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
-1,600
Closed -$220K – 3319
2025
Q4 		$220K Sell
1,600
-100
-6% -$14.2K ﹤0.01% 2849
2025
Q3 		$258K Sell
1,700
-1,600
-48% -$220K ﹤0.01% 2635
2025
Q2 		$444K Sell
3,300
-1,700
-34% -$195K ﹤0.01% 2338
2025
Q1 		$515K Buy
+5,000
New +$503K ﹤0.01% 2262
2017
Q2 		– Sell
-100,000
Closed -$5.68M – 1649
2017
Q1 		$5.68M Buy
+100,000
New +$5.39M 0.03% 669
2015
Q3 		– Sell
-75,000
Closed -$2.17M – 1313
2015
Q2 		$2.17M Buy
+75,000
New +$2M 0.01% 726

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. 429 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.
  • 429 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.