NetEase, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), NetEase, Inc. reported 2 stock positions worth $244.0 million. Its top holding was AppLovin Class A (APP) at 95.2% of the portfolio, followed by Youdao Inc. - ADR (DAO, 4.8%). Compared with Q4 2023, it reduced 1. The biggest sale was AppLovin Class A (APP, shares −4%).

Most Recent 13F
Q2 2026
Location
KOWLOON, HONG KONG, F4
CIK
0001110646
Portfolio Value
$244.0M (Q1 2024)
SEC Filing
0001104659-24-059024 ↗ filed May 9, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $244.0M $244.0M Q1 2024 Q2 2024: $173.1M Q2 2024 Q3 2024: $77.3M Q3 2024 Q4 2024: $21.4M Q4 2024 Q1 2025: $22.1M Q1 2025 Q2 2025: $397.0M Q2 2025 Q3 2025: $498.7M Q3 2025 Q4 2025: $432.4M Q4 2025 Q1 2026: $934.5M Q1 2026 Q2 2026: $765.4M Q2 2026

Holdings 2 stocks · $244.0M
APP AppLovin Corp. Class A 95.22% 3,356,105 $232.3M Reduce -4.5%
DAO Youdao Inc. - ADR 4.78% 2,898,293 $11.7M No change

Portfolio Sells Q4 2023 → Q1 2024
APP AppLovin Corp. Class A Reduce -4.5% 95.22% +2.77

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$765.4MPDD, DAO
Q1 2026 2$934.5MPDD, DAO
Q4 2025 2$432.4MPDD, DAO
Q3 2025 2$498.7MPDD, DAO
Q2 2025 2$397.0MPDD, DAO
Q1 2025 1$22.1MDAO
Q4 2024 1$21.4MDAO
Q3 2024 2$77.3MAPP, DAO
Q2 2024 2$173.1MAPP, DAO
Q1 2024 2$244.0MAPP, DAO