Overlook Investments LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Overlook Investments LP disclosed 2 US equity positions worth $219.4m in its Q1 2026 13F filing. The largest position was TME at 80.4% of the reported book.
What did Overlook Investments LP own in Q1 2026? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 80.4% | $176.4m | 19,007,171 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 19.6% | $43.0m | 519,048 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.