Livermore

NetEase, Inc.

SEC CIK
0001110646

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
2
0 vs. Q1 2026
Total value
$765.38M
−$169.09M (−18.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

NetEase, Inc. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PDDPDD HOLDINGS INCSPONSORED ADS9,566,480$729.73M95.34%+700,000+7.9%AddedView
DAOYOUDAO INCSPONSORED ADS2,898,293$35.65M4.66%00.0%UnchangedView

13F filings by quarter

NetEase, Inc. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20262$765.38Mvs. Q1 2026SEC
Q1 2026May 14, 20262$934.47Mvs. Q4 2025SEC
Q4 2025Feb 12, 20262$432.37Mvs. Q3 2025SEC
Q3 2025Nov 13, 20252$498.74Mvs. Q2 2025SEC
Q2 2025Aug 14, 20252$397.04Mvs. Q1 2025SEC
Q1 2025May 8, 20251$22.11Mvs. Q4 2024SEC
Q4 2024Feb 7, 20251$21.45Mvs. Q3 2024SEC
Q3 2024Nov 7, 20242$77.3Mvs. Q2 2024SEC
Q2 2024Aug 8, 20242$173.08Mvs. Q1 2024SEC
Q1 2024May 9, 20242$243.96Mvs. Q4 2023SEC
Q4 2023Feb 5, 20242$151.43Mvs. Q3 2023SEC
Q3 2023Nov 13, 20232$152.04Mvs. Q2 2023SEC
Q2 2023Aug 9, 20232$104.37Mvs. Q1 2023SEC
Q1 2023May 9, 20232$79.97Mvs. Q4 2022SEC
Q4 2022Mar 1, 2023Amended2$52.59Mvs. Q3 2022SEC
Q3 2022Nov 14, 20222$78.56Mvs. Q2 2022SEC
Q2 2022Aug 26, 20222$130.64M–SEC