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PDD · GOOG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PDDGOOG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PDD
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterPDDGOOG
Q3 202013 holders, $5.6bn47 holders, $73.8bn
Q4 202023 holders, $15.9bn48 holders, $88.6bn
Q1 202122 holders, $10.6bn42 holders, $102bn
Q2 202118 holders, $10.1bn42 holders, $122bn
Q3 202117 holders, $8.3bn44 holders, $128bn
Q4 202117 holders, $5.6bn48 holders, $138bn
Q1 202216 holders, $3.4bn48 holders, $125bn
Q2 202221 holders, $4.4bn46 holders, $93.3bn
Q3 202223 holders, $5.1bn46 holders, $79.3bn
Q4 202226 holders, $6.0bn46 holders, $62.7bn
Q1 202323 holders, $4.5bn48 holders, $65.5bn
Q2 202322 holders, $4.9bn43 holders, $75.1bn
Q3 202322 holders, $8.2bn45 holders, $81.6bn
Q4 202332 holders, $13.7bn45 holders, $82.8bn
Q1 202425 holders, $10.2bn46 holders, $83.4bn
Q2 202432 holders, $13.6bn45 holders, $98.4bn
Q3 202430 holders, $12.8bn48 holders, $86.1bn
Q4 202424 holders, $9.5bn49 holders, $94.5bn
Q1 202522 holders, $12.3bn53 holders, $72.6bn
Q2 202516 holders, $7.4bn50 holders, $77.5bn
Q3 202523 holders, $10.8bn49 holders, $107bn
Q4 202516 holders, $9.9bn54 holders, $152bn
Q1 202614 holders, $7.2bn56 holders, $148bn
Q2 20268 holders, $4.8bn53 holders, $194bn
PDD

PDD Holdings Inc

Holders
25
Reported value
$10.2bn
Buyers
15
Sellers
15

Breadth 0 among 93 comparable managers.

Business and payment servicesConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
46
Reported value
$83.4bn
Buyers
16
Sellers
26

Breadth -10 among 93 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2024

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PDD (8)

Altimeter Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Dragoneer Investment Group LLC, Eisler Capital Management Ltd, Point72 Asset Management LP, Tudor Investment Corp, Whale Rock Capital Management LLC

Only GOOG (29)

ARK Investment Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Southeastern Asset Management Inc, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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