StockDriftsStockDriftsTop 2 Netease INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | 95.34% | 9.57M | $729.7M | +7.89%(+700.00K) | $108.06(-17.60%) | 2026-06-30 | |
| DAO | YOUDAO INC | 4.66% | 2.90M | $35.6M | +0.00%(+0) | $5.72(+222.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +109.96% | +825.63% | — | — | +592.74% |
| Top 20 Holdings Unweighted | +82.87% | +511.50% | — | — | +574.00% |
Netease INC reports $765.38M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are PDD (95.3%) and DAO (4.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +825.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Netease INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1110646). View Netease INC’s 13F filings on SEC