Jeremy Grantham's NTES Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 15,400 shares of NetEase, Inc. (NTES) worth $2.34 M, representing 0.01% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +194,500 | New Buy | 194,500 | $38.64 |
| Q3 2016 | -116,000 | Reduce 59.64% | 78,500 | $48.15 |
| Q4 2016 | +2,500 | Add 3.18% | 81,000 | $43.07 |
| Q1 2017 | +150,000 | Add 185.19% | 231,000 | $56.80 |
| Q2 2017 | +383,500 | Add 166.02% | 614,500 | $60.13 |
| Q3 2017 | +1.01 M | Add 163.95% | 1.62 M | $52.76 |
| Q4 2017 | -1.25 M | Reduce 77.22% | 369,500 | $69.01 |
| Q1 2018 | +247,000 | Add 66.85% | 616,500 | $56.08 |
| Q2 2018 | -606,500 | Reduce 98.38% | 10,000 | $50.50 |
| Q3 2018 | +91,000 | Add 910.00% | 101,000 | $45.65 |
| Q4 2018 | +24,000 | Add 23.76% | 125,000 | $47.07 |
| Q1 2019 | +121,000 | Add 96.80% | 246,000 | $48.29 |
| Q2 2019 | -53,500 | Reduce 21.75% | 192,500 | $51.15 |
| Q3 2019 | +108,500 | Add 56.36% | 301,000 | $53.24 |
| Q4 2019 | +188,500 | Add 62.62% | 489,500 | $61.33 |
| Q1 2020 | +835,500 | Add 170.68% | 1.32 M | $64.19 |
| Q2 2020 | +130,000 | Add 9.81% | 1.46 M | $85.88 |
| Q3 2020 | +618,000 | Add 42.47% | 2.07 M | $90.93 |
| Q4 2020 | -233,100 | Reduce 11.24% | 1.84 M | $95.77 |
| Q1 2021 | -769,335 | Reduce 41.81% | 1.07 M | $103.26 |
| Q2 2021 | -413,900 | Reduce 38.66% | 656,665 | $115.25 |
| Q3 2021 | -482,205 | Reduce 73.43% | 174,460 | $85.40 |
| Q4 2021 | -156,279 | Reduce 89.58% | 18,181 | $101.75 |
| Q1 2022 | -18,181 | Sold Out | 18,181 | $0.00 |
| Q2 2022 | +514,129 | New Buy | 514,129 | $93.36 |
| Q3 2022 | -80,458 | Reduce 15.65% | 433,671 | $75.60 |
| Q4 2022 | -293,275 | Reduce 67.63% | 140,396 | $72.63 |
| Q1 2023 | -140,396 | Sold Out | 140,396 | $0.00 |
| Q1 2024 | +46,179 | New Buy | 46,179 | $103.47 |
| Q2 2024 | -46,179 | Sold Out | 46,179 | $0.00 |
| Q3 2025 | +15,400 | New Buy | 15,400 | $151.99 |
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 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to NetEase, Inc. (NTES) was in Q3 2017, adding 1,622,000 shares worth $85.58 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 15,400 shares of NetEase, Inc. (NTES), valued at approximately $2.34 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 0.01% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in NetEase, Inc. (NTES) was 2,073,000 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.