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NTES
NASDAQ Technology

NetEase Discloses $934M in Equity Holdings, Including Major Stake in PDD Holdings

Analysis by Arik Shkolnikov
Sentiment info
Neutral
Importance info
8
Price
$117.45
Mkt Cap
$74.175B
52W Low
$105
52W High
$159.55
Market data snapshot near publication time

summarizeSummary

NetEase, Inc. reported over $934 million in equity holdings, with a significant portion invested in PDD Holdings Inc., offering a look into its strategic investments.


check_boxKey Events

  • Discloses $934 Million in Equity Holdings

    NetEase, Inc. reported total equity holdings of $934,467,146 as of March 31, 2026, representing a notable portion of its overall assets.

  • Major Investment in PDD Holdings

    The filing reveals a significant investment in PDD Holdings Inc., with 8,866,480 shares valued at $905,976,926, indicating a strategic allocation of capital.

  • Holding in Subsidiary Youdao Inc.

    NetEase also reported holding 2,898,293 shares of its subsidiary, Youdao Inc., valued at $28,490,220, which is an expected disclosure.


auto_awesomeAnalysis

NetEase, Inc. filed its quarterly 13F-HR, revealing significant equity investments totaling over $934 million as of March 31, 2026. This includes a substantial stake in PDD Holdings Inc. valued at over $905 million, alongside its expected holding in subsidiary Youdao Inc. This disclosure provides insight into NetEase's strategic capital allocation and its investment in other major Chinese technology companies.

At the time of this filing, NTES was trading at $117.45 on NASDAQ in the Technology sector, with a market capitalization of approximately $74.2B. The 52-week trading range was $105.00 to $159.55. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.

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NTES
May 14, 2026, 6:02 AM EDT
Filing Type: 13F-HR
Importance Score:
8
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Apr 15, 2026, 6:44 AM EDT
Filing Type: 20-F
Importance Score:
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Mar 02, 2026, 7:00 AM EST
Filing Type: 6-K
Importance Score:
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Feb 11, 2026, 6:04 AM EST
Filing Type: 6-K
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