Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

NTESNTES
30 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in NETEASE INC-ADR

Orbis Allan Gray Ltd holds 3.5M shares of NTES (NETEASE INC-ADR), worth $448.9M as of 2026-Q2. The position was decreased (-2.3% shares). NTES represents 1.5% of Orbis Allan Gray Ltd's portfolio.

Current Value

$448.9M

Current Shares

3.5M

Total Value Change

-$2.1B

Total Shares Change

-7.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.5M
-2.3%
$448.9M1.5%$128.14
0
2026-Q1
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
2024-Q1
Increased
1.6M
+0.7%
$160.5M1.0%$99.26
43
2023-Q4
Decreased
1.5M
-5.1%
$143.5M0.9%$88.48
0
2023-Q3
Decreased
1.6M
-14.1%
$162.7M1.2%$94.72
0
2023-Q2
Increased
1.9M
+12.4%
$182.9M1.3%$92.18
54
2023-Q1
Decreased
1.7M
-63.5%
$148.8M1.2%$82.91
0
2022-Q4
Increased
4.6M
+26.7%
$334.4M2.7%$67.76
66
2022-Q3
Decreased
3.6M
-1.0%
$274.6M2.3%$69.71
0
2022-Q2
Decreased
3.7M
-43.1%
$342.5M2.8%$85.43
0
2022-Q1
Decreased
6.4M
-11.1%
$578M4.2%$84.71
0
2021-Q4
Decreased
7.2M
-55.6%
$737.7M5.5%$95.07
0
2021-Q3
Decreased
16.3M
-11.7%
$1.4B9.6%$74.71
0
2021-Q2
Increased
18.5M
+0.9%
$2.1B13.5%$104.64
62
2021-Q1
Decreased
18.3M
-10.1%
$1.9B13.5%$93.60
0
2020-Q4
Increased
20.3M
+391.3%
$1.9B14.1%$87.21
100
2020-Q3
Decreased
4.1M
-29.3%
$1.9B14.8%$81.78
0
2020-Q2
Decreased
5.9M
-12.5%
$2.5B18.9%$78.26
0
2020-Q1
Decreased
6.7M
-19.8%
$2.1B20.5%$55.37
0
2019-Q4
Decreased
8.3M
-11.0%
$2.6B17.9%$54.60
0
2019-Q3
Decreased
9.4M
-9.4%
$2.5B18.4%$45.76
0
2019-Q2
Decreased
10.4M
-2.2%
$2.6B19.1%$44.72
0
2019-Q1
New
10.6M
-
$2.6B17.3%$42.10
98

Other major holders of NTES: BNP PARIBAS FINANCIAL MARKETS, Invesco Ltd., Ninety One UK Ltd

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used