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Polymer Capital Management (HK)’s Pinduoduo PDD Stock Holding History

Polymer Capital Management (HK)’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 		$33M Buy
432,300
+18,843
+5% +$1.74M 1.67% 8
2026
Q1 		$42.2M Buy
413,457
+34,883
+9% +$3.67M 3.65% 4
2025
Q4 		$42.9M Buy
378,574
+196,390
+108% +$24.4M 6.11% 4
2025
Q3 		$24.1M Buy
182,184
+17,684
+11% +$2.09M 3.32% 5
2025
Q2 		$17.2M Buy
164,500
+14,617
+10% +$1.53M 2.6% 8
2025
Q1 		$17.7M Buy
149,883
+8,728
+6% +$1M 3.02% 8
2024
Q4 		$13.7M Buy
141,155
+14,100
+11% +$1.64M 2.37% 8
2024
Q3 		$17.1M Buy
127,055
+34,837
+38% +$4.28M 3.96% 5
2024
Q2 		$12.3M Sell
92,218
-28,423
-24% -$3.85M 2.48% 11
2024
Q1 		$14M Buy
120,641
+20,379
+20% +$2.67M 3.53% 5
2023
Q4 		$14.7M Buy
+100,262
New +$12.2M 5.07% 2

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

Polymer Capital Management (HK)'s PDD Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Pinduoduo (PDD) stake by 4.6% in Q2 2026, buying an estimated $1.74M and bringing the position to 432,300 shares worth $33M. The position accounts for 1.67% of the portfolio, ranked #8.

Polymer Capital Management (HK) first reported a position in PDD in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.9M in Q4 2025. 509 funds tracked by Wall St. Rank hold PDD as of Q2 2026.

  • Polymer Capital Management (HK) held 432,300 shares of Pinduoduo worth $33M as of Q2 2026.
  • Polymer Capital Management (HK) bought 18,843 Pinduoduo shares in Q2 2026, an estimated $1.74M.
  • Pinduoduo made up 1.67% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #8 holding.
  • Polymer Capital Management (HK) first reported a position in Pinduoduo in Q4 2023 and has held it in 11 quarters since.
  • Polymer Capital Management (HK)'s Pinduoduo position peaked at $42.9M in Q4 2025.
  • 509 funds tracked by Wall St. Rank held Pinduoduo as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.