Mondrian Investment Partners’s NetEase NTES Stock Holding History

Mondrian Investment Partners’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	$153K	Sell	1,198 -50	-4%	-$5.9K	﹤0.01%	82
2026 Q1	$140K	Buy	+1,248	New	+$155K	﹤0.01%	84
2024 Q1	–	Sell	-12	Closed	-$1.12K	–	99
2023 Q4	$1.12K	Sell	12 -838	-99%	-$89K	﹤0.01%	98
2023 Q3	$85.1K	Sell	850 -478	-36%	-$49K	﹤0.01%	82
2023 Q2	$128K	Buy	1,328 +790	+147%	+$71.3K	﹤0.01%	75
2023 Q1	$47.6K	Hold	538	–	–	﹤0.01%	81
2022 Q4	$39K	Buy	+538	New	+$36.6K	﹤0.01%	86
2022 Q1	–	Sell	-1,488	Closed	-$151K	–	126
2021 Q4	$151K	Sell	1,488 -457	-23%	-$46.4K	﹤0.01%	114
2021 Q3	$166K	Hold	1,945	–	–	﹤0.01%	109
2021 Q2	$224K	Hold	1,945	–	–	﹤0.01%	106
2021 Q1	$218K	Buy	1,945 +389	+25%	+$44K	﹤0.01%	105
2020 Q4	$149K	Sell	1,556 -6,224	-80%	-$559K	﹤0.01%	100
2020 Q3	$135K	Sell	7,780 -2,050,645	-100%	-$193M	﹤0.01%	90
2020 Q2	$177M	Sell	2,058,425 -3,538,560	-63%	-$266M	6.33%	4
2020 Q1	$359M	Buy	5,596,985 +1,011,410	+22%	+$66.5M	12.56%	2
2019 Q4	$281M	Buy	4,585,575 +2,734,255	+148%	+$160M	7.39%	3
2019 Q3	$98.6M	Buy	+1,851,320	New	+$94.2M	3.18%	7

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

Mondrian Investment Partners's NTES Position: Q2 2026 in Review

Mondrian Investment Partners reduced its NetEase (NTES) stake by 4% in Q2 2026, selling an estimated $5.9K and leaving 1,198 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Mondrian Investment Partners first reported a position in NTES in Q3 2019 and has held it in 17 quarters since. The position peaked at $359M in Q1 2020. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Mondrian Investment Partners held 1,198 shares of NetEase worth $153K as of Q2 2026.
Mondrian Investment Partners sold 50 NetEase shares in Q2 2026, an estimated $5.9K.
NetEase made up ﹤0.01% of Mondrian Investment Partners's portfolio in Q2 2026, its #82 holding.
Mondrian Investment Partners first reported a position in NetEase in Q3 2019 and has held it in 17 quarters since.
Mondrian Investment Partners's NetEase position peaked at $359M in Q1 2020.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.