OAG
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Orbis Allan Gray’s Pinduoduo PDD Stock Holding History

Orbis Allan Gray’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 		$408M Buy
5,353,562
+3,609,514
+207% +$333M 1.4% 25
2026
Q1 		$178M Buy
1,744,048
+575,721
+49% +$60.5M 0.75% 43
2025
Q4 		$132M Sell
1,168,327
-5,774,012
-83% -$717M 0.56% 47
2025
Q3 		$918M Buy
6,942,339
+1,294,611
+23% +$153M 3.94% 4
2025
Q2 		$591M Buy
5,647,728
+3,250,416
+136% +$341M 2.87% 10
2025
Q1 		$284M Buy
2,397,312
+2,299,659
+2,355% +$264M 1.62% 26
2024
Q4 		$9.47M Buy
+97,653
New +$11.4M 0.05% 79

Other funds holding PDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HH
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
NetEase Inc Hangzhou, China $765M AUM 24.08% 1-Year Est. Return

Orbis Allan Gray's PDD Position: Q2 2026 in Review

Orbis Allan Gray increased its Pinduoduo (PDD) stake by 207% in Q2 2026, buying an estimated $333M and bringing the position to 5,353,562 shares worth $408M. The position accounts for 1.4% of the portfolio, ranked #25.

Orbis Allan Gray first reported a position in PDD in Q4 2024 and has held it in 7 quarters since. The position peaked at $918M in Q3 2025. 509 funds tracked by Wall St. Rank hold PDD as of Q2 2026.

  • Orbis Allan Gray held 5,353,562 shares of Pinduoduo worth $408M as of Q2 2026.
  • Orbis Allan Gray bought 3,609,514 Pinduoduo shares in Q2 2026, an estimated $333M.
  • Pinduoduo made up 1.4% of Orbis Allan Gray's portfolio in Q2 2026, its #25 holding.
  • Orbis Allan Gray first reported a position in Pinduoduo in Q4 2024 and has held it in 7 quarters since.
  • Orbis Allan Gray's Pinduoduo position peaked at $918M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Pinduoduo as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.