Position in PDD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,443,490
+$18,443,490 QoQ
Shares Held
180,500
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in PDD
reported options exposure · as of Dec 31, 2025CallValue
$11,452,390
CallShares
101,000
PutValue
$10,885,440
PutShares
96,000
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 Mar 31, 2026Brevan Howard Capital Management LP holds $91,771,464 across 11 Internet Retail names. PDD ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JD |
JD.com, Inc.
|
1,649,000 | $48,760,930 | |
| 2 | PDD |
PDD Holdings Inc.
This page
|
180,500 | $18,443,490 | |
| 3 | AMZN |
Amazon Com Inc
|
73,640 | $15,337,002 | |
| 4 | DASH |
DoorDash, Inc.
|
19,582 | $2,940,237 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
15,878 | $1,992,053 | |
| 6 | ETSY |
Etsy Inc
|
35,335 | $1,766,043 | |
| 7 | CHWY |
Chewy, Inc.
|
44,117 | $1,191,159 | |
| 8 | CART |
Maplebear Inc.
|
13,857 | $519,083 |
All Filings in PDD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,443,490 | 180,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,885,440 | 96,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $11,452,390 | 101,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $86,158,318 | 651,875 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $55,048,805 | 416,500 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $2,237,107 | 21,375 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,098,930 | 10,500 | Put | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||