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Carrhae Capital’s NetEase NTES Stock Holding History

Carrhae 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 		$39.3M Buy
306,577
+237,410
+343% +$28M 1.08% 21
2026
Q1 		$7.74M Buy
+69,167
New +$8.58M 0.23% 26
2024
Q2 		– Sell
-388,115
Closed -$40.2M – 25
2024
Q1 		$40.2M Buy
388,115
+182,910
+89% +$18.7M 7.14% 6
2023
Q4 		$19.1M Buy
+205,205
New +$21.8M 3.78% 11
2023
Q2 		– Sell
-130,416
Closed -$11.5M – 20
2023
Q1 		$11.5M Buy
130,416
+29,417
+29% +$2.54M 3.66% 9
2022
Q4 		$7.34M Buy
+100,999
New +$6.87M 1.55% 15
2022
Q1 		– Sell
-206,344
Closed -$21M – 19
2021
Q4 		$21M Buy
+206,344
New +$21M 7.2% 3
2021
Q1 		– Sell
-117,881
Closed -$11.3M – 15
2020
Q4 		$11.3M Buy
117,881
+56,981
+94% +$5.11M 6.03% 6
2020
Q3 		$5.54M Sell
60,900
-53,610
-47% -$5.04M 3.27% 9
2020
Q2 		$9.83M Buy
+114,510
New +$8.62M 6.28% 4

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
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
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carrhae Capital's NTES Position: Q2 2026 in Review

Carrhae Capital increased its NetEase (NTES) stake by 343% in Q2 2026, buying an estimated $28M and bringing the position to 306,577 shares worth $39.3M. The position accounts for 1.08% of the portfolio, ranked #21.

Carrhae Capital first reported a position in NTES in Q2 2020 and has held it in 10 quarters since. The position peaked at $40.2M in Q1 2024. 109 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Carrhae Capital held 306,577 shares of NetEase worth $39.3M as of Q2 2026.
  • Carrhae Capital bought 237,410 NetEase shares in Q2 2026, an estimated $28M.
  • NetEase made up 1.08% of Carrhae Capital's portfolio in Q2 2026, its #21 holding.
  • Carrhae Capital first reported a position in NetEase in Q2 2020 and has held it in 10 quarters since.
  • Carrhae Capital's NetEase position peaked at $40.2M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Carrhae Capital's 13F filing for Q2 2026, filed 15 Jul 2026.