SEC 13F Intelligence

Cat Rock Capital Management LP / PDD

Cat Rock Capital Management LP’s Pdd Holdings Inc Position

Does Cat Rock Capital Management LP own Pdd Holdings Inc (PDD)? Yes — 440.2K shares worth $45M (+6.99% of its 13F portfolio) as of Q1 2026, down from 445.2K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
440.2K
% of Portfolio
+6.99%
Quarters Held
9
currently held

Position History PDD

Reported value by quarter
Q1 ’24: $59MQ1 ’24Q2 ’24: $90MQ3 ’24: $93MQ3 ’24Q4 ’24: $80MQ1 ’25: $80MQ1 ’25Q2 ’25: $47MQ3 ’25: $59MQ3 ’25Q4 ’25: $50MQ1 ’26: $45MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026440.2K$45M+6.99%
Q4 2025445.2K$50M+7.24%
Q3 2025445.2K$59M+7.26%
Q2 2025453.2K$47M+5.98%
Q1 2025675.4K$80M+10.61%
Q4 2024822.7K$80M+10.43%
Q3 2024690.2K$93M+10.54%
Q2 2024674.2K$90M+10.04%
Q1 2024503.5K$59M+6.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cat Rock Capital Management LP’s full portfolio or all institutional holders of PDD.