MY.Alpha Management HK Advisors’s NetEase NTES Stock Holding History

MY.Alpha Management HK Advisors’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	$20.2M	Sell	157,471 -30,500	-16%	-$3.6M	7.77%	7
2026 Q1	$21M	Buy	187,971 +100,100	+114%	+$12.4M	8.56%	6
2025 Q4	$12.1M	Buy	+87,871	New	+$12.5M	6.49%	8
2025 Q1	–	Sell	-124,730	Closed	-$11.1M	–	21
2024 Q4	$11.1M	Buy	+124,730	New	+$10.9M	4.89%	10
2024 Q3	–	Sell	-65,300	Closed	-$6.24M	–	17
2024 Q2	$6.24M	Sell	65,300 -155,176	-70%	-$14.8M	2.35%	14
2024 Q1	$22.8M	Buy	220,476 +64,480	+41%	+$6.59M	8.56%	5
2023 Q4	$14.5M	Buy	+155,996	New	+$16.6M	7.51%	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

MY.Alpha Management HK Advisors's NTES Position: Q2 2026 in Review

MY.Alpha Management HK Advisors reduced its NetEase (NTES) stake by 16% in Q2 2026, selling an estimated $3.6M and leaving 157,471 shares worth $20.2M. The position accounts for 7.77% of the portfolio, ranked #7.

MY.Alpha Management HK Advisors first reported a position in NTES in Q4 2023 and has held it in 7 quarters since. The position peaked at $22.8M in Q1 2024. 460 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

MY.Alpha Management HK Advisors held 157,471 shares of NetEase worth $20.2M as of Q2 2026.
MY.Alpha Management HK Advisors sold 30,500 NetEase shares in Q2 2026, an estimated $3.6M.
NetEase made up 7.77% of MY.Alpha Management HK Advisors's portfolio in Q2 2026, its #7 holding.
MY.Alpha Management HK Advisors first reported a position in NetEase in Q4 2023 and has held it in 7 quarters since.
MY.Alpha Management HK Advisors's NetEase position peaked at $22.8M in Q1 2024.
460 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on MY.Alpha Management HK Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.