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DAODAO

Showing 8 of 27 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in YOUDAO INC

Yes. Orbis Allan Gray holds 6,563,497 shares of DAO (Youdao), worth $80.7M, as of its Q2 2026 13F filing. It reduced the position by 175,227 shares (-2.6%) from Q1 2026. Orbis Allan Gray has held DAO since Q4 2019, across 27 quarterly 13F filings. DAO is 0.3% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$80.7M

Current Shares

6.6M

Total Value Change

+$41.8M

Total Shares Change

-2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.6M
-2.6%
$80.7M0.3%$12.30
0
2026-Q1
Decreased
6.7M
-3.0%
$66.2M0.3%$10.20
0
2025-Q4
Decreased
6.9M
-4.6%
$70M0.3%$9.64
0
2025-Q3
Decreased
7.3M
-2.9%
$72.4M0.3%$9.86
0
2025-Q2
Decreased
7.5M
-10.1%
$64.5M0.3%$8.62
0
2025-Q1
Decreased
8.3M
-7.1%
$63.6M0.4%$8.13
0
2024-Q4
Decreased
9M
-4.4%
$66.4M0.4%$6.92
0
2024-Q3
Decreased
9.4M
-1.8%
$39M0.2%$3.98
0

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