NetEase, Inc.
NTES- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001110646
近 90 天，NetEase, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 459 家機構在 13F 申報持有，市值合計 $75.2 億；景林資產和高瓴 HHLR兩位大師持有。
其他股別NETTF
2024 年第 2 季 13F 持有人
NetEase, Inc. 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 387
- 較 2024 年第 1 季 −10 家
- 持有股數
- 6,421 萬
- 較 2024 年第 1 季 −840.3 萬 (−11.6%)
- 總市值
- $61.4 億
- 較 2024 年第 1 季 −$13.0 億 (−17.5%)
- 新進機構
- 49
- 另有 119 家加碼
- 清倉機構
- 59
- 另有 152 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NTES 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 459 | $75.2 億 |
| 2026 年第 1 季 | 431 | $64.6 億 |
| 2025 年第 4 季 | 460 | $76.9 億 |
| 2025 年第 3 季 | 442 | $89.8 億 |
| 2025 年第 2 季 | 433 | $71.1 億 |
| 2025 年第 1 季 | 377 | $70.1 億 |
| 2024 年第 4 季 | 368 | $62.6 億 |
| 2024 年第 3 季 | 366 | $63.4 億 |
| 2024 年第 2 季 | 387 | $61.4 億 |
| 2024 年第 1 季 | 403 | $74.9 億 |
| 2023 年第 4 季 | 402 | $66.7 億 |
| 2023 年第 3 季 | 360 | $70.7 億 |
| 2023 年第 2 季 | 333 | $74.2 億 |
| 2023 年第 1 季 | 314 | $72.0 億 |
| 2022 年第 4 季 | 321 | $62.2 億 |
| 2022 年第 3 季 | 323 | $67.1 億 |
| 2022 年第 2 季 | 362 | $89.2 億 |
| 2022 年第 1 季 | 385 | $103.1 億 |
| 2021 年第 4 季 | 432 | $141.4 億 |
| 2021 年第 3 季 | 418 | $173.4 億 |
| 2021 年第 2 季 | 490 | $260.5 億 |
| 2021 年第 1 季 | 475 | $241.8 億 |
2024 年第 2 季持有機構
每家機構持有 NetEase, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 6,428,838 | $6.14 億 | 1.70% | +14,795+0.2% | 加碼 |
| Greenwoods Asset Management Hong Kong Ltd.大師景林資產 | 3,819,507 | $3.65 億 | 9.62% | +1,251,854+48.8% | 加碼 |
| FMR LLC | 2,782,625 | $2.66 億 | 0.02% | −721,081−20.6% | 減碼 |
| Morgan Stanley | 2,570,451 | $2.46 億 | 0.02% | −2,155,400−45.6% | 減碼 |
| Aspex Management (HK) Ltd | 1,994,434 | $1.91 億 | 4.07% | +490,730+32.6% | 加碼 |
| Orbis Allan Gray Ltd | 1,907,145 | $1.82 億 | 1.14% | +355,965+22.9% | 加碼 |
| Massachusetts Financial Services Co | 1,692,705 | $1.62 億 | 0.05% | +103,102+6.5% | 加碼 |
| Capital World Investors | 1,680,687 | $1.61 億 | 0.03% | +1,680,687 | 新進 |
| Bank of America Corp | 1,626,150 | $1.55 億 | 0.01% | −1,170,565−41.9% | 減碼 |
| Lazard Asset Management LLC | 1,613,342 | $1.54 億 | 0.19% | +820,985+103.6% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,385,814 | $1.32 億 | 3.27% | +1,236,114+825.7% | 加碼 |
| BlackRock Inc. | 1,374,863 | $1.31 億 | 0.00% | +62,554+4.8% | 加碼 |
| Price T Rowe Associates Inc | 1,340,555 | $1.28 億 | 0.02% | +338,739+33.8% | 加碼 |
| Point72 Hong Kong Ltd | 1,213,323 | $1.16 億 | 7.06% | +632,896+109.0% | 加碼 |
| Dodge & Cox | 1,080,952 | $1.03 億 | 0.06% | +133,826+14.1% | 加碼 |
| Fisher Asset Management, LLC | 1,063,183 | $1.02 億 | 0.04% | −95,524−8.2% | 減碼 |
| Capital International Investors | 1,049,716 | $1.01 億 | 0.02% | −3,250−0.3% | 減碼 |
| Invesco Ltd. | 1,022,828 | $9,776 萬 | 0.02% | −1,333,328−56.6% | 減碼 |
| Wellington Management Group LLP | 1,009,293 | $9,647 萬 | 0.02% | −631,884−38.5% | 減碼 |
| Oceanlink Management Ltd. | 995,403 | $9,514 萬 | 14.24% | −108,010−9.8% | 減碼 |
| Alkeon Capital Management LLC | 867,638 | $8,293 萬 | 0.42% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 839,519 | $8,024 萬 | 0.02% | +74,788+9.8% | 加碼 |
| FIL Ltd | 818,948 | $7,828 萬 | 0.08% | +188,254+29.8% | 加碼 |
