True Light Capital Pte. Ltd. PDD β€” PDD HOLDINGS INC

Ownership history in True Light Capital Pte. Ltd.  Β·  2 quarters on record

AI Ownership Summary

True Light Capital Pte. Ltd. reported PDD HOLDINGS INC (PDD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 32.34% in 2026 Q1. The latest visible filing shows PDD at 32.34% 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.

What this PDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Light Capital Pte. Ltd.'s position in PDD HOLDINGS INC, 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 32.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
32.34% in 2026 Q1

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

Time in book
Holding Window
2025 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 True Light Capital Pte. Ltd. held PDD β€” position size vs. price
% of Fund (quarterly)    PDD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 626,300 +24,038 +4.0% 32.34% $64.0M 2026-05-05 $96.75
2025 Q4 INITIATED β€” β€” β€” 602,262 β€” β€” 30.82% $68.3M 2026-02-06 $105.23

FAQ About True Light Capital Pte. Ltd. and PDD

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

How long has True Light Capital Pte. Ltd. reported owning PDD?

True Light Capital Pte. Ltd. reported PDD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PDD position in True Light Capital Pte. Ltd.'s portfolio?

The largest reported portfolio weight for PDD was 32.34% in 2026 Q1.

What is the latest reported PDD position on this page?

The most recent filing on this page is 2026 Q1, when True Light Capital Pte. Ltd. reported 626,300 shares, equal to 32.34% of portfolio, with an estimated market value of $64.0M.

What does the chart on this PDD ownership page compare?

The chart compares True Light Capital Pte. Ltd.'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.

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