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Bear Mountain Capital’s NetEase NTES Stock Holding History

Bear Mountain 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 		$231K Buy
1,798
+10
+0.6% +$1.18K 0.07% 39
2026
Q1 		$211K Buy
1,788
+10
+0.6% +$1.24K 0.06% 40
2025
Q4 		$242K Sell
1,778
-23
-1% -$3.27K 0.08% 38
2025
Q3 		$273K Buy
1,801
+7
+0.4% +$963 0.09% 37
2025
Q2 		$244K Sell
1,794
-29
-2% -$3.33K 0.09% 37
2025
Q1 		$194K Buy
+1,823
New +$183K 0.07% 37

Other funds holding NTES

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bear Mountain Capital's NTES Position: Q2 2026 in Review

Bear Mountain Capital increased its NetEase (NTES) stake by 0.56% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,798 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #39.

Bear Mountain Capital first reported a position in NTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q3 2025. 122 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Bear Mountain Capital held 1,798 shares of NetEase worth $231K as of Q2 2026.
  • Bear Mountain Capital bought 10 NetEase shares in Q2 2026, an estimated $1.18K.
  • NetEase made up 0.07% of Bear Mountain Capital's portfolio in Q2 2026, its #39 holding.
  • Bear Mountain Capital first reported a position in NetEase in Q1 2025 and has held it in 6 quarters since.
  • Bear Mountain Capital's NetEase position peaked at $273K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.