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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472M | Sell |
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|
2025
Q1 | $377M | Sell |
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|
2024
Q4 | $360M | Buy |
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|
2024
Q3 | $326M | Buy |
|
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|
2024
Q2 | $182M | Buy |
|
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|
2024
Q1 | $161M | Buy |
|
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|
2023
Q4 | $144M | Sell |
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|
2023
Q3 | $163M | Sell |
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|
2023
Q2 | $183M | Buy |
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|
2023
Q1 | $149M | Sell |
|
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|
2022
Q4 | $334M | Buy |
|
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|
2022
Q3 | $275M | Sell |
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|
2022
Q2 | $343M | Sell |
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|
2022
Q1 | $578M | Sell |
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|
2021
Q4 | $738M | Sell |
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|
2021
Q3 | $1.39B | Sell |
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|
2021
Q2 | $2.13B | Buy |
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|
2021
Q1 | $1.89B | Sell |
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|
2020
Q4 | $1.95B | Sell |
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|
2020
Q3 | $1.88B | Sell |
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|
2020
Q2 | $2.52B | Sell |
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|
2020
Q1 | $2.15B | Sell |
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|
2019
Q4 | $2.56B | Sell |
|
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|
2019
Q3 | $2.5B | Sell |
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|
2019
Q2 | $2.65B | Sell |
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|
2019
Q1 | $2.55B | Buy |
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|
2018
Q4 | $2.36B | Buy |
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|
2018
Q3 | $2.23B | Buy |
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|
2018
Q2 | $2.02B | Buy |
|
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|
2018
Q1 | $1.69B | Buy |
|
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|
2017
Q4 | $1.42B | Buy |
|
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|
2017
Q3 | $823M | Buy |
|
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|
2017
Q2 | $739M | Buy |
|
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|
2017
Q1 | $593M | Sell |
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|
2016
Q4 | $674M | Sell |
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|
2016
Q3 | $1.32B | Sell |
|
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|
2016
Q2 | $1.71B | Sell |
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|
2016
Q1 | $1.45B | Buy |
|