What smart money is saying about NetEase
NTES
No fund has written a full thesis on NetEase in our archive, but 7 fund letters report a position in it — most recently Guinness Asian Equity Income Fund in July 2026.
Get an email when a fund writes about it
7
Reported positions
1
Bought
0
Sold
8
Letters
Position history
Between Q2 2026 and Q3 2026, 7 fund letters reported a position in NetEase — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 5 | 1 | 0 | 0 |
Fund activity · 7 positions · 1 move
- July 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
NetEase - July 2026
“NetEase China Comm Services”
NetEase - June 2026
“China- based internet games and platform companies NetEase and Tencent have both reported resilient user, revenue, and earnings growth.”
NetEase - June 2026
“Netease reported Q1 2026 earnings, which beat consensus with revenue up +6% year-over-year, driven by their game business line and underpinned by deferred revenues recognised from the previous quarter.”
NetEase - June 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
NetEase - June 2026
“Other notable contributors included Panamanian airline Copa Holdings, Chinese video game developer NetEase, and select bank holdings such as Panama’s Bladex, Austria’s Erste Group, and Georgia’s TBC Bank.”
NetEase - New positionBrandes IP International Equity FundJune 2026
“New purchases included agricultural equipment firm CNH Industrial, Ireland-based ingredients and flavoring business Kerry Group, Chinese gaming company NetEase, and Swedish household products company Essity.”
NetEase
Also mentioned · 1
These funds discuss NetEase — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Spotify adds to other holdings of media or interactive services companies in the Communication Services sector that have also faced falling share prices due to fears of AI disruption. China-based internet games and platform companies NetEase and Tencent have both reported resilient user, revenue, and earnings growth.”
NetEase
Read the letters behind these NetEase positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger