True Light Capital’s NetEase NTES Stock Holding History

True Light 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
2026 Q2	$6.25M	Hold	48,754	–	–	4.12%	7
2026 Q1	$5.46M	Buy	48,754 +21,552	+79%	+$2.67M	2.76%	7
2025 Q4	$3.74M	Buy	+27,202	New	+$3.86M	1.69%	7

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Light Capital's NTES Position: Q2 2026 in Review

True Light Capital held its NetEase (NTES) position steady in Q2 2026 at 48,754 shares worth $6.25M. The position accounts for 4.12% of the portfolio, ranked #7.

True Light Capital first reported a position in NTES in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

True Light Capital held 48,754 shares of NetEase worth $6.25M as of Q2 2026.
True Light Capital left its NetEase share count unchanged in Q2 2026.
NetEase made up 4.12% of True Light Capital's portfolio in Q2 2026, its #7 holding.
True Light Capital first reported a position in NetEase in Q4 2025 and has held it in 3 quarters since.
458 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on True Light Capital's 13F filing for Q2 2026, filed 7 Aug 2026.