Position in PDD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$178,206,823
+$45,730,226 QoQ
Shares Held
1,744,048
+49.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026Orbis Allan Gray Ltd holds $412,935,711 across 3 Internet Retail names. PDD ranks #1 (43.2% of the industry book) .
All Filings in PDD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,206,823 | 1,744,048 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $132,476,597 | 1,168,327 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $917,568,945 | 6,942,339 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $591,091,212 | 5,647,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $283,721,875 | 2,397,312 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,471,364 | 97,653 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||