What does NetEase, Inc. own?

In its Form 13F for Q2 2026, NetEase, Inc. reported 2 holdings worth $765M. The five largest were PDD, DAO.

What did NetEase, Inc. buy and sell in Q2 2026?

NetEase, Inc. opened 0 new positions, added to 1, trimmed 0 and sold out of 0 compared with the quarter before.

When did NetEase, Inc. file its latest 13F?

Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 13, 2026.

Funds · 13F holdings

NetEase, Inc.

13F holdings for Q2 2026 · KOWLOON, HONG KONG, F4 · filed August 13, 2026

NetEase, Inc. reported $765M in 13F securities across 2 holdings for Q2 2026, in a Form 13F filed August 13, 2026. The largest positions were PDD (95.3%), DAO (4.7%). Reported value fell 18.1% from the quarter before. It opened 0 new positions, added to 1, trimmed 0 and sold out of 0.

13F value Q2 2026: $765M
Holdings: 2
Change vs prior quarter: -18.1%
Rank by 13F value: #3,006

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

NetEase, Inc. is listed as NTES

Top holdings

Stock	Value	Weight	Shares	Change in shares	Move
PDD PDD Holdings Inc.	$730M	95.3%	9,566,480	+7.9%	Added
DAO Youdao Inc.	$35.6M	4.7%	2,898,293	0%	Unchanged

Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $765M in share positions; options and bonds count in the 13F value but not here.

Biggest buys in Q2 2026

PDD PDD Holdings Inc. Added+$53.4M

Biggest sells in Q2 2026

None this quarter.

The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 0 new, 1 added, 0 trimmed, 0 sold out.

Sector mix

Consumer Discretionary95.3%
Real Estate4.7%

13F value by quarter

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

Q1 '26

Q2 '26

Reported 13F value: Q1 2024 $244M, Q2 2024 $173M, Q3 2024 $77.3M, Q4 2024 $21.4M, Q1 2025 $22.1M, Q2 2025 $397M, Q3 2025 $499M, Q4 2025 $432M, Q1 2026 $934M, Q2 2026 $765M.

Questions about NetEase, Inc.

What does NetEase, Inc. own?: In its Form 13F for Q2 2026, NetEase, Inc. reported 2 holdings worth $765M. The five largest were PDD, DAO.
What did NetEase, Inc. buy and sell in Q2 2026?: NetEase, Inc. opened 0 new positions, added to 1, trimmed 0 and sold out of 0 compared with the quarter before.
When did NetEase, Inc. file its latest 13F?: Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 13, 2026.

From Form 13F filed by NetEase, Inc. (SEC CIK 0001110646) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds