13F

Investor

NetEase, Inc.

CIK 0001110646 · filed 2026-02-12 · SEC filing

13F book

$432.4M

Positions

2

Largest name

93.2%

PDD Holdings Inc. · PDD

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
PDD Holdings Inc.PDD3.56M$403.2M93.2%Held
Youdao, Inc.DAO2.9M$29.2M6.8%Held

Positions as of Q4 2025. 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.