Chris Davis's NTES Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 594,740 shares of NetEase, Inc. (NTES) worth $90.39 M, representing 0.47% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in NTES, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 134,135 shares. Largest reduction occurred in Q1 2015, reducing 73,405 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's NetEase (NTES) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetEase (NTES) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +611,805 | Add 0.00% | 611,800 | $12.63 |
| Q3 2013 | -52,750 | Reduce 8.62% | 559,050 | $14.52 |
| Q4 2013 | +100 | Add 0.02% | 559,150 | $15.72 |
| Q1 2014 | +43,900 | Add 7.85% | 603,050 | $13.46 |
| Q2 2014 | +1,200 | Add 0.20% | 604,250 | $15.67 |
| Q3 2014 | -19,325 | Reduce 3.20% | 584,925 | $17.13 |
| Q4 2014 | -30,295 | Reduce 5.18% | 554,630 | $19.83 |
| Q1 2015 | -73,405 | Reduce 13.23% | 481,225 | $21.06 |
| Q2 2015 | -18,040 | Reduce 3.75% | 463,185 | $28.97 |
| Q3 2015 | -463,185 | Sold Out | 463,185 | $0.00 |
| Q4 2024 | +597,320 | New Buy | 597,320 | $89.21 |
| Q1 2025 | -1,206 | Reduce 0.20% | 596,114 | $102.92 |
| Q2 2025 | -2,767 | Reduce 0.46% | 593,347 | $134.58 |
| Q3 2025 | +1,393 | Add 0.23% | 594,740 | $151.99 |
Chris Davis's NetEase Investment FAQs
Chris Davis first purchased NetEase, Inc. (NTES) in Q2 2013, acquiring 611,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held NetEase, Inc. (NTES) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to NetEase, Inc. (NTES) was in Q2 2013, adding 611,800 shares worth $7.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 594,740 shares of NetEase, Inc. (NTES), valued at approximately $90.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, NetEase, Inc. (NTES) represents approximately 0.47% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in NetEase, Inc. (NTES) was 611,800 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.