本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
NetEase, Inc. (CIK 1110646) reported $765.4M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PDD ($729.7M, 95.34%), DAO ($35.6M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $729.7M | 95.34% | 9.6M | Added |
| 2 | DAO | YOUDAO INC | $35.6M | 4.66% | 2.9M | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30