Alkeon Capital Management’s Pinduoduo PDD Stock Holding History

Alkeon Capital Management’s Portfolio PDD Stock Details PDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,000,000	Closed	-$250M	–	133
2022 Q3	$250M	Hold	4,000,000	–	–	0.81%	30
2022 Q2	$247M	Buy	4,000,000 +2,000,000	+100%	+$93.7M	0.67%	38
2022 Q1	$80.2M	Buy	+2,000,000	New	+$103M	0.16%	103
2021 Q2	–	Sell	-1,000,000	Closed	-$134M	–	185
2021 Q1	$134M	Buy	+1,000,000	New	+$169M	0.2%	87

Other funds holding PDD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICVCFIA

IDG China Venture Capital Fund IV Associates Hong Kong $147M AUM 20.48% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Alkeon Capital Management's PDD Position: Q3 2023 in Review

Alkeon Capital Management sold out of Pinduoduo (PDD) in Q3 2023, closing a stake of 1,513,241 shares — an estimated $105M sold.

Alkeon Capital Management first reported a position in PDD in Q4 2021 and held it in 6 quarters. The position peaked at $238M in Q1 2023. 472 funds tracked by Wall St. Rank hold PDD as of Q3 2023.

Alkeon Capital Management reported no remaining Pinduoduo position as of Q3 2023 after selling out during the quarter.
Alkeon Capital Management sold 1,513,241 Pinduoduo shares in Q3 2023, an estimated $105M.
Alkeon Capital Management first reported a position in Pinduoduo in Q4 2021 and held it in 6 quarters.
Alkeon Capital Management's Pinduoduo position peaked at $238M in Q1 2023.
472 funds tracked by Wall St. Rank held Pinduoduo as of Q3 2023.

Based on Alkeon Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.