2026 Q2 Portfolio Activity
In 2026 Q2, NetEase, Inc. maintained a portfolio of 2 distinct positions. They heavily accumulated shares in PDD HOLDINGS INC, increasing the position by 7.9%.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
PDD (95.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
NetEase, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 95.34% | 96.95% |
#1
Prev: #1
|
8.0 |
—
|
700,000 | 7.9% |
P
S
|
9,566,480 | $729,731,094 |
$101.21
-16.2%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
DAO
YOUDAO INC
|
Consumer Defensive | 4.66% | 3.05% |
#2
Prev: #2
|
4.4 |
—
|
no change | no change |
P
S
|
2,898,293 | $35,649,004 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-2 of 2 holdings