Limestone Investment Advisors LP

Position in PDD — PDD Holdings Inc.

CIK 2075597 NEW YORK, NY

Back to PDD Full portfolio

Position in PDD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$955,788

-$1,259,372 QoQ

Shares Held

12,530

-42.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#307

of 507 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PDD Over Time

Shares Held

Position Value (USD)

Derivatives in PDD

reported options exposure · as of Jun 30, 2026

CallValue

$213,584

CallShares

2,800

PutValue

$709,404

PutShares

9,300

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 Jun 30, 2026

Limestone Investment Advisors LP holds $12,666,522 across 8 Internet Retail names. PDD ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BABA	Alibaba Group Holding Ltd	55,484	$5,325,354
2	SE	Sea Ltd	20,172	$1,933,082
3	JD	JD.com, Inc.	74,080	$1,887,558
4	MELI	Mercadolibre Inc	900	$1,527,651
5	PDD	PDD Holdings Inc. This page	12,530	$955,788
6	CPNG	Coupang, Inc.	32,470	$564,003
7	CHWY	Chewy, Inc.	12,189	$239,513
8	AMZN	Amazon Com Inc	980	$233,573

All Filings in PDD

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,584	2,800	-85.6%	Call	Sole	2026-08-14
2026-06-30	$709,404	9,300	-86.1%	Put	Sole	2026-08-14
2026-06-30	$955,788	12,530	-42.2%	Shares	Sole	2026-08-14
2026-03-31	$1,992,510	19,500	+596.4%	Call	Sole	2026-05-15
2026-03-31	$6,835,842	66,900	+3085.7%	Put	Sole	2026-05-15
2026-03-31	$2,215,160	21,679	—	Shares	Sole	2026-05-15
2025-06-30	$219,786	2,100	—	Put	Sole	2025-08-14
2025-06-30	$293,048	2,800	—	Call	Sole	2025-08-14
No filing history on record for this holder in this stock.