Sarah Ketterer's NTES Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 638,315 shares of NetEase, Inc. (NTES) worth $97.02 M, representing 1.28% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Sarah Ketterer has maintained a long-term strategic position in NTES, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 787,500 shares. Largest reduction occurred in Q3 2017, reducing 739,500 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's NetEase (NTES) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetEase (NTES) Trades by Sarah Ketterer
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +415,000 | New Buy | 415,000 | $19.83 |
| Q1 2015 | +147,000 | Add 35.42% | 562,000 | $21.06 |
| Q2 2015 | +244,500 | Add 43.51% | 806,500 | $28.90 |
| Q3 2015 | +400,500 | Add 49.66% | 1.21 M | $24.02 |
| Q4 2015 | +115,000 | Add 9.53% | 1.32 M | $36.25 |
| Q1 2016 | +491,000 | Add 37.14% | 1.81 M | $28.98 |
| Q2 2016 | -214,000 | Reduce 11.80% | 1.6 M | $38.92 |
| Q3 2016 | +54,455 | Add 3.41% | 1.65 M | $48.56 |
| Q4 2016 | +391,500 | Add 23.68% | 2.04 M | $43.48 |
| Q1 2017 | -427,500 | Reduce 20.91% | 1.62 M | $57.31 |
| Q2 2017 | -271,000 | Reduce 16.75% | 1.35 M | $60.66 |
| Q3 2017 | -739,500 | Reduce 54.92% | 606,955 | $52.76 |
| Q4 2017 | -241,500 | Reduce 39.79% | 365,455 | $69.02 |
| Q1 2018 | -360,455 | Reduce 98.63% | 5,000 | $56.00 |
| Q1 2020 | +787,500 | Add 15750.00% | 792,500 | $64.19 |
| Q2 2020 | -13,000 | Reduce 1.64% | 779,500 | $85.88 |
| Q3 2020 | +60,925 | Add 7.82% | 840,425 | $86.75 |
| Q4 2020 | +5,397 | Add 0.64% | 845,822 | $95.77 |
| Q1 2021 | -214,219 | Reduce 25.33% | 631,603 | $103.26 |
| Q2 2021 | -91,416 | Reduce 14.47% | 540,187 | $115.25 |
| Q3 2021 | -329,804 | Reduce 61.05% | 210,383 | $85.40 |
| Q4 2021 | -210,383 | Sold Out | 210,383 | $0.00 |
| Q2 2022 | +53,187 | New Buy | 53,187 | $93.35 |
| Q3 2022 | -40,010 | Reduce 75.23% | 13,177 | $75.59 |
| Q4 2022 | -13,177 | Sold Out | 13,177 | $0.00 |
| Q4 2023 | +189,973 | New Buy | 189,973 | $93.16 |
| Q1 2024 | +64,271 | Add 33.83% | 254,244 | $103.48 |
| Q2 2024 | -254,244 | Sold Out | 254,244 | $0.00 |
| Q2 2025 | +441,494 | New Buy | 441,494 | $134.58 |
| Q3 2025 | +196,821 | Add 44.58% | 638,315 | $151.99 |
Sarah Ketterer's NetEase Investment FAQs
Sarah Ketterer first purchased NetEase, Inc. (NTES) in Q4 2014, acquiring 415,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held NetEase, Inc. (NTES) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's largest addition to NetEase, Inc. (NTES) was in Q1 2020, adding 792,500 shares worth $50.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 638,315 shares of NetEase, Inc. (NTES), valued at approximately $97.02 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 1.28% of Sarah Ketterer'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.
Sarah Ketterer's peak holding in NetEase, Inc. (NTES) was 2,044,955 shares, as reported at the end of Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.