← Top Holdings
TCMEFTENCENT MUSIC ENTMT GROUP
CUSIP: 88034P109
3
Guru Owners
$364.8M
Total Value Held
20.8M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Cantillon Capital Management | 18708502 | $328.0M | 1.77% | $17.53 | Q4 2025 | |
| Causeway Capital Management | 1689576 | $29.6M | 0.41% | $17.53 | Q4 2025 | |
| Polen Capital Management | 412467 | $7.2M | 0.03% | $17.53 | Q4 2025 |
📊 Fundamentals
Market Cap$19.3B
P/E Ratio12.0x
Below market avg
P/FCF3.1x
EPS (TTM)$0.52
Revenue (TTM)$32.9B
Profit Margin33.60%
Div Yield1.92%
Beta0.79
52-Week Range
$6.24
$10.63
Current: $6.24
Data from Yahoo Finance · refreshed every 4 hours
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '253 owners · $364.8M
Q3 '253 owners · $497.2M
Q2 '253 owners · $420.7M
Q1 '253 owners · $314.6M
Q4 '241 owners · $7.5M
Q3 '241 owners · $9.2M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 10.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
19.1%current: 19.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data