Nine Masts Capital’s NetEase NTES Stock Holding History

Nine Masts Capital’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	–	Sell	-4,235	Closed	-$584K	–	292
2025 Q4	$584K	Buy	+4,235	New	+$601K	0.1%	57
2024 Q3	–	Sell	-6,534	Closed	-$624K	–	157
2024 Q2	$624K	Buy	+6,534	New	+$622K	0.19%	71
2023 Q3	–	Sell	-10,600	Closed	-$1.03M	–	40
2023 Q2	$1.03M	Buy	+10,600	New	+$957K	0.79%	17
2022 Q1	–	Sell	-9,001	Closed	-$909K	–	51
2021 Q4	$909K	Buy	+9,001	New	+$914K	0.41%	26
2020 Q4	–	Sell	-23,500	Closed	-$2.09M	–	45
2020 Q3	$2.09M	Buy	+23,500	New	+$2.21M	1.65%	8
2019 Q3	–	Sell	-29,000	Closed	-$1.48M	–	178
2019 Q2	$1.48M	Hold	29,000	–	–	0.21%	39
2019 Q1	$1.4M	Hold	29,000	–	–	0.44%	29
2018 Q4	$1.36M	Buy	29,000 +8,500	+41%	+$383K	0.22%	52
2018 Q3	$936K	Sell	20,500 -220,700	-92%	-$10.2M	0.26%	101
2018 Q2	$12.2M	Buy	241,200 +40,005	+20%	+$2.04M	2.36%	9
2018 Q1	$11.3M	Buy	201,195 +196,935	+4,623%	+$12.4M	1.73%	10
2017 Q4	$294K	Sell	4,260 -94,875	-96%	-$5.93M	0.04%	113
2017 Q3	$5.23M	Buy	+99,135	New	+$5.69M	0.78%	14
2016 Q2	–	Sell	-176,995	Closed	-$5.08M	–	84
2016 Q1	$5.08M	Buy	+176,995	New	+$5.3M	0.95%	27

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nine Masts Capital's NTES Position: Q1 2026 in Review

Nine Masts Capital sold out of NetEase (NTES) in Q1 2026, closing a stake of 4,235 shares — an estimated $584K sold.

Nine Masts Capital first reported a position in NTES in Q1 2016 and held it in 14 quarters. The position peaked at $12.2M in Q2 2018. 431 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

Nine Masts Capital reported no remaining NetEase position as of Q1 2026 after selling out during the quarter.
Nine Masts Capital sold 4,235 NetEase shares in Q1 2026, an estimated $584K.
Nine Masts Capital first reported a position in NetEase in Q1 2016 and held it in 14 quarters.
Nine Masts Capital's NetEase position peaked at $12.2M in Q2 2018.
431 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on Nine Masts Capital's 13F filing for Q1 2026, filed 13 May 2026.