PAYP
Paypay Corp
2 super-investors hold PAYP worth a combined $20M. The largest position: Chase Coleman at 0.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 18 — ranked #664 of 724 scored stocks.
Why super-investors own PAYP
Chase Coleman initiated a new position in PAYP (PayPay Corp) in 2026Q1, joining Joel Greenblatt as the only two members of the super-investor cohort with exposure to the Japanese fintech operator. Combined holdings total roughly $20M — Greenblatt at $12M, Coleman at $9M — though both positions register at effectively 0.0% of their respective portfolios, signaling minimal conviction by weight. Cohort ownership has held at a single name for the prior seven quarters, so Coleman's entry nudges the count to two but does not yet suggest broadening institutional interest. Interest remains nascent and thinly held; there is no evidence of trimming or exits this quarter.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | — 1q | $12M | 560,000 |
| 2 | Chase Coleman | <0.1% | — 1q | $9M | 400,000 |
Owners of PAYP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | NEW | <0.1% | +100% | $9M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 70450C101. Not investment advice.