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 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 $481B AUM 26.39% 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 $23.7B AUM 65.43% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MY.Alpha Management HK Advisors's NTES Position: Q1 2026 in Review

MY.Alpha Management HK Advisors increased its NetEase (NTES) stake by 114% in Q1 2026, buying an estimated $12.4M and bringing the position to 187,971 shares worth $21M. The position accounts for 8.56% of the portfolio, ranked #6.

MY.Alpha Management HK Advisors first reported a position in NTES in Q4 2023 and has held it in 6 quarters since. The position peaked at $22.8M in Q1 2024. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

MY.Alpha Management HK Advisors held 187,971 shares of NetEase worth $21M as of Q1 2026.
MY.Alpha Management HK Advisors bought 100,100 NetEase shares in Q1 2026, an estimated $12.4M.
NetEase made up 8.56% of MY.Alpha Management HK Advisors's portfolio in Q1 2026, its #6 holding.
MY.Alpha Management HK Advisors first reported a position in NetEase in Q4 2023 and has held it in 6 quarters since.
MY.Alpha Management HK Advisors's NetEase position peaked at $22.8M in Q1 2024.
428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on MY.Alpha Management HK Advisors's 13F filing for Q1 2026, filed 14 May 2026.