Position in PDD
as of Sep 30, 2024
· filed Nov 8, 2024
Position Value
$27,193,603
+$24,254,744 QoQ
Shares Held
201,718
+812.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDD Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Sep 30, 2024Contrarius Investment Management Ltd holds $346,345,027 across 6 Internet Retail names. PDD ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JD |
JD.com, Inc.
|
2,861,625 | $114,465,000 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
818,953 | $86,907,292 | |
| 3 | AMZN |
Amazon Com Inc
|
423,954 | $78,995,348 | |
| 4 | SE |
Sea Ltd
|
387,768 | $36,558,767 | |
| 5 | PDD |
PDD Holdings Inc.
This page
|
201,718 | $27,193,603 | |
| 6 | DASH |
DoorDash, Inc.
|
15,589 | $2,225,017 |
All Filings in PDD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $27,193,603 | 201,718 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,938,859 | 22,105 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,790,232 | 24,002 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $32,415,419 | 221,553 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $14,769,636 | 150,603 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,716,897 | 53,759 | Shares | Defined | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||