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 Q2	–	Sell	-12,400	Closed	-$1.39M	–	30
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 $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

FengHe Fund Management's NTES Position: Q2 2026 in Review

FengHe Fund Management sold out of NetEase (NTES) in Q2 2026, closing a stake of 12,400 shares — an estimated $1.39M sold.

FengHe Fund Management first reported a position in NTES in Q4 2021 and held it in 7 quarters. The position peaked at $30.6M in Q4 2024. 459 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

FengHe Fund Management reported no remaining NetEase position as of Q2 2026 after selling out during the quarter.
FengHe Fund Management sold 12,400 NetEase shares in Q2 2026, an estimated $1.39M.
FengHe Fund Management first reported a position in NetEase in Q4 2021 and held it in 7 quarters.
FengHe Fund Management's NetEase position peaked at $30.6M in Q4 2024.
459 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.