Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
Holdings Activity Buys Sells    History
Holding/activity history for  NetEase, Inc. (NTES)
← All NTES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.28 $129.01–156.44 · VW $140.44i SEC
2025   Q3 638,315 1.28 Add 44.58% 0.39 $122.24–159.55 · VW $137.25i $97,017,497 SEC
2025   Q2 441,494 0.94 Buy 0.94 $88.54–135.23 · VW $112.19i $59,416,263 SEC
2024   Q2 0 0.00 Sell 100.00% 0.69 $87.57–107.34 · VW $94.66i SEC
2024   Q1 254,244 0.69 Add 33.83% 0.17 $85.80–114.50 · VW $101.38i $26,308,328 SEC
2023   Q4 189,973 0.45 Buy 0.45 $81.30–118.90 · VW $101.08i $17,697,885 SEC
2022   Q4 0 0.00 Sell 100.00% 0.03 $53.09–81.78 · VW $67.56i SEC
2022   Q3 13,177 0.03 Reduce 75.23% 0.09 $74.41–101.92 · VW $88.05i $996,000 SEC
2022   Q2 53,187 0.12 Buy 0.12 $84.20–108.77 · VW $96.57i $4,965,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.40 $80.85–118.19 · VW $101.19i SEC
2021   Q3 210,383 0.40 Reduce 61.05% 0.78 $77.97–116.52 · VW $93.43i $17,967,000 SEC
2021   Q2 540,187 1.27 Reduce 14.47% 0.19 $100.50–120.84 · VW $112.45i $62,257,000 SEC
2021   Q1 631,603 1.29 Reduce 25.33% 0.39 $95.30–134.33 · VW $111.04i $65,219,000 SEC
2020   Q4 845,822 1.54 Add 0.64% <0.01 $82.93–98.40 · VW $90.58i $81,004,000 SEC
2020   Q3 840,425 1.37 Add 7.82% 0.10 $85.00–103.53 · VW $94.03i $72,906,000 SEC
2020   Q2 779,500 1.22 Reduce 1.64% 0.01 $62.00–88.37 · VW $76.66i $66,940,000 SEC
2020   Q1 792,500 0.82 Add 15750.00% 0.81 $53.17–72.20 · VW $64.33i $50,870,000 SEC
2019   Q4 5,000 <0.01 $61.40 $307,000 SEC
2019   Q3 5,000 <0.01 $53.20 $266,000 SEC
2019   Q2 5,000 <0.01 $51.20 $256,000 SEC
2019   Q1 5,000 <0.01 $48.20 $241,000 SEC
2018   Q4 5,000 <0.01 $47.00 $235,000 SEC
2018   Q3 5,000 <0.01 $45.60 $228,000 SEC
2018   Q2 5,000 <0.01 $50.60 $253,000 SEC
2018   Q1 5,000 <0.01 Reduce 98.63% 0.30 $54.12–71.08 · VW $61.85i $280,000 SEC
2017   Q4 365,455 0.30 Reduce 39.79% 0.16 $52.30–75.53 · VW $63.57i $25,222,000 SEC
2017   Q3 606,955 0.40 Reduce 54.92% 0.62 $50.64–64.18 · VW $57.06i $32,024,000 SEC
2017   Q2 1,346,455 1.13 Reduce 16.75% 0.23 $51.13–67.51 · VW $57.59i $81,675,000 SEC
2017   Q1 1,617,455 1.39 Reduce 20.91% 0.33 $43.13–61.73 · VW $55.35i $92,696,000 SEC
2016   Q4 2,044,955 1.57 Add 23.68% 0.30 $42.22–54.52 · VW $47.29i $88,924,000 SEC
2016   Q3 1,653,455 1.49 Add 3.41% 0.05 $36.57–50.90 · VW $43.14i $80,290,000 SEC
2016   Q2 1,599,000 1.34 Reduce 11.80% 0.14 $26.16–38.65 · VW $32.70i $62,236,000 SEC
2016   Q1 1,813,000 1.22 Add 37.14% 0.33 $25.92–35.14 · VW $29.63i $52,538,000 SEC
2015   Q4 1,322,000 1.02 Add 9.53% 0.09 $23.20–37.29 · VW $31.89i $47,920,000 SEC
2015   Q3 1,207,000 0.58 Add 49.66% 0.19 $20.56–30.90 · VW $25.24i $28,997,000 SEC
2015   Q2 806,500 0.59 Add 43.51% 0.18 $20.95–30.98 · VW $27.30i $23,305,000 SEC
2015   Q1 562,000 0.31 Add 35.42% 0.08 $18.83–23.69 · VW $20.95i $11,836,000 SEC
2014   Q4 415,000 0.24 Buy 0.24 $16.28–21.49 · VW $19.33i $8,229,000 SEC
2009   Q3 0 0.00 Sell 100.00% 2.23 $6.28–9.70 · VW $8.44i SEC
2009   Q2 207,000 2.23 $7.03 $1,456,000 SEC
2009   Q1 207,000 1.89 Reduce 6.76% 0.30 $3.32–5.42 · VW $4.42i $1,112,000 SEC
2008   Q4 222,000 4.48 Add 208.33% 3.02 $3.00–4.70 · VW $4.07i $981,000 SEC
2008   Q3 72,000 0.29 Buy 0.29 $3.80–5.43 · VW $4.68i $328,000 SEC
Price snapshot:
Current price$131.43
52-week low$105.44
52-week high$156.41