Question 1

Does Orbis Allan Gray own NTES stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Orbis Allan Gray holds 3,503,491 shares of NTES (NetEase), worth $448.9M.

Question 2

How many shares of NTES does Orbis Allan Gray own?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray holds 3,503,491 shares of NTES (NetEase).

Question 3

What is Orbis Allan Gray's NTES position worth?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray's NTES position is worth $448.9M.

Question 4

Is Orbis Allan Gray buying or selling NTES?

Accepted Answer

In Q2 2026, Orbis Allan Gray reduced its NTES position by 80,987 shares (-2.3%).

Question 5

When did Orbis Allan Gray first buy NTES?

Accepted Answer

Orbis Allan Gray already held NTES in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.5M	-2.3%	$448.9M	1.5%	$127.63	0
2026-Q1	Increased	3.6M	+5.8%	$401.2M	1.7%	$110.84	52
2025-Q4	Decreased	3.4M	-18.5%	$466.5M	2.0%	$134.92	0
2025-Q3	Increased	4.2M	+18.5%	$631.9M	2.7%	$148.40	64
2025-Q2	Decreased	3.5M	-4.3%	$472M	2.3%	$130.84	0
2025-Q1	Decreased	3.7M	-9.1%	$377.2M	2.2%	$99.52	0
2024-Q4	Increased	4M	+15.8%	$359.7M	1.9%	$85.24	56
2024-Q3	Increased	3.5M	+82.5%	$325.5M	1.7%	$88.90	75