Main Street Research’s NetEase NTES Stock Holding History

Main Street Research’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
2026 Q2	$523K	Hold	4,085	–	–	0.02%	89
2026 Q1	$457K	Buy	4,085 +85	+2%	+$10.5K	0.03%	88
2025 Q4	$550K	Sell	4,000 -85	-2%	-$12.1K	0.03%	74
2025 Q3	$621K	Buy	4,085 +85	+2%	+$11.7K	0.03%	73
2025 Q2	$538K	Hold	4,000	–	–	0.03%	72
2025 Q1	$412K	Hold	4,000	–	–	0.03%	75
2024 Q4	$357K	Hold	4,000	–	–	0.02%	85
2024 Q3	$374K	Hold	4,000	–	–	0.02%	82
2024 Q2	$382K	Hold	4,000	–	–	0.03%	74
2024 Q1	$414K	Hold	4,000	–	–	0.03%	75
2023 Q4	$373K	Hold	4,000	–	–	0.03%	77
2023 Q3	$401K	Hold	4,000	–	–	0.04%	72
2023 Q2	$387K	Hold	4,000	–	–	0.06%	71
2023 Q1	$354K	Sell	4,000 -85	-2%	-$7.33K	0.07%	68
2022 Q4	$297K	Hold	4,085	–	–	0.07%	75
2022 Q3	$309K	Buy	4,085 +75	+2%	+$6.6K	0.07%	69
2022 Q2	$374K	Hold	4,010	–	–	0.1%	51
2022 Q1	$360K	Sell	4,010 -1,008	-20%	-$96K	0.03%	85
2021 Q4	$511K	Sell	5,018 -232	-4%	-$23.6K	0.04%	79
2021 Q3	$448K	Sell	5,250 -139,948	-96%	-$13.2M	0.04%	86
2021 Q2	$16.7M	Buy	145,198 +10,128	+7%	+$1.12M	1.34%	39
2021 Q1	$13.9M	Buy	135,070 +23,802	+21%	+$2.69M	1.31%	38
2020 Q4	$10.7M	Sell	111,268 -105,317	-49%	-$9.45M	1.15%	38
2020 Q3	$19.7M	Buy	216,585 +5,775	+3%	+$543K	2.51%	11
2020 Q2	$18.1M	Buy	210,810 +11,050	+6%	+$832K	2.84%	8
2020 Q1	$12.8M	Buy	199,760 +195,760	+4,894%	+$12.9M	3.14%	10
2019 Q4	$245K	Hold	4,000	–	–	0.04%	89
2019 Q3	$213K	Sell	4,000 -250	-6%	-$12.7K	0.04%	93
2019 Q2	$217K	Hold	4,250	–	–	0.05%	86
2019 Q1	$205K	Hold	4,250	–	–	0.07%	85
2018 Q4	$200K	Buy	+4,250	New	+$192K	0.08%	74
2018 Q3	–	Sell	-4,250	Closed	-$215K	–	118
2018 Q2	$215K	Sell	4,250 -180,450	-98%	-$9.21M	0.03%	107
2018 Q1	$10.4M	Buy	184,700 +3,150	+2%	+$198K	1.64%	37
2017 Q4	$12.5M	Buy	181,550 +5,330	+3%	+$333K	1.91%	24
2017 Q3	$9.3M	Sell	176,220 -685	-0.4%	-$39.3K	1.5%	39
2017 Q2	$10.6M	Buy	176,905 +20,405	+13%	+$1.17M	1.74%	27
2017 Q1	$8.89M	Buy	+156,500	New	+$8.43M	1.56%	33
2016 Q4	–	Sell	-4,250	Closed	-$205K	–	115
2016 Q3	$205K	Buy	+4,250	New	+$181K	0.04%	106

Other funds holding NTES

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Main Street Research's NTES Position: Q2 2026 in Review

Main Street Research held its NetEase (NTES) position steady in Q2 2026 at 4,085 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #89.

Main Street Research first reported a position in NTES in Q3 2016 and has held it in 38 quarters since. The position peaked at $19.7M in Q3 2020. 130 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Main Street Research held 4,085 shares of NetEase worth $523K as of Q2 2026.
Main Street Research left its NetEase share count unchanged in Q2 2026.
NetEase made up 0.02% of Main Street Research's portfolio in Q2 2026, its #89 holding.
Main Street Research first reported a position in NetEase in Q3 2016 and has held it in 38 quarters since.
Main Street Research's NetEase position peaked at $19.7M in Q3 2020.
130 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.