# NetEase (NTES): value investors who own it | moatshark

2 value investors held NetEase in their Q3 2026 13F, led by Davis Selected Advisers, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Davis Selected Advisers | 0.3% | $78.5m | Added +45% | 7 |
| Dodge & Cox | 0.1% | $277m | Added +0.3% | 21 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-02 | Mo Bin | Vice President, Finance | Sold | 716 | $86k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis International Fund | Davis Selected Advisers | 2.4% | $6.4m | 2026-07-31 |
| Davis Global Fund | Davis Selected Advisers | 1.7% | $15.5m | 2026-07-31 |
| Dodge & Cox International Stock Fund | Dodge & Cox | 0.4% | $259m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ntes). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.