TraderTrends

Manager Profile

NetEase, Inc.

Diversified · Consumer Cyclical 95%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$765.4M

Latest reported 13F value

Holdings

2

Distinct positions in last filing

Top Position

PDD Holdings Inc ADR

Latest disclosed holding

Top 4

PDD DAO

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Consumer Cyclical
95.3%
Consumer Defensive
4.6%
Basic Materials
0%
Communication Services
0%
Energy
0%
Financial Services
0%
Healthcare
0%
Industrials
0%
Real Estate
0%
Technology
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
PDD Holdings Inc ADR

Shares: 9.6M

729.7M

Position Value
2
Youdao Inc ADR

Shares: 2.9M

35.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID