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LMR Partners LLP

Position in PDD — PDD Holdings Inc.

CIK 1578621 LONDON, X0

Position in PDD

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$15,046,310
-$68,141,923 QoQ
Shares Held
147,253
-79.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in PDD Over Time

Shares Held

Position Value (USD)

Derivatives in PDD

reported options exposure · as of Mar 31, 2026
CallValue
$15,327,000
CallShares
150,000
PutValue
$15,327,000
PutShares
150,000

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, 2026

LMR Partners LLP holds $88,281,358 across 6 Internet Retail names. PDD ranks #2 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PDD
PDD Holdings Inc.
This page
147,253 $15,046,310

All Filings in PDD

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34 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,327,000 150,000
2026-03-31 $15,046,310 147,253
2026-03-31 $15,327,000 150,000
2025-12-31 $100,406,845 885,500
2025-12-31 $147,372,983 1,299,700
2025-12-31 $83,188,233 733,647
2025-09-30 $163,798,281 1,239,300
2025-09-30 $129,341,562 978,600
2025-09-30 $15,474,727 117,082
2025-06-30 $35,218,090 336,500
2025-06-30 $18,901,596 180,600
2025-06-30 $4,445,223 42,473
2025-03-31 $24,687,810 208,600
2025-03-31 $3,599,023 30,410
2025-03-31 $17,906,355 151,300
2024-12-31 $25,294,992 260,800
2024-12-31 $15,732,359 162,206
2024-12-31 $16,090,641 165,900
2024-09-30 $12,173,343 90,300
2024-09-30 $6,489,213 48,136
2024-09-30 $25,883,520 192,000
2024-06-30 $9,612,285 72,300
2024-06-30 $128,057,440 963,200
2024-06-30 $26,498,131 199,309
2024-03-31 $3,394,500 29,200
2024-03-31 $7,219,125 62,100
2023-12-31 $14,982,144 102,400
2023-12-31 $28,954,749 197,900
2023-09-30 $13,965,168 142,400
2023-09-30 $6,531,462 66,600
2023-06-30 $9,845,536 142,400
2023-06-30 $4,604,724 66,600
2021-09-30 $2,293,951 25,300
2021-03-31 $1,338,800 10,000