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Horos Asset Management's investment thesis on Tencent Holdings Limited ($TCEHY) — Q4 2025 | Buyside Digest

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$TCEHYNASDAQTencent Holdings Limited

BULL

Horos Asset Management—TCEHY

Fund Letter

Q4 2025

Published January 1, 2026

View Fund Profile

$54.28USD

-1.8% vs last month

$81.00Pitched

-33.0% since pitch

Market Cap$548.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Horos closes 2025 celebrating key milestones, including the successful launch of Horos Patrimonio (exceeding €40M AUM) and total AUM surpassing €400M. The letter highlights...

— Javier Ruiz, CFA

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What other investors think about $TCEHY, and what else Horos Asset Management is buying.

Other pitches on $TCEHY

Other investors who've written on Tencent Holdings Limited

Emerald Wealth Partners - Focused Equity StrategyBULL

Pitched Aug 21, 2026

Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation...

Thornburg Global Opportunities FundNEUTRAL

Pitched Jul 10, 2026

Tencent Holdings Ltd. is the eighteenth largest holding. E-commerce and digital...

View all $TCEHY pitches →