NetEase, Inc.
Net buyer this quarter
$765M
2
+$53.4M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $730M | 95.34% | 0.17% | +7.9% | Q2 2025 |
 DAO | $35.6M | 4.66% | 2.44% | Not reported | Q2 2022 |
| Q1 2026 | |||||
| PDD | $906M | 96.95% | 0.16% | +149.4% | Q2 2025 |
| DAO | $28.5M | 3.05% | 2.44% | Not reported | Q2 2022 |
| Q4 2025 | |||||
| PDD | $403M | 93.24% | 0.06% | Not reported | Q2 2025 |
| DAO | $29.2M | 6.76% | 2.44% | Not reported | Q2 2022 |
| Q3 2025 | |||||
| PDD | $470M | 94.22% | 0.06% | Not reported | Q2 2025 |
| DAO | $28.8M | 5.78% | 2.47% | Not reported | Q2 2022 |