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Discovery Capital Management’s NetEase NTES Stock Holding History

Discovery Capital Management’s Portfolio NTES Stock Details NTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,549,445
Closed -$201M – 115
2015
Q4 		$201M Sell
5,549,445
-4,893,955
-47% -$177M 2.38% 6
2015
Q3 		$251M Buy
10,443,400
+4,933,775
+90% +$119M 2.79% 6
2015
Q2 		$160M Buy
+5,509,625
New +$160M 1.88% 12