| Perseverance Asset Management International | 802,943 | $7,675 萬 | 10.07% | +444,724+124.1% | 加碼 |
| Voloridge Investment Management, LLC | 800,817 | $7,654 萬 | 0.28% | +518,421+183.6% | 加碼 |
| Assenagon Asset Management S.A. | 772,242 | $7,381 萬 | 0.18% | +306,500+65.8% | 加碼 |
| UBS Group AG | 732,463 | $7,001 萬 | 0.02% | +542,953+286.5% | 加碼 |
| Renaissance Technologies LLC | 724,900 | $6,929 萬 | 0.12% | +114,400+18.7% | 加碼 |
| Cederberg Capital Ltd | 709,975 | $6,786 萬 | 22.30% | −123,700−14.8% | 減碼 |
| JPMorgan Chase & Co | 668,940 | $6,394 萬 | 0.01% | −80,421−10.7% | 減碼 |
| Man Group plc | 604,804 | $5,781 萬 | 0.15% | −331,871−35.4% | 減碼 |
| Van Eck Associates Corp | 593,423 | $5,672 萬 | 0.08% | +12,908+2.2% | 加碼 |
| Amundi | 587,723 | $5,637 萬 | 0.02% | −17,773−2.9% | 減碼 |
| Dimensional Fund Advisors LP | 569,633 | $5,450 萬 | 0.01% | +76,446+15.5% | 加碼 |
| Point72 Asset Management, L.P. | 525,400 | $5,022 萬 | 0.16% | +293,400+126.5% | 加碼 |
| Handelsbanken Fonder AB | 523,220 | $5,001 萬 | 0.22% | −136,398−20.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 516,251 | $4,934 萬 | 0.04% | −935,662−64.4% | 減碼 |
| TT International Asset Management LTD | 497,324 | $4,753 萬 | 6.08% | +8,490+1.7% | 加碼 |
| Capital International Inc | 496,040 | $4,741 萬 | 0.63% | −10,784−2.1% | 減碼 |
| Deutsche Bank AG | 487,247 | $4,657 萬 | 0.02% | +850.0% | 加碼 |
| Ninety One North America, Inc. | 464,619 | $4,441 萬 | 2.24% | −60,967−11.6% | 減碼 |
| American Century Companies Inc | 452,813 | $4,328 萬 | 0.03% | −5,916−1.3% | 減碼 |
| HSBC Holdings PLC | 426,600 | $4,078 萬 | 0.03% | +244,114+133.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 405,122 | $3,872 萬 | 0.08% | −24,287−5.7% | 減碼 |
| Nordea Investment Management AB | 398,381 | $3,819 萬 | 0.04% | +79,831+25.1% | 加碼 |
| Genesis Investment Management, LLP | 392,466 | $3,751 萬 | 7.37% | −110,666−22.0% | 減碼 |
| Broad Peak Investment Advisers Pte Ltd | 335,000 | $3,202 萬 | 7.54% | +335,000 | 新進 |
| WT Asset Management Ltd | 299,822 | $2,866 萬 | 2.79% | −181,047−37.6% | 減碼 |
| Ameriprise Financial Inc | 299,489 | $2,862 萬 | 0.01% | +223,185+292.5% | 加碼 |
| National Bank of Canada | 281,080 | $2,711 萬 | 0.04% | +276,263+5,735.2% | 加碼 |
| Todd Asset Management LLC | 277,196 | $2,649 萬 | 0.55% | −40,947−12.9% | 減碼 |
| Ariose Capital Management Ltd | 266,311 | $2,545 萬 | 19.43% | −104,410−28.2% | 減碼 |
| Clark Capital Management Group, Inc. | 264,106 | $2,524 萬 | 0.19% | −99,208−27.3% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 255,100 | $2,438 萬 | 5.26% | +96,800+61.1% | 加碼 |
| Two Sigma Investments, LP | 227,741 | $2,177 萬 | 0.05% | +222,041+3,895.5% | 加碼 |
| AXA S.A. | 227,171 | $2,171 萬 | 0.06% | −11,409−4.8% | 減碼 |
| ExodusPoint Capital Management, LP | 223,085 | $2,132 萬 | 0.23% | +223,085 | 新進 |
| Citadel Advisors LLC | 215,556 | $2,060 萬 | 0.02% | −42,254−16.4% | 減碼 |
| Northern Trust Corp | 212,731 | $2,033 萬 | 0.00% | −12,429−5.5% | 減碼 |
| Legal & General Group Plc | 198,991 | $1,902 萬 | 0.01% | −62,952−24.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 181,700 | $1,737 萬 | 0.16% | 00.0% | 不變 |
| Millennium Management LLC | 177,410 | $1,696 萬 | 0.01% | −930,975−84.0% | 減碼 |
