TwinBeech Capital’s NetEase NTES Stock Holding History

TwinBeech 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 Q1	–	Sell	-17,855	Closed	-$1.59M	–	882
2024 Q4	$1.59M	Sell	17,855 -83,989	-82%	-$7.36M	0.03%	347
2024 Q3	$9.52M	Buy	+101,844	New	+$8.89M	0.18%	149
2024 Q1	–	Sell	-71,805	Closed	-$6.69M	–	772
2023 Q4	$6.69M	Buy	+71,805	New	+$7.63M	0.11%	228
2023 Q2	–	Sell	-82,180	Closed	-$7.27M	–	777
2023 Q1	$7.27M	Buy	+82,180	New	+$7.08M	0.15%	189
2022 Q4	–	Sell	-89,983	Closed	-$6.8M	–	862
2022 Q3	$6.8M	Buy	89,983 +72,044	+402%	+$6.34M	0.18%	142
2022 Q2	$1.68M	Buy	+17,939	New	+$1.71M	0.07%	245
2021 Q3	–	Sell	-8,110	Closed	-$935K	–	708
2021 Q2	$935K	Buy	+8,110	New	+$893K	0.11%	220
2021 Q1	–	Sell	-5,460	Closed	-$523K	–	600
2020 Q4	$523K	Sell	5,460 -24,215	-82%	-$2.17M	0.08%	279
2020 Q3	$2.7M	Buy	+29,675	New	+$2.79M	0.58%	46
2020 Q1	–	Sell	-12,215	Closed	-$749K	–	418
2019 Q4	$749K	Buy	+12,215	New	+$716K	0.22%	152

Other funds holding NTES

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

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

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

OAG

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GAMH

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

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TwinBeech Capital's NTES Position: Q1 2025 in Review

TwinBeech Capital sold out of NetEase (NTES) in Q1 2025, closing a stake of 17,855 shares — an estimated $1.59M sold.

TwinBeech Capital first reported a position in NTES in Q4 2019 and held it in 10 quarters. The position peaked at $9.52M in Q3 2024. 377 funds tracked by Wall St. Rank hold NTES as of Q1 2025.

TwinBeech Capital reported no remaining NetEase position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 17,855 NetEase shares in Q1 2025, an estimated $1.59M.
TwinBeech Capital first reported a position in NetEase in Q4 2019 and held it in 10 quarters.
TwinBeech Capital's NetEase position peaked at $9.52M in Q3 2024.
377 funds tracked by Wall St. Rank held NetEase as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.