NTES (NetEase, Inc.) is held by 2 tracked superinvestors with an aggregate position value of $289M based on the most recent SEC 13F filings. Top institutional holders include: Dodge & Cox, Christopher Davis.

How much NTES do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $289M in NTES positions worth 2,579,688 shares.

What is the largest holder of NTES?

The largest tracked holder of NTES is Dodge & Cox (Dodge & Cox) with 2,156,976 shares worth $241M, representing 0.13% of their portfolio.

← Top Holdings

NTESNetEase, Inc.

CUSIP: 64110W102

Guru Owners

$288.8M

Total Value Held

2.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	2156976	$241.5M	0.13%	$111.94	Q1 2026
Christopher Davis	Davis Selected Advisers	422712	$47.3M	0.22%	$111.94	Q1 2026

Dodge & Cox

$241.5M

0.13%

Christopher Davis

$47.3M

0.22%

📊 Fundamentals

Market Cap$86.8B

P/E Ratio17.4x

Near market avg

Forward P/E12.8x

P/FCF2.5x

EPS (TTM)$7.77

Revenue (TTM)$114.4B

Profit Margin29.84%

Div Yield2.31%

Beta0.79

52-Week Range

$106.06

$159.55

Current: $135.44

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.4x trailing earnings → 12.8x forward · 29.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $288.8M

INCREASEDDodge & Cox$241.5M

REDUCEDChristopher Davis$47.3M

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

SOLDHoward Marks

Q4 '243 owners · $325.3M

NEWDodge & Cox$236.4M

NEWChristopher Davis$53.3M

INCREASEDHoward Marks$35.7M

SOLDPhilippe Laffont

💰 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

8%analyst est. 7.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

29.9%current: 29.9%

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