Two Sigma Securities’s NetEase NTES Stock Holding History

Two Sigma Securities’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
2021 Q1	–	Sell	-2,400	Closed	-$230K	–	1470
2020 Q4	$230K	Sell	2,400 -1,100	-31%	-$98.7K	0.01%	1277
2020 Q3	$318K	Sell	3,500 -5,000	-59%	-$470K	0.01%	828
2020 Q2	$730K	Buy	+8,500	New	+$640K	0.02%	491
2020 Q1	–	Sell	-42,000	Closed	-$2.58M	–	2002
2019 Q4	$2.58M	Buy	42,000 +25,500	+155%	+$1.49M	0.02%	635
2019 Q3	$878K	Sell	16,500 -18,000	-52%	-$916K	0.01%	933
2019 Q2	$1.76M	Buy	34,500 +20,000	+138%	+$1.06M	0.02%	505
2019 Q1	$700K	Sell	14,500 -22,500	-61%	-$1.07M	0.01%	724
2018 Q4	$1.74M	Sell	37,000 -52,500	-59%	-$2.37M	0.02%	417
2018 Q3	$4.09M	Sell	89,500 -5,000	-5%	-$230K	0.03%	444
2018 Q2	$4.78M	Sell	94,500 -61,500	-39%	-$3.14M	0.02%	506
2018 Q1	$8.75M	Buy	156,000 +106,500	+215%	+$6.69M	0.05%	318
2017 Q4	$3.42M	Buy	+49,500	New	+$3.09M	0.09%	166

Other funds holding NTES

UBS AM Chicago, Illinois $481B AUM 26.39% 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 $23.7B AUM 65.43% 1-Year Est. Return

GAMH

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Securities's NTES Position: Q1 2026 in Review

Two Sigma Securities opened a new position in NetEase (NTES) in Q1 2026: 2,076 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #955 among its holdings. This is a return to the name: Two Sigma Securities previously reported a position in NTES as recently as Q2 2025.

Two Sigma Securities first reported a position in NTES in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.77M in Q2 2024. 429 funds tracked by Wall St. Rank hold NTES as of Q1 2026.

Two Sigma Securities held 2,076 shares of NetEase worth $232K as of Q1 2026.
NetEase was a new Two Sigma Securities position in Q1 2026.
NetEase made up 0.03% of Two Sigma Securities's portfolio in Q1 2026, its #955 holding.
Two Sigma Securities first reported a position in NetEase in Q2 2017 and has held it in 12 quarters since.
Two Sigma Securities's NetEase position peaked at $1.77M in Q2 2024.
429 funds tracked by Wall St. Rank held NetEase as of Q1 2026.

Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.