PDD Holdings Inc. (PDD): A Bull Case Theory
We came across a bullish thesis on PDD Holdings Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on PDD.
Pinduoduo Inc. (PDD)
Market is closed
Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 651,875 | $1,382,183,600 | +2950% | 6.17% | |
| 2. | Hillhouse Capital Management Lei Zhang | 8,592,600 | $1,135,683,942 | +24% | 27.76% |
| 3. | Orbis Investment Management William B. Gray | 6,942,339 | $917,568,946 | +23% | 3.94% |
| 4. | 416,500 | $883,113,280 | +3867% | 3.94% | |
| 5. | 5,839,700 | $771,833,149 | -1% | 0.12% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,843,251 | $4,737,402,512 | 0.08% | |
| 2. | 32,384,722 | $4,280,288,708 | 0.06% | |
| 3. | 31,799,003 | $4,202,874,226 | 3.11% | |
| 4. | 17,557,500 | $2,320,574,775 | 0.27% | |
| 5. | 17,319,713 | $2,289,146,513 | 0.12% |
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