Question 1

How many shares of DAO does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 6.6M shares of DAO (YOUDAO INC).

Question 2

What is Orbis Allan Gray Ltd's DAO position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's DAO position is worth $80.7M.

Question 3

Is Orbis Allan Gray Ltd buying or selling DAO?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd decreased their DAO position (-2.6% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy DAO?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in DAO in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price
2026-Q2 Latest	Decreased	6.6M	-2.6%	$80.7M	0.3%	$12.30
2026-Q1	Decreased	6.7M	-3.0%	$66.2M	0.3%	$10.20
2025-Q4	Decreased	6.9M	-4.6%	$70M	0.3%	$9.64
2025-Q3	Decreased	7.3M	-2.9%	$72.4M	0.3%	$9.86
2025-Q2	Decreased	7.5M	-10.1%	$64.5M	0.3%	$8.62
2025-Q1	Decreased	8.3M	-7.1%	$63.6M	0.4%	$8.13
2024-Q4	Decreased	9M	-4.4%	$66.4M	0.4%	$6.92
2024-Q3	Decreased	9.4M	-1.8%	$39M	0.2%	$3.98