Tencent Music Entertainm-adr (TME) Smart Money Holdings (13F, Q2 2026)

TME ranks #1999 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TME is a top-conviction position for Overlook Investments LP — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TME belongs to Schroder Investment Management Group, but the position matters far more to Overlook Investments LP, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Invesco Ltd. has added to its TME position for two straight quarters, increasing it by $121.9M to reach $244.5M today.

Schroder Investment Management Group has trimmed its TME position for two straight quarters, cutting it by $1.0B while still holding $381.0M.

TME is up 0.7% today, and institutions have been net buyers of $292.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

TME closed its latest fiscal year with net income of $11.4B.

• Profitable — net income of $11.4B in the latest fiscal year
• Revenue grew 15.8% year over year
• Net income improved year over year, from $7.1B to $11.4B
• Generated $10.2B in positive operating cash flow
• Current ratio of 2.22x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.23x equity — within a conventional range