LMR Partners’s Pinduoduo PDD Stock Holding History

LMR Partners’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 Q2	–	Sell	-150,000	Closed	-$15.3M	–	1718
2026 Q1	$15.3M	Sell	150,000 -735,500	-83%	-$77.3M	0.03%	278
2025 Q4	$100M	Sell	885,500 -93,100	-10%	-$11.6M	0.19%	45
2025 Q3	$129M	Buy	978,600 +798,000	+442%	+$94.5M	0.57%	24
2025 Q2	$18.9M	Buy	180,600 +29,300	+19%	+$3.07M	0.14%	162
2025 Q1	$17.9M	Sell	151,300 -14,600	-9%	-$1.68M	0.17%	143
2024 Q4	$16.1M	Buy	165,900 +75,600	+84%	+$8.8M	0.14%	153
2024 Q3	$12.2M	Buy	90,300 +18,000	+25%	+$2.21M	0.1%	181
2024 Q2	$9.61M	Buy	72,300 +43,100	+148%	+$5.84M	0.08%	214
2024 Q1	$3.39M	Sell	29,200 -73,200	-71%	-$9.59M	0.03%	424
2023 Q4	$15M	Buy	102,400 +35,800	+54%	+$4.34M	0.17%	144
2023 Q3	$6.53M	Hold	66,600	–	–	0.07%	225
2023 Q2	$4.6M	Buy	+66,600	New	+$4.58M	0.05%	256

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

LMR Partners's PDD Position: Q2 2026 in Review

LMR Partners reduced its Pinduoduo (PDD) stake by 84% in Q2 2026, selling an estimated $11.4M and leaving 23,867 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #923.

LMR Partners first reported a position in PDD in Q4 2018 and has held it in 12 quarters since. The position peaked at $83.2M in Q4 2025. 510 funds tracked by Wall St. Rank hold PDD as of Q2 2026.

LMR Partners held 23,867 shares of Pinduoduo worth $1.82M as of Q2 2026.
LMR Partners sold 123,386 Pinduoduo shares in Q2 2026, an estimated $11.4M.
Pinduoduo made up 0.01% of LMR Partners's portfolio in Q2 2026, its #923 holding.
LMR Partners first reported a position in Pinduoduo in Q4 2018 and has held it in 12 quarters since.
LMR Partners's Pinduoduo position peaked at $83.2M in Q4 2025.
510 funds tracked by Wall St. Rank held Pinduoduo as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.