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Cephei Capital Management’s Pinduoduo PDD Stock Holding History

Cephei 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
2021
Q4 		$5.56M Sell
95,385
-80,385
-46% -$6.34M 75.26% 1
2021
Q3 		$15.9M Buy
175,770
+7,700
+5% +$749K 25.02% 2
2021
Q2 		$21.3M Buy
+168,070
New +$21.8M 18.45% 2

Other funds holding PDD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cephei Capital Management's PDD Position: Q4 2021 in Review

Cephei Capital Management reduced its Pinduoduo (PDD) stake by 46% in Q4 2021, selling an estimated $6.34M and leaving 95,385 shares worth $5.56M. The position accounts for 75.26% of the portfolio, ranked #1.

Cephei Capital Management first reported a position in PDD in Q2 2021 and has held it in 3 quarters since. The position peaked at $21.3M in Q2 2021. 362 funds tracked by Wall St. Rank hold PDD as of Q4 2021.

  • Cephei Capital Management held 95,385 shares of Pinduoduo worth $5.56M as of Q4 2021.
  • Cephei Capital Management sold 80,385 Pinduoduo shares in Q4 2021, an estimated $6.34M.
  • Pinduoduo made up 75.26% of Cephei Capital Management's portfolio in Q4 2021, its #1 holding.
  • Cephei Capital Management first reported a position in Pinduoduo in Q2 2021 and has held it in 3 quarters since.
  • Cephei Capital Management's Pinduoduo position peaked at $21.3M in Q2 2021.
  • 362 funds tracked by Wall St. Rank held Pinduoduo as of Q4 2021.

Based on Cephei Capital Management's 13F filing for Q4 2021, filed 13 Jan 2022.