Orbis Allan Gray’s Pinduoduo PDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591M Buy
5,647,728
+3,250,416
+136% +$340M 2.87% 10
2025
Q1
$284M Buy
2,397,312
+2,299,659
+2,355% +$272M 1.62% 26
2024
Q4
$9.47M Buy
+97,653
New +$9.47M 0.05% 79