NTESNetEase, Inc.

CUSIP: 64110W102

Guru Owners

$355.1M

Total Value Held

2.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	2154376	$296.5M	0.16%	$137.62	Q4 2025
Christopher Davis	Davis Selected Advisers	426164	$58.6M	0.26%	$137.62	Q4 2025

Dodge & Cox

$296.5M

0.16%

Christopher Davis

$58.6M

0.26%

📊 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

REDUCEDDodge & Cox$296.5M

REDUCEDChristopher Davis$58.6M

SOLDSarah Ketterer

SOLDPolen Capital

Q3 '254 owners · $536.3M

REDUCEDDodge & Cox$348.4M

INCREASEDSarah Ketterer$97.0M

INCREASEDChristopher Davis$90.4M

REDUCEDPolen Capital$406K

Q2 '254 owners · $509.4M

REDUCEDDodge & Cox$369.5M

REDUCEDChristopher Davis$79.9M

NEWSarah Ketterer$59.4M

REDUCEDPolen Capital$571K

Q1 '253 owners · $350.3M

INCREASEDDodge & Cox$288.6M

REDUCEDChristopher Davis$61.4M

NEWPolen Capital$445K

Q4 '242 owners · $289.7M

NEWDodge & Cox$236.4M

NEWChristopher Davis$53.3M

SOLDPhilippe Laffont

Q3 '241 owners · $8.8M

NEWPhilippe Laffont$8.8M

SOLDDodge & Cox

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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

BUYJosh GottheimerD

$1,001 - $15,0002025-10-17

SELLLisa McClainR

$1,001 - $15,0002025-10-14

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-07-22

SELLLisa McClainR

$1,001 - $15,0002025-06-17

BUYLisa McClainR

$1,001 - $15,0002025-06-11

SELLSheri BiggsR

$1,001 - $15,0002025-03-18