NetEase, Inc. (NTES, NETTF)

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Institutional

CIK 0001110646

$934.5M

Reported AUM

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · NetEase, Inc. (NTES, NETTF) · Q1 2026

AI · grounded in 13F

NetEase, Inc. NTES increased its position in PDD Holdings Inc PDD by 149.37%. The fund added one new position during the period and reduced none. Total assets under management stood at $934,467,146 across two total positions.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	PDD	PDD HOLDINGS INC	$88.32	3.05%	-19.75%	-11.70%	$906.0M	96.95%	—	HELD
2	DAO	YOUDAO INC	$15.67	-1.94%	80.11%	23.87%	$28.5M	3.05%	—	HELD

Source: SEC EDGAR · accession 0001104659-26-060548. 13F discloses long positions only — shorts, foreign equities, and options are excluded.