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NetEase, Inc.
institutionalUpdated 28 days agoManaged by Netease, Inc. • Latest filing Q2 2026
Portfolio value
$765.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
100.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $80M |
| Q2 2023 | $104.4M |
| Q3 2023 | $152M |
| Q4 2023 | $151.4M |
| Q1 2024 | $244M |
| Q2 2024 | $173.1M |
| Q3 2024 | $77.3M |
| Q4 2024 | $21.4M |
| Q1 2025 | $22.1M |
| Q2 2025 | $397M |
| Q3 2025 | $498.7M |
| Q4 2025 | $432.4M |
| Q1 2026 | $934.5M |
| Q2 2026 | $765.4M |
Top holdings
2 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PDD PDD HOLDINGS INC | $729.7M | 9.57M | 95.34% | Added(+7.9%) |
| 2 | ? N/A YOUDAO INC | $35.6M | 2.90M | 4.66% | Unchanged |