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Overlook Investments LP

13F filer · CIK 0001350706
Reported Aug 4, 2026
Net seller this quarter
13F portfolio value$159MU.S. long equity reported on 13F
Positions10 new · 1 closed
Net flow last quarter-$49.7MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 20261 positions
TMETencent Music Entertainment Group$159M100.00%0.60%Not reportedQ4 2025
Q1 2026Reported Aug 4, 20262 positions
TMETencent Music Entertainment Group$176M80.41%0.60%+19.8%Q4 2025
SESea Ltd$43M19.59%0.29%NewQ1 2026
Q4 2025Reported Feb 26, 20261 positions
TMETencent Music Entertainment Group$278M100.00%0.50%NewQ4 2025
Premium opens every quarter this fund has filed
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