What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001110646
Total reported value
$765.4M
$765.4M
2 檔
122.1%
At the close of Q1 2026, NetEase, Inc. disclosed equity holdings valued at approximately $765.4M, spread across 2 reported holdings.
In Q1 2026, NetEase, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PDD, DAO) accounted for 122.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 96.95% | -1.61% | +149.37% | |
| 2 | DAO | Youdao Inc - Adr | Stock-Other | 3.05% | +1.61% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +3.7% | +149.37% | Add |
| 2 | DAO | Youdao Inc - Adr | -3.7% | — | Unchanged |
According to official SEC Form 13F filings, NetEase, Inc. reported a total U.S. public equity portfolio value of $765.4M across 2 disclosed positions in Q1 2026.
During Q1 2026, NetEase, Inc.'s top holdings by market value included PDD (97.0%)、DAO (3.0%). The largest single position, PDD, represented 97.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2026, NetEase, Inc. made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.