Jericho Capital Asset Management’s NetEase NTES Stock Holding History

Jericho Capital Asset 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
2022 Q1	–	Sell	-58,744	Closed	-$5.98M	–	31
2021 Q4	$5.98M	Sell	58,744 -394,256	-87%	-$40M	0.22%	24
2021 Q3	$38.7M	Hold	453,000	–	–	1.06%	28
2021 Q2	$52.2M	Buy	+453,000	New	+$49.9M	1.24%	27
2019 Q1	–	Sell	-1,015,000	Closed	-$47.8M	–	29
2018 Q4	$47.8M	Buy	+1,015,000	New	+$45.8M	4.86%	8
2017 Q3	–	Sell	-1,010,000	Closed	-$60.7M	–	35
2017 Q2	$60.7M	Buy	+1,010,000	New	+$57.9M	3.45%	10

Other funds holding NTES

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Jericho Capital Asset Management's NTES Position: Q1 2022 in Review

Jericho Capital Asset Management sold out of NetEase (NTES) in Q1 2022, closing a stake of 58,744 shares — an estimated $5.98M sold.

Jericho Capital Asset Management first reported a position in NTES in Q2 2017 and held it in 5 quarters. The position peaked at $60.7M in Q2 2017. 383 funds tracked by Wall St. Rank hold NTES as of Q1 2022.

Jericho Capital Asset Management reported no remaining NetEase position as of Q1 2022 after selling out during the quarter.
Jericho Capital Asset Management sold 58,744 NetEase shares in Q1 2022, an estimated $5.98M.
Jericho Capital Asset Management first reported a position in NetEase in Q2 2017 and held it in 5 quarters.
Jericho Capital Asset Management's NetEase position peaked at $60.7M in Q2 2017.
383 funds tracked by Wall St. Rank held NetEase as of Q1 2022.

Based on Jericho Capital Asset Management's 13F filing for Q1 2022, filed 16 May 2022.