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Sylebra Capital (HK)’s Pinduoduo PDD Stock Holding History

Sylebra Capital (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
2023
Q3 		$62.4M Buy
636,721
+3,016
+0.5% +$260K 3.32% 11
2023
Q2 		$43.8M Sell
633,705
-276,173
-30% -$19M 1.8% 14
2023
Q1 		$69.1M Buy
909,878
+3,156
+0.3% +$285K 3.07% 9
2022
Q4 		$73.9M Buy
906,722
+176,540
+24% +$12.3M 4.17% 8
2022
Q3 		$45.7M Sell
730,182
-168,838
-19% -$9.82M 2.26% 14
2022
Q2 		$55.6M Sell
899,020
-91,557
-9% -$4.29M 3.12% 13
2022
Q1 		$39.7M Buy
990,577
+95,861
+11% +$4.93M 1.71% 14
2021
Q4 		$52.2M Sell
894,716
-113,473
-11% -$8.95M 1.68% 14
2021
Q3 		$91.4M Buy
1,008,189
+516,963
+105% +$50.3M 2.06% 13
2021
Q2 		$62.4M Buy
491,226
+232,291
+90% +$30.2M 1.55% 16
2021
Q1 		$34.7M Buy
258,935
+76,956
+42% +$13M 0.9% 18
2020
Q4 		$32.3M Buy
+181,979
New +$21.8M 0.82% 16
2020
Q3 		– Sell
-454,749
Closed -$39M – 37
2020
Q2 		$39M Sell
454,749
-932,615
-67% -$56.1M 1.22% 19
2020
Q1 		$50M Sell
1,387,364
-946,440
-41% -$34.5M 2.05% 18
2019
Q4 		$88.3M Sell
2,333,804
-1,567,411
-40% -$58.5M 3.47% 12
2019
Q3 		$126M Buy
3,901,215
+400,000
+11% +$10.7M 5.49% 6
2019
Q2 		$72.2M Buy
3,501,215
+2,373,276
+210% +$51.4M 3.35% 14
2019
Q1 		$28M Buy
+1,127,939
New +$30.3M 1.65% 13

Other funds holding PDD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $147M AUM 20.48% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Sylebra Capital (HK)'s PDD Position: Q3 2023 in Review

Sylebra Capital (HK) increased its Pinduoduo (PDD) stake by 0.48% in Q3 2023, buying an estimated $260K and bringing the position to 636,721 shares worth $62.4M. The position accounts for 3.32% of the portfolio, ranked #11.

Sylebra Capital (HK) first reported a position in PDD in Q1 2019 and has held it in 18 quarters since. The position peaked at $126M in Q3 2019. 472 funds tracked by Wall St. Rank hold PDD as of Q3 2023.

  • Sylebra Capital (HK) held 636,721 shares of Pinduoduo worth $62.4M as of Q3 2023.
  • Sylebra Capital (HK) bought 3,016 Pinduoduo shares in Q3 2023, an estimated $260K.
  • Pinduoduo made up 3.32% of Sylebra Capital (HK)'s portfolio in Q3 2023, its #11 holding.
  • Sylebra Capital (HK) first reported a position in Pinduoduo in Q1 2019 and has held it in 18 quarters since.
  • Sylebra Capital (HK)'s Pinduoduo position peaked at $126M in Q3 2019.
  • 472 funds tracked by Wall St. Rank held Pinduoduo as of Q3 2023.

Based on Sylebra Capital (HK)'s 13F filing for Q3 2023, filed 15 Nov 2023.