SEC 13F Intelligence

Melvin Capital Management LP / NTES

Melvin Capital Management LP’s Netease Com Inc Position

Does Melvin Capital Management LP own Netease Com Inc (NTES)? Not currently — the last reported position was 1.65M shares worth $190M in Q2 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$190M
Q2 2021
Shares
1.65M
% of Portfolio
+1.09%
Quarters Held
2
position exited

Position History NTES

Reported value by quarter
Q1 ’21: $258MQ1 ’21Q2 ’21: $190MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20211.65M$190M+1.09%
Q1 20212.50M$258M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of NTES.