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 medium-term investment has been held for 14 quarters.
Based on 13F filings, Chris Davis has maintained a strategic position in NTES, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 597,320 shares. Largest reduction occurred in Q3 2015, reducing 463,185 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
| Report Date | 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 | 0 | $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 14 quarters since Q2 2013.
Chris Davis's largest addition to NetEase, Inc. (NTES) was in Q2 2013, adding 611,800 shares worth $7.73 M.
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.
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.
Chris Davis's peak holding in NetEase, Inc. (NTES) was 611,800 shares, as reported at the end of Q2 2013.