Dodge & Cox
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Dodge & Cox’s NetEase NTES Stock Holding History

Dodge & Cox’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 		$277M Buy
2,162,476
+5,500
+0.3% +$649K 0.15% 97
2026
Q1 		$241M Buy
2,156,976
+2,600
+0.1% +$323K 0.13% 97
2025
Q4 		$296M Sell
2,154,376
-138,200
-6% -$19.6M 0.16% 93
2025
Q3 		$348M Sell
2,292,576
-453,200
-17% -$62.4M 0.19% 92
2025
Q2 		$370M Sell
2,745,776
-57,888
-2% -$6.66M 0.21% 90
2025
Q1 		$289M Buy
2,803,664
+153,788
+6% +$15.5M 0.16% 91
2024
Q4 		$236M Buy
2,649,876
+15,900
+0.6% +$1.39M 0.14% 92
2024
Q3 		$246M Buy
2,633,976
+1,553,024
+144% +$136M 0.14% 91
2024
Q2 		$103M Buy
1,080,952
+133,826
+14% +$12.7M 0.06% 94
2024
Q1 		$98M Sell
947,126
-851,900
-47% -$87.1M 0.06% 96
2023
Q4 		$168M Sell
1,799,026
-950,500
-35% -$101M 0.11% 89
2023
Q3 		$275M Sell
2,749,526
-2,328,433
-46% -$239M 0.19% 87
2023
Q2 		$491M Sell
5,077,959
-3,674,310
-42% -$332M 0.33% 77
2023
Q1 		$774M Sell
8,752,269
-44,189
-0.5% -$3.81M 0.53% 63
2022
Q4 		$639M Buy
8,796,458
+2,168,958
+33% +$148M 0.44% 69
2022
Q3 		$501M Buy
6,627,500
+36,200
+0.5% +$3.19M 0.38% 76
2022
Q2 		$615M Sell
6,591,300
-32,800
-0.5% -$3.12M 0.43% 66
2022
Q1 		$594M Buy
6,624,100
+5,691,800
+611% +$542M 0.36% 69
2021
Q4 		$94.9M Buy
932,300
+925,100
+12,849% +$94M 0.06% 89
2021
Q3 		$615K Buy
7,200
+4,000
+125% +$378K ﹤0.01% 162
2021
Q2 		$369K Buy
+3,200
New +$352K ﹤0.01% 173

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox's NTES Position: Q2 2026 in Review

Dodge & Cox increased its NetEase (NTES) stake by 0.25% in Q2 2026, buying an estimated $649K and bringing the position to 2,162,476 shares worth $277M. The position accounts for 0.15% of the portfolio, ranked #97.

Dodge & Cox first reported a position in NTES in Q2 2021 and has held it in 21 quarters since. The position peaked at $774M in Q1 2023. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Dodge & Cox held 2,162,476 shares of NetEase worth $277M as of Q2 2026.
  • Dodge & Cox bought 5,500 NetEase shares in Q2 2026, an estimated $649K.
  • NetEase made up 0.15% of Dodge & Cox's portfolio in Q2 2026, its #97 holding.
  • Dodge & Cox first reported a position in NetEase in Q2 2021 and has held it in 21 quarters since.
  • Dodge & Cox's NetEase position peaked at $774M in Q1 2023.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.