GQG Partners’s NetEase NTES Stock Holding History

GQG 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
2026 Q2	$157M	Buy	+1,226,473	New	+$145M	0.29%	53
2023 Q4	–	Sell	-3,099,535	Closed	-$310M	–	95
2023 Q3	$310M	Buy	+3,099,535	New	+$318M	0.72%	31
2022 Q1	–	Sell	-1,102,062	Closed	-$112M	–	89
2021 Q4	$112M	Buy	+1,102,062	New	+$112M	0.28%	47
2021 Q3	–	Sell	-2,772,173	Closed	-$319M	–	89
2021 Q2	$319M	Sell	2,772,173 -1,623,153	-37%	-$179M	0.94%	31
2021 Q1	$454M	Buy	4,395,326 +1,052,543	+31%	+$119M	1.66%	24
2020 Q4	$320M	Sell	3,342,783 -237,772	-7%	-$21.3M	1.1%	33
2020 Q3	$326M	Buy	3,580,555 +1,894,160	+112%	+$178M	1.11%	30
2020 Q2	$145M	Buy	+1,686,395	New	+$127M	0.64%	39

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

GQG Partners's NTES Position: Q2 2026 in Review

GQG Partners opened a new position in NetEase (NTES) in Q2 2026: 1,226,473 shares worth $157M. The stake represents 0.29% of the portfolio and ranks #53 among its holdings. This is a return to the name: GQG Partners previously reported a position in NTES as recently as Q3 2023.

GQG Partners first reported a position in NTES in Q2 2020 and has held it in 8 quarters since. The position peaked at $454M in Q1 2021. 459 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

GQG Partners held 1,226,473 shares of NetEase worth $157M as of Q2 2026.
NetEase was a new GQG Partners position in Q2 2026.
NetEase made up 0.29% of GQG Partners's portfolio in Q2 2026, its #53 holding.
GQG Partners first reported a position in NetEase in Q2 2020 and has held it in 8 quarters since.
GQG Partners's NetEase position peaked at $454M in Q1 2021.
459 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on GQG Partners's 13F filing for Q2 2026, filed 12 Aug 2026.