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	$21.2M	Sell	207,800 -970,100	-82%	-$102M	0.03%	666
2025 Q4	$133M	Buy	1,177,900 +289,200	+33%	+$35.9M	0.17%	131
2025 Q3	$117M	Buy	888,700 +352,100	+66%	+$41.7M	0.15%	136
2025 Q2	$56.2M	Sell	536,600 -287,700	-35%	-$30.2M	0.08%	294
2025 Q1	$97.6M	Buy	824,300 +747,800	+978%	+$85.8M	0.16%	135
2024 Q4	$7.42M	Buy	+76,500	New	+$8.9M	0.01%	1100
2024 Q3	–	Sell	-41,100	Closed	-$5.46M	–	3051
2024 Q2	$5.46M	Buy	+41,100	New	+$5.57M	0.01%	1129
2024 Q1	–	Sell	-27,100	Closed	-$3.97M	–	2989
2023 Q4	$3.97M	Buy	27,100 +2,100	+8%	+$255K	0.01%	1204
2023 Q3	$2.45M	Buy	25,000 +5,000	+25%	+$431K	0.01%	1325
2023 Q2	$1.38M	Hold	20,000	–	–	﹤0.01%	1505
2023 Q1	$1.52M	Hold	20,000	–	–	﹤0.01%	1566
2022 Q4	$1.63M	Hold	20,000	–	–	﹤0.01%	1495
2022 Q3	$1.25M	Hold	20,000	–	–	﹤0.01%	1708
2022 Q2	$196K	Hold	20,000	–	–	﹤0.01%	2210
2022 Q1	$802K	Buy	+20,000	New	+$1.03M	﹤0.01%	1693
2019 Q4	–	Sell	-131,000	Closed	-$4.22M	–	1407
2019 Q3	$4.22M	Buy	+131,000	New	+$3.5M	0.03%	578

Other funds holding PDD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.