Portfolio changes · featured 13Fs

Activity

Moves in NTES across featured managers — New / Exit / Add / Reduce.

ticker NTES holders clear

3 managers with a move of ~141 featured filed through 14 Aug 3 shown managers newest 13Fs

Activity·NTES · 7d · all sizes

3 shown

NTES moves

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
NTES	Reduce	Farallon Capital Management	−0.11 pp	−57.6% sh	Q1→Q2
13 Aug 1
NTES	New	Sarah Ketterer - Causeway Capital Management	+0.79 pp	opened 0.8%	Q1→Q2
11 Aug 1
NTES	Add	Christopher Davis - Davis Selected Advisers	+0.12 pp	+45.0% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.