Arkolith/Funds/NetEase, Inc.

NetEase, Inc.

CIK 1110646Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

NetEase, Inc. holds a concentrated book of 2 stocks worth $765.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Applovin Corp-Class A. Their largest long position is PDD Holdings Inc at 95% of the equity book.

Opened
1
bought for the first time
Added to
1
already held, bought more
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
95%
Consumer Discretionary
5%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

No trims or exits this quarter.

Funds with the most overlap

Other tracked managers holding the same core names as NetEase, Inc.

Manager / fundShared namesTheir $ in those
VANGUARD CAPITAL MANAGEMENT LLC3 / 2$9.1B
MORGAN STANLEY3 / 2$3.0B
VANGUARD FIDUCIARY TRUST CO3 / 2$1.3B
UBS Group AG3 / 2$981.3M
ROYAL BANK OF CANADA3 / 2$525.2M
VANGUARD ASSET MANAGEMENT, Ltd3 / 2$398.8M
RENAISSANCE TECHNOLOGIES LLC3 / 2$288.1M
RHUMBLINE ADVISERS3 / 2$183.6M

Ranked by how many of NetEase, Inc.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1PDD Holdings Inc
SPONSORED ADS
$729.7M9.57M
95.3%
▲+7.9%
Added · +700K sh
2Youdao Inc
SPONSORED ADS
$35.6M2.90M
4.7%
—Held
Showing all 2 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 20262$765.4M13F-HR
Q1 2026Mar 31, 2026May 14, 20262$934.5M13F-HR
Q4 2025Dec 31, 2025Feb 12, 20262$432.4M13F-HR
Q3 2025Sep 30, 2025Nov 13, 20252$498.7M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20252$397.0M13F-HR
Q1 2025Mar 31, 2025May 8, 20251$22.1M13F-HR
Q4 2024Dec 31, 2024Feb 7, 20251$21.4M13F-HR
Q3 2024Sep 30, 2024Nov 7, 20242$77.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.