3
TME
TENCENT MUSIC ENTMT GROUP · Communication Services
Consensus score 3/100 · #118 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-1.4%
21-day momentum
-2.5%
recent volume
0.54×
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
-30.4%
30-wk MA slope
-11.1%
rel. strength
-50.2
52-wk range
4%
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
0.9%
of their portfolios
Combined value
$189M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Himalaya Capital Value/global | 1.9% | $61M | NEW |
| Cantillon Capital Concentrated | 0.8% | $124M | TRIM |
| Polen Capital Quality growth | 0.0% | $4M | 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.