Grantham, Mayo, Van Otterloo & Co (GMO)’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,700
| Closed | -$372K | – | 697 |
|
|
2025
Q4 | $372K | Sell |
2,700
-12,700
| -82% | -$1.8M | ﹤0.01% | 602 |
|
|
2025
Q3 | $2.34M | Buy |
+15,400
| New | +$2.12M | 0.01% | 361 |
|
|
2024
Q2 | – | Sell |
-46,179
| Closed | -$4.78M | – | 567 |
|
|
2024
Q1 | $4.78M | Buy |
+46,179
| New | +$4.72M | 0.02% | 310 |
|
|
2023
Q1 | – | Sell |
-140,396
| Closed | -$10.2M | – | 749 |
|
|
2022
Q4 | $10.2M | Sell |
140,396
-293,275
| -68% | -$20M | 0.05% | 229 |
|
|
2022
Q3 | $32.8M | Sell |
433,671
-80,458
| -16% | -$7.08M | 0.19% | 105 |
|
|
2022
Q2 | $48M | Buy |
+514,129
| New | +$48.9M | 0.26% | 73 |
|
|
2022
Q1 | – | Sell |
-18,181
| Closed | -$1.85M | – | 745 |
|
|
2021
Q4 | $1.85M | Sell |
18,181
-156,279
| -90% | -$15.9M | 0.01% | 475 |
|
|
2021
Q3 | $14.9M | Sell |
174,460
-482,205
| -73% | -$45.5M | 0.07% | 204 |
|
|
2021
Q2 | $75.7M | Sell |
656,665
-413,900
| -39% | -$45.6M | 0.38% | 57 |
|
|
2021
Q1 | $111M | Sell |
1,070,565
-769,335
| -42% | -$87.1M | 0.6% | 37 |
|
|
2020
Q4 | $176M | Sell |
1,839,900
-233,100
| -11% | -$20.9M | 1.08% | 28 |
|
|
2020
Q3 | $189M | Buy |
2,073,000
+618,000
| +42% | +$58.1M | 1.34% | 25 |
|
|
2020
Q2 | $125M | Buy |
1,455,000
+130,000
| +10% | +$9.79M | 0.93% | 28 |
|
|
2020
Q1 | $85.1M | Buy |
1,325,000
+835,500
| +171% | +$55M | 0.71% | 34 |
|
|
2019
Q4 | $30M | Buy |
489,500
+188,500
| +63% | +$11M | 0.2% | 86 |
|
|
2019
Q3 | $16M | Buy |
301,000
+108,500
| +56% | +$5.52M | 0.11% | 130 |
|
|
2019
Q2 | $9.85M | Sell |
192,500
-53,500
| -22% | -$2.84M | 0.07% | 191 |
|
|
2019
Q1 | $11.9M | Buy |
246,000
+121,000
| +97% | +$5.75M | 0.09% | 159 |
|
|
2018
Q4 | $5.88M | Buy |
125,000
+24,000
| +24% | +$1.08M | 0.05% | 171 |
|
|
2018
Q3 | $4.61M | Buy |
101,000
+91,000
| +910% | +$4.19M | 0.03% | 211 |
|
|
2018
Q2 | $505K | Sell |
10,000
-606,500
| -98% | -$31M | ﹤0.01% | 465 |
|
|
2018
Q1 | $34.6M | Buy |
616,500
+247,000
| +67% | +$15.5M | 0.21% | 80 |
|
|
2017
Q4 | $25.5M | Sell |
369,500
-1,252,500
| -77% | -$78.2M | 0.15% | 97 |
|
|
2017
Q3 | $85.6M | Buy |
1,622,000
+1,007,500
| +164% | +$57.9M | 0.5% | 50 |
|
|
2017
Q2 | $36.9M | Buy |
614,500
+383,500
| +166% | +$22M | 0.2% | 90 |
|
|
2017
Q1 | $13.1M | Buy |
231,000
+150,000
| +185% | +$8.08M | 0.07% | 169 |
|
|
2016
Q4 | $3.49M | Buy |
81,000
+2,500
| +3% | +$119K | 0.02% | 267 |
|
|
2016
Q3 | $3.78M | Sell |
78,500
-116,000
| -60% | -$4.94M | 0.02% | 275 |
|
|
2016
Q2 | $7.52M | Buy |
+194,500
| New | +$6.05M | 0.03% | 257 |
|
Other funds holding NTES
OAG
GAMH
HL
Grantham, Mayo, Van Otterloo & Co (GMO)'s NTES Position: Q1 2026 in Review
Grantham, Mayo, Van Otterloo & Co (GMO) sold out of NetEase (NTES) in Q1 2026, closing a stake of 2,700 shares — an estimated $372K sold.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NTES in Q2 2016 and held it in 29 quarters. The position peaked at $189M in Q3 2020. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.
- Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining NetEase position as of Q1 2026 after selling out during the quarter.
- Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,700 NetEase shares in Q1 2026, an estimated $372K.
- Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NetEase in Q2 2016 and held it in 29 quarters.
- Grantham, Mayo, Van Otterloo & Co (GMO)'s NetEase position peaked at $189M in Q3 2020.
- 428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.
Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.