NONA
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Ninety One North America’s NetEase NTES Stock Holding History

Ninety One North America’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 		$62.3M Sell
486,008
-19,925
-4% -$2.35M 2.92% 7
2026
Q1 		$56.6M Buy
505,933
+5,692
+1% +$706K 2.54% 13
2025
Q4 		$68.8M Buy
500,241
+16,496
+3% +$2.34M 2.79% 11
2025
Q3 		$73.5M Hold
483,745
– – 3.33% 10
2025
Q2 		$65.1M Buy
483,745
+166,432
+52% +$19.1M 3.2% 10
2025
Q1 		$32.7M Sell
317,313
-20,223
-6% -$2.03M 2.2% 17
2024
Q4 		$30.1M Sell
337,536
-7,781
-2% -$682K 1.86% 21
2024
Q3 		$32.3M Sell
345,317
-119,302
-26% -$10.4M 2.19% 19
2024
Q2 		$44.4M Sell
464,619
-60,967
-12% -$5.8M 2.24% 16
2024
Q1 		$54.4M Buy
525,586
+26,334
+5% +$2.69M 2.64% 16
2023
Q4 		$46.5M Sell
499,252
-80,317
-14% -$8.53M 2.27% 20
2023
Q3 		$58M Sell
579,569
-57,407
-9% -$5.89M 2.85% 14
2023
Q2 		$61.6M Hold
636,976
– – 2.61% 16
2023
Q1 		$56.3M Buy
636,976
+9,037
+1% +$779K 2.55% 18
2022
Q4 		$45.6M Sell
627,939
-89,414
-12% -$6.08M 2.23% 20
2022
Q3 		$54.2M Buy
717,353
+21,145
+3% +$1.86M 2.6% 19
2022
Q2 		$65M Buy
696,208
+90,989
+15% +$8.66M 2.88% 16
2022
Q1 		$54.3M Buy
605,219
+63,398
+12% +$6.04M 1.99% 21
2021
Q4 		$55.1M Buy
541,821
+69,465
+15% +$7.06M 1.93% 19
2021
Q3 		$40.3M Buy
472,356
+135,628
+40% +$12.8M 1.86% 20
2021
Q2 		$38.8M Buy
336,728
+89,190
+36% +$9.82M 1.82% 17
2021
Q1 		$25.6M Buy
247,538
+9,860
+4% +$1.12M 1.48% 21
2020
Q4 		$22.8M Buy
237,678
+124,433
+110% +$11.2M 1.4% 23
2020
Q3 		$10.3M Sell
113,245
-475,065
-81% -$44.7M 1.13% 31
2020
Q2 		$50.5M Sell
588,310
-25,240
-4% -$1.9M 5.25% 3
2020
Q1 		$39.4M Buy
613,550
+75,155
+14% +$4.94M 3.27% 3
2019
Q4 		$33M Buy
538,395
+65,355
+14% +$3.83M 2.69% 6
2019
Q3 		$25.2M Buy
473,040
+463,255
+4,734% +$23.6M 2.28% 18
2019
Q2 		$501K Buy
9,785
+1,595
+19% +$84.7K 0.04% 112
2019
Q1 		$395K Buy
8,190
+800
+11% +$38K 0.04% 117
2018
Q4 		$348K Buy
7,390
+370
+5% +$16.7K 0.04% 118
2018
Q3 		$320K Buy
7,020
+1,095
+18% +$50.4K 0.03% 110
2018
Q2 		$299K Buy
5,925
+575
+11% +$29.4K 0.02% 117
2018
Q1 		$300K Hold
5,350
– – 0.02% 113
2017
Q4 		$369K Sell
5,350
-230,580
-98% -$14.4M 0.06% 87
2017
Q3 		$12.4M Sell
235,930
-3,775
-2% -$217K 2.11% 18
2017
Q2 		$14.4M Buy
239,705
+13,645
+6% +$782K 2.64% 6
2017
Q1 		$12.8M Sell
226,060
-2,000
-0.9% -$108K 2.42% 9
2016
Q4 		$9.82M Hold
228,060
– – 1.47% 38
2016
Q3 		$11M Hold
228,060
– – 1.47% 17
2016
Q2 		$8.81M Sell
228,060
-182,855
-44% -$5.69M 1.3% 43
2016
Q1 		$11.8M Sell
410,915
-80,025
-16% -$2.4M 1.96% 8
2015
Q4 		$17.8M Buy
490,940
+276,445
+129% +$8.61M 3.15% 1
2015
Q3 		$5.15M Buy
214,495
+42,660
+25% +$1.1M 1.3% 43
2015
Q2 		$4.98M Sell
171,835
-10,685
-6% -$285K 1.6% 34
2015
Q1 		$3.84M Buy
182,520
+108,535
+147% +$2.29M 1.19% 35
2014
Q4 		$1.47M Buy
+73,985
New +$1.42M 0.43% 41

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

Ninety One North America's NTES Position: Q2 2026 in Review

Ninety One North America reduced its NetEase (NTES) stake by 3.9% in Q2 2026, selling an estimated $2.35M and leaving 486,008 shares worth $62.3M. The position accounts for 2.92% of the portfolio, ranked #7.

Ninety One North America first reported a position in NTES in Q4 2014 and has held it in 47 quarters since. The position peaked at $73.5M in Q3 2025. 460 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • Ninety One North America held 486,008 shares of NetEase worth $62.3M as of Q2 2026.
  • Ninety One North America sold 19,925 NetEase shares in Q2 2026, an estimated $2.35M.
  • NetEase made up 2.92% of Ninety One North America's portfolio in Q2 2026, its #7 holding.
  • Ninety One North America first reported a position in NetEase in Q4 2014 and has held it in 47 quarters since.
  • Ninety One North America's NetEase position peaked at $73.5M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.