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Seldon Capital’s NetEase NTES Stock Holding History

Seldon Capital’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
-4,841
Closed -$736K – 70
2025
Q3 		$736K Buy
+4,841
New +$666K 0.26% 42
2024
Q2 		– Sell
-31,727
Closed -$3.28M – 64
2024
Q1 		$3.28M Sell
31,727
-9,681
-23% -$990K 1.99% 16
2023
Q4 		$3.86M Buy
+41,408
New +$4.4M 2.8% 15
2023
Q1 		– Sell
-425
Closed -$30.9K – 189
2022
Q4 		$30.9K Sell
425
-16,515
-97% -$1.12M 0.03% 177
2022
Q3 		$1.28M Sell
16,940
-35,413
-68% -$3.12M 0.91% 24
2022
Q2 		$4.89M Sell
52,353
-4,125
-7% -$393K 2.83% 12
2022
Q1 		$5.07M Buy
56,478
+22,413
+66% +$2.13M 2.98% 11
2021
Q4 		$3.47M Buy
+34,065
New +$3.46M 2.23% 15

Other funds holding NTES

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 $23.7B AUM 65.43% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Seldon Capital's NTES Position: Q4 2025 in Review

Seldon Capital sold out of NetEase (NTES) in Q4 2025, closing a stake of 4,841 shares — an estimated $736K sold.

Seldon Capital first reported a position in NTES in Q4 2021 and held it in 8 quarters. The position peaked at $5.07M in Q1 2022. 459 funds tracked by Wall St. Rank hold NTES as of Q4 2025.

  • Seldon Capital reported no remaining NetEase position as of Q4 2025 after selling out during the quarter.
  • Seldon Capital sold 4,841 NetEase shares in Q4 2025, an estimated $736K.
  • Seldon Capital first reported a position in NetEase in Q4 2021 and held it in 8 quarters.
  • Seldon Capital's NetEase position peaked at $5.07M in Q1 2022.
  • 459 funds tracked by Wall St. Rank held NetEase as of Q4 2025.

Based on Seldon Capital's 13F filing for Q4 2025, filed 17 Feb 2026.