DSA
NTES icon

Davis Selected Advisers’s NetEase NTES Stock Holding History

Davis Selected Advisers’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 		$78.5M Buy
612,955
+190,243
+45% +$22.5M 0.34% 43
2026
Q1 		$47.3M Sell
422,712
-3,452
-0.8% -$428K 0.22% 53
2025
Q4 		$58.6M Sell
426,164
-168,576
-28% -$23.9M 0.26% 50
2025
Q3 		$90.4M Buy
594,740
+1,393
+0.2% +$192K 0.47% 40
2025
Q2 		$79.9M Sell
593,347
-2,767
-0.5% -$318K 0.43% 43
2025
Q1 		$61.4M Sell
596,114
-1,206
-0.2% -$121K 0.35% 43
2024
Q4 		$53.3M Buy
+597,320
New +$52.3M 0.31% 43
2015
Q3 		– Sell
-463,185
Closed -$13.4M – 198
2015
Q2 		$13.4M Sell
463,185
-18,040
-4% -$482K 0.05% 94
2015
Q1 		$10.1M Sell
481,225
-73,405
-13% -$1.55M 0.03% 125
2014
Q4 		$11M Sell
554,630
-30,295
-5% -$580K 0.04% 121
2014
Q3 		$10M Sell
584,925
-19,325
-3% -$328K 0.03% 128
2014
Q2 		$9.47M Buy
604,250
+1,200
+0.2% +$17.1K 0.03% 134
2014
Q1 		$8.12M Buy
603,050
+43,900
+8% +$634K 0.02% 131
2013
Q4 		$8.79M Buy
559,150
+100
+0% +$1.4K 0.02% 132
2013
Q3 		$8.12M Sell
559,050
-52,750
-9% -$721K 0.02% 134
2013
Q2 		$7.73M Buy
+611,800
New +$7.14M 0.02% 145

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

Davis Selected Advisers's NTES Position: Q2 2026 in Review

Davis Selected Advisers increased its NetEase (NTES) stake by 45% in Q2 2026, buying an estimated $22.5M and bringing the position to 612,955 shares worth $78.5M. The position accounts for 0.34% of the portfolio, ranked #43.

Davis Selected Advisers first reported a position in NTES in Q2 2013 and has held it in 16 quarters since. The position peaked at $90.4M in Q3 2025. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Davis Selected Advisers held 612,955 shares of NetEase worth $78.5M as of Q2 2026.
  • Davis Selected Advisers bought 190,243 NetEase shares in Q2 2026, an estimated $22.5M.
  • NetEase made up 0.34% of Davis Selected Advisers's portfolio in Q2 2026, its #43 holding.
  • Davis Selected Advisers first reported a position in NetEase in Q2 2013 and has held it in 16 quarters since.
  • Davis Selected Advisers's NetEase position peaked at $90.4M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.