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Disclosery

Orbis Allan Gray Ltd: NTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on NTES, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 3,503,491 NTES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,503,491 shares
    Change vs previous 13F -80,987 shares

    1.54% of the 13F portfolio, value $448,937,337.

    13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,584,478 shares
    Change vs previous 13F +195,029 shares

    1.69% of the 13F portfolio, value $401,246,467.

    13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,389,449 shares
    Change vs previous 13F -768,031 shares

    1.95% of the 13F portfolio, value $466,455,971.

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,157,480 shares
    Change vs previous 13F +650,266 shares

    2.71% of the 13F portfolio, value $631,895,385.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,507,214 shares
    Change vs previous 13F -157,759 shares

    2.3% of the 13F portfolio, value $472,000,860.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,664,973 shares
    Change vs previous 13F -366,980 shares

    2.16% of the 13F portfolio, value $377,199,021.

    13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,031,953 shares
    Change vs previous 13F +550,741 shares

    1.94% of the 13F portfolio, value $359,690,527.

    13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,481,212 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $325,528,134.

    13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).