Renaissance Technologies's NTES Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.09 M shares of NetEase, Inc. (NTES) worth $149.83 M, representing 0.23% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in NTES, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 3.74 M shares. Largest reduction occurred in Q4 2017, reducing 7.22 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's NetEase (NTES) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetEase (NTES) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,600 | Add 0.52% | 1.09 M | $137.62 |
| Q3 2025 | -6,000 | Reduce 0.55% | 1.08 M | $151.99 |
| Q2 2025 | +55,000 | Add 5.32% | 1.09 M | $134.58 |
| Q1 2025 | +47,200 | Add 4.78% | 1.03 M | $102.92 |
| Q4 2024 | +38,788 | Add 4.09% | 986,888 | $89.21 |
| Q3 2024 | +223,200 | Add 30.79% | 948,100 | $93.51 |
| Q2 2024 | +114,400 | Add 18.74% | 724,900 | $95.58 |
| Q1 2024 | -161,000 | Reduce 20.87% | 610,500 | $103.47 |
| Q4 2023 | +176,700 | Add 29.71% | 771,500 | $93.16 |
| Q3 2023 | -2,400 | Reduce 0.40% | 594,800 | $100.16 |
| Q2 2023 | +77,100 | Add 14.82% | 597,200 | $0.10 |
| Q1 2023 | -600 | Reduce 0.12% | 520,100 | $0.09 |
| Q4 2022 | +83,200 | Add 19.02% | 520,700 | $0.07 |
| Q3 2022 | -54,400 | Reduce 11.06% | 437,500 | $75.60 |
| Q2 2022 | +257,500 | Add 109.85% | 491,900 | $93.36 |
| Q1 2022 | +229,700 | Add 4887.23% | 234,400 | $89.69 |
| Q4 2021 | -686,516 | Reduce 99.32% | 4,700 | $101.70 |
| Q3 2021 | -798,872 | Reduce 53.61% | 691,216 | $85.40 |
| Q2 2021 | -718,178 | Reduce 32.52% | 1.49 M | $115.25 |
| Q1 2021 | -1.73 M | Reduce 43.94% | 2.21 M | $103.26 |
| Q4 2020 | -1.96 M | Reduce 33.24% | 3.94 M | $95.77 |
| Q3 2020 | -309,990 | Reduce 4.99% | 5.9 M | $90.93 |
| Q2 2020 | +1.5 M | Add 31.88% | 6.21 M | $85.88 |
| Q1 2020 | -914,085 | Reduce 16.25% | 4.71 M | $64.19 |
| Q4 2019 | +3.49 M | Add 163.83% | 5.62 M | $61.33 |
| Q3 2019 | +1.52 M | Add 246.87% | 2.13 M | $53.24 |
| Q2 2019 | +614,500 | New Buy | 614,500 | $51.15 |
| Q2 2018 | -709,000 | Sold Out | 0 | $0.00 |
| Q1 2018 | -5.48 M | Reduce 88.55% | 709,000 | $56.08 |
| Q4 2017 | -7.22 M | Reduce 53.85% | 6.19 M | $69.01 |
| Q3 2017 | -214,750 | Reduce 1.58% | 13.42 M | $52.76 |
| Q2 2017 | +2.28 M | Add 20.10% | 13.63 M | $60.13 |
| Q1 2017 | +1.28 M | Add 12.70% | 11.35 M | $56.80 |
| Q4 2016 | +104,000 | Add 1.04% | 10.07 M | $43.07 |
| Q3 2016 | -1.99 M | Reduce 16.67% | 9.97 M | $48.16 |
| Q2 2016 | +1.02 M | Add 9.32% | 11.96 M | $38.64 |
| Q1 2016 | +958,000 | Add 9.60% | 10.94 M | $28.72 |
| Q4 2015 | -2.95 M | Reduce 22.79% | 9.98 M | $36.25 |
| Q3 2015 | +609,500 | Add 4.95% | 12.93 M | $24.02 |
| Q2 2015 | -569,000 | Reduce 4.42% | 12.32 M | $28.97 |
| Q1 2015 | -342,000 | Reduce 2.59% | 12.89 M | $21.06 |
| Q4 2014 | -615,500 | Reduce 4.45% | 13.23 M | $19.83 |
| Q3 2014 | -567,000 | Reduce 3.93% | 13.84 M | $17.13 |
| Q2 2014 | -444,000 | Reduce 2.99% | 14.41 M | $15.67 |
| Q1 2014 | -1.06 M | Reduce 6.65% | 14.85 M | $13.46 |
| Q4 2013 | -2.1 M | Reduce 11.67% | 15.91 M | $15.72 |
| Q3 2013 | +3.74 M | Add 26.17% | 18.01 M | $14.52 |
| Q2 2013 | +14.28 M | Add 0.00% | 14.28 M | $12.63 |
Renaissance Technologies's NetEase Investment FAQs
Renaissance Technologies first purchased NetEase, Inc. (NTES) in Q2 2013, acquiring 14,277,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held NetEase, Inc. (NTES) for 48 quarters since Q2 2013.
Renaissance Technologies's largest addition to NetEase, Inc. (NTES) was in Q2 2013, adding 14,277,000 shares worth $180.38 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,088,688 shares of NetEase, Inc. (NTES), valued at approximately $149.83 M.
As of the Q4 2025 filing, NetEase, Inc. (NTES) represents approximately 0.23% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in NetEase, Inc. (NTES) was 18,013,500 shares, as reported at the end of Q3 2013.