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Brookmont Capital Management’s NetEase NTES Stock Holding History

Brookmont 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
2026
Q2 		$3.27M Buy
25,514
+14,754
+137% +$1.74M 1.75% 18
2026
Q1 		$1.2M Buy
10,760
+688
+7% +$85.4K 0.67% 36
2025
Q4 		$1.39M Buy
+10,072
New +$1.43M 0.8% 35

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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 $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brookmont Capital Management's NTES Position: Q2 2026 in Review

Brookmont Capital Management increased its NetEase (NTES) stake by 137% in Q2 2026, buying an estimated $1.74M and bringing the position to 25,514 shares worth $3.27M. The position accounts for 1.75% of the portfolio, ranked #18.

Brookmont Capital Management first reported a position in NTES in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Brookmont Capital Management held 25,514 shares of NetEase worth $3.27M as of Q2 2026.
  • Brookmont Capital Management bought 14,754 NetEase shares in Q2 2026, an estimated $1.74M.
  • NetEase made up 1.75% of Brookmont Capital Management's portfolio in Q2 2026, its #18 holding.
  • Brookmont Capital Management first reported a position in NetEase in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.