Orbis Allan Gray’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $401M | Buy |
3,584,478
+195,029
| +6% | +$24.2M | 1.69% | 23 |
|
|
2025
Q4 | $466M | Sell |
3,389,449
-768,031
| -18% | -$109M | 1.95% | 18 |
|
|
2025
Q3 | $632M | Buy |
4,157,480
+650,266
| +19% | +$89.5M | 2.71% | 11 |
|
|
2025
Q2 | $472M | Sell |
3,507,214
-157,759
| -4% | -$18.1M | 2.3% | 16 |
|
|
2025
Q1 | $377M | Sell |
3,664,973
-366,980
| -9% | -$36.9M | 2.16% | 13 |
|
|
2024
Q4 | $360M | Buy |
4,031,953
+550,741
| +16% | +$48.3M | 1.94% | 16 |
|
|
2024
Q3 | $326M | Buy |
3,481,212
+1,574,067
| +83% | +$137M | 1.72% | 20 |
|
|
2024
Q2 | $182M | Buy |
1,907,145
+355,965
| +23% | +$33.9M | 1.14% | 32 |
|
|
2024
Q1 | $161M | Buy |
1,551,180
+10,443
| +0.7% | +$1.07M | 0.96% | 34 |
|
|
2023
Q4 | $144M | Sell |
1,540,737
-83,396
| -5% | -$8.86M | 0.9% | 32 |
|
|
2023
Q3 | $163M | Sell |
1,624,133
-267,439
| -14% | -$27.4M | 1.17% | 28 |
|
|
2023
Q2 | $183M | Buy |
1,891,572
+209,494
| +12% | +$18.9M | 1.31% | 26 |
|
|
2023
Q1 | $149M | Sell |
1,682,078
-2,921,612
| -63% | -$252M | 1.17% | 29 |
|
|
2022
Q4 | $334M | Buy |
4,603,690
+971,180
| +27% | +$66.1M | 2.65% | 14 |
|
|
2022
Q3 | $275M | Sell |
3,632,510
-36,101
| -1% | -$3.18M | 2.25% | 22 |
|
|
2022
Q2 | $343M | Sell |
3,668,611
-2,775,497
| -43% | -$264M | 2.75% | 18 |
|
|
2022
Q1 | $578M | Sell |
6,444,108
-804,119
| -11% | -$76.6M | 4.22% | 9 |
|
|
2021
Q4 | $738M | Sell |
7,248,227
-9,064,833
| -56% | -$921M | 5.46% | 4 |
|
|
2021
Q3 | $1.39B | Sell |
16,313,060
-2,158,716
| -12% | -$204M | 9.57% | 1 |
|
|
2021
Q2 | $2.13B | Buy |
18,471,776
+172,700
| +0.9% | +$19M | 13.46% | 1 |
|
|
2021
Q1 | $1.89B | Sell |
18,299,076
-2,050,708
| -10% | -$232M | 13.51% | 1 |
|
|
2020
Q4 | $1.95B | Sell |
20,349,784
-361,311
| -2% | -$32.4M | 14.12% | 1 |
|
|
2020
Q3 | $1.88B | Sell |
20,711,095
-8,582,870
| -29% | -$807M | 14.82% | 1 |
|
|
2020
Q2 | $2.52B | Sell |
29,293,965
-4,188,190
| -13% | -$315M | 18.93% | 1 |
|
|
2020
Q1 | $2.15B | Sell |
33,482,155
-8,261,545
| -20% | -$543M | 20.46% | 1 |
|
|
2019
Q4 | $2.56B | Sell |
41,743,700
-5,158,705
| -11% | -$302M | 17.87% | 1 |
|
|
2019
Q3 | $2.5B | Sell |
46,902,405
-4,851,295
| -9% | -$247M | 18.44% | 1 |
|
|
2019
Q2 | $2.65B | Sell |
51,753,700
-1,143,670
| -2% | -$60.7M | 19.06% | 1 |
|
|
2019
Q1 | $2.55B | Buy |
52,897,370
+2,754,530
| +5% | +$131M | 17.32% | 1 |
|
|
2018
Q4 | $2.36B | Buy |
50,142,840
+1,292,785
| +3% | +$58.3M | 17% | 1 |
|
|
2018
Q3 | $2.23B | Buy |
48,850,055
+8,926,525
| +22% | +$411M | 12.8% | 1 |
|
|
2018
Q2 | $2.02B | Buy |
39,923,530
+9,788,185
| +32% | +$500M | 11.2% | 1 |
|
|
2018
Q1 | $1.69B | Buy |
30,135,345
+9,538,890
| +46% | +$599M | 9.66% | 2 |
|
|
2017
Q4 | $1.42B | Buy |
20,596,455
+5,004,850
| +32% | +$313M | 8.34% | 2 |
|
|
2017
Q3 | $823M | Buy |
15,591,605
+3,294,700
| +27% | +$189M | 5.07% | 4 |
|
|
2017
Q2 | $739M | Buy |
12,296,905
+1,862,550
| +18% | +$107M | 4.65% | 6 |
|
|
2017
Q1 | $593M | Sell |
10,434,355
-5,223,845
| -33% | -$281M | 4.05% | 9 |
|
|
2016
Q4 | $674M | Sell |
15,658,200
-11,687,140
| -43% | -$558M | 4.84% | 5 |
|
|
2016
Q3 | $1.32B | Sell |
27,345,340
-17,015,945
| -38% | -$724M | 9.22% | 1 |
|
|
2016
Q2 | $1.71B | Sell |
44,361,285
-6,123,905
| -12% | -$191M | 13.05% | 1 |
|
|
2016
Q1 | $1.45B | Buy |
+50,485,190
| New | +$1.51B | 11.76% | 1 |
|
Other funds holding NTES
GAMH
HL
