Balyasny Asset Management
PDD icon

Balyasny Asset Management’s Pinduoduo PDD Stock Holding History

Balyasny Asset 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
2026
Q1 		$18.3M Sell
179,400
-101,100
-36% -$10.6M 0.02% 725
2025
Q4 		$31.8M Buy
280,500
+124,000
+79% +$15.4M 0.04% 510
2025
Q3 		$20.7M Buy
156,500
+105,100
+204% +$12.4M 0.03% 708
2025
Q2 		$5.39M Buy
51,400
+12,200
+31% +$1.28M 0.01% 1256
2025
Q1 		$4.64M Buy
39,200
+20,700
+112% +$2.38M 0.01% 1284
2024
Q4 		$1.79M Sell
18,500
-6,700
-27% -$780K ﹤0.01% 1709
2024
Q3 		$3.4M Sell
25,200
-22,900
-48% -$2.81M 0.01% 1437
2024
Q2 		$6.39M Sell
48,100
-27,100
-36% -$3.67M 0.01% 1063
2024
Q1 		$8.74M Buy
75,200
+66,200
+736% +$8.67M 0.02% 990
2023
Q4 		$1.32M Buy
9,000
+4,000
+80% +$485K ﹤0.01% 1578
2023
Q3 		$490K Buy
+5,000
New +$431K ﹤0.01% 1764
2023
Q1 		– Sell
-10,000
Closed -$816K – 3025
2022
Q4 		$816K Buy
+10,000
New +$696K ﹤0.01% 1729
2019
Q3 		– Sell
-100,000
Closed -$2.1M – 1480
2019
Q2 		$2.1M Buy
+100,000
New +$2.17M 0.01% 865
2018
Q4 		– Sell
-50,000
Closed -$1.15M – 1660
2018
Q3 		$1.15M Buy
+50,000
New +$1.08M 0.01% 1143

Other funds holding PDD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NI
NetEase Inc Hangzhou, China $934M AUM 11.31% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Balyasny Asset Management's PDD Position: Q1 2026 in Review

Balyasny Asset Management reduced its Pinduoduo (PDD) stake by 98% in Q1 2026, selling an estimated $34.5M and leaving 7,209 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Balyasny Asset Management first reported a position in PDD in Q1 2021 and has held it in 16 quarters since. The position peaked at $58M in Q3 2025. 565 funds tracked by Wall St. Rank hold PDD as of Q1 2026.

  • Balyasny Asset Management held 7,209 shares of Pinduoduo worth $737K as of Q1 2026.
  • Balyasny Asset Management sold 328,224 Pinduoduo shares in Q1 2026, an estimated $34.5M.
  • Pinduoduo made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2200 holding.
  • Balyasny Asset Management first reported a position in Pinduoduo in Q1 2021 and has held it in 16 quarters since.
  • Balyasny Asset Management's Pinduoduo position peaked at $58M in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Pinduoduo as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.