Held by
2
portfolios on TandT
Bookmarked by
0
users
Avg position size
3.0%
of holders' portfolios
13F filers
5
institutions
Market cap
$124.5B
1,423M shares
52-week range
$71.94 – $139.41
24% from low
Exchange
NASDAQ
ADRC
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 |
| 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 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $481.8B | +11.6% | $70.00 | $61.29–$82.15 | 1.3× | 17 |
| 2027 | $540.5B | +12.2% | $84.02 | $72.60–$99.32 | 1.0× | 18 |
| 2028 | $595.8B | +10.2% | $100.07 | $63.68–$126.12 | 0.9× | 16 |
| 2029 | $652.4B | +9.5% | $91.82 | $84.38–$103.23 | 1.0× | 14 |
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 |
|---|---|---|---|
| 2026-05-27 | $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% |
| 2024-08-26 | $2.89 |
| $3.20 |
| +10.7% |
| $45.0B |
| — |
| LOWLowe's Companies, Inc. | $212.53 | -1.46% | $119.2B | — |
| MCDMcDonald's Corporation | $268.74 | -1.02% | $190.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
2 co-holders · 100% overlap
BMBL
Bumble Inc. Class A Common Stock
2 co-holders · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
2 co-holders · 100% overlap
LNSR
LENSAR, Inc. Common Stock
2 co-holders · 100% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
2 co-holders · 100% overlap
GGR
Gogoro Inc. Ordinary Shares
1 co-holder · 50% overlap
SIRI
Sirius XM Holdings, Inc
2 co-holders · 100% overlap
ANF
Abercrombie & Fitch Co.
2 co-holders · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding PDD.
$PDD Textbook inverse head & shoulders. Chinese stocks are looking favorable for short term $BABA $JD
View on StockTwits ↗$PDD nice breakout today, gap fill to $94 over $90 break can come in fast 👀
View on StockTwits ↗$BABA $LI $XPEV $JD $PDD [Again] The prospects of a government stimulus combined with the turbulent and Overvalued nature of other developed markets, Oversold nature of China to this point in the year has provided another opportunity here, as highlighted multiple times over the last month. GCT WRD PONY NIO
View on StockTwits ↗$PDD trades at 8.7x earnings with $123B cash and everyone's still finding reasons to sell it. Regulators in two hemispheres are working overtime to help them. #PDD #China https://app.k3vl4r.com/blog/pdd-holdings-the-cheapest-stock-nobody-wants-to-touch?utm_source=social&utm_medium=social&utm_campaign=blog_publish
View on StockTwits ↗Good evening weekend swing SPX 7/29 7420c $41.5 BABA 7/31 113c $2.35 Enjoy your wekend $SPY $BABA $TSLA $SPCX $PDD
View on StockTwits ↗If $PDD disrupted e-commerce, $CNET is set to disrupt AI marketing for Chinese SMEs. They offer cost-effective, practical AI solutions for a massive market. Post-meeting, expansion will accelerate. $CNET is the $PDD of AI, with unlimited growth potential!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.