MondegarAI
NetEase, Inc. (NTES, NETTF)

Q3 2025 · 13F-HR

NetEase, Inc. (NTES, NETTF)holdings as filed

Filed 2025-11-13 · accession 0001104659-25-110741

$498.7M
Reported value
2
Positions
2025-09-30
Period end
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The Brief · NetEase, Inc. (NTES, NETTF) · Q3 2025

AI · grounded in 13F

NetEase, Inc. NTES established a new position in PDD Holdings Inc PDD valued at $469.9M. The fund also opened a new position in YouDao Inc DAO worth $28.8M. These two holdings comprise the fund's total AUM of $498.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
722304102PDDPDD HOLDINGS INC$469.9M94.2%3,555,488CommonSOLE
98741T104DAOYOUDAO INC$28.8M5.78%2,898,293CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.