Polen Capital Management’s NetEase NTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
4,242
-79
-2% -$10.6K ﹤0.01% 183
2025
Q1
$445K Sell
4,321
-398
-8% -$41K ﹤0.01% 106
2024
Q4
$421K Sell
4,719
-549
-10% -$49K ﹤0.01% 121
2024
Q3
$493K Buy
5,268
+1,268
+32% +$119K ﹤0.01% 112
2024
Q2
$382K Hold
4,000
﹤0.01% 110
2024
Q1
$414K Buy
+4,000
New +$414K ﹤0.01% 102