Industrials · owned by 2 fund managers
Who owns PDD (PDD)?
2 of the 22 fund managers we track hold PDD, worth $2.7B combined as of Q2 2026. Li Lu has the biggest bet at 22.2% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
0 opened new positions
Combined value
$2.7B
At quarter-end prices
Biggest weight
22.2%
Li Lu
Buyers / sellers
2 / 2
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. PDD appears in 2 of our 22 portfolios.
- Largest holder: Li Lu (22.2% of portfolio)
- 2 managers bought or added this quarter
- 2 managers trimmed or sold out
- Company insiders in Q3 2026: no open-market buys, sold $140K
This is not a recommendation. Do your own research.
Fund managers who own PDD
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Li Lu Himalaya Capital Management | 22.17% | Added | 10,761,119 | $821M |
| Duan Yongping H&H International Investment | 9.99% | Added | 25,022,094 | $1.9B |
| David Tepper Appaloosa Management | 0% | Sold out | 900,000 | $92M prior qtr |
| Howard Marks Oaktree Capital Management | 0% | Sold out | 4,823 | $493K prior qtr |
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