Polen Capital Management
TME icon

Polen Capital Management’s Tencent Music TME Stock Holding History

Polen Capital Management’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 		$3.4M Sell
407,182
-3,096
-0.8% -$28.3K 0.03% 81
2026
Q1 		$3.81M Sell
410,278
-2,189
-0.5% -$32.4K 0.03% 66
2025
Q4 		$7.23M Sell
412,467
-148,966
-27% -$3.02M 0.03% 49
2025
Q3 		$13.1M Sell
561,433
-430,450
-43% -$9.98M 0.04% 43
2025
Q2 		$19.3M Sell
991,883
-986,886
-50% -$15.5M 0.06% 40
2025
Q1 		$28.5M Buy
1,978,769
+919,182
+87% +$11.5M 0.09% 40
2024
Q4 		$12M Sell
1,059,587
-480,351
-31% -$5.7M 0.03% 46
2024
Q3 		$18.6M Buy
1,539,938
+35,131
+2% +$430K 0.05% 35
2024
Q2 		$21.1M Sell
1,504,807
-1,157,974
-43% -$15.6M 0.05% 36
2024
Q1 		$29.8M Buy
2,662,781
+66,412
+3% +$652K 0.07% 36
2023
Q4 		$23.4M Sell
2,596,369
-921,880
-26% -$7.13M 0.06% 46
2023
Q3 		$22.4M Buy
3,518,249
+321,842
+10% +$2.15M 0.06% 41
2023
Q2 		$23.6M Sell
3,196,407
-210,540
-6% -$1.59M 0.06% 39
2023
Q1 		$28.2M Buy
3,406,947
+3,267,137
+2,337% +$26.7M 0.07% 36
2022
Q4 		$1.16M Sell
139,810
-76,139
-35% -$428K ﹤0.01% 86
2022
Q3 		$877K Sell
215,949
-3,900
-2% -$17.7K ﹤0.01% 82
2022
Q2 		$1.1M Buy
219,849
+29,210
+15% +$129K ﹤0.01% 78
2022
Q1 		$928K Buy
190,639
+72,500
+61% +$408K ﹤0.01% 83
2021
Q4 		$809K Buy
118,139
+48,090
+69% +$355K ﹤0.01% 84
2021
Q3 		$508K Buy
70,049
+14,475
+26% +$142K ﹤0.01% 85
2021
Q2 		$860K Buy
55,574
+360
+0.7% +$5.96K ﹤0.01% 76
2021
Q1 		$1.13M Buy
55,214
+37,380
+210% +$948K ﹤0.01% 70
2020
Q4 		$343K Buy
+17,834
New +$290K ﹤0.01% 72

Other funds holding TME

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
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
OI
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Polen Capital Management's TME Position: Q2 2026 in Review

Polen Capital Management reduced its Tencent Music (TME) stake by 0.75% in Q2 2026, selling an estimated $28.3K and leaving 407,182 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #81.

Polen Capital Management first reported a position in TME in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.8M in Q1 2024. 309 funds tracked by Wall St. Rank hold TME as of Q2 2026.

  • Polen Capital Management held 407,182 shares of Tencent Music worth $3.4M as of Q2 2026.
  • Polen Capital Management sold 3,096 Tencent Music shares in Q2 2026, an estimated $28.3K.
  • Tencent Music made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #81 holding.
  • Polen Capital Management first reported a position in Tencent Music in Q4 2020 and has held it in 23 quarters since.
  • Polen Capital Management's Tencent Music position peaked at $29.8M in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Tencent Music as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.