Overlook Investments LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Overlook Investments LP reported 1 stock position worth $158.5 million. Its top holding was Tencent Music Entertainm-ADR (TME) at 100.0% of the portfolio. Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from Sea Ltd.-ADR (SE).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001350706
Portfolio Value
$158.5M (Q2 2026)
SEC Filing
0001350706-26-000012 ↗ filed Aug 4, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2025: $278.0M Q4 2025 Q1 2026: $219.4M Q1 2026 Q2 2026: $158.5M $158.5M Q2 2026

Holdings 1 stocks · $158.5M

TME Tencent Music Entertainm-ADR 100.00% 19,007,171 $158.5M No change

Portfolio Sells Q1 2026 → Q2 2026

SE Sea Ltd.-ADR Sold out 0.00% −19.59

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$158.5MTME
Q1 2026 2$219.4MTME, SE
Q4 2025 1$278.0MTME