L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
66,392,515
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,788,644.

Managers listing TME in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)17,255,466$302munder 0.1%Added+5,165,02017 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co13,042,381$229m0.19%Added+35,18223 Jan 2026 (the filing on sec.gov)
Renaissance Technologies LLC8,450,152$148m0.23%Trimmed-1,146,83812 Feb 2026 (the filing on sec.gov)
Capital World Investors7,030,660$123munder 0.1%Trimmed-3,438,81511 Feb 2026 (the filing on sec.gov)
Invesco Ltd6,991,937$123munder 0.1%Added+4,629,05819 Feb 2026 (the filing on sec.gov)
MFS Investment Management4,907,677$86munder 0.1%Added+2,649,83322 Jan 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,956,349$34munder 0.1%Added+1,337,66617 Feb 2026 (the filing on sec.gov)
Man Group PLC1,045,840$18munder 0.1%Trimmed-61,27617 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP890,200$16munder 0.1%Trimmed-11,70017 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC775,437$14munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC591,162$10munder 0.1%Trimmed-2,833,90812 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC553,132$9.7munder 0.1%Trimmed-2,197,06110 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC513,021$9.0munder 0.1%Added+479,68917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC445,309$7.8munder 0.1%Trimmed-806,87317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP417,000$7.3munder 0.1%Added+260,30017 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC412,467$7.2munder 0.1%Trimmed-148,96612 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP247,445$4.3munder 0.1%Trimmed-224,67717 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC188,061$3.3munder 0.1%Added+173,40627 Oct 2026 (the filing on sec.gov)
Millennium Management LLC158,535$2.8munder 0.1%Trimmed-660,83717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP106,700$1.9munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC88,401$1.6munder 0.1%Added+46,22417 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC80,913$1.4munder 0.1%Added+13,69113 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP80,610$1.4munder 0.1%Trimmed-1,325,80917 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc78,500$1.4munder 0.1%Added+19,0005 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP37,418$656kunder 0.1%Added+29,57010 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

0510152020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TME by quarter
QuarterHoldersReported valueBuyersSellers
Q4 201810$458mn.a.n.a.
Q1 201911$587mn.a.n.a.
Q2 20198$1.2bnn.a.n.a.
Q3 20199$1.3bnn.a.n.a.
Q4 201912$1.3bnn.a.n.a.
Q1 202013$646mn.a.n.a.
Q2 202013$942mn.a.n.a.
Q3 202011$1.3bnn.a.n.a.
Q4 20209$1.7bnn.a.n.a.
Q1 202119$3.2bnn.a.n.a.
Q2 202110$1.6bnn.a.n.a.
Q3 20218$638mn.a.n.a.
Q4 20217$554mn.a.n.a.
Q1 20226$356mn.a.n.a.
Q2 20226$240mn.a.n.a.
Q3 20227$212mn.a.n.a.
Q4 20228$462mn.a.n.a.
Q1 20239$528mn.a.n.a.
Q2 20239$538mn.a.n.a.
Q3 20238$324mn.a.n.a.
Q4 20239$470m54
Q1 20249$916m63
Q2 202410$980m38
Q3 20249$797m54
Q4 20246$515m15
Q1 20257$1.2bn53
Q2 20258$888m44
Q3 20259$1.0bn54
Q4 20258$632m1616
Q1 20265$269m1216
Q2 20266$260m917

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TME and NFLX →TME and TMUS →TME and CMCSA →Choose a stock to compare with TME →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TME, latest filings →Back to the 13F Explorer →