TRIP
Tripadvisor Inc
3 super-investors hold TRIP worth a combined $50M. The largest position: Mason Hawkins at 2.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #284 of 724 scored stocks.
Why super-investors own TRIP
Mason Hawkins dominates the super-investor story on TRIP, holding $49M at 2.4% of his portfolio — effectively the entire cohort's $50M combined position. Hawkins added to his stake in 2026Q1, reinforcing what has been a lone-conviction hold stretching back at least five quarters without any cohort-level growth. Lee Ainslie and Joel Greenblatt each carry token positions below $750K, registering as rounding errors relative to Hawkins's commitment. With owner count flat at three and no new entrants, broader interest in Tripadvisor among this cohort shows no sign of expanding — this remains essentially a single-manager thesis, and Hawkins's continued accumulation is the only signal of conviction worth noting.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 2.4% | 5q | $49M | 4,598,068 |
| 2 | Lee Ainslie | <0.1% | 18q | $724K | 67,891 |
| 3 | Joel Greenblatt | <0.1% | 37q | $722K | 67,690 |
Owners of TRIP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | ADD | 2.4% | +62% | $49M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 896945201. Not investment advice.