Optimas Capital’s Pinduoduo PDD Stock Holding History

Optimas Capital’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	$3.93M	Sell	38,413 -81,843	-68%	-$8.6M	8.81%	5
2025 Q4	$13.6M	Buy	120,256 +87,707	+269%	+$10.9M	15.13%	3
2025 Q3	$4.3M	Buy	+32,549	New	+$3.85M	2.72%	13
2024 Q4	–	Sell	-21,600	Closed	-$2.91M	–	38
2024 Q3	$2.91M	Sell	21,600 -10,068	-32%	-$1.24M	2.76%	11
2024 Q2	$4.16M	Sell	31,668 -3,966	-11%	-$537K	4.73%	6
2024 Q1	$4.14M	Buy	+35,634	New	+$4.67M	3.62%	11
2023 Q4	–	Sell	-60,600	Closed	-$5.94M	–	52
2023 Q3	$5.94M	Buy	+60,600	New	+$5.22M	4.08%	8
2023 Q2	–	Sell	-41,200	Closed	-$3.13M	–	38
2023 Q1	$3.13M	Sell	41,200 -15,221	-27%	-$1.38M	2.62%	16
2022 Q4	$4.6M	Buy	56,421 +40,121	+246%	+$2.79M	4.51%	9
2022 Q3	$1.02M	Sell	16,300 -63,700	-80%	-$3.7M	0.86%	24
2022 Q2	$4.94M	Buy	+80,000	New	+$3.75M	6.07%	7

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

Optimas Capital's PDD Position: Q1 2026 in Review

Optimas Capital reduced its Pinduoduo (PDD) stake by 68% in Q1 2026, selling an estimated $8.6M and leaving 38,413 shares worth $3.93M. The position accounts for 8.81% of the portfolio, ranked #5.

Optimas Capital first reported a position in PDD in Q2 2022 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2025. 563 funds tracked by Wall St. Rank hold PDD as of Q1 2026.

Optimas Capital held 38,413 shares of Pinduoduo worth $3.93M as of Q1 2026.
Optimas Capital sold 81,843 Pinduoduo shares in Q1 2026, an estimated $8.6M.
Pinduoduo made up 8.81% of Optimas Capital's portfolio in Q1 2026, its #5 holding.
Optimas Capital first reported a position in Pinduoduo in Q2 2022 and has held it in 11 quarters since.
Optimas Capital's Pinduoduo position peaked at $13.6M in Q4 2025.
563 funds tracked by Wall St. Rank held Pinduoduo as of Q1 2026.

Based on Optimas Capital's 13F filing for Q1 2026, filed 7 May 2026.