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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
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 7 listed it in both
Shares listed
9,046,403
combined, among listed positions
Reported value
$1.4bn
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 5 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Dodge & Cox2,292,576$348m0.19%Trimmed-453,20013 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,808,836$275m0.17%Trimmed-168,31013 Nov 2025 (the filing on sec.gov)
Capital World Investors1,552,967$236munder 0.1%Added+1,85313 Nov 2025 (the filing on sec.gov)
MFS Investment Management1,251,145$190m0.06%Trimmed-251,75729 Oct 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,083,088$165m0.22%Trimmed-6,00013 Nov 2025 (the filing on sec.gov)
Man Group PLC1,055,122$160m0.28%Added+71,96614 Nov 2025 (the filing on sec.gov)
Polen Capital Management LLC2,669$406kunder 0.1%Trimmed-1,57312 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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.

NTES and GOOGL →NTES and AMZN →NTES and MSFT →Choose a stock to compare with NTES →

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 →