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Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
NTES —
NETEASE INC
CUSIP: 64110W102 · Held by 4 superinvestors · Combined value: $515,061,577
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 0.2% | $296,485,225 | 2,154,376 | REDUCE | -138,200 |
| 2 | Jim Simons | 0.2% | $149,825,243 | 1,088,688 | ADD | +5,600 |
| 3 | Christopher Davis | 0.3% | $58,649,113 | 426,164 | REDUCE | -168,576 |
| 4 | Ken Griffin | 0.0% | $10,101,996 | 73,405 | REDUCE | -12,395 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +5,600 | +0.5% |
| Christopher Davis | REDUCE | -168,576 | -28.3% |
| Dodge & Cox | REDUCE | -138,200 | -6.0% |
| Ken Griffin | REDUCE | -12,395 | -14.4% |
| Polen Capital | SOLD | -2,669 | Exit |
| Sarah Ketterer | SOLD | -638,315 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +1,393 | +0.2% |
| Sarah Ketterer | ADD | +196,821 | +44.6% |
| Dodge & Cox | REDUCE | -453,200 | -16.5% |
| Jim Simons | REDUCE | -6,000 | -0.6% |
| Ken Griffin | REDUCE | -159,052 | -65.0% |
| Polen Capital | REDUCE | -1,573 | -37.1% |
Who Owns NTES? Superinvestor Holdings
NETEASE INC is held by 4 tracked superinvestors, with a combined position value of $515 million . The largest positions are held by Dodge & Cox (0.2% of portfolio), Jim Simons (0.2% of portfolio), Christopher Davis (0.3% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 3 reduced or exited.