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Dmitry Balyasny’s NetEase NTES Stock Holding History

Dmitry Balyasny’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 		$12.5M Buy
+97,525
New +$11.5M 0.02% 961
2026
Q1 		– Sell
-119,303
Closed -$16.4M – 3320
2025
Q4 		$16.4M Buy
+119,303
New +$16.9M 0.02% 817
2024
Q4 		– Sell
-66,018
Closed -$6.17M – 3108
2024
Q3 		$6.17M Buy
+66,018
New +$5.76M 0.01% 1180
2022
Q1 		– Sell
-34,011
Closed -$3.46M – 2723
2021
Q4 		$3.46M Buy
+34,011
New +$3.45M 0.01% 977
2021
Q3 		– Sell
-311,011
Closed -$29.4M – 2276
2021
Q2 		$35.8M Buy
+311,011
New +$34.2M 0.17% 143
2021
Q1 		– Sell
-220,192
Closed -$21.1M – 1981
2020
Q4 		$21.1M Buy
+220,192
New +$19.8M 0.12% 243
2020
Q1 		– Sell
-3,290
Closed -$202K – 1414
2019
Q4 		$202K Buy
+3,290
New +$193K ﹤0.01% 1104
2019
Q1 		– Sell
-133,300
Closed -$6.28M – 1562
2018
Q4 		$6.28M Buy
+133,300
New +$6.01M 0.05% 464
2018
Q3 		– Sell
-780,105
Closed -$39.4M – 1934
2018
Q2 		$39.4M Sell
780,105
-51,330
-6% -$2.62M 0.18% 144
2018
Q1 		$46.6M Buy
831,435
+671,740
+421% +$42.2M 0.19% 136
2017
Q4 		$11M Buy
159,695
+138,195
+643% +$8.63M 0.03% 605
2017
Q3 		$1.13M Buy
+21,500
New +$1.23M ﹤0.01% 1133
2017
Q2 		– Sell
-298,750
Closed -$17M – 1650
2017
Q1 		$17M Buy
298,750
+75,450
+34% +$4.06M 0.08% 323
2016
Q4 		$9.62M Buy
223,300
+43,585
+24% +$2.08M 0.05% 486
2016
Q3 		$8.65M Buy
179,715
+121,910
+211% +$5.19M 0.05% 416
2016
Q2 		$2.23M Buy
+57,805
New +$1.8M 0.01% 666
2016
Q1 		– Sell
-382,545
Closed -$13.9M – 1448
2015
Q4 		$13.9M Sell
382,545
-3,337,055
-90% -$104M 0.1% 283
2015
Q3 		$89.4M Buy
3,719,600
+2,028,460
+120% +$52.3M 0.66% 23
2015
Q2 		$49M Buy
+1,691,140
New +$45.1M 0.3% 82

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

Dmitry Balyasny's NTES Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in NetEase (NTES) in Q2 2026: 97,525 shares worth $12.5M. The stake represents 0.02% of the portfolio and ranks #961 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in NTES as recently as Q4 2025.

Dmitry Balyasny first reported a position in NTES in Q2 2015 and has held it in 19 quarters since. The position peaked at $89.4M in Q3 2015. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Dmitry Balyasny held 97,525 shares of NetEase worth $12.5M as of Q2 2026.
  • NetEase was a new Dmitry Balyasny position in Q2 2026.
  • NetEase made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #961 holding.
  • Dmitry Balyasny first reported a position in NetEase in Q2 2015 and has held it in 19 quarters since.
  • Dmitry Balyasny's NetEase position peaked at $89.4M in Q3 2015.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.