Held · Bookmarked
2 · 0
portfolios · users
Avg position size
2.5%
of holders' portfolios
13F filers
5
institutions
Market cap
$110.8B
1,423M shares
52-week range
$71.94 – $139.41
11% from low
Exchange
NASDAQ
ADRC
P/S (TTM)
0.3
EV / FCF (TTM)
—
PDD Holdings operates commerce businesses globally. Its main operations are Pinduoduo, a social commerce platform in China, and Temu, a global e-commerce marketplace. PDD also has a community group purchase business in China. PDD has built a network of sourcing, logistics, and fulfillment capabilities that support its underlying businesses. PDD has also started its first-party brand business for global markets.
www.pddholdings.com| Trader / Portfolio | Conviction |
|---|---|
| FID 401kLiam | — |
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Himalaya Capitalas of 2026-03-31 | 4,608,000 | $470.8M |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 32.0% | 27.1% | — | — | — | |
| Rev. Growth % | 9.7% | 48.7% | ||||
| Profit Margin % | 22.7% | 21.6% | -9.3% | |||
| Free Cash Flow Margin % | 24.5% | 25.0% | 47.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.0% on the P/E track.
At today's price, your expected annual return is +4.8% on the P/E track.
At today's price, your expected annual return is +13.3% on the P/E track.
| 1,742,717 |
| $206.3M |
| Renaissance Technologiesas of 2026-03-31 | 1,112,700 | $113.7M |
| Appaloosa LPas of 2026-03-31 | 900,000 | $92.0M |
| Scion Asset Managementas of 2025-03-31 | 200,000 | $23.7M |
Also held through funds
1 more book holds PDD indirectly · FLCH 2.1% of fund, VWO 0.6% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $472.4B | +9.4% | $69.33 | $59.52–$76.09 | 1.1× | 17 |
| 2027 | $522.4B | +10.6% | $83.16 | $64.40–$92.23 | 1.0× | 18 |
| 2028 | $571.5B | +9.4% | $96.74 | $69.57–$117.36 | 0.8× | 17 |
| 2029 | $573.4B | +0.3% | $85.15 | $79.13–$95.88 | 0.9× | 12 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-24 | $2.72 | $2.85 | +4.8% |
| 2026-05-27 | $2.40 | $1.38 | -42.5% |
| 2026-03-25 | $2.98 | $2.53 | -15.1% |
| 2025-11-18 | $2.21 | $2.96 | +33.9% |
| 2025-08-25 | $1.91 | $3.08 | +61.3% |
| 2025-05-27 | $2.49 | $1.56 | -37.3% |
| 2025-03-20 | $2.56 | $2.76 | +7.8% |
| 2024-11-21 | $2.76 |
| $2.65 |
| -4.1% |
| $38.3B |
| — |
| LOWLowe's Companies, Inc. | $198.26 | +0.73% | $111.2B | — |
| MCDMcDonald's Corporation | $257.49 | +1.96% | $182.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding PDD.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BIDU $BABA here we go. $PDD Grab grab. Gobble gobble.
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$AEFI the manipulative drop that many of us were probably expecting was on point. You mix flippers, shorts & panic & it’s the recipe for the perfect storm. What I wanted to find out was, is our base holding & solid & imo, it is. We’ve all seemingly accepted that the company is working to get things done & as long as that holds, our new lows should be around this 12/13 level. It’s too risky for longs to sell here & shorts & flippers learned that their power only goes so far because we all will slap at these levels. Longs will likely buy at all levels until we’re satisfied & we expect much better prices than sub Penny. We have the power to help control things from here & force shorts & flippers to play our way vs the alternative so let’s capitalize on that. The more aggressive we stay, the better & trusting the company to succeed & deliver short term will definitely be to our advantage. $JD $PDD $BABA $TCEHY
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$BABA $BILI $JD $PDD $BIDU Doesn’t go up with US market, but sure as hell goes down with it. Wasted 6 years holding this shit before dumping. Still going lower. Pure junk.
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$PDD picking up some shares to position here and $BABA on new positions again
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$KWEB I see the value but your chart including $BABA and $PDD are not making step in
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$SKHY how is this market 3X the size of $BABA, $BIDU, $JD, $PDD all added together. This market is out of whack.
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. 🔍 5-𝘀𝘁𝗮𝗿 𝗛𝗲𝗱𝗴𝗲 𝗙𝘂𝗻𝗱 with 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝘁 portfolio 🔎 𝗪𝗵𝗼: Sanders Capital 𝗯𝘆 Lewis Sanders 𝗤2 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: up 26.94% 3-𝘆𝗲𝗮𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: up 119.65% The top 32 stocks in Sanders' portfolio are 𝗮𝗹𝗹 𝗶𝗻 𝗽𝗿𝗼𝗳𝗶𝘁! Only 4 stocks in his entire portfolio are currently red, mainly $RCL & $PDD. You can now buy in at better prices that him on both stocks. Source: hedgefollow.com/funds/Sanders+Capital
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$GRAB There’s my dip. All in 🤑 Let’s all get rich. 💰💰💰 $NFLX $UBER $PDD $UAL
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$BIDU $BABA $PDD grabbed a ton of shares today.
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$PDD $BIDU $BABA $XPEV $XIACY Li auto, Nio ... Just look at these China stocks, this ain't even funny anymore. It is priced for big bear market, even if HK is not even down in last few years. Wtf is going on here, this is painful.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.