Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
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 237,010 0.30 Reduce 36.16% 0.21 $95.37–125.36 · VW $105.40i $24,217,682 SEC
2025   Q4 371,241 0.58 Add 19.89% 0.10 $104.19–139.41 · VW $122.14i $42,095,017 SEC
2025   Q3 309,641 0.54 Buy 0.54 $102.08–136.84 · VW $122.23i $40,925,251 SEC
2025   Q2 0 0.00 Sell 100.00% 0.26 $87.11–122.99 · VW $101.69i SEC
2025   Q1 105,926 0.26 Reduce 76.26% 0.76 $94.14–133.33 · VW $116.02i $12,536,342 SEC
2024   Q4 446,272 0.99 Reduce 41.95% 1.07 $94.25–155.38 · VW $114.84i $43,283,921 SEC
2024   Q3 768,777 2.55 Add 3.25% 0.08 $88.01–155.67 · VW $119.53i $103,638,827 SEC
2024   Q2 744,603 2.70 Add 9.12% 0.23 $110.65–164.69 · VW $138.88i $98,994,969 SEC
2024   Q1 682,373 2.07 Add 3.78% 0.08 $108.87–152.99 · VW $129.81i $79,329,492 SEC
2023   Q4 657,517 2.45 Reduce 0.96% 0.02 $96.45–150.66 · VW $122.47i $96,201,312 SEC
2023   Q3 663,897 1.72 Reduce 19.84% 0.30 $67.55–103.60 · VW $87.25i $65,108,379 SEC
2023   Q2 828,195 1.51 Add 0.89% 0.01 $59.67–83.40 · VW $69.15i $57,261,402 SEC
2023   Q1 820,918 1.49 Add 0.96% 0.01 $70.13–106.38 · VW $88.36i $62,307,675 SEC
2022   Q4 813,151 1.93 Add 62.20% 0.74 $38.80–93.16 · VW $67.83i $66,312,467 SEC
2022   Q3 501,312 0.88 Add 129.37% 0.50 $44.82–73.02 · VW $60.33i $31,372,000 SEC
2022   Q2 218,559 0.34 Buy 0.34 $31.01–68.71 · VW $48.37i $13,507,000 SEC
2022   Q1 0 0.00 Sell 100.00% 0.15 $23.21–71.27 · VW $46.40i SEC
2021   Q4 116,800 0.15 Add 374.78% 0.12 $51.91–104.30 · VW $75.07i $6,809,000 SEC
2021   Q3 24,601 0.05 Buy 0.05 $74.12–115.44 · VW $94.81i $2,231,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.33 $71.28–98.96 · VW $85.33i SEC
2020   Q2 213,200 0.33 Buy 0.33 $37.41–95.48 · VW $65.01i $18,301,000 SEC
Price snapshot:
Current price$84.56
Avg. buy price$129.05
+/- since buy-34.48%
52-week low$71.94
52-week high$139.41