Stephen Mandel’s NetEase NTES Stock Holding History

Stephen Mandel’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
2022 Q1	–	Sell	-4,452,541	Closed	-$453M	–	36
2021 Q4	$453M	Buy	4,452,541 +3,437,153	+339%	+$349M	1.86%	20
2021 Q3	$86.7M	Buy	+1,015,388	New	+$95.9M	0.29%	34

Other funds holding NTES

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Stephen Mandel's NTES Position: Q1 2022 in Review

Stephen Mandel sold out of NetEase (NTES) in Q1 2022, closing a stake of 4,452,541 shares — an estimated $453M sold.

Stephen Mandel first reported a position in NTES in Q3 2021 and held it in 2 quarters. The position peaked at $453M in Q4 2021. 384 funds tracked by Wall St. Rank hold NTES as of Q1 2022.

Stephen Mandel reported no remaining NetEase position as of Q1 2022 after selling out during the quarter.
Stephen Mandel sold 4,452,541 NetEase shares in Q1 2022, an estimated $453M.
Stephen Mandel first reported a position in NetEase in Q3 2021 and held it in 2 quarters.
Stephen Mandel's NetEase position peaked at $453M in Q4 2021.
384 funds tracked by Wall St. Rank held NetEase as of Q1 2022.

Based on Lone Pine Capital's 13F filing for Q1 2022, filed 16 May 2022.