SP
NTES icon

SIH Partners’s NetEase NTES Stock Holding History

SIH Partners’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 		$26.8M Sell
209,027
-303,947
-59% -$35.9M 0.17% 47
2026
Q1 		$57.4M Buy
512,974
+249,711
+95% +$31M 0.76% 28
2025
Q4 		$36.2M Buy
263,263
+12,943
+5% +$1.84M 0.69% 29
2025
Q3 		$38M Sell
250,320
-154,501
-38% -$21.3M 1.08% 17
2025
Q2 		$54.5M Buy
404,821
+126,452
+45% +$14.5M 2.03% 13
2025
Q1 		$28.6M Buy
+278,369
New +$28M 0.97% 18
2024
Q4 		– Sell
-15,675
Closed -$1.47M – 134
2024
Q3 		$1.47M Buy
+15,675
New +$1.37M 0.88% 20
2024
Q2 		– Sell
-93,197
Closed -$9.64M – 26
2024
Q1 		$9.64M Buy
93,197
+77,469
+493% +$7.92M 7.1% 6
2023
Q4 		$1.47M Buy
+15,728
New +$1.67M 1.17% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SIH Partners's NTES Position: Q2 2026 in Review

SIH Partners reduced its NetEase (NTES) stake by 59% in Q2 2026, selling an estimated $35.9M and leaving 209,027 shares worth $26.8M. The position accounts for 0.17% of the portfolio, ranked #47.

SIH Partners first reported a position in NTES in Q4 2023 and has held it in 9 quarters since. The position peaked at $57.4M in Q1 2026. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

  • SIH Partners held 209,027 shares of NetEase worth $26.8M as of Q2 2026.
  • SIH Partners sold 303,947 NetEase shares in Q2 2026, an estimated $35.9M.
  • NetEase made up 0.17% of SIH Partners's portfolio in Q2 2026, its #47 holding.
  • SIH Partners first reported a position in NetEase in Q4 2023 and has held it in 9 quarters since.
  • SIH Partners's NetEase position peaked at $57.4M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.