BAILLIE GIFFORD & CO PDD Pinduoduo Inc ADR

Ownership history in BAILLIE GIFFORD & CO  ·  31 quarters on record

AI Ownership Summary

BAILLIE GIFFORD & CO reported Pinduoduo Inc ADR (PDD) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.4% in 2023 Q4. The latest visible filing shows PDD at 2.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILLIE GIFFORD & CO's position in Pinduoduo Inc ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDD was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.4% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAILLIE GIFFORD & CO held PDD — position size vs. price
% of Fund (quarterly)    PDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 28,353,099 -2,679,224 -8.6% 2.96% $2.90B 2026-05-08 $98.78
2025 Q4 REDUCED 31,032,323 -766,680 -2.4% 2.92% $3.52B 2026-01-23 $106.38
2025 Q3 REDUCED 7.5% -13.6% 31,799,003 -2,573,709 -7.5% 3.11% $4.20B 2025-10-31 $134.87
2025 Q2 REDUCED 14.2% +24.9% 34,372,712 -5,674,566 -14.2% 2.69% $3.60B 2025-08-06 $113.94
2025 Q1 ADDED 40,047,278 +1,987,935 +5.2% 4.14% $4.74B 2025-05-07 $109.39
2024 Q4 ADDED 38,059,343 +1,942,891 +5.4% 2.84% $3.69B 2025-01-31 $111.91
2024 Q3 ADDED 36,116,452 +988,042 +2.8% 3.64% $4.87B 2024-11-05 $122.15
2024 Q2 ADDED 35,128,410 +348,130 +1.0% 3.64% $4.67B 2024-07-25 $129.74
2024 Q1 REDUCED 8.4% +14.4% 34,780,280 -3,179,958 -8.4% 3.14% $4.04B 2024-05-01 $124.49
2023 Q4 ADDED 37,960,238 +2,292,068 +6.4% 4.40% $5.55B 2024-01-26 $141.77
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAILLIE GIFFORD & CO and PDD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAILLIE GIFFORD & CO reported owning PDD?

BAILLIE GIFFORD & CO reported PDD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDD position in BAILLIE GIFFORD & CO's portfolio?

The largest reported portfolio weight for PDD was 4.40% in 2023 Q4.

What is the latest reported PDD position on this page?

The most recent filing on this page is 2026 Q1, when BAILLIE GIFFORD & CO reported 28,353,099 shares, equal to 2.96% of portfolio, with an estimated market value of $2.90B.

What does the chart on this PDD ownership page compare?

The chart compares BAILLIE GIFFORD & CO's quarterly PDD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAILLIE GIFFORD & CO time their PDD position?

Based on 13F filing dates vs. subsequent PDD price moves, BAILLIE GIFFORD & CO correctly timed 12 out of 30 reported position changes (40%). The annualised alpha on PDD relative to SPY over the holding period was +8.9%.

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