.81
Q2 202443,874,001$515.05M$132.95