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NetEase Inc. - ADR

NTES

Holders

2

Combined Value

$199.91M

Combined Shares

1,785,900

Current Price

$125.82

52W High

$159.55

vs 52W High

−21.1%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$76.65$105.95$135.25$164.55Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $95.58Q3 2024 · implied price $93.51Q4 2024 · implied price $89.21Q1 2025 · implied price $102.92Q2 2025 · implied price $134.58Q3 2025 · implied price $151.99Q4 2025 · implied price $137.62Q1 2026 · implied price $111.94Jim Simons - Renaissance Technologies · bought 724,900 shares @ ~$95.58 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 223,200 shares @ ~$93.51 · Q3 2024Philippe Laffont - Coatue Management · bought 94,336 shares @ ~$93.51 · Q3 2024 (new position)Davis Selected Advisers · bought 597,320 shares @ ~$89.21 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 38,788 shares @ ~$89.21 · Q4 2024Philippe Laffont - Coatue Management · sold 94,336 shares @ ~$93.51 · Q4 2024 (sold out)Jim Simons - Renaissance Technologies · bought 47,200 shares @ ~$102.92 · Q1 2025Davis Selected Advisers · sold 1,206 shares @ ~$102.92 · Q1 2025Jim Simons - Renaissance Technologies · bought 55,000 shares @ ~$134.58 · Q2 2025Davis Selected Advisers · sold 2,767 shares @ ~$134.58 · Q2 2025Davis Selected Advisers · bought 1,393 shares @ ~$151.99 · Q3 2025Jim Simons - Renaissance Technologies · sold 6,000 shares @ ~$151.99 · Q3 2025Jim Simons - Renaissance Technologies · bought 5,600 shares @ ~$137.62 · Q4 2025Davis Selected Advisers · sold 168,576 shares @ ~$137.62 · Q4 2025Jim Simons - Renaissance Technologies · bought 274,500 shares @ ~$111.94 · Q1 2026Davis Selected Advisers · sold 3,452 shares @ ~$111.94 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$152.60M0.24%~$100.35+25.4%BUY Q1 2026Q1 2026
Davis Selected Advisers$47.32M0.22%~$89.36+40.8%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$30.73M~$111.94
Q1 2026Davis Selected AdvisersSELL−$386.4K~$111.94
Q4 2025Davis Selected AdvisersSELL−$23.20M~$137.62
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$770.7K~$137.62
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$911.9K~$151.99
Q3 2025Davis Selected AdvisersBUY+$211.7K~$151.99
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$7.40M~$134.58
Q2 2025Davis Selected AdvisersSELL−$372.4K~$134.58
Q1 2025Jim Simons - Renaissance TechnologiesBUY+$4.86M~$102.92
Q1 2025Davis Selected AdvisersSELL−$124.1K~$102.92
Q4 2024Davis Selected AdvisersNEW BUY+$53.29M~$89.21
Q4 2024Philippe Laffont - Coatue ManagementSOLD OUT−$8.82M~$93.51
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$3.46M~$89.21
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$20.87M~$93.51
Q3 2024Philippe Laffont - Coatue ManagementNEW BUY+$8.82M~$93.51
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$69.29M~$95.58

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202621,785,900+17.9%$199.91M$111.94
Q4 202521,514,852-9.7%$208.47M$137.62
Q3 202521,677,828-0.3%$255.01M$151.99
Q2 202521,682,435+3.2%$226.42M$134.58
Q1 202521,630,202+2.9%$167.78M$102.92
Q4 202421,584,208+52.0%$141.33M$89.21
Q3 202421,042,436+43.8%$97.48M$93.51
Q2 20241724,900—$69.29M$95.58