David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
Holdings Activity Buys Sells    History
Holding/activity history for  PDD Holdings Inc. (PDD)
← All PDD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 900,000 1.55 Reduce 49.30% 1.45 $95.37–125.36 · VW $105.40i $91,962,000 SEC
2025   Q4 1,775,000 2.94 Reduce 1.39% 0.04 $104.19–139.41 · VW $122.14i $201,267,250 SEC
2025   Q3 1,800,000 3.22 Reduce 10.00% 0.33 $102.08–136.84 · VW $122.23i $237,906,000 SEC
2025   Q2 2,000,000 3.25 Reduce 54.23% 5.04 $87.11–122.99 · VW $101.69i $209,320,000 SEC
2025   Q1 4,370,000 9.29 Reduce 18.41% 1.48 $94.14–133.33 · VW $116.02i $517,189,500 SEC
2024   Q4 5,356,132 8.04 Add 1.04% 0.08 $94.25–155.38 · VW $114.84i $519,491,243 SEC
2024   Q3 5,301,132 10.62 Add 173.25% 6.73 $88.01–155.67 · VW $119.53i $714,645,605 SEC
2024   Q2 1,940,000 4.18 Reduce 7.62% 0.28 $110.65–164.69 · VW $138.88i $257,923,000 SEC
2024   Q1 2,100,000 3.65 Add 170.97% 2.30 $108.87–152.99 · VW $129.81i $244,125,000 SEC
2023   Q4 775,000 2.00 Reduce 44.64% 1.21 $96.45–150.66 · VW $122.47i $113,390,250 SEC
2023   Q3 1,400,000 2.71 Add 86.67% 1.26 $67.55–103.60 · VW $87.25i $137,298,000 SEC
2023   Q2 750,000 0.96 Buy 0.96 $59.67–83.40 · VW $69.15i $51,855,000 SEC
Price snapshot:
Current price$84.56
Avg. buy price$123.20
+/- since buy-31.36%
52-week low$71.94
52-week high$139.41