Steamboat Capital Partners’s NetEase NTES Stock Holding History

Steamboat Capital 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
2024 Q4	–	Sell	-73,561	Closed	-$6.88M	–	60
2024 Q3	$6.88M	Sell	73,561 -1,520	-2%	-$133K	2.17%	17
2024 Q2	$7.18M	Buy	75,081 +25,732	+52%	+$2.45M	2.63%	16
2024 Q1	$5.11M	Sell	49,349 -578	-1%	-$59.1K	1.76%	22
2023 Q4	$4.65M	Buy	+49,927	New	+$5.3M	1.75%	23

Other funds holding NTES

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steamboat Capital Partners's NTES Position: Q4 2024 in Review

Steamboat Capital Partners sold out of NetEase (NTES) in Q4 2024, closing a stake of 73,561 shares — an estimated $6.88M sold.

Steamboat Capital Partners first reported a position in NTES in Q4 2023 and held it in 4 quarters. The position peaked at $7.18M in Q2 2024. 366 funds tracked by Wall St. Rank hold NTES as of Q4 2024.

Steamboat Capital Partners reported no remaining NetEase position as of Q4 2024 after selling out during the quarter.
Steamboat Capital Partners sold 73,561 NetEase shares in Q4 2024, an estimated $6.88M.
Steamboat Capital Partners first reported a position in NetEase in Q4 2023 and held it in 4 quarters.
Steamboat Capital Partners's NetEase position peaked at $7.18M in Q2 2024.
366 funds tracked by Wall St. Rank held NetEase as of Q4 2024.

Based on Steamboat Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.