FengHe Fund Management’s NetEase NTES Stock Holding History

FengHe Fund Management’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	$1.39M	Hold	12,400	–	–	0.19%	29
2025 Q4	$1.71M	Buy	+12,400	New	+$1.76M	0.1%	37
2025 Q2	–	Sell	-54,000	Closed	-$5.56M	–	32
2025 Q1	$5.56M	Sell	54,000 -288,600	-84%	-$29M	2.08%	17
2024 Q4	$30.6M	Buy	+342,600	New	+$30M	9.02%	5
2024 Q3	–	Sell	-160,200	Closed	-$15.3M	–	27
2024 Q2	$15.3M	Buy	+160,200	New	+$15.2M	2.14%	15
2022 Q2	–	Sell	-40,700	Closed	-$3.65M	–	18
2022 Q1	$3.65M	Sell	40,700 -199,300	-83%	-$19M	1.34%	13
2021 Q4	$24.4M	Buy	+240,000	New	+$24.4M	16.96%	3

Other funds holding NTES

UBS AM Chicago, Illinois $481B AUM 26.39% 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 $23.7B AUM 65.43% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FengHe Fund Management's NTES Position: Q1 2026 in Review

FengHe Fund Management held its NetEase (NTES) position steady in Q1 2026 at 12,400 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #29.

FengHe Fund Management first reported a position in NTES in Q4 2021 and has held it in 7 quarters since. The position peaked at $30.6M in Q4 2024. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

FengHe Fund Management held 12,400 shares of NetEase worth $1.39M as of Q1 2026.
FengHe Fund Management left its NetEase share count unchanged in Q1 2026.
NetEase made up 0.19% of FengHe Fund Management's portfolio in Q1 2026, its #29 holding.
FengHe Fund Management first reported a position in NetEase in Q4 2021 and has held it in 7 quarters since.
FengHe Fund Management's NetEase position peaked at $30.6M in Q4 2024.
428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on FengHe Fund Management's 13F filing for Q1 2026, filed 15 May 2026.