SCGE Management’s Pinduoduo PDD Stock Holding History

SCGE 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
2024 Q4	–	Sell	-830,000	Closed	-$112M	–	24
2024 Q3	$112M	Sell	830,000 -446,000	-35%	-$54.8M	2.44%	12
2024 Q2	$170M	Hold	1,276,000	–	–	3.31%	11
2024 Q1	$148M	Hold	1,276,000	–	–	2.81%	12
2023 Q4	$187M	Buy	1,276,000 +1,153,182	+939%	+$140M	4.17%	9
2023 Q3	$12M	Hold	122,818	–	–	0.31%	19
2023 Q2	$8.49M	Hold	122,818	–	–	0.2%	23
2023 Q1	$9.32M	Hold	122,818	–	–	0.26%	22
2022 Q4	$10M	Buy	+122,818	New	+$8.55M	0.35%	20
2021 Q4	–	Sell	-2,161,000	Closed	-$196M	–	41
2021 Q3	$196M	Hold	2,161,000	–	–	1.82%	19
2021 Q2	$274M	Hold	2,161,000	–	–	2.57%	15
2021 Q1	$289M	Hold	2,161,000	–	–	3.25%	14
2020 Q4	$384M	Hold	2,161,000	–	–	4.46%	11
2020 Q3	$160M	Hold	2,161,000	–	–	2.5%	16
2020 Q2	$186M	Hold	2,161,000	–	–	3.58%	13
2020 Q1	$77.9M	Hold	2,161,000	–	–	2.45%	16
2019 Q4	$81.7M	Hold	2,161,000	–	–	3.3%	14
2019 Q3	$69.6M	Hold	2,161,000	–	–	3.52%	14
2019 Q2	$44.6M	Buy	2,161,000 +250,000	+13%	+$5.41M	2.23%	15
2019 Q1	$47.4M	Buy	+1,911,000	New	+$51.3M	2.96%	14

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

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

SUT

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SCGE Management's PDD Position: Q4 2024 in Review

SCGE Management sold out of Pinduoduo (PDD) in Q4 2024, closing a stake of 830,000 shares — an estimated $112M sold.

SCGE Management first reported a position in PDD in Q1 2019 and held it in 19 quarters. The position peaked at $384M in Q4 2020. 587 funds tracked by Wall St. Rank hold PDD as of Q4 2024.

SCGE Management reported no remaining Pinduoduo position as of Q4 2024 after selling out during the quarter.
SCGE Management sold 830,000 Pinduoduo shares in Q4 2024, an estimated $112M.
SCGE Management first reported a position in Pinduoduo in Q1 2019 and held it in 19 quarters.
SCGE Management's Pinduoduo position peaked at $384M in Q4 2020.
587 funds tracked by Wall St. Rank held Pinduoduo as of Q4 2024.

Based on SCGE Management's 13F filing for Q4 2024, filed 14 Feb 2025.