Altimeter Capital Management’s Pinduoduo PDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,714,185
| Closed | -$228M | – | 27 |
|
|
2024
Q2 | $228M | Sell |
1,714,185
-53,746
| -3% | -$7.15M | 3.39% | 8 |
|
|
2024
Q1 | $206M | Sell |
1,767,931
-114,839
| -6% | -$13.4M | 3.16% | 8 |
|
|
2023
Q4 | $275M | Buy |
1,882,770
+1,236,490
| +191% | +$181M | 4.57% | 7 |
|
|
2023
Q3 | $63.4M | Buy |
+646,280
| New | +$63.4M | 1.2% | 8 |
|
|
2022
Q4 | – | Sell |
-1,100,000
| Closed | -$68.8M | – | 14 |
|
|
2022
Q3 | $68.8M | Buy |
+1,100,000
| New | +$68.8M | 1.47% | 7 |
|
|
2022
Q2 | – | Sell |
-500,000
| Closed | -$20.1M | – | 18 |
|
|
2022
Q1 | $20.1M | Buy |
500,000
+300,000
| +150% | +$12M | 0.29% | 15 |
|
|
2021
Q4 | $11.7M | Sell |
200,000
-372,000
| -65% | -$21.7M | 0.11% | 21 |
|
|
2021
Q3 | $51.9M | Hold |
572,000
| – | – | 0.42% | 21 |
|
|
2021
Q2 | $72.7M | Hold |
572,000
| – | – | 0.57% | 20 |
|
|
2021
Q1 | $76.6M | Sell |
572,000
-8,118,000
| -93% | -$1.09B | 0.55% | 20 |
|
|
2020
Q4 | $1.54B | Hold |
8,690,000
| – | – | 14.29% | 2 |
|
|
2020
Q3 | $644M | Hold |
8,690,000
| – | – | 10.88% | 4 |
|
|
2020
Q2 | $746M | Hold |
8,690,000
| – | – | 15.78% | 3 |
|
|
2020
Q1 | $313M | Hold |
8,690,000
| – | – | 9.39% | 5 |
|
|
2019
Q4 | $329M | Hold |
8,690,000
| – | – | 7.34% | 6 |
|
|
2019
Q3 | $280M | Buy |
8,690,000
+2,618,099
| +43% | +$84.4M | 6.83% | 6 |
|
|
2019
Q2 | $125M | Buy |
6,071,901
+3,585,613
| +144% | +$74M | 3.43% | 6 |
|
|
2019
Q1 | $61.7M | Hold |
2,486,288
| – | – | 2.11% | 7 |
|
|
2018
Q4 | $55.8M | Buy |
2,486,288
+70,929
| +3% | +$1.59M | 2.03% | 6 |
|
|
2018
Q3 | $63.5M | Buy |
+2,415,359
| New | +$63.5M | 2.48% | 8 |
|