Position
NetEase, Inc. in PDD Holdings Inc.
Back to the book · All holders of PDD
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$39.9M$113.39 → $102.18
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.56M | $403.2M | — | — | — | 93.2% |
| Q1 2026 | 8.87M | $906M | $102.18 | −$39.9M | $542.7M | 97.0% |