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NTES
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Position history for Orbis Allan Gray Ltd's holdings in NETEASE COM INC

Orbis Allan Gray Ltd holds 3.6M shares of NTES (NETEASE COM INC), worth $401.2M as of 2026-Q1. The position was increased (+5.8% shares). NTES represents 1.7% of Orbis Allan Gray Ltd's portfolio.

Current Value

$401.2M

Current Shares

3.6M

Total Value Change

+$219M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.6M
+5.8%
$401.2M1.7%$115.56
52
2025-Q4
Decreased
3.4M
-18.5%
$466.5M2.0%$140.45
0
2025-Q3
Increased
4.2M
+18.5%
$631.9M2.7%$150.74
64
2025-Q2
Decreased
3.5M
-4.3%
$472M2.3%$131.55
0
2025-Q1
Decreased
3.7M
-9.1%
$377.2M2.2%$99.34
0
2024-Q4
Increased
4M
+15.8%
$359.7M1.9%$86.99
56
2024-Q3
Increased
3.5M
+82.5%
$325.5M1.7%$90.75
75
2024-Q2
Increased
1.9M
+22.9%
$182.3M1.1%$92.18
58

Other major holders of NTES: Invesco Ltd., UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

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