NetEase, Inc. — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, NetEase, Inc. maintained a portfolio of 2 distinct positions. They heavily accumulated shares in PDD HOLDINGS INC, increasing the position by 149.4%.
Position History hover any row below to update
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NetEase, Inc. Hangzhou Corporate / Strategic Investment Arm AUM $934M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q1
Top Holding
PDD (97.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PDD
PDD HOLDINGS IN...
Consumer Cyclical 96.95% 93.24% #1
Prev: #1
9.0
—
5,310,992 149.4%
P
S
8,866,480 $905,976,926 2025 Q2 13F Filing 2026-03-31 2026-05-14
DAO
YOUDAO INC
Consumer Defensive 3.05% 6.76% #2
Prev: #2
3.7
—
no change no change
P
S
2,898,293 $28,490,220 2022 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-2 of 2 holdings

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