Managers / Q4 2025
Overlook Investments LPNEW FILER
CIK 0001350706 · CAMPBELLS CORPORATE SERVICES LIMITED, FLOOR 4, WILLOW HOUSE, CRICKET SQUARE, GRAND CAYMAN, E9, KY1-1104 · 852-2912-0800
Summary
Overlook Investments LP reported $278M in U.S.-listed holdings across 1 positions for Q4 2025.
The portfolio is heavily concentrated: TME alone accounts for 100.0% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ADR · 100.0% · $278M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| TMETENCENT MUSIC ENTMT GROUP | NEW | +15.87M | 15.87M | +$278M | $278M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | TMETENCENT MUSIC ENTMT GROUPhistory → | SPON ADS | 100.00% | $278M | 15.87M |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.