NTES — NETEASE INC
As of Q2 2026, 40 SEC-registered investment managers reported holding NTES (NETEASE INC) in their latest 13F filings, with a combined reported value of $2.70B across 20.87M shares. That is -1.9% by share count (-408.37K shares) versus the previous quarter, while reported value moved +12.3%. Ownership is concentrated: the five largest holders account for 45.4% of reported value and the top ten for 68.3%.
Compared with the prior quarter, 6 opened new positions, 18 added to existing stakes, 13 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NTES is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Lone Pine Capital history | Q4 2021 | 4.45M | $453.18M | 1.86% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.52M | $322.50M | 0.01% | Add |
| Dodge & Cox history | Q2 2026 | 2.16M | $277.10M | 0.14% | Hold |
| Invesco Ltd history | Q2 2026 | 2.05M | $262.30M | 0.02% | Add |
| MFS Investment Management history | Q2 2026 | 1.57M | $222.02M | 0.07% | Add |
| BlackRock Inc history | Q2 2026 | 1.10M | $140.76M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 1.06M | $135.67M | 0.01% | Add |
| Arrowstreet Capital history | Q2 2026 | 1.05M | $133.98M | 0.06% | Add |
| Renaissance Technologies history | Q2 2026 | 971.79K | $124.52M | 0.17% | Reduce |
| Lazard Asset Management history | Q2 2026 | 865.41K | $110.89M | 0.17% | Add |
| UBS Group AG history | Q2 2026 | 861.11K | $110.34M | 0.01% | Add |
| Temasek Holdings history | Q2 2026 | 708.11K | $90.74M | 0.26% | Hold |
| Bank of America Corp history | Q2 2026 | 676.85K | $86.73M | 0.01% | Reduce |
| Greenwoods Asset Management history | Q2 2026 | 600.63K | $76.96M | 3.52% | Reduce |
| Capital World Investors history | Q2 2026 | 588.78K | $75.45M | 0.01% | Add |
| Causeway Capital Management history | Q2 2026 | 572.41K | $73.35M | 0.79% | New |
| Northern Trust Corp history | Q2 2026 | 518.27K | $66.41M | 0.01% | Reduce |
| Millennium Management history | Q2 2026 | 460.19K | $58.97M | 0.02% | Add |
| D. E. Shaw & Co history | Q2 2026 | 346.00K | $44.34M | 0.02% | Reduce |
| Amundi US history | Q2 2026 | 336.56K | $43.13M | 0.01% | Reduce |
New Positions (Q2 2026)
- Causeway Capital Management 572.41K sh · $73.35M
- Point72 Asset Management 296.22K sh · $37.96M
- Balyasny Asset Management 97.53K sh · $12.50M
- JPMorgan Chase & Co 67.25K sh · $8.69M
- Hillhouse Capital (HHLR Advisors) 35.00K sh · $4.48M
- Fidelity International (FIL) 4.52K sh · $579.32K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 4.45M | 2.64M | 3.59M | 3.87M | 4.03M | 3.97M | 3.38M | 3.63M | 2.98M | 2.41M | 3.50M | 2.78M | 1.77M | 777.54K | 1.15M | 1.70M | 1.06M | 1.87M | 2.12M | 2.52M |
| Dodge & Cox | 7.20K | 932.30K | 6.62M | 6.59M | 6.63M | 8.80M | 8.75M | 5.08M | 2.75M | 1.80M | 947.13K | 1.08M | 2.63M | 2.65M | 2.80M | 2.75M | 2.29M | 2.15M | 2.16M | 2.16M |
| Invesco Ltd | 22.23M | 19.87M | 16.19M | 14.70M | 13.68M | 11.30M | 10.64M | 10.27M | 6.69M | 3.73M | 2.36M | 1.02M | 1.26M | 2.37M | 1.89M | 1.44M | 1.35M | 1.22M | 2.02M | 2.05M |
