NetEase, Inc. 13F holdings
NetEase, Inc. reported 2 positions with a total reported value of $765.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: PDD PDD HOLDINGS INC (95.3%), DAO YOUDAO INC (4.7%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PDD PDD HOLDINGS INC | 9,566,480 | $729.7M | 95.3% |
| DAO YOUDAO INC | 2,898,293 | $35.6M | 4.7% |
New positions this quarter
No new positions.
Sold out
No positions were sold out.
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PDD PDD HOLDINGS INC | 8,866,480 | 9,566,480 | +7.9% | $729.7M |
Decreases
No position was decreased.

