Position in NTES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,496,853
-$3,921,625 QoQ
Shares Held
97,525
-18.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 457 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTES Over Time
Shares Held
Position Value (USD)
Derivatives in NTES
reported options exposure · as of Dec 31, 2025CallValue
$220,192
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Gaming & Multimedia
Communication Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $488,929,819 across 6 Electronic Gaming & Multimedia names. NTES ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 1,296,189 | $265,770,592 | |||
| 2 | TTWO |
Take Two Interactive Software Inc
|
824,862 | $206,199,002 | |
| 3 | NTES |
NetEase, Inc.
This page
|
97,525 | $12,496,853 | |
| 4 | PLTK |
Playtika Holding Corp.
|
1,128,608 | $4,198,421 | |
| 5 | RBLX |
Roblox Corp
|
4,762 | $258,957 | |
| 6 | MYPS |
PLAYSTUDIOS, Inc.
|
12,013 | $5,994 |
All Filings in NTES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,496,853 | 97,525 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $16,418,478 | 119,303 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $220,192 | 1,600 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $258,383 | 1,700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $444,114 | 3,300 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $514,600 | 5,000 | Call | Sole | 2025-05-15 | |
| 2024-09-30 | $6,173,343 | 66,018 | Shares | Sole | 2024-11-14 | |
| 2021-12-31 | $3,461,639 | 34,011 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,270,000 | 50,000 | Put | Sole | 2021-12-01 | |
| 2021-06-30 | $35,844,017 | 311,011 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $21,087,787 | 220,192 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||