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Brilliance Asset Management’s Pinduoduo PDD Stock Holding History

Brilliance 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 		$72M Buy
704,489
+109,315
+18% +$11.5M 21.23% 1
2025
Q4 		$67.5M Buy
+595,174
New +$73.9M 26.49% 2
2025
Q1 		– Sell
-646,212
Closed -$62.7M – 10
2024
Q4 		$62.7M Buy
646,212
+490,860
+316% +$57.1M 14.12% 4
2024
Q3 		$20.9M Buy
155,352
+26,232
+20% +$3.22M 5.36% 7
2024
Q2 		$17.2M Buy
+129,120
New +$17.5M 4.31% 7
2023
Q4 		– Sell
-293,018
Closed -$28.7M – 8
2023
Q3 		$28.7M Sell
293,018
-3,000
-1% -$258K 7.25% 4
2023
Q2 		$20.5M Buy
296,018
+92,937
+46% +$6.38M 5.28% 4
2023
Q1 		$15.4M Buy
+203,081
New +$18.4M 4.62% 4
2021
Q2 		– Sell
-3,212,976
Closed -$430M – 10
2021
Q1 		$430M Sell
3,212,976
-245,358
-7% -$41.4M 19.44% 2
2020
Q4 		$614M Buy
3,458,334
+84,007
+2% +$10M 24.27% 1
2020
Q3 		$250M Buy
+3,374,327
New +$289M 16.02% 4
2020
Q1 		– Sell
-63,900
Closed -$2.42M – 4
2019
Q4 		$2.42M Buy
+63,900
New +$2.39M 0.57% 3

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

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

Brilliance Asset Management increased its Pinduoduo (PDD) stake by 18% in Q1 2026, buying an estimated $11.5M and bringing the position to 704,489 shares worth $72M. The position accounts for 21.23% of the portfolio, ranked #1.

Brilliance Asset Management first reported a position in PDD in Q4 2019 and has held it in 12 quarters since. The position peaked at $614M in Q4 2020. 564 funds tracked by Wall St. Rank hold PDD as of Q1 2026.

  • Brilliance Asset Management held 704,489 shares of Pinduoduo worth $72M as of Q1 2026.
  • Brilliance Asset Management bought 109,315 Pinduoduo shares in Q1 2026, an estimated $11.5M.
  • Pinduoduo made up 21.23% of Brilliance Asset Management's portfolio in Q1 2026, its #1 holding.
  • Brilliance Asset Management first reported a position in Pinduoduo in Q4 2019 and has held it in 12 quarters since.
  • Brilliance Asset Management's Pinduoduo position peaked at $614M in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Pinduoduo as of Q1 2026.

Based on Brilliance Asset Management's 13F filing for Q1 2026, filed 12 May 2026.