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Ariose Capital Management’s NetEase NTES Stock Holding History

Ariose 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
Q2 		– Sell
-103,300
Closed -$10.6M – 21
2025
Q1 		$10.6M Buy
+103,300
New +$10.4M 11.66% 5
2024
Q3 		– Sell
-266,311
Closed -$25.5M – 13
2024
Q2 		$25.5M Sell
266,311
-104,410
-28% -$9.94M 19.43% 1
2024
Q1 		$38.4M Buy
370,721
+181,062
+95% +$18.5M 20.2% 2
2023
Q4 		$17.7M Sell
189,659
-138,982
-42% -$14.8M 6.89% 8
2023
Q3 		$32.9M Buy
328,641
+24,971
+8% +$2.56M 18.63% 2
2023
Q2 		$29.4M Buy
303,670
+173,670
+134% +$15.7M 23.41% 2
2023
Q1 		$11.5M Hold
130,000
– – 4.37% 9
2022
Q4 		$9.44M Buy
+130,000
New +$8.85M 4.1% 7
2022
Q3 		– Sell
-90,251
Closed -$8.43M – 6
2022
Q2 		$8.43M Buy
90,251
+48,851
+118% +$4.65M 9.01% 3
2022
Q1 		$3.71M Buy
+41,400
New +$3.94M 14.51% 3
2018
Q1 		– Sell
-1,062,000
Closed -$73.6M – 12
2017
Q4 		$73.6M Buy
+1,062,000
New +$66.3M 29.4% 1
2017
Q3 		– Sell
-836,885
Closed -$50.6M – 11
2017
Q2 		$50.6M Sell
836,885
-407,000
-33% -$23.3M 16.59% 4
2017
Q1 		$70.9M Sell
1,243,885
-1,346,870
-52% -$72.5M 34.94% 1
2016
Q4 		$112M Hold
2,590,755
– – 36.31% 1
2016
Q3 		$135M Buy
2,590,755
+1,995,110
+335% +$84.9M 36.95% 1
2016
Q2 		$23M Buy
+595,645
New +$18.5M 23.26% 2

Other funds holding NTES

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ariose Capital Management's NTES Position: Q2 2025 in Review

Ariose Capital Management sold out of NetEase (NTES) in Q2 2025, closing a stake of 103,300 shares — an estimated $10.6M sold.

Ariose Capital Management first reported a position in NTES in Q2 2016 and held it in 16 quarters. The position peaked at $135M in Q3 2016. 433 funds tracked by Wall St. Rank hold NTES as of Q2 2025.

  • Ariose Capital Management reported no remaining NetEase position as of Q2 2025 after selling out during the quarter.
  • Ariose Capital Management sold 103,300 NetEase shares in Q2 2025, an estimated $10.6M.
  • Ariose Capital Management first reported a position in NetEase in Q2 2016 and held it in 16 quarters.
  • Ariose Capital Management's NetEase position peaked at $135M in Q3 2016.
  • 433 funds tracked by Wall St. Rank held NetEase as of Q2 2025.

Based on Ariose Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.