Overlook Investments LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed August 4, 2026), Overlook Investments LP reported 2 stock positions worth $219.4 million. Its top holding was Tencent Music Entertainm-ADR (TME) at 80.4% of the portfolio, followed by Sea Ltd.-ADR (SE, 19.6%). Compared with Q4 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Sea Ltd.-ADR (SE).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001350706
Portfolio Value
$219.4M (Q1 2026)
SEC Filing
0001350706-26-000011 ↗ filed Aug 4, 2026

Holdings Value

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

Holdings 2 stocks · $219.4M
TME Tencent Music Entertainm-ADR 80.41% 19,007,171 $176.4M Add +19.8%
SE Sea Ltd.-ADR 19.59% 519,048 $43.0M New

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
SE Sea Ltd.-ADR New 19.59% +19.59
TME Tencent Music Entertainm-ADR Add +19.8% 80.41% −19.59

All Filings

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