Bayforest Capital’s NetEase NTES Stock Holding History

Bayforest Capital’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	$39.1K	Buy	+305	New	+$36K	0.04%	682
2026 Q1	–	Sell	-87	Closed	-$12K	–	1030
2025 Q4	$12K	Sell	87 -4,802	-98%	-$682K	0.01%	692
2025 Q3	$743K	Sell	4,889 -1,172	-19%	-$161K	0.35%	49
2025 Q2	$816K	Buy	6,061 +674	+13%	+$77.5K	0.36%	68
2025 Q1	$554K	Buy	5,387 +2,620	+95%	+$263K	0.24%	136
2024 Q4	$247K	Buy	+2,767	New	+$242K	0.31%	80

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

Bayforest Capital's NTES Position: Q2 2026 in Review

Bayforest Capital opened a new position in NetEase (NTES) in Q2 2026: 305 shares worth $39.1K. The stake represents 0.04% of the portfolio and ranks #682 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in NTES as recently as Q4 2025.

Bayforest Capital first reported a position in NTES in Q4 2024 and has held it in 6 quarters since. The position peaked at $816K in Q2 2025. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Bayforest Capital held 305 shares of NetEase worth $39.1K as of Q2 2026.
NetEase was a new Bayforest Capital position in Q2 2026.
NetEase made up 0.04% of Bayforest Capital's portfolio in Q2 2026, its #682 holding.
Bayforest Capital first reported a position in NetEase in Q4 2024 and has held it in 6 quarters since.
Bayforest Capital's NetEase position peaked at $816K in Q2 2025.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.