What smart money is saying about NetEase
NTES
No fund has written a full thesis on NetEase in our archive, but 4 fund letters report a position in it — most recently Guinness Asian Equity Income Fund in July 2026.
4
Reported positions
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Bought
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Sold
5
Letters
Fund activity · 4 positions
- HoldsGuinness Asian Equity Income FundJuly 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
Read the letterNetEase - HoldsHarding Loevner International EquityJune 2026
“China- based internet games and platform companies NetEase and Tencent have both reported resilient user, revenue, and earnings growth.”
Read the letterNetEase - HoldsGuinness Emerging Markets Equity Income FundJune 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.”
Read the letterNetEase - HoldsGuinness Asian Equity Income FundJune 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
Read the letterNetEase
Also mentioned · 1
These funds discuss NetEase — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHarding Loevner International Equity ADRJune 2026
“China-based internet games and platform companies NetEase and Tencent have both reported resilient user, revenue, and earnings growth.”
Read the letterNetEase
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.
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