Polen Capital Management
NTES icon

Polen Capital Management’s NetEase NTES Stock Holding History

Polen Capital Management’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
2025
Q4 		– Sell
-2,669
Closed -$406K – 269
2025
Q3 		$406K Sell
2,669
-1,573
-37% -$216K ﹤0.01% 203
2025
Q2 		$571K Sell
4,242
-79
-2% -$9.08K ﹤0.01% 183
2025
Q1 		$445K Sell
4,321
-398
-8% -$40K ﹤0.01% 106
2024
Q4 		$421K Sell
4,719
-549
-10% -$48.1K ﹤0.01% 121
2024
Q3 		$493K Buy
5,268
+1,268
+32% +$111K ﹤0.01% 112
2024
Q2 		$382K Hold
4,000
– – ﹤0.01% 110
2024
Q1 		$414K Buy
+4,000
New +$409K ﹤0.01% 102

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Polen Capital Management's NTES Position: Q4 2025 in Review

Polen Capital Management sold out of NetEase (NTES) in Q4 2025, closing a stake of 2,669 shares — an estimated $406K sold.

Polen Capital Management first reported a position in NTES in Q1 2024 and held it in 7 quarters. The position peaked at $571K in Q2 2025. 460 funds tracked by Wall St. Rank hold NTES as of Q4 2025.

  • Polen Capital Management reported no remaining NetEase position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 2,669 NetEase shares in Q4 2025, an estimated $406K.
  • Polen Capital Management first reported a position in NetEase in Q1 2024 and held it in 7 quarters.
  • Polen Capital Management's NetEase position peaked at $571K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held NetEase as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.