NetEase, Inc. reported 2 positions worth $765.38M for the quarter ended Jun 30, 2026, down 18.1% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is PDD Holdings Inc. at 95.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PDD PDD Holdings Inc. | +700.0K | +7.9% | $53.40M | 95.34% |
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PDD PDD Holdings Inc. | Technology | 9.57M | $729.73M | 95.34% | +700.0K | +7.9% | Added | 0.67% |
| 2 | DAO Youdao, Inc. | Technology | 2.90M | $35.65M | 4.66% | 0 | 0.0% | Unchanged | 2.45% |
Tip. Select a row to see that position’s full history at NetEase.
As of its Q2 2026 13F filing, NetEase, Inc.’s five largest positions were PDD Holdings Inc. (PDD) at 95.3%, Youdao, Inc. (DAO) at 4.7% of the reported portfolio.
NetEase, Inc. reported a 13F portfolio worth $765.38M across 2 positions for Q2 2026. That is down 18.1% from the previous quarter.
Its largest purchases by value were PDD Holdings Inc. ($53.40M). It opened 0 new positions.
From the Form 13F-HR reports NetEase, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.