Oakum Bay Capital LLC

Position in PDD — PDD Holdings Inc.

CIK 1571727 WESTPORT, CT

Position in PDD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$296,322

+$80,881 QoQ

Shares Held

2,900

+52.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Oakum Bay Capital LLC holds $2,775,855 across 6 Internet Retail names. PDD ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SE	Sea Ltd	16,800	$1,391,208
2	AMZN	Amazon Com Inc	2,707	$563,786
3	PDD	PDD Holdings Inc. This page	2,900	$296,322
4	JD	JD.com, Inc.	9,200	$272,044
5	CPNG	Coupang, Inc.	12,000	$226,560
6	MELI	Mercadolibre Inc	15	$25,935

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$296,322	2,900	+52.6%	Shares	Sole	2026-05-15
2025-12-31	$215,441	1,900	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.