Hel Ved Capital Management’s NetEase NTES Stock Holding History

Hel Ved Capital 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
2025 Q4	–	Sell	-35,200	Closed	-$5.35M	–	75
2025 Q3	$5.35M	Buy	35,200 +22,300	+173%	+$3.07M	1.13%	21
2025 Q2	$1.74M	Buy	+12,900	New	+$1.48M	0.46%	46
2024 Q4	–	Sell	-90,800	Closed	-$8.49M	–	91
2024 Q3	$8.49M	Sell	90,800 -34,400	-27%	-$3M	3.72%	9
2024 Q2	$12M	Buy	125,200 +59,500	+91%	+$5.66M	3.26%	11
2024 Q1	$6.8M	Buy	+65,700	New	+$6.72M	1.68%	18

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hel Ved Capital Management's NTES Position: Q4 2025 in Review

Hel Ved Capital Management sold out of NetEase (NTES) in Q4 2025, closing a stake of 35,200 shares — an estimated $5.35M sold.

Hel Ved Capital Management first reported a position in NTES in Q1 2024 and held it in 5 quarters. The position peaked at $12M in Q2 2024. 459 funds tracked by Wall St. Rank hold NTES as of Q4 2025.

Hel Ved Capital Management reported no remaining NetEase position as of Q4 2025 after selling out during the quarter.
Hel Ved Capital Management sold 35,200 NetEase shares in Q4 2025, an estimated $5.35M.
Hel Ved Capital Management first reported a position in NetEase in Q1 2024 and held it in 5 quarters.
Hel Ved Capital Management's NetEase position peaked at $12M in Q2 2024.
459 funds tracked by Wall St. Rank held NetEase as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.