NTES
NetEase, Inc. · Technology · Electronic Gaming & Multimedia
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow +10.9% ·
net new positions -13.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 5.80M | $702.72M | n/a | −1 |
| Q2 2026 | 117 | +4 | 41.91M | $5.37B | +11 | −9 |
| Q1 2026 | 116 | -1 | 39.40M | $4.43B | +7 | −9 |
| Q4 2025 | 117 | +1 | 38.69M | $5.33B | +2 | n/a |
| Q3 2025 | 16 | -5 | 11.80M | $1.79B | n/a | −5 |
| Q2 2025 | 18 | 0 | 12.46M | $1.68B | n/a | n/a |
| Q1 2025 | 15 | 0 | 15.43M | $1.59B | +1 | −1 |
| Q4 2024 | 15 | -2 | 14.84M | $1.32B | n/a | −2 |
| Q3 2024 | 16 | +2 | 13.29M | $1.08B | +3 | −1 |
| Q2 2024 | 14 | n/a | 8.73M | $834.74M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 3.73M | +40.6% | $332.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 2.65M | +0.6% | $236.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 2.02M | +2.8% | $179.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.28M | +11.8% | $114.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 1.15M | +0.1% | $102.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 986.89K | +4.1% | $88.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 939.52K | -7.9% | $83.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 8 | Millennium Management ✦ | 699.38K | +311.8% | $62.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Oaktree Capital Management ✦ | 399.69K | +71.8% | $35.66M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 308.13K | -13.1% | $27.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 238.74K | +373.9% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 127.87K | -75.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 125.78K | +46.5% | $11.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 107.31K | +2.8% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passive) | 85.89K | n/a | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $16.14M | was 0.0% |
| Coatue Management | $8.82M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 18.90K shares, $2,115 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 716 sh · $86,379
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology