Dingdong (Cayman) Ltd (DDL) — Institutional Holders, Q2 2026

55 institutional investment managers reported a DDL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $132.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

DDL in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

4

Added to

8

Trimmed

21

Sold out

10

Biggest buyers

  1. Schonfeld Strategic AdvisorsAdded · +636,024 sh+$1.2M
  2. Polymer Capital Management (HK) LTDNew · +84,500 sh+$163.1K
  3. GAM Holding AGAdded · +40,000 sh+$77.2K
  4. MORGAN STANLEYAdded · +34,921 sh+$67.4K
  5. ACADIAN ASSET MANAGEMENTAdded · +34,442 sh+$66.5K

Biggest sellers

  1. Hillhouse Capital Advisors, Ltd.Sold out · -354,500 sh-$684.2K
  2. BRIGHT VALLEY CAPITAL LtdSold out · -266,760 sh-$514.8K
  3. First Beijing Investment LtdTrimmed · -223,520 sh-$431.4K
  4. Susquehanna Portfolio StrategiesTrimmed · -213,681 sh-$412.4K
  5. UBS Group AGTrimmed · -206,131 sh-$397.8K

DDL 13F holders ranked 1–55 of 55

Institutional investors reporting a position in Dingdong (Cayman) Ltd on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Capital Today Evergreen Fund, L.P.#1 · 11,879,332 sh$22.9M0.0%
Galileo (PTC) Ltd#2 · 11,716,130 sh$22.6M0.0%
SC CHINA HOLDING Ltd#3 · 10,091,839 sh$19.5M0.0%
Boundless Plain Ltd#4 · 7,989,001 sh$15.4M0.0%
PLATINUM INVESTMENT MANAGEMENT LTD#5 · 6,486,507 sh$12.5M0.0%
Allspring Global Investments#6 · 3,020,244 sh$5.8M0.0%
VANGUARD CAPITAL MANAGEMENT#7 · 3,010,419 sh$5.8M-2.6%
Connor, Clark & Lunn Investment Management Ltd.#8 · 2,954,267 sh$5.7M-1.3%
BARCLAYS PLC#9 · 2,853,663 sh$5.5M0.0%
RENAISSANCE TECHNOLOGIES#10 · 1,385,500 sh$2.7M-1.3%
ACADIAN ASSET MANAGEMENT#11 · 1,340,265 sh$2.6M+2.6%
SOFTBANK GROUP#12 · 1,050,000 sh$2.0M0.0%
VANGUARD FIDUCIARY#13 · 787,973 sh$1.5M0.0%
Schonfeld Strategic Advisors#14 · 758,255 sh$1.5M+520.3%
First Beijing Investment Ltd#15 · 622,432 sh$1.2M-26.4%
MORGAN STANLEY#16 · 591,411 sh$1.1M+6.3%
UBS Group AG#17 · 285,837 sh$551.7K-41.9%
STATE STREET#18 · 265,450 sh$512.3K-2.6%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#19 · 218,068 sh$420.9K-0.2%
Anther Capital Ltd#20 · 165,400 sh$319.2K0.0%
GOLDMAN SACHS GROUP#21 · 148,581 sh$286.8K-5.6%
JANE STREET GROUP#22 · 141,455 sh$273.0K-45.3%
GAM Holding AG#23 · 140,000 sh$270.2K+40.0%
Susquehanna Portfolio Strategies#24 · 134,863 sh$260.3K-61.3%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#25 · 118,932 sh$229.5K-4.4%
TWO SIGMA INVESTMENTS#26 · 108,798 sh$210.0K-4.4%
Invesco Ltd.#27 · 88,400 sh$170.6K-12.2%
Polymer Capital Management (HK) LTD#28 · 84,500 sh$163.1KNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP#29 · 61,395 sh$118.5K+15.3%
Rangeley Capital#30 · 50,000 sh$96.5K0.0%
Tairen Capital Ltd#31 · 33,000 sh$63.7K0.0%
SIMPLEX TRADING#32 · 27,772 sh$53.6KNew
Bank of New York Mellon#33 · 25,545 sh$49.3K-6.6%
GROUP ONE TRADING, L.P.#34 · 23,981 sh$46.3K-66.8%
Verdad Advisers#35 · 21,170 sh$40.9K0.0%
Centiva Capital#36 · 18,443 sh$35.6K-48.0%
SEI INVESTMENTS#37 · 13,005 sh$25.1K0.0%
MILLENNIUM MANAGEMENT#38 · 12,674 sh$24.5K-81.5%
Squarepoint Ops#39 · 12,493 sh$24.1K-43.2%
Ground Swell Capital#40 · 11,475 sh$22.1KNew
Point72 Asset Management, L.P.#41 · 10,365 sh$20.0K-78.1%
VANGUARD ASSET MANAGEMENT, Ltd#42 · 9,548 sh$18.4K0.0%
OSAIC#43 · 6,143 sh$11.9K0.0%
JNBA Financial Advisors#44 · 2,358 sh$4.6K0.0%
Tower Research Capital (TRC)#45 · 1,647 sh$3.2K-86.9%
ROYAL BANK OF CANADA#46 · 1,613 sh$3.0K+30.4%
WealthCollab#47 · 1,399 sh$2.7K0.0%
RHUMBLINE ADVISERS#48 · 705 sh$1.4K0.0%
EverSource Wealth Advisors#49 · 129 sh$249.00New
NISA INVESTMENT ADVISORS#50 · 127 sh$245.00+0.8%
MCGUIRE CAPITAL ADVISORS#51 · 100 sh$193.000.0%
BNP PARIBAS FINANCIAL MARKETS#52 · 76 sh$147.000.0%
CITIGROUP#53 · 36 sh$69.000.0%
Caitong International Asset Management , Ltd#54 · 10 sh$19.00+400.0%
SBI Securities , Ltd.#55 · 1 sh$2.00-75.0%

Funds that sold out of DDL in Q2 2026 (10)

Held DDL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held DDL in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Hillhouse Capital Advisors, Ltd.354,500 sh$911.1K
BRIGHT VALLEY CAPITAL Ltd266,760 sh$685.6K
MARSHALL WACE, LLP85,439 sh$219.6K
HSBC PLC67,886 sh$175.5K
Quadrature Capital Ltd63,172 sh$162.4K
XTX Topco Ltd21,280 sh$54.7K
Police & Firemen's Retirement System of New Jersey18,385 sh$47.2K
IMC-Chicago13,520 sh$34.7K
Mirae Asset Global Investments , Ltd.5,144 sh$13.2K
SUMMIT SECURITIES GROUP3,475 sh$8.9K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.