Aspex Management (HK)’s NetEase NTES Stock Holding History

Aspex Management (HK)’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
2026 Q2	$18.9M	Hold	147,655	–	–	0.21%	22
2026 Q1	$16.5M	Hold	147,655	–	–	0.24%	23
2025 Q4	$20.3M	Hold	147,655	–	–	0.41%	17
2025 Q3	$22.4M	Hold	147,655	–	–	0.48%	20
2025 Q2	$19.9M	Hold	147,655	–	–	0.43%	19
2025 Q1	$15.2M	Hold	147,655	–	–	0.39%	25
2024 Q4	$13.2M	Buy	+147,655	New	+$12.9M	0.36%	27
2024 Q3	–	Sell	-1,994,434	Closed	-$191M	–	37
2024 Q2	$191M	Buy	1,994,434 +490,730	+33%	+$46.7M	4.07%	11
2024 Q1	$156M	Buy	1,503,704 +866,580	+136%	+$88.6M	4.16%	11
2023 Q4	$59.4M	Buy	+637,124	New	+$67.7M	1.74%	19
2022 Q1	–	Sell	-3,268,863	Closed	-$333M	–	30
2021 Q4	$333M	Buy	3,268,863 +351,106	+12%	+$35.7M	10.17%	4
2021 Q3	$249M	Buy	+2,917,757	New	+$276M	8.3%	4

Other funds holding NTES

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aspex Management (HK)'s NTES Position: Q2 2026 in Review

Aspex Management (HK) held its NetEase (NTES) position steady in Q2 2026 at 147,655 shares worth $18.9M. The position accounts for 0.21% of the portfolio, ranked #22.

Aspex Management (HK) first reported a position in NTES in Q3 2021 and has held it in 12 quarters since. The position peaked at $333M in Q4 2021. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Aspex Management (HK) held 147,655 shares of NetEase worth $18.9M as of Q2 2026.
Aspex Management (HK) left its NetEase share count unchanged in Q2 2026.
NetEase made up 0.21% of Aspex Management (HK)'s portfolio in Q2 2026, its #22 holding.
Aspex Management (HK) first reported a position in NetEase in Q3 2021 and has held it in 12 quarters since.
Aspex Management (HK)'s NetEase position peaked at $333M in Q4 2021.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Aspex Management (HK)'s 13F filing for Q2 2026, filed 14 Aug 2026.