John Overdeck’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.8M | Sell |
45,270
-8,430
| -16% | -$995K | ﹤0.01% | 1998 |
|
|
2026
Q1 | $6.01M | Buy |
+53,700
| New | +$6.66M | ﹤0.01% | 1810 |
|
|
2025
Q3 | – | Sell |
-3,824
| Closed | -$515K | – | 3833 |
|
|
2025
Q2 | $515K | Sell |
3,824
-161,149
| -98% | -$18.5M | ﹤0.01% | 2573 |
|
|
2025
Q1 | $17M | Sell |
164,973
-143,157
| -46% | -$14.4M | 0.04% | 558 |
|
|
2024
Q4 | $27.5M | Sell |
308,130
-46,486
| -13% | -$4.07M | 0.06% | 390 |
|
|
2024
Q3 | $33.2M | Buy |
354,616
+126,875
| +56% | +$11.1M | 0.07% | 335 |
|
|
2024
Q2 | $21.8M | Buy |
227,741
+222,041
| +3,895% | +$21.1M | 0.05% | 428 |
|
|
2024
Q1 | $590K | Sell |
5,700
-15,100
| -73% | -$1.54M | ﹤0.01% | 2257 |
|
|
2023
Q4 | $1.94M | Sell |
20,800
-4
| -0% | -$425 | ﹤0.01% | 1586 |
|
|
2023
Q3 | $2.08M | Buy |
20,804
+4
| +0% | +$410 | 0.01% | 1361 |
|
|
2023
Q2 | $2.01M | Sell |
20,800
-10
| -0% | -$903 | 0.01% | 1429 |
|
|
2023
Q1 | $1.84M | Buy |
20,810
+10
| +0% | +$862 | 0.01% | 1427 |
|
|
2022
Q4 | $1.51M | Buy |
+20,800
| New | +$1.42M | ﹤0.01% | 1474 |
|
|
2021
Q4 | – | Sell |
-182,344
| Closed | -$15.6M | – | 4679 |
|
|
2021
Q3 | $15.6M | Buy |
+182,344
| New | +$17.2M | 0.03% | 570 |
|
|
2020
Q4 | – | Sell |
-499,725
| Closed | -$44.8M | – | 3624 |
|
|
2020
Q3 | $45.4M | Buy |
499,725
+327,000
| +189% | +$30.7M | 0.16% | 134 |
|
|
2020
Q2 | $14.8M | Buy |
172,725
+96,185
| +126% | +$7.24M | 0.07% | 286 |
|
|
2020
Q1 | $4.91M | Sell |
76,540
-69,885
| -48% | -$4.6M | 0.04% | 516 |
|
|
2019
Q4 | $8.98M | Sell |
146,425
-14,675
| -9% | -$860K | 0.03% | 664 |
|
|
2019
Q3 | $8.58M | Sell |
161,100
-16,340
| -9% | -$831K | 0.03% | 605 |
|
|
2019
Q2 | $9.08M | Buy |
177,440
+155,710
| +717% | +$8.27M | 0.03% | 633 |
|
|
2019
Q1 | $1.05M | Buy |
+21,730
| New | +$1.03M | ﹤0.01% | 1793 |
|
|
2018
Q1 | – | Sell |
-115,855
| Closed | -$7.28M | – | 3399 |
|
|
2017
Q4 | $8M | Buy |
+115,855
| New | +$7.24M | 0.03% | 694 |
|
|
2017
Q3 | – | Sell |
-631,795
| Closed | -$36.3M | – | 3061 |
|
|
2017
Q2 | $38M | Sell |
631,795
-1,716,715
| -73% | -$98.4M | 0.14% | 186 |
|
|
2017
Q1 | $133M | Buy |
2,348,510
+2,015,335
| +605% | +$109M | 0.45% | 29 |
|
|
2016
Q4 | $14.3M | Sell |
333,175
-250,090
| -43% | -$11.9M | 0.06% | 416 |
|
|
2016
Q3 | $28.1M | Buy |
583,265
+235,150
| +68% | +$10M | 0.1% | 225 |
|
|
2016
Q2 | $13.5M | Sell |
348,115
-730,345
| -68% | -$22.7M | 0.06% | 389 |
|
|
2016
Q1 | $31M | Buy |
1,078,460
+369,980
| +52% | +$11.1M | 0.15% | 163 |
|
|
2015
Q4 | $25.7M | Buy |
708,480
+636,750
| +888% | +$19.8M | 0.12% | 203 |
|
|
2015
Q3 | $1.72M | Sell |
71,730
-1,193,450
| -94% | -$30.8M | 0.01% | 909 |
|
|
2015
Q2 | $36.7M | Buy |
1,265,180
+1,130,555
| +840% | +$30.2M | 0.17% | 153 |
|
|
2015
Q1 | $2.83M | Sell |
134,625
-306,470
| -69% | -$6.48M | 0.01% | 980 |
|
|
2014
Q4 | $8.75M | Buy |
+441,095
| New | +$8.44M | 0.05% | 460 |
|
|
2014
Q3 | – | Sell |
-264,840
| Closed | -$4.15M | – | 1957 |
|
|
2014
Q2 | $4.15M | Sell |
264,840
-1,016,075
| -79% | -$14.5M | 0.02% | 767 |
|
|
2014
Q1 | $17.2M | Buy |
+1,280,915
| New | +$18.5M | 0.09% | 300 |
|
|
2013
Q4 | – | Sell |
-677,785
| Closed | -$9.84M | – | 2315 |
|
|
2013
Q3 | $9.84M | Buy |
677,785
+88,885
| +15% | +$1.21M | 0.06% | 356 |
|
|
2013
Q2 | $7.44M | Buy |
+588,900
| New | +$6.88M | 0.05% | 419 |
|
Other funds holding NTES
OAG
HL
John Overdeck's NTES Position: Q2 2026 in Review
John Overdeck reduced its NetEase (NTES) stake by 16% in Q2 2026, selling an estimated $995K and leaving 45,270 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.
John Overdeck first reported a position in NTES in Q2 2013 and has held it in 37 quarters since. The position peaked at $133M in Q1 2017. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.
- John Overdeck held 45,270 shares of NetEase worth $5.8M as of Q2 2026.
- John Overdeck sold 8,430 NetEase shares in Q2 2026, an estimated $995K.
- NetEase made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1998 holding.
- John Overdeck first reported a position in NetEase in Q2 2013 and has held it in 37 quarters since.
- John Overdeck's NetEase position peaked at $133M in Q1 2017.
- 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.