John Overdeck’s NetEase NTES Stock Holding History

John Overdeck’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
2021 Q4	–	Sell	-4,000	Closed	-$342K	–	4678
2021 Q3	$342K	Buy	+4,000	New	+$378K	﹤0.01%	3560
2021 Q1	–	Sell	-5,000	Closed	-$479K	–	4123
2020 Q4	$479K	Buy	+5,000	New	+$449K	﹤0.01%	2549
2020 Q2	–	Sell	-38,500	Closed	-$2.47M	–	3341
2020 Q1	$2.47M	Buy	38,500 +8,500	+28%	+$559K	0.02%	859
2019 Q4	$1.84M	Buy	30,000 +10,000	+50%	+$586K	0.01%	1655
2019 Q3	$1.06M	Buy	20,000 +15,000	+300%	+$763K	﹤0.01%	1937
2019 Q2	$256K	Buy	+5,000	New	+$265K	﹤0.01%	2951
2018 Q4	–	Sell	-20,000	Closed	-$913K	–	3357
2018 Q3	$913K	Sell	20,000 -65,000	-76%	-$2.99M	﹤0.01%	2043
2018 Q2	$4.29M	Buy	85,000 +65,000	+325%	+$3.32M	0.01%	1109
2018 Q1	$1.12M	Sell	20,000 -38,500	-66%	-$2.42M	﹤0.01%	1933
2017 Q4	$4.04M	Sell	58,500 -11,500	-16%	-$718K	0.01%	1007
2017 Q3	$3.69M	Buy	70,000 +60,000	+600%	+$3.45M	0.01%	959
2017 Q2	$601K	Buy	10,000 +5,000	+100%	+$287K	﹤0.01%	2211
2017 Q1	$284K	Sell	5,000 -38,000	-88%	-$2.05M	﹤0.01%	2592
2016 Q4	$1.85M	Buy	43,000 +18,000	+72%	+$859K	0.01%	1547
2016 Q3	$1.2M	Buy	25,000 +5,000	+25%	+$213K	﹤0.01%	1828
2016 Q2	$773K	Buy	+20,000	New	+$622K	﹤0.01%	1937
2015 Q4	–	Sell	-15,000	Closed	-$360K	–	2886
2015 Q3	$360K	Buy	+15,000	New	+$387K	﹤0.01%	1706

Other funds holding NTES

UBS AM Chicago, Illinois $550B AUM 43.33% 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 $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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.