DSM Capital Partners’s NetEase NTES Stock Holding History

DSM Capital Partners’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
2017 Q3	–	Sell	-1,209,050	Closed	-$72.7M	–	43
2017 Q2	$72.7M	Buy	1,209,050 +839,775	+227%	+$48.2M	1.08%	26
2017 Q1	$21M	Sell	369,275 -25,075	-6%	-$1.35M	0.34%	30
2016 Q4	$17M	Buy	394,350 +6,625	+2%	+$316K	0.29%	31
2016 Q3	$18.7M	Buy	+387,725	New	+$16.5M	0.3%	32

Other funds holding NTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

CCMH

Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSM Capital Partners's NTES Position: Q3 2017 in Review

DSM Capital Partners sold out of NetEase (NTES) in Q3 2017, closing a stake of 1,209,050 shares — an estimated $72.7M sold.

DSM Capital Partners first reported a position in NTES in Q3 2016 and held it in 4 quarters. The position peaked at $72.7M in Q2 2017. 415 funds tracked by Wall St. Rank hold NTES as of Q3 2017.

DSM Capital Partners reported no remaining NetEase position as of Q3 2017 after selling out during the quarter.
DSM Capital Partners sold 1,209,050 NetEase shares in Q3 2017, an estimated $72.7M.
DSM Capital Partners first reported a position in NetEase in Q3 2016 and held it in 4 quarters.
DSM Capital Partners's NetEase position peaked at $72.7M in Q2 2017.
415 funds tracked by Wall St. Rank held NetEase as of Q3 2017.

Based on DSM Capital Partners's 13F filing for Q3 2017, filed 13 Nov 2017.