Global X Japan Co. Ltd. Has $25.19 Million Stake in PDD Holdings Inc. Sponsored ADR $PDD

Global X Japan Co. Ltd. grew its position in PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD) by 36.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 222,147 shares of the company’s stock after purchasing an additional 59,896 shares during the quarter. PDD makes up about 1.9% of Global X Japan Co. Ltd.’s portfolio, making the stock its 16th largest position. Global X Japan Co. Ltd.’s holdings in PDD were worth $25,189,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in PDD by 1.1% in the third quarter. Vanguard Group Inc. now owns 32,384,722 shares of the company’s stock valued at $4,280,289,000 after buying an additional 348,997 shares during the period. Norges Bank bought a new stake in PDD during the second quarter valued at $962,785,000. Assenagon Asset Management S.A. grew its holdings in PDD by 305.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,728,909 shares of the company’s stock worth $762,991,000 after acquiring an additional 5,070,827 shares during the period. First Beijing Investment Ltd raised its position in shares of PDD by 10.6% in the 3rd quarter. First Beijing Investment Ltd now owns 6,168,721 shares of the company’s stock worth $815,320,000 after acquiring an additional 590,869 shares in the last quarter. Finally, Krane Funds Advisors LLC raised its position in shares of PDD by 25.5% in the 3rd quarter. Krane Funds Advisors LLC now owns 6,139,072 shares of the company’s stock worth $792,431,000 after acquiring an additional 1,247,634 shares in the last quarter. 39.83% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on PDD. Citigroup restated a “neutral” rating on shares of PDD in a research report on Wednesday, January 28th. Loop Capital set a $170.00 target price on PDD in a report on Tuesday, January 6th. Wall Street Zen lowered PDD from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Arete Research set a $130.00 price target on PDD in a report on Tuesday, December 9th. Finally, Morgan Stanley set a $148.00 price objective on shares of PDD in a research report on Thursday, January 15th. Four equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $140.57.

PDD News Summary

Here are the key news stories impacting PDD this week:

• Positive Sentiment: Analyst/valuation bulls argue the stock is materially undervalued (single?digit forward P/E and a reported ~14% earnings yield), pointing to large free?cash?flow generation as a margin-of-safety and upside once reinvestment eases. PDD Holdings: Strong Growth, Cheap, 14% Earnings Yield
• Positive Sentiment: Transaction Services (used as a Temu proxy) grew ~19% YoY in Q4, signaling pockets of momentum in Temu/global expansion even as China demand softens. Market summary / PDD profile
• Positive Sentiment: PDD announced a large strategic push — a reported $14.5 billion investment to build self?owned brands and strengthen its supply chain/merchant ecosystem, which could improve unit economics and product quality over time. Chinese E-Retailer PDD Charts New Path With USD14.5 Billion Investment in Self-Owned Brand
• Neutral Sentiment: Q4 revenue rose ~12% YoY (RMB123.9B / ~$17.7B), roughly in line with expectations — growth decelerated vs prior years but shows the business still scales. PDD Holdings Announces Fourth Quarter 2025 and Fiscal Year 2025 Unaudited Financial Results
• Negative Sentiment: Reported EPS missed materially (adjusted ADS EPS below estimates) as margins compressed meaningfully due to higher costs, heavier R&D and marketing, and investments in logistics/merchant support — prompting near?term profit disappointment. Temu parent’s stock drops as end of ‘de minimis’ tax rule comes at a cost
• Negative Sentiment: External/operational headwinds: tougher domestic China competition, the end of de?minimis import advantages for low?priced goods, and global policy uncertainty are raising cost and demand risks for Temu and Pinduoduo. Temu Owner PDD Posts Surprise Profit Drop

PDD Trading Down 1.9%

Shares of NASDAQ PDD opened at $100.62 on Friday. The firm has a market capitalization of $140.08 billion, a P/E ratio of 10.70, a P/E/G ratio of 0.90 and a beta of -0.01. The firm’s 50-day moving average price is $103.03 and its 200-day moving average price is $116.67. PDD Holdings Inc. Sponsored ADR has a 1-year low of $87.11 and a 1-year high of $139.41.

About PDD

PDD (NASDAQ: PDD) is the holding company best known for operating Pinduoduo, a China-based, mobile-first e-commerce platform that emphasizes interactive, social shopping and group-buying mechanics to drive user engagement and low prices. Founded in 2015 by entrepreneur Colin Huang, the business has grown by connecting consumers directly with merchants and manufacturers, with particular emphasis on value-oriented goods and fresh agricultural produce. The company is based in Shanghai and completed a U.S.