Latest NetEase, Inc. Stock Portfolio
$765Million | No. of Holdings #2
NetEase, Inc. Performance
2026 Q2-23.23%
YTD-28.60%
2025+13.08%
About NetEase, Inc. and 13F Hedge Fund Stock Holdings
On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, NetEase, Inc. reported an equity portfolio of $765.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of NetEase, Inc. are PDD, DAO. The fund has invested 95.3% of it's portfolio in PDD HOLDINGS INC and 4.7% of portfolio in YOUDAO INC. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to PDD HOLDINGS INC (PDD).
NetEase, Inc. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$765Million
as of Aug 13, 2026NetEase, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that NetEase, Inc. made a return of -23.23% in the last quarter. In trailing 12 months, it's portfolio return was -22.26%.
- Performance
- S&P 500
New Buys
No new stocks were added by NetEase, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| pdd holdings inc | 7.89 |
Additions to existing portfolio by NetEase, Inc.
Reductions
None of the existing positions were reduced by NetEase, Inc.
Sold off
None of the stocks were completely sold off by NetEase, Inc.
Sector Distribution
NetEase, Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
NetEase, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by NetEase, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| DAO | youdao inc | 25.1 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DAO | youdao inc | 7.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| PDD | pdd holdings inc | -24.6 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| PDD | pdd holdings inc | -238.7 M |
NetEase, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of NetEase, Inc.
NetEase, Inc. has 2 stocks in it's portfolio. PDD proved to be the most loss making stock for the portfolio. DAO was the most profitable stock for NetEase, Inc. last quarter.
$765.38MTotal Value
2.00Positions
13 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 DAO Youdao IncYoudao IncDAO | 4.66% | 2,898,290 | $35.65M 4.66% | 0%unchanged 0 percentunchanged | |
 PDD Pdd Holdings IncPdd Holdings IncPDD | 95.34% | 9,566,480 | $729.73M 95.34% | 7.89%increased 7.89 percentadded | |