TCOM
Trip.com Group Ltd-adr
4 super-investors hold TCOM worth a combined $566M. The largest position: William Von Mueffling at 1.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 26 — ranked #500 of 724 scored stocks.
Why super-investors own TCOM
TCOM ownership within this cohort is narrow but substantial: four managers hold a combined $566M, with Christopher Davis and William Von Mueffling each running the position at 1.5% of their respective portfolios — Davis at $326M and Von Mueffling at $229M. Joel Greenblatt and Dodge & Cox hold token positions under $10M. Activity in 2026Q1 was completely flat — no additions, trims, or exits — and the cohort owner count has held at a stable floor for eight consecutive quarters, suggesting neither growing enthusiasm nor accelerating exits. Interest appears steady but contained, with two high-conviction holders anchoring the bulk of exposure.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 1.5% | 17q | $326M | 6,555,112 |
| 2 | William Von Mueffling | 1.5% | 8q | $229M | 4,589,621 |
| 3 | Joel Greenblatt | <0.1% | 26q | $9M | 176,088 |
| 4 | Dodge & Cox Funds | <0.1% | 19q | $2M | 49,250 |
Owners of TCOM also hold
Long US equity 13F-HR filings only. CUSIP 89677Q107. Not investment advice.