John Overdeck’s Pinduoduo PDD Stock Holding History

John Overdeck’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	–	Sell	-20,000	Closed	-$1.81M	–	4726
2021 Q3	$1.81M	Sell	20,000 -35,300	-64%	-$3.43M	﹤0.01%	2083
2021 Q2	$7.02M	Sell	55,300 -70,900	-56%	-$9.22M	0.02%	995
2021 Q1	$16.9M	Buy	126,200 +56,800	+82%	+$9.59M	0.04%	500
2020 Q4	$12.3M	Sell	69,400 -88,100	-56%	-$10.5M	0.04%	522
2020 Q3	$11.7M	Buy	157,500 +131,200	+499%	+$11.2M	0.04%	457
2020 Q2	$2.26M	Sell	26,300 -272,700	-91%	-$16.4M	0.01%	1039
2020 Q1	$10.8M	Buy	299,000 +209,700	+235%	+$7.65M	0.09%	241
2019 Q4	$3.38M	Buy	89,300 +13,300	+18%	+$497K	0.01%	1205
2019 Q3	$2.45M	Buy	76,000 +51,600	+211%	+$1.38M	0.01%	1270
2019 Q2	$503K	Buy	+24,400	New	+$528K	﹤0.01%	2500

Other funds holding PDD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

HCM

Himalaya Capital Management Seattle, Washington $3.7B AUM 39.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NetEase Inc Hangzhou, China $765M AUM 24.08% 1-Year Est. Return

John Overdeck's PDD Position: Q2 2026 in Review

John Overdeck increased its Pinduoduo (PDD) stake by 22% in Q2 2026, buying an estimated $7.83M and bringing the position to 476,800 shares worth $36.4M. The position accounts for 0.03% of the portfolio, ranked #709.

John Overdeck first reported a position in PDD in Q3 2019 and has held it in 17 quarters since. The position peaked at $138M in Q1 2022. 507 funds tracked by Wall St. Rank hold PDD as of Q2 2026.

John Overdeck held 476,800 shares of Pinduoduo worth $36.4M as of Q2 2026.
John Overdeck bought 84,712 Pinduoduo shares in Q2 2026, an estimated $7.83M.
Pinduoduo made up 0.03% of John Overdeck's portfolio in Q2 2026, its #709 holding.
John Overdeck first reported a position in Pinduoduo in Q3 2019 and has held it in 17 quarters since.
John Overdeck's Pinduoduo position peaked at $138M in Q1 2022.
507 funds tracked by Wall St. Rank held Pinduoduo as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.