NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd PDD — PDD HOLDINGS INC

Ownership history in NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd  ·  3 quarters on record

AI Ownership Summary

NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported PDD HOLDINGS INC (PDD) in 3 quarterly 13F filings from 2024 Q2 through 2024 Q4. Peak portfolio weight reached 25.16% in 2024 Q4. The latest visible filing shows PDD at 25.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd's position in PDD HOLDINGS INC, 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
2024 Q4

PDD was reported at 25.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.16% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2024 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 NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd held PDD — position size vs. price
% of Fund (quarterly)    PDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 15.2% +22.0% ❌ 23,793 -4,257 -15.2% 25.16% $2.3M 2025-01-27 $110.88
2024 Q2 ADDED — — — 28,050 +8,484 +43.4% 16.06% $3.7M 2024-07-19 $133.04
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd and PDD

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

How long has NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported owning PDD?

NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported PDD across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q4.

What was the largest reported PDD position in NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd's portfolio?

The largest reported portfolio weight for PDD was 25.16% in 2024 Q4.

What is the latest reported PDD position on this page?

The most recent filing on this page is 2024 Q4, when NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 23,793 shares, equal to 25.16% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PDD ownership page compare?

The chart compares NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd'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.

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