| Jane Street Group, LLC | 173,427 | $1,658 萬 | 0.02% | −165,589−48.8% | 減碼 |
| Neuberger Berman Group LLC | 169,309 | $1,618 萬 | 0.01% | −52,886−23.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 162,097 | $1,549 萬 | 0.04% | +162,097 | 新進 |
| FengHe Fund Management Pte. Ltd. | 160,200 | $1,531 萬 | 2.14% | +160,200 | 新進 |
| Janney Montgomery Scott LLC | 157,331 | $1,504 萬 | 0.05% | +151,181+2,458.2% | 加碼 |
| Monolith Management Ltd | 153,650 | $1,469 萬 | 6.77% | −32,350−17.4% | 減碼 |
| Russell Investments Group, Ltd. | 148,095 | $1,415 萬 | 0.02% | +24,887+20.2% | 加碼 |
| Kadensa Capital Ltd | 135,454 | $1,295 萬 | 3.05% | +2,887+2.2% | 加碼 |
| Royal Bank of Canada | 135,395 | $1,294 萬 | 0.00% | +12,481+10.2% | 加碼 |
| Canada Pension Plan Investment Board | 129,200 | $1,235 萬 | 0.01% | −198,200−60.5% | 減碼 |
| Hel Ved Capital Management Ltd | 125,200 | $1,197 萬 | 4.21% | +59,500+90.6% | 加碼 |
| CI Private Wealth, LLC | 116,485 | $1,113 萬 | 0.02% | −169−0.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 113,719 | $1,087 萬 | 0.21% | −6,710−5.6% | 減碼 |
| Apeiron Capital Ltd | 107,321 | $1,026 萬 | 3.58% | +29,338+37.6% | 加碼 |
| Coronation Fund Managers Ltd. | 104,783 | $1,002 萬 | 0.58% | +104,783 | 新進 |
| Geode Capital Management, LLC | 104,593 | $999.7 萬 | 0.00% | +3,279+3.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 103,579 | $990.0 萬 | 0.01% | +59,133+133.0% | 加碼 |
| Envestnet Asset Management Inc | 102,614 | $980.8 萬 | 0.00% | −623−0.6% | 減碼 |
| Great West Life Assurance Co | 98,762 | $944.8 萬 | 0.02% | −97,113−49.6% | 減碼 |
| Pinpoint Asset Management Ltd | 98,429 | $940.8 萬 | 1.39% | +94,527+2,422.5% | 加碼 |
| Susquehanna International Group, LLP | 89,765 | $858.0 萬 | 0.01% | +17,568+24.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 87,624 | $837.5 萬 | 0.02% | −46,720−34.8% | 減碼 |
| Prudential Financial Inc | 87,112 | $832.6 萬 | 0.01% | +304+0.4% | 加碼 |
| Matthews International Capital Management LLC | 82,913 | $792.5 萬 | 1.72% | +5,707+7.4% | 加碼 |
| Wells Fargo & Company | 82,877 | $792.1 萬 | 0.00% | +20,398+32.6% | 加碼 |
| Aviva PLC | 81,040 | $774.6 萬 | 0.02% | −2,301−2.8% | 減碼 |
| Natixis Advisors, L.P. | 77,583 | $741.5 萬 | 0.02% | −60,871−44.0% | 減碼 |
| Prelude Capital Management, LLC | 76,696 | $733.1 萬 | 0.61% | −57,797−43.0% | 減碼 |
| Ci Investments Inc. | 76,402 | $730.3 萬 | 0.03% | −89,166−53.9% | 減碼 |
| Steamboat Capital Partners, LLC | 75,081 | $717.6 萬 | 2.63% | +25,732+52.1% | 加碼 |
| Guinness Asset Management LTD | 74,331 | $710.5 萬 | 0.15% | −6,040−7.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 73,000 | $697.7 萬 | 0.02% | −240,900−76.7% | 減碼 |
| Varma Mutual Pension Insurance Co | 72,597 | $693.9 萬 | 0.06% | +6,700+10.2% | 加碼 |
| Moran Wealth Management, LLC | 70,532 | $674.1 萬 | 0.22% | +2,123+3.1% | 加碼 |
| Artisan Partners Limited Partnership | 69,430 | $663.6 萬 | 0.01% | 00.0% | 不變 |
| Alberta Investment Management Corp | 69,080 | $660.3 萬 | 0.07% | +571+0.8% | 加碼 |
| MY.Alpha Management HK Advisors Ltd | 65,300 | $624.1 萬 | 2.35% | −155,176−70.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 60,550 | $578.7 萬 | 0.10% | +4,719+8.5% | 加碼 |