Polymer Capital Management (HK)’s NetEase NTES Stock Holding History

Polymer Capital Management (HK)’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 Q2	$8.16M	Buy	+63,694	New	+$7.52M	0.41%	36
2026 Q1	–	Sell	-30,007	Closed	-$4.13M	–	180
2025 Q4	$4.13M	Buy	30,007 +8,507	+40%	+$1.21M	0.59%	40
2025 Q3	$3.27M	Sell	21,500 -1,636	-7%	-$225K	0.45%	56
2025 Q2	$3.11M	Buy	+23,136	New	+$2.66M	0.47%	57
2025 Q1	–	Sell	-9,300	Closed	-$830K	–	176
2024 Q4	$830K	Sell	9,300 -54,514	-85%	-$4.78M	0.14%	128
2024 Q3	$5.97M	Buy	63,814 +16,514	+35%	+$1.44M	1.38%	15
2024 Q2	$4.52M	Buy	47,300 +8,611	+22%	+$819K	0.92%	27
2024 Q1	$4M	Buy	38,689 +27,189	+236%	+$2.78M	1.01%	25
2023 Q4	$1.07M	Buy	+11,500	New	+$1.22M	0.37%	65

Other funds holding NTES

UBS AM Chicago, Illinois $550B AUM 43.33% 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 $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Polymer Capital Management (HK)'s NTES Position: Q2 2026 in Review

Polymer Capital Management (HK) opened a new position in NetEase (NTES) in Q2 2026: 63,694 shares worth $8.16M. The stake represents 0.41% of the portfolio and ranks #36 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in NTES as recently as Q4 2025.

Polymer Capital Management (HK) first reported a position in NTES in Q4 2023 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

Polymer Capital Management (HK) held 63,694 shares of NetEase worth $8.16M as of Q2 2026.
NetEase was a new Polymer Capital Management (HK) position in Q2 2026.
NetEase made up 0.41% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #36 holding.
Polymer Capital Management (HK) first reported a position in NetEase in Q4 2023 and has held it in 9 quarters since.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.