NKCFO LLC’s NetEase NTES Stock Holding History

NKCFO LLC’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	$224K	Hold	2,000	–	–	0.07%	73
2025 Q4	$275K	Hold	2,000	–	–	0.08%	61
2025 Q3	$304K	Hold	2,000	–	–	0.09%	72
2025 Q2	$269K	Sell	2,000 -5,000	-71%	-$575K	0.11%	61
2025 Q1	$720K	Buy	+7,000	New	+$704K	0.34%	34
2021 Q3	–	Sell	-900	Closed	-$104K	–	99
2021 Q2	$104K	Buy	+900	New	+$99.1K	0.03%	96
2021 Q1	–	Sell	-600	Closed	-$57K	–	142
2020 Q4	$57K	Hold	600	–	–	0.02%	101
2020 Q3	$55K	Hold	600	–	–	0.02%	98
2020 Q2	$52K	Hold	600	–	–	0.04%	68
2020 Q1	$39K	Buy	+600	New	+$39.5K	0.04%	74

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

NKCFO LLC's NTES Position: Q1 2026 in Review

NKCFO LLC held its NetEase (NTES) position steady in Q1 2026 at 2,000 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #73.

NKCFO LLC first reported a position in NTES in Q1 2020 and has held it in 10 quarters since. The position peaked at $720K in Q1 2025. 428 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

NKCFO LLC held 2,000 shares of NetEase worth $224K as of Q1 2026.
NKCFO LLC left its NetEase share count unchanged in Q1 2026.
NetEase made up 0.07% of NKCFO LLC's portfolio in Q1 2026, its #73 holding.
NKCFO LLC first reported a position in NetEase in Q1 2020 and has held it in 10 quarters since.
NKCFO LLC's NetEase position peaked at $720K in Q1 2025.
428 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on NKCFO LLC's 13F filing for Q1 2026, filed 11 May 2026.