Polen Capital Management
PDD icon

Polen Capital Management’s Pinduoduo PDD Stock Holding History

Polen Capital Management’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 		– Sell
-31,329
Closed -$3.55M – 272
2025
Q4 		$3.55M Sell
31,329
-31,954
-50% -$3.97M 0.02% 68
2025
Q3 		$8.36M Sell
63,283
-1,026
-2% -$121K 0.03% 51
2025
Q2 		$6.73M Sell
64,309
-1,884
-3% -$198K 0.02% 49
2025
Q1 		$7.83M Sell
66,193
-899
-1% -$103K 0.02% 45
2024
Q4 		$6.51M Sell
67,092
-26,958
-29% -$3.14M 0.02% 58
2024
Q3 		$12.7M Buy
94,050
+39,175
+71% +$4.81M 0.03% 38
2024
Q2 		$7.3M Buy
+54,875
New +$7.43M 0.02% 55

Other funds holding PDD

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
HHII
H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NI
NetEase Inc Hangzhou, China $765M AUM 24.08% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Polen Capital Management's PDD Position: Q1 2026 in Review

Polen Capital Management sold out of Pinduoduo (PDD) in Q1 2026, closing a stake of 31,329 shares — an estimated $3.55M sold.

Polen Capital Management first reported a position in PDD in Q2 2024 and held it in 7 quarters. The position peaked at $12.7M in Q3 2024. 568 funds tracked by Wall St. Rank hold PDD as of Q1 2026.

  • Polen Capital Management reported no remaining Pinduoduo position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 31,329 Pinduoduo shares in Q1 2026, an estimated $3.55M.
  • Polen Capital Management first reported a position in Pinduoduo in Q2 2024 and held it in 7 quarters.
  • Polen Capital Management's Pinduoduo position peaked at $12.7M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Pinduoduo as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.