← Top Holdings

TCMEFTENCENT MUSIC ENTMT GROUP

CUSIP: 88034P109

4

Guru Owners

$194.8M

Total Value Held

21.0M

Total Shares

$124.2M
0.83%
$61.2M
1.91%
$5.7M
0.07%
$3.8M
0.03%

📊 Fundamentals

Market Cap$20.4B
P/E Ratio14.9x
Below market avg
P/FCF4.4x
EPS (TTM)$0.42
Revenue (TTM)$33.4B
Profit Margin26.48%
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

$0$124.3M$248.6M$372.9M$497.2MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '264 owners · $194.8M
REDUCEDWilliam Von Mueffling$124.2M
NEWLi Lu$61.2M
INCREASEDSarah Ketterer$5.7M
REDUCEDPolen Capital$3.8M
Q4 '253 owners · $364.8M
INCREASEDWilliam Von Mueffling$328.0M
REDUCEDSarah Ketterer$29.6M
REDUCEDPolen Capital$7.2M
Q3 '253 owners · $497.2M
REDUCEDWilliam Von Mueffling$430.7M
INCREASEDSarah Ketterer$53.4M
REDUCEDPolen Capital$13.1M
Q2 '253 owners · $420.7M
REDUCEDWilliam Von Mueffling$364.2M
REDUCEDSarah Ketterer$37.1M
INCREASEDPolen Capital$19.3M
Q1 '253 owners · $314.6M
NEWWilliam Von Mueffling$277.3M
NEWPolen Capital$28.5M
NEWSarah Ketterer$8.9M
SOLDRay Dalio
Q4 '241 owners · $7.5M
REDUCEDRay Dalio$7.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates 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. 10.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.8%current: 13.8%
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

TCMEF Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker