Myriad Asset Management US LP PDD β€” PDD HOLDINGS ADS

Ownership history in Myriad Asset Management US LP  Β·  4 quarters on record

AI Ownership Summary

Myriad Asset Management US LP reported PDD HOLDINGS ADS (PDD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.68% in 2025 Q2. The latest visible filing shows PDD at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Myriad Asset Management US LP's position in PDD HOLDINGS ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PDD was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Myriad Asset Management US LP held PDD β€” position size vs. price
% of Fund (quarterly)    PDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 75.4% -9.9% βœ… 5,297 -16,238 -75.4% 1.01% $601K 2026-01-20 $104.46
2025 Q3 REDUCED 44.2% -13.6% βœ… 21,535 -17,092 -44.2% 1.55% $2.8M 2025-10-30 $136.01
2025 Q2 ADDED β€” β€” β€” 38,627 +637 +1.7% 2.68% $4.0M 2025-07-10 $104.97
2025 Q1 INITIATED β€” β€” β€” 37,990 β€” β€” 1.89% $4.5M 2025-04-10 $88.35

FAQ About Myriad Asset Management US LP and PDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Myriad Asset Management US LP reported owning PDD?

Myriad Asset Management US LP reported PDD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PDD position in Myriad Asset Management US LP's portfolio?

The largest reported portfolio weight for PDD was 2.68% in 2025 Q2.

What is the latest reported PDD position on this page?

The most recent filing on this page is 2025 Q4, when Myriad Asset Management US LP reported 5,297 shares, equal to 1.01% of portfolio, with an estimated market value of $601K.

What does the chart on this PDD ownership page compare?

The chart compares Myriad Asset Management US LP's quarterly PDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Myriad Asset Management US LP time their PDD position?

Based on 13F filing dates vs. subsequent PDD price moves, Myriad Asset Management US LP correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PDD relative to SPY over the holding period was -4.5%.

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