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PDD Holdings Inc

PDD

PDD Holdings Inc

PDD Holdings Inc historical holders

total: 12

Causeway Capital Management PDD Holdings Inc transactions over time

Total transactions:
21
New positions:
4
Sold out:
3
Added:
9
Reduced:
5
Held since:
2025 Q3
Held for:
3 quarters
Latest activity:
2026 Q1
Sarah Ketterer has been an institutional investor in PDD Holdings Inc (PDD) since 2020 Q2. According to 2026 Q1 report, Sarah Ketterer holds 237,010 shares with a market value of roughly $24.22M representing 0.30% of their equity portfolio. The fund/company first acquired PDD in 2020 Q2, initially purchasing 213,200 shares. Sarah Ketterer later completely sold out the position and reinvested in PDD again in 2025 Q3. Since the initial investment, Causeway Capital Management has made 20 more transactions in this position.

Does Sarah Ketterer still hold PDD?

Yes, Sarah Ketterer continues to hold PDD Holdings Inc (PDD). According to their 2026 Q1 report, they maintain a position of 237,010 shares valued at approximately $24.22M, representing 0.30% of their equity portfolio.

When did Sarah Ketterer first invest in PDD?

Sarah Ketterer first invested in PDD Holdings Inc (PDD) in 2020 Q2 at the reported quarter-end price of $85.84 per share, acquiring 213,200 shares in their initial purchase.

What is Sarah Ketterer's average cost basis for PDD?

Based on historical transaction data, Sarah Ketterer's estimated cost basis for PDD Holdings Inc (PDD) is approximately $129.05 per share. This represents their average reported price* across all buy transactions.

Has Sarah Ketterer reinvested in PDD after selling?

Yes, Sarah Ketterer has shown renewed interest in PDD Holdings Inc (PDD). After completely selling their position, they reinitiated an investment in 2025 Q3, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$129.05
Weighted AVG sell price:
$102.18

PDD transactions history by Causeway Capital Management

21 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.30%
237,010
$102.18
$24,217,682
-36.16% (-134,231)
-0.19%
2025 Q4
0.58%
371,241
$113.39
$42,095,017
+19.89% (+61,600)
+0.1%
2025 Q3
0.54%
309,641
$132.17
$40,925,251
new
+0.54%
2025 Q2
0.00%
0
$118.35
-100% (-105,926)
-0.26%
2025 Q1
0.26%
105,926
$118.35
$12,536,342
-76.26% (-340,346)
-0.92%
2024 Q4
0.99%
446,272
$96.99
$43,283,921
-41.95% (-322,505)
-0.77%
2024 Q3
2.55%
768,777
$134.81
$103,638,827
+3.25% (+24,174)
+0.08%
2024 Q2
2.70%
744,603
$132.95
$98,994,969
+9.12% (+62,230)
+0.23%
2024 Q1
2.07%
682,373
$116.26
$79,329,492
+3.78% (+24,856)
+0.08%
2023 Q4
2.45%
657,517
$146.31
$96,201,312
-0.96% (-6,380)
-0.02%
2023 Q3
1.72%
$98.07
-19.84% (-164,298)
2023 Q2
1.51%
$69.14
+0.89% (+7,277)
2023 Q1
1.49%
$75.90
+0.96% (+7,767)
2022 Q4
1.93%
$81.55
+62.20% (+311,839)
2022 Q3
0.88%
$62.58
+129.37% (+282,753)
2022 Q2
0.34%
$61.80
new
2022 Q1
0.00%
$58.30
-100% (-116,800)
2021 Q4
0.15%
$58.30
+374.78% (+92,199)
2021 Q3
0.05%
$90.69
new
2020 Q3
0.00%
$85.84
-100% (-213,200)
2020 Q2
0.33%
$85.84
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.