Balyasny Asset Management
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Balyasny Asset Management’s NetEase NTES Stock Holding History

Balyasny Asset 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
2026
Q1 		– Sell
-119,303
Closed -$16.4M – 3320
2025
Q4 		$16.4M Buy
+119,303
New +$16.9M 0.02% 817
2024
Q4 		– Sell
-66,018
Closed -$6.17M – 3108
2024
Q3 		$6.17M Buy
+66,018
New +$5.76M 0.01% 1180
2022
Q1 		– Sell
-34,011
Closed -$3.46M – 2723
2021
Q4 		$3.46M Buy
+34,011
New +$3.45M 0.01% 977
2021
Q3 		– Sell
-311,011
Closed -$29.4M – 2276
2021
Q2 		$35.8M Buy
+311,011
New +$34.2M 0.17% 143
2021
Q1 		– Sell
-220,192
Closed -$21.1M – 1981
2020
Q4 		$21.1M Buy
+220,192
New +$19.8M 0.12% 243
2020
Q1 		– Sell
-3,290
Closed -$202K – 1414
2019
Q4 		$202K Buy
+3,290
New +$193K ﹤0.01% 1104
2019
Q1 		– Sell
-133,300
Closed -$6.28M – 1562
2018
Q4 		$6.28M Buy
+133,300
New +$6.01M 0.05% 464
2018
Q3 		– Sell
-780,105
Closed -$39.4M – 1934
2018
Q2 		$39.4M Sell
780,105
-51,330
-6% -$2.62M 0.18% 144
2018
Q1 		$46.6M Buy
831,435
+671,740
+421% +$42.2M 0.19% 136
2017
Q4 		$11M Buy
159,695
+138,195
+643% +$8.63M 0.03% 605
2017
Q3 		$1.13M Buy
+21,500
New +$1.23M ﹤0.01% 1133
2017
Q2 		– Sell
-298,750
Closed -$17M – 1650
2017
Q1 		$17M Buy
298,750
+75,450
+34% +$4.06M 0.08% 323
2016
Q4 		$9.62M Buy
223,300
+43,585
+24% +$2.08M 0.05% 486
2016
Q3 		$8.65M Buy
179,715
+121,910
+211% +$5.19M 0.05% 416
2016
Q2 		$2.23M Buy
+57,805
New +$1.8M 0.01% 666
2016
Q1 		– Sell
-382,545
Closed -$13.9M – 1448
2015
Q4 		$13.9M Sell
382,545
-3,337,055
-90% -$104M 0.1% 283
2015
Q3 		$89.4M Buy
3,719,600
+2,028,460
+120% +$52.3M 0.66% 23
2015
Q2 		$49M Buy
+1,691,140
New +$45.1M 0.3% 82

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Balyasny Asset Management's NTES Position: Q1 2026 in Review

Balyasny Asset Management sold out of NetEase (NTES) in Q1 2026, closing a stake of 119,303 shares — an estimated $16.4M sold.

Balyasny Asset Management first reported a position in NTES in Q2 2015 and held it in 18 quarters. The position peaked at $89.4M in Q3 2015. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

  • Balyasny Asset Management reported no remaining NetEase position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 119,303 NetEase shares in Q1 2026, an estimated $16.4M.
  • Balyasny Asset Management first reported a position in NetEase in Q2 2015 and held it in 18 quarters.
  • Balyasny Asset Management's NetEase position peaked at $89.4M in Q3 2015.
  • 428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.