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 Q1	–	Sell	-1,600	Closed	-$220K	–	3319
2025 Q4	$220K	Sell	1,600 -100	-6%	-$14.2K	﹤0.01%	2849
2025 Q3	$258K	Sell	1,700 -1,600	-48%	-$220K	﹤0.01%	2635
2025 Q2	$444K	Sell	3,300 -1,700	-34%	-$195K	﹤0.01%	2338
2025 Q1	$515K	Buy	+5,000	New	+$503K	﹤0.01%	2262
2017 Q2	–	Sell	-100,000	Closed	-$5.68M	–	1649
2017 Q1	$5.68M	Buy	+100,000	New	+$5.39M	0.03%	669
2015 Q3	–	Sell	-75,000	Closed	-$2.17M	–	1313
2015 Q2	$2.17M	Buy	+75,000	New	+$2M	0.01%	726

Other funds holding NTES

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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.