Ailanthus Capital Management’s NetEase NTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-235,000
Closed -$10.7M 15
2018
Q3
$10.7M Sell
235,000
-30,000
-11% -$1.37M 5.58% 9
2018
Q2
$13.4M Buy
+265,000
New +$13.4M 6.54% 6