NTES
NetEase, Inc. · Technology · Electronic Gaming & Multimedia
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +4.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | +4 | 42.34M | $5.43B | +11 | −7 |
| Q1 2026 | 116 | -1 | 39.40M | $4.43B | +7 | −9 |
| Q4 2025 | 117 | +1 | 38.69M | $5.33B | +2 | — |
| Q3 2025 | 16 | -5 | 11.80M | $1.79B | — | −5 |
| Q2 2025 | 18 | 0 | 12.46M | $1.68B | — | — |
| Q1 2025 | 15 | 0 | 15.43M | $1.59B | +1 | −1 |
| Q4 2024 | 15 | -2 | 14.84M | $1.32B | — | −2 |
| Q3 2024 | 16 | +2 | 13.29M | $1.08B | +3 | −1 |
| Q2 2024 | 14 | — | 8.73M | $834.74M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 3.73M | +0.2% | $384.20M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Dodge & Cox ✦ | 2.80M | +5.8% | $288.55M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.99M | +111.7% | $204.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.98M | +54.4% | $203.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 1.98M | +54.4% | $203.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 1.94M | -4.0% | $199.28M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 1.18M | +2.5% | $120.94M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 1.03M | +4.8% | $106.43M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 164.97K | -46.5% | $16.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 132.91K | Nuevo | $13.68M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 132.91K | Nuevo | $13.68M | 0.0% | New | 1 | SEC ↗ |
| 18 | Millennium Management ✦ | 106.88K | -84.7% | $11.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 103.89K | -56.5% | $10.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 103.89K | -56.5% | $10.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 96.84K | -23.0% | $9.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 89.64K | -16.5% | $9.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (pasivo) | 73.96K | -13.9% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 10.50K | -91.8% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $13.68M | 0.0% |
| Marshall Wace | $13.68M | 0.0% |
Posición cerrada
| Oaktree Capital Management | $35.66M | era 0.8% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 18.90K acciones, $2,115 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.