3
TME
TENCENT MUSIC ENTERTAINM · Communication Services
Consensus score 3/100 · #137 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-09-30
vs 50-day avg
-7.2%
21-day momentum
-9.3%
recent volume
0.81×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-23.5%
30-wk MA slope
-10.9%
rel. strength
-50.2
52-wk range
1%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$78M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Himalaya Capital Value/global | 1.5% | $55M | HOLD |
| Southeastern / Longleaf Deep value | 1.0% | $19M | NEW |
| Polen Capital Quality growth | 0.0% | $3M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.