Free · no sign-up · Q2 2026

Which funds own NTES

NetEase, Inc. in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $513m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $513m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 3; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Dodge & Cox Activist · $191bn book	$277m	0.1%	2,162,476	+$36m+5,500	Added
Renaissance Technologies LLC Quantitative · $72.6bn book	$125m	0.2%	971,788	-$28m-391,400	Trimmed
Man Group PLC Quantitative · $62.7bn book	$96m	0.2%	747,272	+$8.5m-32,322	Trimmed
Farallon Capital Management LLC Long/short equity · $21.7bn book	$16m	0.1%	123,500	-$17m-167,719	Trimmed

Ownership through time

At least 7 of the 95 managers whose filings are on file listed NTES in Q2 2026, against 6 in Q2 2013. 1 manager fewer than in Q1 2026: 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Arrowstreet Capital LP606,559 to 1,045,553 shares+$56m
MFS Investment Management1,376,648 to 1,572,437 shares+$28m
Capital World Investors541,188 to 588,782 shares+$6.1m
Dodge & Cox2,156,976 to 2,162,476 shares+$705k

Largest decreases, by shares

Renaissance Technologies LLC1,363,188 to 971,788 shares-$50m
Farallon Capital Management LLC291,219 to 123,500 shares-$21m
Man Group PLC779,594 to 747,272 shares-$4.1m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Dodge & Cox	Q2 2021	$774m	$277m
MFS Investment Management	Q1 2020	$625m	$222m
Arrowstreet Capital LP	Q1 2017	$312m	$134m
Renaissance Technologies LLC	Q2 2013	$820m	$125m
Man Group PLC	Q2 2018	$160m	$96m
Capital World Investors	Q3 2018	$384m	$75m
Farallon Capital Management LLC	Q1 2026	$33m	$16m
Invesco Ltd	Q2 2013	$2.0bn	last listed Q4 2023
Fidelity (FMR LLC)	Q1 2017	$1.1bn	last listed Q2 2022
Baillie Gifford & Co	Q3 2016	$963m	last listed Q4 2022
Capital Research Global Investors	Q2 2013	$674m	last listed Q1 2015
Acadian Asset Management LLC	Q3 2013	$479m	last listed Q3 2021
Wellington Management Group LLP	Q4 2016	$476m	last listed Q2 2025
Lone Pine Capital LLC	Q3 2021	$453m	last listed Q4 2021
Artisan Partners LP	Q2 2017	$406m	last listed Q3 2024
Viking Global Investors LP	Q4 2017	$339m	last listed Q1 2018
Steadfast Capital Management LP	Q3 2018	$286m	last listed Q3 2021

What NTES is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around NTES →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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