NetEase, Inc.

CIK: 1110646SEC EDGAR →

Portfolio Value

$29.4B

Holdings

2

As of

Q1 2026

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

YOUDAO INC

2,898,293$28.5B
96.92%
2

PDD HOLDINGS INC

8,866,480$906.0M
3.08%

Sector Breakdown

Sector# HoldingsValue%
Consumer Defensive1$28.5B96.9%
Consumer Cyclical1$906.0M3.1%