Panview Asian Equity Master Fund’s Pinduoduo PDD Stock Holding History

Panview Asian Equity Master Fund’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
2024 Q3	$35.3M	Sell	262,000 -19,000	-7%	-$2.33M	8.22%	5
2024 Q2	$37.4M	Buy	281,000 +130,000	+86%	+$17.6M	9.43%	4
2024 Q1	$17.6M	Buy	+151,000	New	+$19.8M	5.51%	6
2022 Q2	–	Sell	-52,333	Closed	-$2.1M	–	9
2022 Q1	$2.1M	Buy	+52,333	New	+$2.69M	3.36%	8
2021 Q3	–	Sell	-182,897	Closed	-$23.2M	–	10
2021 Q2	$23.2M	Sell	182,897 -40,048	-18%	-$5.21M	18.45%	1
2021 Q1	$29.8M	Sell	222,945 -8,000	-3%	-$1.35M	28.69%	1
2020 Q4	$41M	Buy	+230,945	New	+$27.6M	38.18%	1

Other funds holding PDD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Panview Asian Equity Master Fund's PDD Position: Q3 2024 in Review

Panview Asian Equity Master Fund reduced its Pinduoduo (PDD) stake by 6.8% in Q3 2024, selling an estimated $2.33M and leaving 262,000 shares worth $35.3M. The position accounts for 8.22% of the portfolio, ranked #5.

Panview Asian Equity Master Fund first reported a position in PDD in Q4 2020 and has held it in 7 quarters since. The position peaked at $41M in Q4 2020. 600 funds tracked by Wall St. Rank hold PDD as of Q3 2024.

Panview Asian Equity Master Fund held 262,000 shares of Pinduoduo worth $35.3M as of Q3 2024.
Panview Asian Equity Master Fund sold 19,000 Pinduoduo shares in Q3 2024, an estimated $2.33M.
Pinduoduo made up 8.22% of Panview Asian Equity Master Fund's portfolio in Q3 2024, its #5 holding.
Panview Asian Equity Master Fund first reported a position in Pinduoduo in Q4 2020 and has held it in 7 quarters since.
Panview Asian Equity Master Fund's Pinduoduo position peaked at $41M in Q4 2020.
600 funds tracked by Wall St. Rank held Pinduoduo as of Q3 2024.

Based on Panview Asian Equity Master Fund's 13F filing for Q3 2024, filed 13 Nov 2024.