| MFS Investment Management | 6.31M | 5.73M | — | 4.44M | 3.65M | 3.77M | 3.34M | 1.70M | 1.59M | 1.39M | 1.59M | 1.69M | 1.67M | 1.77M | 1.74M | 1.50M | 1.25M | 1.22M | 1.38M | 1.57M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.57M | 799.41K | 641.58K | 787.74K | 895.59K | 861.74K | 825.07K | 1.10M |
| Morgan Stanley | 1.24M | 2.06M | 2.25M | 2.53M | 3.23M | 3.33M | 3.28M | 3.65M | 3.15M | 4.34M | 4.73M | 2.57M | 1.79M | 1.59M | 1.15M | 786.76K | 713.43K | 894.44K | 941.52K | 1.06M |
| Arrowstreet Capital | 40.20K | — | 66.41K | 237.51K | 79.09K | 532.81K | 1.02M | 1.22M | 902.20K | 1.82M | 1.45M | 516.25K | 1.96M | 2.02M | 1.94M | 1.98M | 1.81M | 1.22M | 606.56K | 1.05M |
| Renaissance Technologies | 691.22K | 4.70K | 234.40K | 491.90K | 437.50K | 520.70K | 520.10K | 597.20K | 594.80K | 771.50K | 610.50K | 724.90K | 948.10K | 986.89K | 1.03M | 1.09M | 1.08M | 1.09M | 1.36M | 971.79K |
| Lazard Asset Management | 659.65K | 926.52K | 326.42K | 207.87K | 132.28K | 126.49K | 119.65K | 138.93K | 95.31K | 87.60K | 792.36K | 1.61M | 3.53M | 3.60M | 3.61M | 395.60K | 368.13K | 354.29K | 581.72K | 865.41K |
| UBS Group AG | 584.02K | 361.81K | 279.65K | 166.78K | 88.72K | 118.39K | 622.64K | 445.84K | 180.38K | 142.42K | 199.11K | 1.97M | 2.34M | 2.20M | 1.20M | 1.15M | 647.31K | 630.00K | 474.70K | 861.11K |
| Temasek Holdings | — | — | — | — | — | — | — | — | — | — | — | — | 550.72K | 469.14K | 594.51K | 366.07K | 366.07K | 469.73K | 708.11K | 708.11K |
| Bank of America Corp | 1.87M | 896.73K | 990.57K | 712.96K | 854.95K | 949.95K | 1.14M | 1.00M | 913.38K | 1.00M | 2.80M | 1.63M | 1.05M | 805.19K | 811.20K | 495.63K | 528.11K | 627.00K | 1.33M | 676.85K |
| Greenwoods Asset Management | 2.77M | 2.77M | 3.60M | 2.20M | 2.56M | 1.73M | 1.79M | 2.32M | 2.28M | 2.79M | 2.57M | 3.82M | 3.28M | 3.63M | 3.58M | 3.49M | 3.21M | 3.21M | 3.19M | 600.63K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | 1.68M | 2.65M | 3.73M | 3.73M | 1.55M | 1.55M | 1.51M | 541.19K | 588.78K |
| Causeway Capital Management | 210.38K | — | — | 53.19K | 13.18K | — | — | — | — | 189.97K | 254.24K | — | — | — | — | 441.49K | 638.32K | — | — | 572.41K |
| Northern Trust Corp | 1.83M | 1.02M | 217.88K | 230.26K | 212.86K | 191.01K | 222.42K | 211.14K | 219.77K | 233.88K | 225.16K | 212.73K | 180.54K | 430.65K | 431.05K | 507.15K | 513.33K | 551.63K | 553.26K | 518.27K |
| Millennium Management | 291.04K | 641.07K | 544.71K | 27.81K | 27.32K | 399.57K | 116.90K | 87.72K | 340.35K | 1.25M | 1.24M | 350.91K | 370.06K | 789.18K | 871.78K | 326.75K | 411.46K | 439.21K | 394.65K | 460.19K |
| D. E. Shaw & Co | 1.09M | 2.51M | 1.29M | 836.90K | 698.72K | 224.55K | — | 2.80K | 29.34K | 29.31K | 8.29K | — | 573.57K | 127.87K | 10.50K | 68.01K | 60.99K | 115.67K | 381.43K | 346.00K |
| Amundi US | 1.72M | 945.74K | 619.25K | 498.52K | 501.80K | 586.13K | 723.83K | 647.07K | 630.79K | 616.06K | 605.50K | 587.72K | 569.02K | 539.89K | 481.95K | 437.79K | 367.24K | 362.17K | 354.52K | 336.56K |
| Point72 Asset Management | — | 286.60K | 197.90K | — | — | — | 7.40K | — | — | — | 232.00K | 525.40K | 88.47K | 135.38K | 96.84K | 141.94K | — | — | — | 296.22K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details