Mawer Investment Management
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Mawer Investment Management’s NetEase NTES Stock Holding History

Mawer Investment 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
2026
Q2 		– Sell
-521,873
Closed -$58.4M – 149
2026
Q1 		$58.4M Sell
521,873
-38,023
-7% -$4.72M 0.38% 56
2025
Q4 		$77.1M Buy
559,896
+108,446
+24% +$15.4M 0.43% 50
2025
Q3 		$68.6M Sell
451,450
-12,040
-3% -$1.66M 0.36% 58
2025
Q2 		$62.4M Sell
463,490
-205,321
-31% -$23.6M 0.32% 63
2025
Q1 		$68.8M Sell
668,811
-32,831
-5% -$3.3M 0.33% 61
2024
Q4 		$62.6M Buy
+701,642
New +$61.5M 0.28% 62
2022
Q1 		– Sell
-137,792
Closed -$14M – 118
2021
Q4 		$14M Sell
137,792
-2,195,598
-94% -$223M 0.06% 87
2021
Q3 		$199M Sell
2,333,390
-22,087
-0.9% -$2.09M 0.95% 25
2021
Q2 		$271M Buy
2,355,477
+10,138
+0.4% +$1.12M 1.34% 24
2021
Q1 		$242M Buy
2,345,339
+53,081
+2% +$6.01M 1.31% 23
2020
Q4 		$220M Buy
2,292,258
+84,648
+4% +$7.6M 1.29% 24
2020
Q3 		$201M Buy
2,207,610
+285,805
+15% +$26.9M 1.31% 27
2020
Q2 		$165M Buy
1,921,805
+380,495
+25% +$28.6M 1.22% 25
2020
Q1 		$98.9M Buy
+1,541,310
New +$101M 0.91% 31

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mawer Investment Management's NTES Position: Q2 2026 in Review

Mawer Investment Management sold out of NetEase (NTES) in Q2 2026, closing a stake of 521,873 shares — an estimated $58.4M sold.

Mawer Investment Management first reported a position in NTES in Q1 2020 and held it in 14 quarters. The position peaked at $271M in Q2 2021. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Mawer Investment Management reported no remaining NetEase position as of Q2 2026 after selling out during the quarter.
  • Mawer Investment Management sold 521,873 NetEase shares in Q2 2026, an estimated $58.4M.
  • Mawer Investment Management first reported a position in NetEase in Q1 2020 and held it in 14 quarters.
  • Mawer Investment Management's NetEase position peaked at $271M in Q2 2021.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.