Position in PDD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$347,074,000
-$116,577,968 QoQ
Shares Held
4,550,000
+0.3% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#28
of 507 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PDD Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Dodge & Cox holds $6,857,982,159 across 8 Internet Retail names. PDD ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
16,708,513 | $3,982,306,988 | |
| 2 | CPNG |
Coupang, Inc.
|
72,194,220 | $1,254,013,601 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
9,957,970 | $955,765,960 | |
| 4 | PDD |
PDD Holdings Inc.
This page
|
4,550,000 | $347,074,000 | |
| 5 | JD |
JD.com, Inc.
|
12,194,648 | $310,719,631 | |
| 6 | MELI |
Mercadolibre Inc
|
1,987 | $3,372,713 | |
| 7 | VIPS |
Vipshop Holdings Ltd
|
190,797 | $2,529,968 | |
| 8 | SE |
Sea Ltd
|
22,950 | $2,199,298 |
All Filings in PDD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,074,000 | 4,550,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $463,651,968 | 4,537,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $503,428,922 | 4,439,800 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||