Bayesian Capital Management’s NetEase NTES Stock Holding History

Bayesian 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 Q3	–	Sell	-14,215	Closed	-$1.91M	–	720
2025 Q2	$1.91M	Buy	+14,215	New	+$1.63M	0.3%	95
2023 Q1	–	Sell	-2,981	Closed	-$217K	–	999
2022 Q4	$217K	Sell	2,981 -6,019	-67%	-$410K	0.03%	573
2022 Q3	$680K	Sell	9,000 -1,400	-13%	-$123K	0.14%	204
2022 Q2	$971K	Buy	+10,400	New	+$990K	0.18%	159
2022 Q1	–	Sell	-17,300	Closed	-$1.76M	–	873
2021 Q4	$1.76M	Buy	17,300 +9,699	+128%	+$985K	0.56%	36
2021 Q3	$649K	Buy	+7,601	New	+$718K	0.19%	145
2021 Q2	–	Sell	-2,700	Closed	-$279K	–	575
2021 Q1	$279K	Buy	+2,700	New	+$306K	0.06%	364
2020 Q1	–	Sell	-21,025	Closed	-$1.29M	–	916
2019 Q4	$1.29M	Sell	21,025 -1,260	-6%	-$73.9K	0.22%	136
2019 Q3	$1.19M	Buy	+22,285	New	+$1.13M	0.22%	111
2018 Q1	–	Sell	-9,485	Closed	-$655K	–	749
2017 Q4	$655K	Buy	+9,485	New	+$592K	0.13%	262
2017 Q2	–	Sell	-20,500	Closed	-$1.16M	–	546
2017 Q1	$1.16M	Buy	+20,500	New	+$1.1M	0.55%	28

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bayesian Capital Management's NTES Position: Q3 2025 in Review

Bayesian Capital Management sold out of NetEase (NTES) in Q3 2025, closing a stake of 14,215 shares — an estimated $1.91M sold.

Bayesian Capital Management first reported a position in NTES in Q1 2017 and held it in 11 quarters. The position peaked at $1.91M in Q2 2025. 442 funds tracked by Wall St. Rank hold NTES as of Q3 2025.

Bayesian Capital Management reported no remaining NetEase position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 14,215 NetEase shares in Q3 2025, an estimated $1.91M.
Bayesian Capital Management first reported a position in NetEase in Q1 2017 and held it in 11 quarters.
Bayesian Capital Management's NetEase position peaked at $1.91M in Q2 2025.
442 funds tracked by Wall St. Rank held NetEase as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.