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Cederberg Capital’s NetEase NTES Stock Holding History

Cederberg 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 		$23.8M Sell
185,375
-174,300
-48% -$20.6M 23.67% 2
2026
Q1 		$40.3M Sell
359,675
-113,500
-24% -$14.1M 21.61% 1
2025
Q4 		$65.1M Sell
473,175
-96,300
-17% -$13.7M 21.14% 2
2025
Q3 		$86.6M Sell
569,475
-75,500
-12% -$10.4M 24.71% 2
2025
Q2 		$86.8M Hold
644,975
– – 31.87% 1
2025
Q1 		$66.4M Sell
644,975
-47,500
-7% -$4.78M 25.64% 1
2024
Q4 		$61.8M Hold
692,475
– – 20.97% 2
2024
Q3 		$64.8M Sell
692,475
-17,500
-2% -$1.53M 16.77% 3
2024
Q2 		$67.9M Sell
709,975
-123,700
-15% -$11.8M 22.3% 3
2024
Q1 		$86.3M Sell
833,675
-102,700
-11% -$10.5M 23.92% 3
2023
Q4 		$87.2M Hold
936,375
– – 20.07% 3
2023
Q3 		$93.8M Buy
936,375
+28,400
+3% +$2.91M 26.27% 2
2023
Q2 		$87.8M Hold
907,975
– – 38.29% 2
2023
Q1 		$80.3M Hold
907,975
– – 27.29% 2
2022
Q4 		$65.9M Hold
907,975
– – 21.91% 2
2022
Q3 		$68.6M Hold
907,975
– – 26.72% 2
2022
Q2 		$84.8M Hold
907,975
– – 22.46% 3
2022
Q1 		$81.4M Hold
907,975
– – 20.37% 2
2021
Q4 		$92.4M Hold
907,975
– – 18.3% 3
2021
Q3 		$77.5M Buy
907,975
+46,500
+5% +$4.39M 10.08% 4
2021
Q2 		$99.3M Sell
861,475
-358,000
-29% -$39.4M 8.93% 5
2021
Q1 		$126M Sell
1,219,475
-70,000
-5% -$7.92M 9.26% 5
2020
Q4 		$123M Sell
1,289,475
-145,000
-10% -$13M 4.54% 5
2020
Q3 		$130M Sell
1,434,475
-3,250
-0.2% -$306K 13.62% 3
2020
Q2 		$123M Sell
1,437,725
-20,000
-1% -$1.51M 15.27% 3
2020
Q1 		$93.6M Buy
1,457,725
+125,000
+9% +$8.22M 15.97% 2
2019
Q4 		$81.7M Buy
1,332,725
+134,225
+11% +$7.87M 11.48% 4
2019
Q3 		$63.8M Buy
1,198,500
+374,500
+45% +$19.1M 12.81% 3
2019
Q2 		$42.2M Buy
824,000
+186,000
+29% +$9.87M 10.76% 5
2019
Q1 		$30.8M Buy
638,000
+50,000
+9% +$2.38M 9.82% 5
2018
Q4 		$27.7M Buy
+588,000
New +$26.5M 12.16% 4

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

Cederberg Capital's NTES Position: Q2 2026 in Review

Cederberg Capital reduced its NetEase (NTES) stake by 48% in Q2 2026, selling an estimated $20.6M and leaving 185,375 shares worth $23.8M. The position accounts for 23.67% of the portfolio, ranked #2.

Cederberg Capital first reported a position in NTES in Q4 2018 and has held it in 31 quarters since. The position peaked at $130M in Q3 2020. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Cederberg Capital held 185,375 shares of NetEase worth $23.8M as of Q2 2026.
  • Cederberg Capital sold 174,300 NetEase shares in Q2 2026, an estimated $20.6M.
  • NetEase made up 23.67% of Cederberg Capital's portfolio in Q2 2026, its #2 holding.
  • Cederberg Capital first reported a position in NetEase in Q4 2018 and has held it in 31 quarters since.
  • Cederberg Capital's NetEase position peaked at $130M in Q3 2020.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Cederberg Capital's 13F filing for Q2 2026, filed 14 Aug 2026.