Tairen Capital’s NetEase NTES Stock Holding History

Tairen 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	-125,718	Closed	-$19.1M	–	75
2025 Q3	$19.1M	Buy	+125,718	New	+$17.3M	2.06%	18
2025 Q2	–	Sell	-87,646	Closed	-$9.02M	–	93
2025 Q1	$9.02M	Buy	+87,646	New	+$8.81M	0.6%	48
2024 Q3	–	Sell	-4,560	Closed	-$436K	–	70
2024 Q2	$436K	Sell	4,560 -828,488	-99%	-$78.8M	0.02%	24
2024 Q1	$86.2M	Sell	833,048 -930,661	-53%	-$95.1M	5.27%	8
2023 Q4	$164M	Buy	+1,763,709	New	+$187M	11.51%	2
2022 Q1	–	Sell	-450,337	Closed	-$45.8M	–	52
2021 Q4	$45.8M	Buy	+450,337	New	+$45.7M	7.06%	1
2020 Q4	–	Sell	-100,000	Closed	-$9.09M	–	23
2020 Q3	$9.09M	Buy	+100,000	New	+$9.4M	0.98%	18
2019 Q1	–	Sell	-15,000	Closed	-$706K	–	38
2018 Q4	$706K	Buy	+15,000	New	+$677K	0.26%	19
2017 Q1	–	Sell	-651,160	Closed	-$28M	–	18
2016 Q4	$28M	Buy	651,160 +544,660	+511%	+$26M	6.94%	5
2016 Q3	$5.13M	Sell	106,500 -23,000	-18%	-$979K	1.21%	20
2016 Q2	$5M	Buy	+129,500	New	+$4.03M	1.07%	18

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tairen Capital's NTES Position: Q4 2025 in Review

Tairen Capital sold out of NetEase (NTES) in Q4 2025, closing a stake of 125,718 shares — an estimated $19.1M sold.

Tairen Capital first reported a position in NTES in Q2 2016 and held it in 11 quarters. The position peaked at $164M in Q4 2023. 460 funds tracked by Wall St. Rank hold NTES as of Q4 2025.

Tairen Capital reported no remaining NetEase position as of Q4 2025 after selling out during the quarter.
Tairen Capital sold 125,718 NetEase shares in Q4 2025, an estimated $19.1M.
Tairen Capital first reported a position in NetEase in Q2 2016 and held it in 11 quarters.
Tairen Capital's NetEase position peaked at $164M in Q4 2023.
460 funds tracked by Wall St. Rank held NetEase as of Q4 2025.

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