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Disclosery

Orbis Allan Gray Ltd: PDD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on PDD, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 5,353,562 PDD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,353,562 shares
    Change vs previous 13F +3,609,514 shares

    1.4% of the 13F portfolio, value $408,369,710.

    13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,744,048 shares
    Change vs previous 13F +575,721 shares

    0.75% of the 13F portfolio, value $178,206,825.

    13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,168,327 shares
    Change vs previous 13F -5,774,012 shares

    0.56% of the 13F portfolio, value $132,476,599.

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,942,339 shares
    Change vs previous 13F +1,294,611 shares

    3.94% of the 13F portfolio, value $917,568,946.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,647,728 shares
    Change vs previous 13F +3,250,416 shares

    2.87% of the 13F portfolio, value $591,091,212.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,397,312 shares
    Change vs previous 13F +2,299,659 shares

    1.62% of the 13F portfolio, value $283,721,875.

    13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 97,653 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,471,364.

    13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).