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Howard Marks’s NetEase NTES Stock Holding History

Howard Marks’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
Q1 		– Sell
-399,694
Closed -$35.7M – 174
2024
Q4 		$35.7M Buy
399,694
+167,100
+72% +$14.6M 0.63% 37
2024
Q3 		$21.7M Buy
+232,594
New +$20.3M 0.35% 44
2017
Q2 		– Sell
-210,400
Closed -$11.9M – 200
2017
Q1 		$11.9M Buy
+210,400
New +$11.3M 0.17% 119

Other funds holding NTES

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Howard Marks's NTES Position: Q1 2025 in Review

Howard Marks sold out of NetEase (NTES) in Q1 2025, closing a stake of 399,694 shares — an estimated $35.7M sold.

Howard Marks first reported a position in NTES in Q1 2017 and held it in 3 quarters. The position peaked at $35.7M in Q4 2024. 377 funds tracked by Wall St. Rank hold NTES as of Q1 2025.

  • Howard Marks reported no remaining NetEase position as of Q1 2025 after selling out during the quarter.
  • Howard Marks sold 399,694 NetEase shares in Q1 2025, an estimated $35.7M.
  • Howard Marks first reported a position in NetEase in Q1 2017 and held it in 3 quarters.
  • Howard Marks's NetEase position peaked at $35.7M in Q4 2024.
  • 377 funds tracked by Wall St. Rank held NetEase as of Q1 2025.

Based on Oaktree Capital Management's 13F filing for Q1 2025, filed 15 May 2025.