Position in PDD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,370,304
-$3,693,247 QoQ
Shares Held
476,800
+21.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 500 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDD Over Time
Shares Held
Position Value (USD)
Derivatives in PDD
reported options exposure · as of Sep 30, 2021CallValue
$1,341,916
CallShares
14,800
PutValue
$1,813,400
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,440,918,311 across 22 Internet Retail names. PDD ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
5,716,287 | $1,362,419,843 | |
| 2 | MELI |
Mercadolibre Inc
|
187,255 | $317,844,764 | |
| 3 | W |
Wayfair Inc.
|
2,612,733 | $241,468,783 | |
| 4 | SE |
Sea Ltd
|
2,345,857 | $224,803,476 | |
| 5 | CHWY |
Chewy, Inc.
|
6,648,996 | $130,652,771 | |
| 6 | CPNG |
Coupang, Inc.
|
2,464,743 | $42,812,585 | |
| 7 | PDD |
PDD Holdings Inc.
This page
|
476,800 | $36,370,304 | |
| 8 | VIPS |
Vipshop Holdings Ltd
|
1,980,054 | $26,255,516 |
All Filings in PDD
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,370,304 | 476,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,063,551 | 392,088 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $1,949,499 | 20,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,710,759 | 20,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,672,295 | 20,100 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $1,715,340 | 22,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $96,511,407 | 1,183,463 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $131,988,416 | 2,109,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,490,722 | 606,646 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $138,162,023 | 3,444,578 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,583,167 | 455,972 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,813,400 | 20,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $40,298,462 | 444,452 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $1,341,916 | 14,800 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $4,534,614 | 35,700 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $6,375,768 | 50,195 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $7,024,206 | 55,300 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $12,437,452 | 92,900 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $4,856,898 | 36,278 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $16,895,656 | 126,200 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $12,205,929 | 68,700 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $93,922,225 | 528,633 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $12,330,298 | 69,400 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $11,678,625 | 157,500 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $4,239,748 | 57,178 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $9,491,200 | 128,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $3,261,920 | 38,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $2,257,592 | 26,300 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $10,772,970 | 299,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $9,021,912 | 250,400 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||