Ninety One’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.05M | Buy |
70,256
+1,310
| +2% | +$155K | 0.49% | 36 |
|
|
2026
Q1 | $7.58M | Buy |
68,946
+9,643
| +16% | +$1.2M | 0.33% | 36 |
|
|
2025
Q4 | $8.16M | Buy |
59,303
+790
| +1% | +$112K | 0.35% | 37 |
|
|
2025
Q3 | $8.85M | Hold |
58,513
| – | – | 0.4% | 36 |
|
|
2025
Q2 | $7.86M | Hold |
58,513
| – | – | 1.29% | 24 |
|
|
2025
Q1 | $6.02M | Buy |
58,513
+53,799
| +1,141% | +$5.41M | 1.12% | 25 |
|
|
2024
Q4 | $421K | Hold |
4,714
| – | – | 0.09% | 66 |
|
|
2024
Q3 | $441K | Sell |
4,714
-2,730
| -37% | -$238K | 0.1% | 66 |
|
|
2024
Q2 | $711K | Sell |
7,444
-18,437
| -71% | -$1.75M | 0.11% | 54 |
|
|
2024
Q1 | $2.68M | Sell |
25,881
-2,521
| -9% | -$258K | 0.39% | 49 |
|
|
2023
Q4 | $2.65M | Buy |
28,402
+2,484
| +10% | +$264K | 0.4% | 48 |
|
|
2023
Q3 | $2.59M | Sell |
25,918
-3,506
| -12% | -$360K | 0.5% | 43 |
|
|
2023
Q2 | $2.85M | Hold |
29,424
| – | – | 0.7% | 36 |
|
|
2023
Q1 | $2.61M | Hold |
29,424
| – | – | 0.66% | 38 |
|
|
2022
Q4 | $2.14M | Buy |
29,424
+2,579
| +10% | +$176K | 0.7% | 37 |
|
|
2022
Q3 | $2.05M | Buy |
26,845
+18,181
| +210% | +$1.6M | 0.81% | 35 |
|
|
2022
Q2 | $809K | Hold |
8,664
| – | – | 0.29% | 62 |
|
|
2022
Q1 | $777K | Buy |
8,664
+1,030
| +13% | +$98.1K | 0.22% | 73 |
|
|
2021
Q4 | $777K | Sell |
7,634
-1,192
| -14% | -$121K | 0.23% | 74 |
|
|
2021
Q3 | $754K | Buy |
8,826
+1,747
| +25% | +$165K | 0.29% | 67 |
|
|
2021
Q2 | $816K | Hold |
7,079
| – | – | 0.3% | 70 |
|
|
2021
Q1 | $731K | Sell |
7,079
-543
| -7% | -$61.4K | 0.28% | 71 |
|
|
2020
Q4 | $730K | Buy |
7,622
+732
| +11% | +$65.7K | 0.29% | 71 |
|
|
2020
Q3 | $627K | Sell |
6,890
-325
| -5% | -$30.6K | 0.32% | 64 |
|
|
2020
Q2 | $621K | Hold |
7,215
| – | – | 0.3% | 53 |
|
|
2020
Q1 | $463K | Buy |
7,215
+780
| +12% | +$51.3K | 0.23% | 77 |
|
|
2019
Q4 | $343K | Hold |
6,435
| – | – | 0.19% | 83 |
|
|
2019
Q3 | $343K | Buy |
6,435
+2,985
| +87% | +$152K | 0.19% | 83 |
|
|
2019
Q2 | $176K | Hold |
3,450
| – | – | 0.1% | 84 |
|
|
2019
Q1 | $167K | Hold |
3,450
| – | – | 0.09% | 86 |
|
|
2018
Q4 | $162K | Hold |
3,450
| – | – | 0.1% | 89 |
|
|
2018
Q3 | $157K | Hold |
3,450
| – | – | 0.03% | 95 |
|
|
2018
Q2 | $174K | Hold |
3,450
| – | – | 0.02% | 120 |
|
|
2018
Q1 | $193K | Hold |
3,450
| – | – | 0.09% | 80 |
|
|
2017
Q4 | $238K | Buy |
+3,450
| New | +$215K | 0.12% | 57 |
|
|
2016
Q4 | – | Sell |
-26,075
| Closed | -$1.25M | – | 90 |
|
|
2016
Q3 | $1.25M | Hold |
26,075
| – | – | 0.8% | 22 |
|
|
2016
Q2 | $990K | Buy |
+26,075
| New | +$811K | 0.85% | 12 |
|
Other funds holding NTES
OAG
HL
Ninety One's NTES Position: Q2 2026 in Review
Ninety One increased its NetEase (NTES) stake by 1.9% in Q2 2026, buying an estimated $155K and bringing the position to 70,256 shares worth $9.05M. The position accounts for 0.49% of the portfolio, ranked #36.
Ninety One first reported a position in NTES in Q2 2016 and has held it in 37 quarters since. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.
- Ninety One held 70,256 shares of NetEase worth $9.05M as of Q2 2026.
- Ninety One bought 1,310 NetEase shares in Q2 2026, an estimated $155K.
- NetEase made up 0.49% of Ninety One's portfolio in Q2 2026, its #36 holding.
- Ninety One first reported a position in NetEase in Q2 2016 and has held it in 37 quarters since.
- 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.
Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.