Polen Capital Management exited Tencent Music Entertainment Group (TME) during 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026, selling all 407K shares. The position had been worth about $3.4M at the prior quarter-end and carried 0.03% of the book. TME had been in the portfolio for about 6 years, since the quarter ended December 31, 2020.
What did the 2026 Q3 filing report for TME?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 407K | 0 |
| Reported value | $3.4M | $0 |
| Portfolio weight | 0.03% | 0% |
| Held since | 2020 Q4 | sold out in 2026 Q3 |
| Quarters held | 23 |
What did Polen Capital Management sell?
Polen Capital Management sold 407K shares of TME between the quarter ended June 30, 2026 and September 30, 2026. The TME exit was the 88th largest of the quarter's 302 position changes by percent change to portfolio.
Where does TME sit in the Polen Capital Management portfolio?
Before the sale, TME carried 0.03% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is MSFT at 8.55%. Next come NVDA at 7.3% and GOOG at 6.01%. The three largest stocks together are 21.86% of the book. Across the 2026 Q3 portfolio, Polen Capital Management reported 256 stock positions, with 83 opened and 46 closed. The total portfolio value is about $9.21B, down 21% from the prior quarter.
How long has Polen Capital Management held TME?
Polen Capital Management held TME for about 6 years, from the quarter ended December 31, 2020 to June 30, 2026. The weight peaked at 0.09% in 2025 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Polen Capital Management TME trade history page.
FAQ
How many TME shares did Polen Capital Management sell?
Polen Capital Management sold all 407K shares of TME it reported a quarter earlier, worth about $3.4M.
When did Polen Capital Management first buy TME?
Polen Capital Management first reported TME in the quarter ended December 31, 2020.
How much of the Polen Capital Management portfolio was TME?
TME was 0.03% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.