← Top Holdings
NTESNetEase, Inc.
CUSIP: 64110W102
2
Guru Owners
$355.1M
Total Value Held
2.6M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Dodge & Cox | 2154376 | $296.5M | 0.16% | $137.62 | Q4 2025 | |
| Davis Selected Advisers | 426164 | $58.6M | 0.26% | $137.62 | Q4 2025 |
📊 Fundamentals
Market Cap$75.7B
P/E Ratio15.5x
Near market avg
Forward P/E11.6x
P/FCF2.4x
EPS (TTM)$7.60
Revenue (TTM)$112.6B
Profit Margin29.98%
Div Yield2.53%
Beta0.86
52-Week Range
$88.54
$159.55
Current: $117.69
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 15.5x trailing earnings → 11.6x forward · 30.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $355.1M
Q3 '252 owners · $438.8M
Q2 '252 owners · $449.4M
Q1 '252 owners · $349.9M
Q4 '242 owners · $289.7M
Q3 '241 owners · $8.8M
SOLDDodge & Cox
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
9%analyst est. 8.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
28.0%current: 28.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
NTES: Held by 2 superinvestors · 7 congress member trades
$1,001 - $15,0002025-10-17
$1,001 - $15,0002025-10-14
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-22
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11
$1,001 - $15,0002025-03-18