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Orbis Allan Gray Ltd

Position in PDD — PDD Holdings Inc.

CIK 1663865 HamiltoN, D0

Position in PDD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$408,369,708
+$230,162,885 QoQ
Shares Held
5,353,562
+207.0% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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 Jun 30, 2026

Orbis Allan Gray Ltd holds $505,225,101 across 3 Internet Retail names. PDD ranks #1 (80.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PDD
PDD Holdings Inc.
This page
5,353,562 $408,369,708

All Filings in PDD

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $408,369,708 5,353,562
2026-03-31 $178,206,823 1,744,048
2025-12-31 $132,476,597 1,168,327
2025-09-30 $917,568,945 6,942,339
2025-06-30 $591,091,212 5,647,728
2025-03-31 $283,721,875 2,397,312
2024-12-31 $9,471,364 97,653