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PDD Holdings

Sector Consumer Discretionary

19 letters mention PDD Holdings, from 4 managers.

• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned 13 times
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• Q1 2025 Hayden Capital · Q1 2025 letter ↗ Fred Liu · mentioned once
• Q1 2025 Hinde Group · Q1 2025 letter ↗ Marc Werres · mentioned once
• Q2 2024 Hayden Capital · Q2 2024 letter ↗ Fred Liu · mentioned 20 times
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned 37 times
• Q3 2023 Hayden Capital · Q3 2023 letter ↗ Fred Liu · mentioned 3 times
• Q2 2023 Hayden Capital · Q2 2023 letter ↗ Fred Liu · mentioned 3 times
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 20 times
• Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned 88 times
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned once
• Q3 2022 Hayden Capital · Q3 2022 letter ↗ Fred Liu · mentioned 5 times
• Q4 2021 Vltava Fund · 2021 ↗ Daniel Gladiš · mentioned once
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned 2 times
• Q4 2020 Hayden Capital · Q4 2020 letter ↗ Fred Liu · mentioned once
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 3 times
• Q3 2019 Hayden Capital · Q3 2019 letter ↗ Fred Liu · mentioned once
• Q2 2018 Hayden Capital · Q2 2018 letter ↗ Fred Liu · mentioned 3 times
• Q1 2018 Hayden Capital · Q1 2018 letter ↗ Fred Liu · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.