Position in PDD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,884,559
+$3,147,944 QoQ
Shares Held
50,925
+606.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 507 holders
Holding Since
Mar 2021
21 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 Jun 30, 2026CallValue
$33,761,528
CallShares
442,600
PutValue
$22,571,252
PutShares
295,900
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, 2026Balyasny Asset Management L.P. holds $1,761,377,319 across 14 Internet Retail names. PDD ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,770,545 | $1,137,011,695 | |
| 2 | ETSY |
Etsy Inc
|
2,690,173 | $202,650,732 | |
| 3 | MELI |
Mercadolibre Inc
|
90,861 | $154,226,552 | |
| 4 | GLBE |
Global-E Online Ltd.
|
2,098,803 | $72,891,428 | |
| 5 | CPNG |
Coupang, Inc.
|
3,290,427 | $57,154,716 | |
| 6 | BABA |
Alibaba Group Holding Ltd
|
494,857 | $47,496,374 | |
| 7 | EBAY |
Ebay Inc
|
276,816 | $30,934,187 | |
| 8 | W |
Wayfair Inc.
|
201,718 | $18,642,777 |
All Filings in PDD
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,884,559 | 50,925 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $33,761,528 | 442,600 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $22,571,252 | 295,900 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $736,615 | 7,209 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $18,331,092 | 179,400 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $21,233,004 | 207,800 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $31,805,895 | 280,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $38,034,747 | 335,433 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $133,562,081 | 1,177,900 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $20,684,605 | 156,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $57,974,255 | 438,634 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $117,459,479 | 888,700 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $56,160,556 | 536,600 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $9,401,712 | 89,831 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $5,379,524 | 51,400 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $11,381,246 | 96,166 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $4,639,320 | 39,200 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $97,555,905 | 824,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $1,794,315 | 18,500 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $7,419,735 | 76,500 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $17,039,494 | 175,683 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,454,395 | 374,263 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $3,397,212 | 25,200 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $9,792,565 | 73,656 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $6,394,895 | 48,100 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $5,464,245 | 41,100 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $8,742,000 | 75,200 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $22,137,255 | 190,428 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,965,001 | 27,100 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $6,300,547 | 43,063 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,316,790 | 9,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $490,350 | 5,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $2,451,750 | 25,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $1,382,800 | 20,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $1,518,000 | 20,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $1,631,000 | 20,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $815,500 | 10,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $1,251,600 | 20,000 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $11,716,978 | 187,232 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,411,935 | 103,753 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $196,000 | 20,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $271,865 | 6,778 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $802,200 | 20,000 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $13,447,594 | 230,662 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,729,072 | 96,273 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $1,983,566 | 14,816 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||