TME
Tencent Music Entertainm-adr
5 super-investors hold TME worth a combined $232M. The largest position: Li Lu at 1.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 26 — ranked #527 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own TME
Li Lu's new position — the largest concentration in the cohort at 1.9% of his portfolio ($61M) — is the defining development this quarter, doubling cohort ownership from one holder to two for the first time across eight quarters of data. William Von Mueffling remains the largest dollar holder at $124M but trimmed his position in 2026Q1, suggesting some profit-taking or reweighting. Joel Greenblatt and Sarah Ketterer hold marginal allocations. At $232M combined across five managers, TME is a niche position in this cohort — never attracting broad interest — but Li Lu's entry adds meaningful conviction weight given his concentrated, high-conviction style. Interest is technically rising by headcount, though Von Mueffling's trim partially offsets that signal.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | William Von Mueffling | 0.8% | 8q | $124M | 13,382,595 |
| 2 | Li Lu | 1.9% | — 1q | $61M | 6,590,836 |
| 3 | Joel Greenblatt | <0.1% | 28q | $37M | 4,030,121 |
| 4 | Sarah Ketterer | 0.1% | 11q | $6M | 612,900 |
| 5 | Polen Capital Management | <0.1% | 22q | $4M | 410,278 |
Owners of TME also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Li Lu | NEW | 1.9% | +100% | $61M | May 15, 2026 |
| William Von Mueffling | TRIM | 0.8% | -28% | $124M | May 7, 2026 |
Long US equity 13F-HR filings only. CUSIP 88034P109. Not investment advice.