Orbis Allan Gray Ltd

CIK

1663865

City

HamiltoN

State / Country

Stock

NTES — NetEase, Inc.

Top Portfolio Positions

91 positions · $23,706,333,854 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CPAY	Corpay, Inc. Technology	5,345,425	$1,555,465,219	6.56%
QXO	QXO, Inc. Industrials	73,951,325	$1,436,134,731	6.06%
NBIS	Nebius Group N.V. Communication Services	8,314,766	$862,740,120	3.64%
MSI	Motorola Solutions, Inc. Technology	1,869,937	$811,496,558	3.42%
PRAX	Praxis Precision Medicines, Inc. Healthcare	2,472,480	$796,608,330	3.36%
EQT	EQT Corp Energy	12,112,733	$770,854,327	3.25%
GOOGL	Alphabet Inc. Communication Services	2,513,283	$722,719,659	3.05%
GXO	GXO Logistics, Inc. Industrials	13,424,844	$696,078,160	2.94%
XPO	XPO, Inc. Industrials	3,409,092	$663,238,848	2.80%
BRKR	Bruker Corp Healthcare	17,940,076	$647,995,544	2.73%

Portfolio Trend

25 quarters · across all stocks

Holdings in NTES

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,246,467	3,584,478	+5.8%	Shares	Defined	2026-05-15
2025-12-31	$466,455,971	3,389,449	-18.5%	Shares	Defined	2026-02-17
2025-09-30	$631,895,385	4,157,480	+18.5%	Shares	Defined	2025-11-14
2025-06-30	$472,000,860	3,507,214	-4.3%	Shares	Defined	2025-08-14
2025-03-31	$377,199,021	3,664,973	-9.1%	Shares	Defined	2025-05-15
2024-12-31	$359,690,527	4,031,953	+15.8%	Shares	Defined	2025-02-14
2024-09-30	$325,528,134	3,481,212	+82.5%	Shares	Defined	2024-11-14
2024-06-30	$182,284,919	1,907,145	+22.9%	Shares	Defined	2024-08-14
2024-03-31	$160,500,594	1,551,180	+0.7%	Shares	Defined	2024-05-15
2023-12-31	$143,535,058	1,540,737	-5.1%	Shares	Defined	2024-02-14
2023-09-30	$162,673,161	1,624,133	-14.1%	Shares	Defined	2023-11-14
2023-06-30	$182,896,096	1,891,572	+12.5%	Shares	Defined	2023-08-14
2023-03-31	$148,762,978	1,682,078	-63.5%	Shares	Defined	2023-05-15
2022-12-31	$334,366,004	4,603,690	+26.7%	Shares	Defined	2023-02-14
2022-09-30	$274,617,756	3,632,510	-1.0%	Shares	Defined	2022-11-14
2022-06-30	$342,501,522	3,668,611	-43.1%	Shares	Defined	2022-08-15
2022-03-31	$577,972,046	6,444,108	-11.1%	Shares	Defined	2022-05-16
2021-12-31	$737,724,544	7,248,227	-55.6%	Shares	Defined	2022-02-14
2021-09-30	$1,393,135,323	16,313,060	-11.7%	Shares	Defined	2021-11-15
2021-06-30	$2,128,872,184	18,471,776	+0.9%	Shares	Defined	2021-08-16
2021-03-31	$1,889,562,586	18,299,076	-10.1%	Shares	Defined	2021-05-17
2020-12-31	$1,948,898,813	20,349,784	+391.3%	Shares	Defined	2021-02-16
2020-09-30	$376,668,541	4,142,219	-29.3%	Shares	Defined	2020-11-16
2020-06-30	$503,129,706	5,858,793	-12.5%	Shares	Defined	2020-08-14
2020-03-31	$429,857,298	6,696,431	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.