Investor
NetEase, Inc.
CIK 0001110646 · filed 2026-05-14 · SEC filing
13F book
$934.5M
Positions
2
Largest name
97.0%
PDD Holdings Inc. · PDD
Est. mark
−$40.6M
Price effect on 2 names still held. Flow $542.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| PDD Holdings Inc. | PDD | 8.87M | $906M | 97.0% | −$39.9M | Added$502.8M |
| Youdao, Inc. | DAO | 2.9M | $28.5M | 3.0% | −$724.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.