NetEase Form 13F Shows US$934.47 Million in Q1 2026 U.S. Equity Holdings, Concentrated in PDD Holdings and Youdao

Bulletin Express05-14

NetEase, Inc. (NTES-S) has submitted its Form 13F for the quarter ended 31 March 2026, disclosing total U.S. equity positions valued at US$934.47 million.

The filing lists two reportable holdings:

• PDD Holdings Inc. Sponsored ADS: US$905.98 million (8,866,480 shares), representing 97.0% of the disclosed portfolio value. • Youdao Inc. Sponsored ADS: US$28.49 million (2,898,293 shares), accounting for the remaining 3.0%.

No other managers were included in the submission, and NetEase requested confidential treatment for at least one additional position not shown in the public report.

The 13F was signed by Chief Executive Officer William Lei Ding on 14 May 2026 in Hong Kong, in line with Rule 13.10B of the Hong Kong Stock Exchange Listing Rules. The company’s board currently comprises one executive director and five independent directors.

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