Long0700.HKJun 2026
Tencent Holdings Limited
Tencent operates one of China's largest internet ecosystems across social networking, gaming, advertising, payments, cloud and other digital services. Loomis Sayles sees the…
0700.HK
Which hedge funds are long 0700.HK?
3 published ideas on Tencent Holdings Limited across 3 funds — 3 long and 0 short.
Tencent Holdings Limited hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Tencent Holdings Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long0700.HKJun 2026
Tencent Holdings Limited
Tencent's core gaming, advertising and fintech businesses remain strong and are anchored by the WeChat ecosystem. First-quarter results showed 20 percent advertising growth and…
Long0700.HKJun 2026
Tencent
LongRun believes Tencent is well positioned to benefit from AI because its businesses provide platforms through which AI can be implemented and monetised. The manager believes…