Arkolith/Funds/Overlook Investments LP

Overlook Investments LP

CIK 1350706
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Overlook Investments LP holds a concentrated book of 1 stock worth $158.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). Their largest long position is Tencent Music Entertainm-ADR at 100% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Communication Services
100%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Overlook Investments LP

Manager / fundShared namesTheir $ in those
BAILLIE GIFFORD & CO2 / 1$3.4B
PRICE T ROWE ASSOCIATES INC /MD/2 / 1$2.8B
BlackRock, Inc.2 / 1$2.0B
FMR LLC2 / 1$1.3B
SCHRODER INVESTMENT MANAGEMENT GROUP2 / 1$1.2B
JPMORGAN CHASE & CO2 / 1$901.5M
STATE STREET CORP2 / 1$775.7M
NORGES BANK2 / 1$670.7M

Ranked by how many of Overlook Investments LP's top 1 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1 positions
#SecurityValueShares% PortLast moveHistory
1Tencent Music Entmt Group
SPON ADS
$158.5M19.01M
100.0%
Held
Showing all 1 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20261$158.5M13F-HR
Q1 2026Mar 31, 2026Aug 4, 20262$219.4M13F-HR
Q4 2025Dec 31, 2025Feb 26, 20261$278.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.