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 $481B AUM 26.39% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return