Carmignac Gestion’s Tencent Music TME Stock Holding History

Carmignac Gestion’s Portfolio TME Stock Details TME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.3M	Buy	2,903,426 +22,273	+0.8%	+$203K	0.31%	42
2026 Q1	$26.7M	Buy	2,881,153 +2,775,843	+2,636%	+$41M	0.41%	39
2025 Q4	$1.85M	Buy	105,310 +5,133	+5%	+$104K	0.03%	103
2025 Q3	$2.34M	Sell	100,177 -37,092	-27%	-$860K	0.03%	102
2025 Q2	$2.68M	Buy	137,269 +25,667	+23%	+$403K	0.04%	91
2025 Q1	$1.61M	Sell	111,602 -67,385	-38%	-$841K	0.03%	113
2024 Q4	$2.03M	Sell	178,987 -28,742	-14%	-$341K	0.03%	99
2024 Q3	$2.5M	Buy	207,729 +779	+0.4%	+$9.54K	0.04%	107
2024 Q2	$2.91M	Sell	206,950 -197,985	-49%	-$2.66M	0.05%	96
2024 Q1	$4.53M	Buy	404,935 +126,855	+46%	+$1.24M	0.07%	75
2023 Q4	$2.51M	Buy	+278,080	New	+$2.15M	0.04%	98
2021 Q3	–	Sell	-204,194	Closed	-$3.16M	–	140
2021 Q2	$3.16M	Buy	204,194 +31,717	+18%	+$525K	0.04%	103
2021 Q1	$3.53M	Buy	+172,477	New	+$4.38M	0.04%	100

Other funds holding TME

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Overlook Investments Grand Cayman, Cayman Islands $159M AUM

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Carmignac Gestion's TME Position: Q2 2026 in Review

Carmignac Gestion increased its Tencent Music (TME) stake by 0.77% in Q2 2026, buying an estimated $203K and bringing the position to 2,903,426 shares worth $24.3M. The position accounts for 0.31% of the portfolio, ranked #42.

Carmignac Gestion first reported a position in TME in Q1 2021 and has held it in 13 quarters since. The position peaked at $26.7M in Q1 2026. 309 funds tracked by Wall St. Rank hold TME as of Q2 2026.

Carmignac Gestion held 2,903,426 shares of Tencent Music worth $24.3M as of Q2 2026.
Carmignac Gestion bought 22,273 Tencent Music shares in Q2 2026, an estimated $203K.
Tencent Music made up 0.31% of Carmignac Gestion's portfolio in Q2 2026, its #42 holding.
Carmignac Gestion first reported a position in Tencent Music in Q1 2021 and has held it in 13 quarters since.
Carmignac Gestion's Tencent Music position peaked at $26.7M in Q1 2026.
309 funds tracked by Wall St. Rank held Tencent Music as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.