NetEase
KOWLOON, HONG KONG, F4files as NetEase, Inc.
$765m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.6% of the portfolio this quarter.
Value
$765m
Stocks
2
Top 10 share
100.0%
Turnover
1.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- PDD HoldingsPDD95.3% of the fund+8%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- PDD HoldingsPDD
- Share
- 95.3%
- Value
- $730m
- Shares
- 9,566,480
+8%
- YoudaoDAO
- Share
- 4.7%
- Value
- $36m
- Shares
- 2,898,293
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PDD HoldingsPDD | 95.3% | $730m | 9,566,480 | +8% |
| YoudaoDAO | 4.7% | $36m | 2,898,293 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 92.8% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.