XY Capital’s NetEase NTES Stock Holding History

XY 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	$1.31M	Buy	+10,240	New	+$1.21M	1.27%	17
2026 Q1	–	Sell	-13,295	Closed	-$1.83M	–	240
2025 Q4	$1.83M	Buy	+13,295	New	+$1.89M	1.15%	20
2025 Q3	–	Sell	-17,960	Closed	-$2.42M	–	164
2025 Q2	$2.42M	Sell	17,960 -35,160	-66%	-$4.04M	1.66%	16
2025 Q1	$5.47M	Buy	+53,120	New	+$5.34M	1.55%	14
2023 Q4	–	Sell	-39,292	Closed	-$3.94M	–	109
2023 Q3	$3.94M	Sell	39,292 -6,382	-14%	-$654K	2.26%	11
2023 Q2	$4.42M	Buy	+45,674	New	+$4.12M	3.18%	4

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

XY Capital's NTES Position: Q2 2026 in Review

XY Capital opened a new position in NetEase (NTES) in Q2 2026: 10,240 shares worth $1.31M. The stake represents 1.27% of the portfolio and ranks #17 among its holdings. This is a return to the name: XY Capital previously reported a position in NTES as recently as Q4 2025.

XY Capital first reported a position in NTES in Q2 2023 and has held it in 6 quarters since. The position peaked at $5.47M in Q1 2025. 459 funds tracked by Wall St. Rank hold NTES as of Q2 2026.

XY Capital held 10,240 shares of NetEase worth $1.31M as of Q2 2026.
NetEase was a new XY Capital position in Q2 2026.
NetEase made up 1.27% of XY Capital's portfolio in Q2 2026, its #17 holding.
XY Capital first reported a position in NetEase in Q2 2023 and has held it in 6 quarters since.
XY Capital's NetEase position peaked at $5.47M in Q1 2025.
459 funds tracked by Wall St. Rank held NetEase as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.