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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.66 B.
Top institutional holders include Duan Yongping and Li Lu.
Notably, Li Lu has expressed high conviction in this stock, allocating 14.71% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $846.73 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 306.2%. Conversely, David Tepper reduced exposure by 49.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for PDD Holdings Inc. (PDD)
Major holders include Duan Yongping ($2.02 B), Li Lu ($470.85 M), Renaissance Technologies (RenTech) ($113.7 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 27.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $846.73 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited PDD. The total reported sell value was $103.12 M.
Yes, 1 managers opened new positions in PDD, and 4 increased their existing holdings. The total reported buy value was $949.85 M.
