NTES
NetEase, Inc. · Technology · Electronic Gaming & Multimedia
Données momentum (gérants comparables) :
étendue des détenteurs -23.8% ·
flux d'actions -12.7% ·
nouvelles positions nettes -20.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 2.29M | -16.5% | $348.45M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 2 | Arrowstreet Capital ✦ | 1.81M | -8.5% | $274.92M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 3 | Capital World Investors ✦ | 1.55M | +0.1% | $236.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 1.13M | +4.7% | $172.21M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 1.08M | -0.6% | $164.62M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 1.06M | -37.8% | $160.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 895.59K | +13.7% | $136.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 713.43K | — | $108.44M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 570.98K | -35.3% | $86.78M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Wellington Management ✦ | 570.98K | -35.3% | $86.78M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Wellington Management ✦ | 570.98K | -35.3% | $86.78M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 168.48K | — | $25.61M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 166.92K | — | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 166.92K | — | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 166.92K | — | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Millennium Management ✦ | 150.66K | +50.0% | $22.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | Geode Capital Management ✦ (passif) | 74.17K | -12.7% | $11.27M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | State Street Global Advisors ✦ (passif) | 63.07K | -1.0% | $9.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | D. E. Shaw & Co. ✦ | 60.99K | -10.3% | $9.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | Marshall Wace ✦ | 2.58K | -55.5% | $392,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Marshall Wace ✦ | 2.58K | -55.5% | $392,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Citadel Advisors | $22.45M | était 0.0% |
| Point72 Asset Management | $19.10M | était 0.0% |
| Two Sigma Investments | $514,634 | était 0.0% |
| The Vanguard Group | $332,547 | était 0.0% |
| T. Rowe Price | $260,000 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 18.90K actions, $2,115 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.