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NTES in the 13F filings

Netease Com Inc · CUSIP 64110W102

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 10 May 2024
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 9 listed it in both
Shares listed
8,977,393
combined, among listed positions
Reported value
$929m
combined, at the quarter end

Among the 93 comparable managers: 6 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NTES in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Wellington Management Group LLP1,641,177$170munder 0.1%Trimmed-255,31815 May 2024 (the filing on sec.gov)
MFS Investment Management1,589,603$164munder 0.1%Added+202,67114 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,451,913$150m0.14%Trimmed-372,96315 May 2024 (the filing on sec.gov)
Millennium Management LLC1,108,385$115munder 0.1%New+93,70415 May 2024 (the filing on sec.gov)
Dodge & Cox947,126$98m0.06%Trimmed-851,90014 May 2024 (the filing on sec.gov)
Man Group PLC936,675$97m0.24%Trimmed-373,60715 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC610,500$63m0.10%Trimmed-161,00013 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC282,396$29m0.11%Newnew15 May 2024 (the filing on sec.gov)
Point72 Asset Management LP232,000$24m0.06%Newnew15 May 2024 (the filing on sec.gov)
Coatue Management LLC104,188$11munder 0.1%Trimmed-459,70215 May 2024 (the filing on sec.gov)
Artisan Partners LP69,430$7.2munder 0.1%Added+3,69313 May 2024 (the filing on sec.gov)
Polen Capital Management LLC4,000$414kunder 0.1%Newnew10 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NTES by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$1.2bnn.a.n.a.
Q3 201312$1.5bnn.a.n.a.
Q4 20136$1.5bnn.a.n.a.
Q1 20148$1.3bnn.a.n.a.
Q2 20149$1.2bnn.a.n.a.
Q3 20147$1.4bnn.a.n.a.
Q4 20149$1.5bnn.a.n.a.
Q1 20158$1.6bnn.a.n.a.
Q2 201519$2.3bnn.a.n.a.
Q3 201511$1.9bnn.a.n.a.
Q4 201512$2.4bnn.a.n.a.
Q1 201612$1.8bnn.a.n.a.
Q2 201611$2.3bnn.a.n.a.
Q3 201617$2.5bnn.a.n.a.
Q4 201621$2.5bnn.a.n.a.
Q1 201725$4.2bnn.a.n.a.
Q2 201717$4.5bnn.a.n.a.
Q3 201719$3.8bnn.a.n.a.
Q4 201719$5.2bnn.a.n.a.
Q1 201811$3.4bnn.a.n.a.
Q2 201810$2.6bnn.a.n.a.
Q3 20189$2.3bnn.a.n.a.
Q4 201810$2.3bnn.a.n.a.
Q1 201913$2.2bnn.a.n.a.
Q2 201918$2.5bnn.a.n.a.
Q3 201922$2.7bnn.a.n.a.
Q4 201919$2.7bnn.a.n.a.
Q1 202020$3.4bnn.a.n.a.
Q2 202017$4.3bnn.a.n.a.
Q3 202021$4.2bnn.a.n.a.
Q4 202015$3.5bnn.a.n.a.
Q1 202114$4.1bnn.a.n.a.
Q2 202118$4.8bnn.a.n.a.
Q3 202116$3.0bnn.a.n.a.
Q4 202114$3.7bnn.a.n.a.
Q1 202211$2.7bnn.a.n.a.
Q2 202212$3.2bnn.a.n.a.
Q3 20229$2.1bnn.a.n.a.
Q4 20229$1.9bnn.a.n.a.
Q1 20237$2.2bnn.a.n.a.
Q2 202310$2.0bnn.a.n.a.
Q3 20238$1.4bnn.a.n.a.
Q4 202313$1.4bn104
Q1 202412$929m68
Q2 202414$907m103
Q3 202411$943m83
Q4 202411$1.2bn85
Q1 202510$1.6bn74
Q2 20259$1.5bn46
Q3 20257$1.4bn25
Q4 20256$1.1bn1211
Q1 20268$825m1313
Q2 20267$945m1711

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NTES, latest filings →Back to the 13F Explorer →