Jeremy Grantham's NTES Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2,700 shares of NetEase, Inc. (NTES) worth $371,574, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NTES, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 1.01 M shares. Largest reduction occurred in Q4 2017, reducing 1.25 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's NetEase (NTES) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetEase (NTES) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -12,700 | Reduce 82.47% | 2,700 | $137.62 |
| Q3 2025 | +15,400 | New Buy | 15,400 | $151.99 |
| Q2 2024 | -46,179 | Sold Out | 0 | $0.00 |
| Q1 2024 | +46,179 | New Buy | 46,179 | $103.47 |
| Q1 2023 | -140,396 | Sold Out | 0 | $0.00 |
| Q4 2022 | -293,275 | Reduce 67.63% | 140,396 | $72.63 |
| Q3 2022 | -80,458 | Reduce 15.65% | 433,671 | $75.60 |
| Q2 2022 | +514,129 | New Buy | 514,129 | $93.36 |
| Q1 2022 | -18,181 | Sold Out | 0 | $0.00 |
| Q4 2021 | -156,279 | Reduce 89.58% | 18,181 | $101.75 |
| Q3 2021 | -482,205 | Reduce 73.43% | 174,460 | $85.40 |
| Q2 2021 | -413,900 | Reduce 38.66% | 656,665 | $115.25 |
| Q1 2021 | -769,335 | Reduce 41.81% | 1.07 M | $103.26 |
| Q4 2020 | -233,100 | Reduce 11.24% | 1.84 M | $95.77 |
| Q3 2020 | +618,000 | Add 42.47% | 2.07 M | $90.93 |
| Q2 2020 | +130,000 | Add 9.81% | 1.46 M | $85.88 |
| Q1 2020 | +835,500 | Add 170.68% | 1.32 M | $64.19 |
| Q4 2019 | +188,500 | Add 62.62% | 489,500 | $61.33 |
| Q3 2019 | +108,500 | Add 56.36% | 301,000 | $53.24 |
| Q2 2019 | -53,500 | Reduce 21.75% | 192,500 | $51.15 |
| Q1 2019 | +121,000 | Add 96.80% | 246,000 | $48.29 |
| Q4 2018 | +24,000 | Add 23.76% | 125,000 | $47.07 |
| Q3 2018 | +91,000 | Add 910.00% | 101,000 | $45.65 |
| Q2 2018 | -606,500 | Reduce 98.38% | 10,000 | $50.50 |
| Q1 2018 | +247,000 | Add 66.85% | 616,500 | $56.08 |
| Q4 2017 | -1.25 M | Reduce 77.22% | 369,500 | $69.01 |
| Q3 2017 | +1.01 M | Add 163.95% | 1.62 M | $52.76 |
| Q2 2017 | +383,500 | Add 166.02% | 614,500 | $60.13 |
| Q1 2017 | +150,000 | Add 185.19% | 231,000 | $56.80 |
| Q4 2016 | +2,500 | Add 3.18% | 81,000 | $43.07 |
| Q3 2016 | -116,000 | Reduce 59.64% | 78,500 | $48.15 |
| Q2 2016 | +194,500 | New Buy | 194,500 | $38.64 |
Jeremy Grantham's NetEase Investment FAQs
Jeremy Grantham first purchased NetEase, Inc. (NTES) in Q2 2016, acquiring 194,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held NetEase, Inc. (NTES) for 32 quarters since Q2 2016.
Jeremy Grantham's largest addition to NetEase, Inc. (NTES) was in Q3 2017, adding 1,622,000 shares worth $85.58 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,700 shares of NetEase, Inc. (NTES), valued at approximately $371,574.
As of the Q4 2025 filing, NetEase, Inc. (NTES) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in NetEase, Inc. (NTES) was 2,073,000 shares, as reported at the end of Q3 2020.