John Gunn - Dodge & Cox
Holding/activity history for NetEase, Inc. (NTES)
← All NTES superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,156,976 | 0.13 | Add 0.12% | <0.01 | $108.67–149.11 · VW $121.14i | $241,451,893 | SEC |
| 2025 Q4 | 2,154,376 | 0.16 | Reduce 6.03% | 0.01 | $129.01–156.44 · VW $140.44i | $296,485,225 | SEC |
| 2025 Q3 | 2,292,576 | 0.19 | Reduce 16.51% | 0.03 | $122.24–159.55 · VW $137.25i | $348,448,626 | SEC |
| 2025 Q2 | 2,745,776 | 0.21 | Reduce 2.06% | <0.01 | $88.54–135.23 · VW $112.19i | $369,526,534 | SEC |
| 2025 Q1 | 2,803,664 | 0.16 | Add 5.80% | <0.01 | $87.67–110.15 · VW $100.85i | $288,553,099 | SEC |
| 2024 Q4 | 2,649,876 | 0.14 | Add 0.60% | <0.01 | $75.88–104.40 · VW $87.83i | $236,395,438 | SEC |
| 2024 Q3 | 2,633,976 | 0.14 | Add 143.67% | 0.08 | $75.85–97.19 · VW $88.43i | $246,303,096 | SEC |
| 2024 Q2 | 1,080,952 | 0.06 | Add 14.13% | <0.01 | $87.57–107.34 · VW $94.66i | $103,317,392 | SEC |
| 2024 Q1 | 947,126 | 0.06 | Reduce 47.35% | 0.05 | $85.80–114.50 · VW $101.38i | $97,999,127 | SEC |
| 2023 Q4 | 1,799,026 | 0.11 | Reduce 34.57% | 0.07 | $81.30–118.90 · VW $101.08i | $167,597,262 | SEC |
| 2023 Q3 | 2,749,526 | 0.19 | Reduce 45.85% | 0.15 | $95.15–110.82 · VW $103.32i | $275,392,524 | SEC |
| 2023 Q2 | 5,077,959 | 0.33 | Reduce 41.98% | 0.22 | $80.79–99.78 · VW $89.40i | $490,987,856 | SEC |
| 2023 Q1 | 8,752,269 | 0.53 | Reduce 0.50% | <0.01 | $75.38–93.19 · VW $85.00i | $774,050,670 | SEC |
| 2022 Q4 | 8,796,458 | 0.44 | Add 32.73% | 0.11 | $53.09–81.78 · VW $67.56i | $638,886,745 | SEC |
| 2022 Q3 | 6,627,500 | 0.38 | Add 0.55% | <0.01 | $74.41–101.92 · VW $88.05i | $501,039,000 | SEC |
| 2022 Q2 | 6,591,300 | 0.43 | Reduce 0.50% | <0.01 | $84.20–108.77 · VW $96.57i | $615,364,000 | SEC |
| 2022 Q1 | 6,624,100 | 0.36 | Add 610.51% | 0.31 | $68.62–108.28 · VW $92.53i | $594,116,000 | SEC |
| 2021 Q4 | 932,300 | 0.06 | Add 12848.61% | 0.06 | $80.85–118.19 · VW $101.19i | $94,889,000 | SEC |
| 2021 Q3 | 7,200 | <0.01 | Add 125.00% | <0.01 | $77.97–116.52 · VW $93.43i | $615,000 | SEC |
| 2021 Q2 | 3,200 | <0.01 | Buy | <0.01 | $100.50–120.84 · VW $112.45i | $369,000 | SEC |
Price snapshot:
Current price$131.43
Avg. buy price$91.82
+/- since buy43.13%
52-week low$105.44
52-week high$156.41