Alkeon Capital Management
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Alkeon Capital Management’s NetEase NTES Stock Holding History

Alkeon Capital Management’s Portfolio NTES Stock Details NTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,638
Closed -$1.66M – 109
2024
Q4 		$1.66M Hold
18,638
– – ﹤0.01% 94
2024
Q3 		$1.74M Sell
18,638
-849,000
-98% -$74.1M ﹤0.01% 95
2024
Q2 		$82.9M Hold
867,638
– – 0.14% 70
2024
Q1 		$89.8M Sell
867,638
-75,000
-8% -$7.67M 0.15% 67
2023
Q4 		$87.8M Sell
942,638
-700,326
-43% -$74.4M 0.2% 59
2023
Q3 		$165M Sell
1,642,964
-532,500
-24% -$54.6M 0.29% 44
2023
Q2 		$210M Sell
2,175,464
-8,275
-0.4% -$747K 0.37% 40
2023
Q1 		$193M Buy
2,183,739
+91,985
+4% +$7.93M 0.43% 45
2022
Q4 		$152M Buy
2,091,754
+233,489
+13% +$15.9M 0.59% 52
2022
Q3 		$140M Sell
1,858,265
-205,555
-10% -$18.1M 0.45% 51
2022
Q2 		$193M Sell
2,063,820
-700,000
-25% -$66.6M 0.52% 47
2022
Q1 		$248M Buy
2,763,820
+33,725
+1% +$3.21M 0.5% 43
2021
Q4 		$278M Buy
2,730,095
+1,525,000
+127% +$155M 0.51% 50
2021
Q3 		$103M Buy
1,205,095
+1,100,000
+1,047% +$104M 0.17% 101
2021
Q2 		$12.1M Hold
105,095
– – 0.02% 155
2021
Q1 		$10.9M Sell
105,095
-957,040
-90% -$108M 0.02% 149
2020
Q4 		$102M Buy
1,062,135
+142,040
+15% +$12.7M 0.17% 92
2020
Q3 		$83.7M Hold
920,095
– – 0.15% 89
2020
Q2 		$79M Buy
920,095
+125,000
+16% +$9.41M 0.2% 80
2020
Q1 		$51M Buy
795,095
+750,000
+1,663% +$49.3M 0.22% 79
2019
Q4 		$2.77M Hold
45,095
– – 0.01% 121
2019
Q3 		$2.4M Sell
45,095
-569,850
-93% -$29M 0.01% 132
2019
Q2 		$31.5M Sell
614,945
-1,625,000
-73% -$86.3M 0.12% 101
2019
Q1 		$108M Sell
2,239,945
-1,999,485
-47% -$95.1M 0.54% 42
2018
Q4 		$200M Sell
4,239,430
-699,590
-14% -$31.6M 1.3% 14
2018
Q3 		$225M Sell
4,939,020
-984,835
-17% -$45.3M 1.07% 19
2018
Q2 		$299M Buy
5,923,855
+4,300,000
+265% +$220M 1.4% 9
2018
Q1 		$91.1M Sell
1,623,855
-377,150
-19% -$23.7M 0.48% 53
2017
Q4 		$138M Buy
2,001,005
+1,002,970
+100% +$62.6M 0.81% 37
2017
Q3 		$52.7M Sell
998,035
-1,025,000
-51% -$58.9M 0.38% 61
2017
Q2 		$122M Sell
2,023,035
-2,109,960
-51% -$121M 0.98% 34
2017
Q1 		$235M Sell
4,132,995
-1,030,000
-20% -$55.5M 4.05% 3
2016
Q4 		$222M Buy
5,162,995
+41,300
+0.8% +$1.97M 4.38% 3
2016
Q3 		$247M Buy
5,121,695
+227,195
+5% +$9.67M 4.64% 3
2016
Q2 		$181M Sell
4,894,500
-48,750
-1% -$1.52M 3.49% 6
2016
Q1 		$142M Sell
4,943,250
-116,750
-2% -$3.5M 2.93% 16
2015
Q4 		$183M Buy
+5,060,000
New +$158M 3.72% 8
2013
Q3 		– Sell
-1,122,535
Closed -$14.2M – 73
2013
Q2 		$14.2M Buy
+1,122,535
New +$13.1M 0.32% 57

Other funds holding NTES

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management's NTES Position: Q1 2025 in Review

Alkeon Capital Management sold out of NetEase (NTES) in Q1 2025, closing a stake of 18,638 shares — an estimated $1.66M sold.

Alkeon Capital Management first reported a position in NTES in Q2 2013 and held it in 38 quarters. The position peaked at $299M in Q2 2018. 376 funds tracked by Wall St. Rank hold NTES as of Q1 2025.

  • Alkeon Capital Management reported no remaining NetEase position as of Q1 2025 after selling out during the quarter.
  • Alkeon Capital Management sold 18,638 NetEase shares in Q1 2025, an estimated $1.66M.
  • Alkeon Capital Management first reported a position in NetEase in Q2 2013 and held it in 38 quarters.
  • Alkeon Capital Management's NetEase position peaked at $299M in Q2 2018.
  • 376 funds tracked by Wall St. Rank held NetEase as of Q1 2025.

Based on Alkeon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.