— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

NetEase, Inc.

Q1 2026 · Filed 2026-05-14
Market Value
$934M
+116.1%
Holdings
2
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PDD 96.95% 93.24% +3.71% $906M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DAO 3.05% 6.76% -3.71% $28M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $906M 97.0%
Small Cap 1 $28M 3.0%

Portfolio Analytics

Avg Market Cap
$68.0B
Median Market Cap
$68.0B
Avg P/E
80.1
Median P/E
80.1
Avg Dividend Yield
—%
Avg Beta
0.30
# Stocks
2
# ETFs / Funds
0

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PDD 96.95% 8,866,480 $906M $102.18 $503M +5,310,992 +149.4%
2 DAO 3.05% 2,898,293 $28M $9.83 -$725K
View SEC EDGAR Filings for NetEase, Inc. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms